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Greg Heise  FCIA, FSA, FCA

Partner

Experience

Greg has worked in the pension and investment fields for 24 years with a diverse group of clients, including multi-employer and jointly-trusteed pension plans, various non-pension trusts and large national and international corporations.

He has extensive experience in the areas of plan design, valuation, compliance, administration, executive retirement income planning, investment policy, manager selection, asset-liability analysis and performance evaluation.

Greg has served as lead actuary for numerous multi-employer pension plans in Western Canada, providing actuarial and investment advice along with advocacy with the regulatory authorities.  In addition, he has led the actuarial teams for two of Canada’s largest telecommunications companies, providing strategic advice and coordinating services across the country for multiple defined benefit pension plans and supplemental arrangements.

Until recently, Greg was a partner at a national human resource consulting firm, leading the significant growth of its retirement practice in Vancouver for over 6 years.  Prior to that, he worked for over 15 years in positions of increasing responsibility at a regional actuarial consulting firm.

Greg is a frequent speaker on actuarial matters at industry events, including events sponsored by the Association of Canadian Pension Management, Pacific Business and Law Institute, International Foundation of Employee Benefit Plans and British Columbia and Yukon Territory Building and Construction Trades Council.  He regularly presents on a variety of topics to administrators of multi-employer pension plans and regulatory authorities.

Qualifications & Education

Greg is a Fellow of the Canadian Institute of Actuaries, Society of Actuaries and Conference of Consulting Actuaries.

Greg has served as Vice President of the Canadian Institute of Actuaries’ Pension Plan Financial Reporting Committee. He was a key member of a Designated Group of the Actuarial Standards Board that rewrote the Standards of Practice for the Valuation of Pension Plans, which supported important changes affecting multi-employer pension plans that took effect December 31, 2010.

He graduated from the University of Waterloo in 1993 with a Bachelor of Mathematics in Honours Actuarial Science and a minor in Statistics.