Our Team
Brendan George FIA, FCIA, FSA, CFA
PartnerBrendan has worked in the pension and investment fields for 30 years. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting.
Jeremy Bell FCIA, CFA
PartnerJeremy has worked in the pension, benefits and investment fields for 24 years. He advises clients on actuarial and investment matters related to pension and benefit plans.
Greg Heise FCIA, FSA, FCA
PartnerGreg has worked in the pension and investment fields for over 31 years with a diverse group of clients, including multi-employer and jointly-trusteed defined benefit and target benefit pension plans. He has participated on various working groups reviewing pension-related legislation and standards of practice, is an instructor for the ATMS-B course sponsored by the IFEBP, and is a Board member of MEBCO.
Mike Greschner FCIA, FSA
PartnerMike has worked in the health benefits field for over 21 years. He advises a diverse group of clients including public and private sector organizations and multi-employer trusteed plans varying in size from small upstarts to large public entities and international corporations.
David Lee
PartnerDavid has been a consultant to various multi-employer pension and health and welfare plans for over 40 years.
Hubert Hwang CFA
PrincipalHubert has worked in the financial services industry for 15 years. His focus is on providing clients with pragmatic research, analysis, and recommendations on investment-related matters.
Tom Kowalczyk FCIA, FSA
PrincipalTom has worked in the pension field for 23 years advising boards of trustees and corporate clients on all matters relating to pension plans ranging in size from single member plans to large multi-employer plans.
Scott Lunney
Principal
Bill Maclean FCSI, CIMA
Principal
Jojy Oommen FCIA, FSA
PrincipalJojy has worked in the health benefits field for over 18 years. During this time, he has had the privilege of working with plans ranging from small start-ups all the way through to some of Canada’s largest benefit programs
Kristina Percy FCIA, FSA
PrincipalKristina has worked in the pension and health benefits fields for 17 years with a diverse group of clients in both the public and private sectors.
Michelle Richardson CFA
PrincipalMichelle has worked in the pension and investment fields for over 12 years, analyzing and advising clients on investment matters.
Derek Sam CFA, CAIA
PrincipalDerek has worked in the investment and pension plan management fields for 25 years, advising investment committees of capital accumulation plans, defined benefit pension plans, target benefit plans, endowments, foundations, trusts and worker’s compensation funds.
Glenn Smith FCIA, FSA
PrincipalGlenn has worked in the pension and benefits sector for 26 years. He has consulted on a variety of plans including multi-employer pension plans, jointly trusteed plans, retirement compensation arrangements, group benefit plans and other supplementary retirement programs.
Jeff Spoor
PrincipalJeff has worked in the health and benefits field for 11 years, managing day-to-day responsibilities for a diverse group of single and multi-employer organizations in the public and private sectors.
Jian Zhang FCIA, FSA
ConsultantJian has worked in the pension and benefits consulting industry for 17 years. She advises clients on all aspects of defined benefit and defined contribution pension plans and also has experience in accounting valuations of non-pension and group benefit plans.
Sharon Hanna
ConsultantSharon has worked in the investments field for 23 years. Her experience includes portfolio analysis and monitoring, asset allocation, and due diligence and selection of investment managers across both public and private asset classes.
Rory O'Connor FCIA, FSA
ConsultantRory has worked in the pension, benefits and investment fields for 10 years. He has experience performing actuarial valuations for funding and accounting purposes for pension plans as well as group benefit plans.
Majeed Hudda ACIA, ASA
ConsultantMajeed has worked in the health benefits field for over 8 years with a wide range of clients including multi-employer plans, associations and trusteed plans.
Michael Grimes
ConsultantMichael has provided investment consulting services at George & Bell for 6 years. He also provides operational management and support services to the George & Bell Aggregator Fund, an investment vehicle that provides alternative asset class exposure to small institutional and retail investors.
JJ Lee FCIA, FSA
Consultant
Marc-Antoine Rouleau CFA, CAIA
Consultant