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Brendan George

Brendan George FIA, FCIA, FSA, CFA

Partner

[email protected]
T: (604) 551-4312
Linkedin Profile

Brendan has worked in the pension and investment fields for 23 years. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting.

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Jeremy Bell

Jeremy Bell FCIA, CFA

Partner

[email protected]
T: (604) 802-0959
Linkedin Profile

Jeremy has worked in the pension, benefits and investment fields for 17 years. He advises clients on actuarial and investment matters related to pension and benefit plans.

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Greg Heise FCIA, FSA, FCA

Partner

[email protected]
T: (778) 580-7787
Linkedin Profile

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.

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Mike Greschner

Mike Greschner FCIA, FSA

Senior Consultant

[email protected]
T: (604) 928-9770
Linkedin Profile

Mike has worked in the health benefits field for 14 years with a diverse group of clients, including public sector, private sector and multi-employer trusteed plans varying in size from small upstarts to large public entities and international corporations.

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Wendy Shanks, CIM, ICD.D

Senior Consultant

[email protected]
T: (867) 332-6763
Linkedin Profile

With over 20 years of experience in the financial services industry, Wendy Shanks offers a wide range of unbiased financial consulting services to Trustees of First Nation Investment Trusts.

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Kamila Giesbrecht

Kamila Giesbrecht CFA, RPA

Senior Consultant

[email protected]
T: (604) 218-3705
Linkedin Profile

Kamila has worked in the investment consulting and investment management fields for 20 years. She specializes in advising university and international not-for-profit trusts, foundations, endowments, and family offices.

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Derek Sam

Derek Sam CFA, CAIA

Senior Consultant

[email protected]
T: (604) 773-6329
Linkedin Profile

Derek has worked in the investment consulting and pension plan management fields for 18 years, advising investment committees of capital accumulation plans, defined benefit pension plans, endowments, foundations and worker’s compensation funds.

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Gilles De Condappa

Gilles De Condappa CA

Consultant

[email protected]
T: (778) 986-5080
Linkedin Profile

Gilles has 14 years of experience advising clients on accounting and actuarial matters related to group benefit plans.

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Hubert Huang

Hubert Hwang CFA

Consultant

[email protected]
T: (778) 322-2411
Linkedin Profile

Hubert has 8 years of experience conducting research, analysis and providing recommendations on a wide array of investment topics. He has worked in the pension, investment and finance fields since 2009.

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Jian Zhang

Jian Zhang FSA, FCIA

Consultant

[email protected]
T: (778) 898-2596
Linkedin Profile

Jian has worked in the pension and benefits consulting industry for more than 10 years. She advises clients on all aspects of defined benefit and defined contribution pension plans and also has experience in accounting valuations of non-pension and group benefit plans.

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