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George & Bell Welcomes JJ Lee
We are pleased to announce that JJ Lee has joined the Pension team at George & Bell Consulting.
JJ has worked in the pension field since 2009 and has experience providing solutions for clients with various retirement arrangements, including individual pension plans, supplemental arrangements, single-employer pension plans and large multi-employer pension plans. Read full entry
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)
- External Additions
- Randi Topp, FSA, FCIA (Pension and Investment)
- Jojy Oommen, FSA, FCIA (Group Benefits)
Kristina, Hubert and Randi are in Vancouver and Jojy is in Edmonton. Read full entry
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”. Read full entry
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 are doing so through emails, phone calls and video conferencing. Read full entry
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 on investment matters. Read full entry
G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples
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
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
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
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
Supreme Court Reaches Decision in ICBA Case
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