Following up on announcements made in its 2023 budget, the Federal government passed legislation which received royal assent on June 20, 2024 which will exempt fees paid on or after March 28, 2023 for securing …
August 8th, 2024
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 …
May 24th, 2016
George & Bell Consulting Congratulates Harry Satanove on Retirement
On May 16th, George & Bell Consulting hosted a party to celebrate the retirement and many career accomplishments of Harry Satanove. After almost 35 years in the actuarial business, Harry has decided it’s time to …
January 30th, 2015
CPP Enhancement: The Debate Takes Centre Stage
See below for the link to Jeremy’s article published in the January/February issue of Plans and Trusts. CPP Enhancement – The Debate Takes Centre Stage
October 10th, 2014
New Study – Shifting Public Sector DB Plans to DC
Attached is a report by Robert L. Brown and Craig McInnes who tackle the debate about income security in retirement. Shifting Public Sector DB Plans to DC
May 29th, 2014
It’s Time for a Rethink Around LTD Coverage for Older Employees
Click the link below to read Jeremy’s recent article for the Canadian HR Reporter. It’s time for a rethink around LTD coverage for older employees
January 13th, 2014
Happy New Year
We are a few days into 2014 and for some people this means reflecting back at the year that was and anticipating the year ahead and beyond. Personally 2013 was a year of change for …
January 28th, 2013
Accounting Matters – Old Age Security
When Old Age Security was changed in the Federal budget last year some people asked me whether the cuts were necessary. That is a difficult question because almost all government spending decisions are choices rather …
January 7th, 2013
The Impact of Aging on Investment Returns
I originally wrote this article in May 2011. I think that it remains relevant today: feel free to disagree (or agree) in the comments below. Suppose you were told that you would live to 120. …