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George & Bell Perspectives.

George & Bell Welcomes Michelle Richardson

George & Bell Welcomes Michelle Richardson

January 16, 2020. Category: Consulting, Firm News, Investment. Comments Off on George & Bell Welcomes Michelle Richardson.
Written by George & Bell Consulting.

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 on investment matters. Read full entry

Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values

Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values

January 13, 2020. Category: Group Benefits, Investment, Pension and Benefit Plans, Pension and Investment, Pension Plans, Retirement. Comments Off on Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values.
Written by Rory O'Connor.

We are often asked by members whether or not they should take their commuted value as a lump sum payout upon termination. Read full entry

New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans

New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans

December 16, 2019. Category: Benefits, Legislation, Pension and Benefit Plans, Pension and Investment, Pension Plans. Comments Off on New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans.
Written by Greg Heise.

Last week the B.C. government announced new defined benefit (DB) plan funding rules that take effect December 31, 2019. Some might say that these changes have been long overdue given that the past regime’s heavy focus on solvency is a main cause of DB plans being less prevalent in the private sector. Read full entry

G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples

G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples

August 7, 2019. Category: Firm News, Proxy Voting. Comments Off on G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples.
Written by George & Bell Consulting.

George & Bell Consulting and Coast Conservation Endowment Fund Foundation (“Coast Funds”), an Indigenous-led conservation finance organization created by First Nations, the governments of British Columbia and Canada, and private foundations as part of the 2006 Great Bear Rainforest agreements, today announced new shareholder proxy voting guidelines that advocate for the rights of Indigenous Peoples. Read full entry

Bill Maclean Joins the George & Bell Team

Bill Maclean Joins the George & Bell Team

August 1, 2019. Category: Firm News. No Comments on Bill Maclean Joins the George & Bell Team.
Written by George & Bell Consulting.

We are pleased to announce that Bill Maclean, FCSI, CIMA, has joined George & Bell Consulting as a Principal. Bill will be based in Toronto, providing advice to institutional clients, with respect to their investment, endowment and retirement funds. Read full entry

G&B Retirement Strategy Presentations Well Received in Victoria and Vancouver

G&B Retirement Strategy Presentations Well Received in Victoria and Vancouver

May 27, 2019. Category: Firm News. No Comments on G&B Retirement Strategy Presentations Well Received in Victoria and Vancouver.
Written by George & Bell Consulting.

Last week George & Bell Consulting hosted two events in Vancouver and Victoria with guest author and actuary, Fred Vettese, and our own actuary and partner, Mike Greschner.  Read full entry

G&B and Fred Vettese to Present on Retirement Strategies

G&B and Fred Vettese to Present on Retirement Strategies

March 21, 2019. Category: Firm News. No Comments on G&B and Fred Vettese to Present on Retirement Strategies.
Written by George & Bell Consulting.

On May 23rd in Victoria and on May 24th in Vancouver, George & Bell Consulting will present Optimize Your Retirement: Strategies for Maximizing Your Net Income. Read full entry

G&B Sponsoring Today's BC Building Trades Golf Tournament to Benefit Children's Charities

G&B Sponsoring Today’s BC Building Trades Golf Tournament to Benefit Children’s Charities

July 18, 2018. Category: Sponsorship. No Comments on G&B Sponsoring Today’s BC Building Trades Golf Tournament to Benefit Children’s Charities.
Written by George & Bell Consulting.

The BC Building Trades 20th Annual Charity Golf Tournament will be held today (July 18) at Hazelmere Golf and Country Club in Surrey.  Read full entry

Supreme Court Reaches Decision in ICBA Case

Supreme Court Reaches Decision in ICBA Case

July 5, 2018. Category: Firm News, Legislation, Pension Plans. No Comments on Supreme Court Reaches Decision in ICBA Case.
Written by Greg Heise.

On July 3, 2018, the Supreme Court of British Columbia completed its judicial review of a prior decision by the Information and Privacy Commissioner of B.C. Read full entry

See Jeremy Bell's Latest Article in Today's Issue of BPM

See Jeremy Bell’s Latest Article in Today’s Issue of BPM

June 26, 2018. Category: Firm News. No Comments on See Jeremy Bell’s Latest Article in Today’s Issue of BPM.
Written by George & Bell Consulting.

Jeremy Bell’s latest article, titled Pension Investing – A Brief History and Future Questions is out today in Benefits and Pensions Monitor’s online magazine. Read full entry

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