We are often asked by members whether or not they should take their commuted value as a lump sum payout upon termination. Many of these members desire to have control over the investment of their …
New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans
Last week the B.C. government announced new defined benefit (DB) plan funding rules that take effect December 31, 2019. Some might say that these changes have been long overdue given that the past regime’s heavy …
G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples
George & Bell Consulting and Coast Conservation Endowment Fund Foundation (“Coast Funds”), an Indigenous-led conservation finance organization created by First Nations, the governments of British Columbia and Canada, and private foundations as part of the …
Bill Maclean Joins the George & Bell Team
We are pleased to announce that Bill Maclean, FCSI, CIMA, has joined George & Bell Consulting as a Principal. Bill will be based in Toronto, providing advice to institutional clients, with respect to their investment, …
G&B Retirement Strategy Presentations Well Received in Victoria and Vancouver
Last week George & Bell Consulting hosted two events in Vancouver and Victoria with guest author and actuary, Fred Vettese, and our own actuary and partner, Mike Greschner. Fred spoke on five basic strategies for …
G&B and Fred Vettese to Present on Retirement Strategies
On May 23rd in Victoria and on May 24th in Vancouver, George & Bell Consulting will present Optimize Your Retirement: Strategies for Maximizing Your Net Income. Our guest speaker, Fred Vettese, author and actuary, will …
G&B Sponsoring Today’s BC Building Trades Golf Tournament to Benefit Children’s Charities
The BC Building Trades 20th Annual Charity Golf Tournament will be held today (July 18) at Hazelmere Golf and Country Club in Surrey. As in previous years, George & Bell Consulting will be participating and is providing sponsorship …
Supreme Court Reaches Decision in ICBA Case
On July 3, 2018, the Supreme Court of British Columbia completed its judicial review of a prior decision by the Information and Privacy Commissioner of B.C. to release certain information to the Independent Contractors and …
See Jeremy Bell’s Latest Article in Today’s Issue of BPM
Jeremy Bell’s latest article, titled Pension Investing – A Brief History and Future Questions is out today in Benefits and Pensions Monitor’s online magazine. Read it here
George & Bell Sponsors BC Health Care Awards
Partners Jeremy Bell and Mike Greschner, on behalf of George & Bell Consulting, are proud to sponsor the BC Health Care Awards. These awards celebrate excellence and innovation in BC’s health care community by recognizing deserving teams …