George & Bell Consulting has been recognized in the inaugural Benefits and Pensions Monitor Top Consultants, a comprehensive roundup highlighting our industry’s best. Benefits and Pensions Monitor (BPM) conducted a research study to identify and …
June 26th, 2024
Changes to Alberta’s Target Benefit Plan PfAD Rules
On June 20, 2024, in a fortunate turn of events, the Government of Alberta adopted long-awaited changes to the calculation of the Provision for Adverse Deviation (PfAD) applicable to target benefit provisions under pension plans …
April 29th, 2024
2024 Federal Budget Update
On April 16, 2024, the federal government delivered its 2024 federal budget (“Budget 2024”), titled “Fairness for Every Generation”. Although Canada currently is governed by a minority Liberal government, their previously announced “confidence and supply” …
January 30th, 2024
Future Investment Policy Decisions 2024
George & Bell Consulting hosted more than 150 people at the 19th Annual Future Investment Policy Decisions conference on January 25th at the Vancouver Convention Centre. The event was information-packed and intended to help our …
January 22nd, 2024
Why Investors Shouldn’t Hyper-focus on Market Cycles
In the current economic environment, which fluctuates between cautious optimism and pragmatic risk aversion, investors are increasingly recognizing the importance of evaluating investment performance over economic cycles. More so, these investors are having to question …
October 18th, 2023
Greg Heise to Teach ATMS-B at Canadian Investment Institute in Hawaii
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 …