Ellement Consulting Group (“Ellement”) is excited to announce today that it has merged with George & Bell Consulting forming one of Canada’s largest independent consulting firms. George & Bell Consulting (“G&B”) is a full-service retirement, …
New CAPSA Guideline No. 10 – Risk Management for Plan Administrators
On September 9, 2024, the Canadian Association of Pension Supervisory Authorities (CAPSA) released CAPSA Guideline No. 10 – Guideline for Risk Management for Plan Administrators (the “Risk Management Guideline”) to consolidate approaches to pension risk …
Update to the CAPSA Guideline No. 3 – Capital Accumulation Plans
On September 9, 2024, the Canadian Association of Pension Supervisory Authorities (CAPSA) released two guidelines: Updated CAPSA Guideline No. 3 – Guideline for Capital Accumulation Plans (the “Guideline”); and New CAPSA Guideline No. 10 – …
Changes to Rules for Unfunded Retirement Compensation Arrangements
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 …
George & Bell Consulting Recognized in BPM Top Consultants 2024
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 …
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 …
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” …
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 …
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 …
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 …