G&B partner, Greg Heise, will be teaching ATMS-B as part of the pre-conference sessions at the Canadian Investment Institute in Waikoloa, HI on November 11th/12th. If you have completed ATMS-A and are looking to continue …
October 16th, 2023
Changes to B.C. Pension Legislation on the Horizon
On October 4, 2023, the Government of B.C. introduced Bill 33: Pension Benefits Standards Amendment Act, 2023. The proposed amendments set the table for defined contribution plans in B.C. to offer a new option for …
September 29th, 2023
Truth and Reconciliation Day 2023
As we approach National Truth & Reconciliation Day, observed on September 30th, George & Bell wanted to acknowledge the significance of Indigenous Peoples and their cultural and historical significance in Canada. Our goal as a firm …
August 2nd, 2023
Indigenous Student Award
We are excited to announce that we have partnered with Yukon University to provide the George & Bell Consulting Indigenous Student Award. The Award will provide financial support to an Indigenous student or students who are …
July 28th, 2023
Regulator Guidance on Climate Change Risks
Most investment industry participants seem to be hopping aboard the ESG train lately with the most popular destination being climate change risk. The latest such example is BCFSA[1]’s consultation paper on Natural Catastrophe and Climate-Related …
July 28th, 2023
George & Bell Staffing Announcement
We are pleased to announce that Jeff Spoor has been promoted to Principal.
February 8th, 2023
David Lee’s “Semi” Retirement
Dear Trustees and Industry Colleagues: I hope you enjoyed our recent Future Investment Policies Decisions meeting. As part of the reception to mark my retirement, I had prepared some comments, including an important “Thank you” …
October 5th, 2022
B.C. Target Benefit Plans: PfAD Changes Effective December 31, 2022
Our last post on the topic of Target Benefit Plan (TBP) PfADs was in early 2021, noting that temporary relief had been approved by the B.C. government. We also noted that a Working Group had …
September 28th, 2022
Up the Down Market fundraiser for the Down Syndrome Resource Foundation
We always look forward to putting together a team from George & Bell to attend the Up the Down Market fundraiser for the Down Syndrome Resource Foundation (DSRF). This year we were thrilled to be …
July 27th, 2022
George & Bell Staffing Announcement
We are pleased to announce that Michelle Richardson has been promoted to Principal.