THOUGHT LEADERSHIP

2015 ONTARIO RETIREMENT PENSION PLAN - KEY DESIGN QUESTIONS

Read our submission to Ontario Ministry of Finance regarding the design of Ontario's Retirement Pension Plan.
 
 
 

2014 ETF SUMMIT

ETF use is set to go beyond tactical for Canadian Pensions (downlad the article).

 

2013 BENEFITS & PENSION SUMMIT (Benefits Canada)

Target Date Funds
What you don’t know about target date funds will hurt you. Current target date funds deliver DB-like 70% replacement income about 52% of the time. Learn about new trends to improve plan members’ chances for a more comprehensive and satisfactory retirement solution.

 

2012 CPBI ONTARIO REGIONAL CONFERENCE

Innovations in Target Date Funds
Delivering the Pension Promise

PRESS CLIPPINGS

CA MAGAZINE

2012-Oct  Confronting A Perfect Pension Storm - Are PRPPs The Answer?


BENEFITS CANADA

2011-Aug  Why Ottawa Should Allow ETFs in PRPPs

2011 May : Sep
PENSION INVESTING USING ETFs
PART 1 . PART 2  .  PART 3

2009-Oct  Target Date 3.0
 

BROCHURES