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 …
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 …
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 …
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 …
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 …
George & Bell Staffing Announcement
We are pleased to announce that Jeff Spoor has been promoted to Principal.
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” …
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 …