Budget 2018 saw the federal government propose legislative changes to the section of the Income Tax Act governing Employee Life and Health Trusts (ELHTs). For reference, upon the introduction of ELHTs in 2010, they co-existed …
December 21st, 2020
October 22nd, 2020
New Principals at George & Bell Consulting
We are pleased to announce two internal promotions and two external additions as Principals of George & Bell Consulting. These four Principals are: Internal Promotions Kristina Percy, FSA, FCIA (Group Benefits) Hubert Hwang, CFA (Investment) …
April 3rd, 2020
George & Bell Consulting Advocates for COVID-19 Plan for Registered Retirement Savings Plan (RRSP) Withdrawals
George & Bell Consulting is calling on the Government of Canada to allow non-punitive RRSP withdrawals for Canadians to meet short-term financial needs, called the “COVID-19 Plan”. Currently, Canadians can withdraw assets from their RRSPs …
March 24th, 2020
G&B’s COVID-19 Response
At George & Bell Consulting we are closely monitoring the COVID-19 outbreak and the government recommendations on business practices. 100% of our staff have had the ability to work from home since March 13th and …
January 16th, 2020
George & Bell Welcomes Michelle Richardson
We are pleased to announce that Michelle Richardson has joined the Investment team at George & Bell Consulting. Michelle has worked in the pension and investment fields for over 8 years, analyzing and advising clients …
January 13th, 2020
Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values
We are often asked by members whether or not they should take their commuted value as a lump sum payout upon termination. Many of these members desire to have control over the investment of their …