Join us at our upcoming Group Retirement seminar

November 7th, 2017 at the Holiday Inn, Kitchener, ON

We hope you can come out, and enjoy the educational information we have to share with you, along with the opportunity to network with your peers.

To save your seat, please RSVP by November 1st, 2017 to Marisa Macnab stating your preferred choice for the breakout session (The future of DC or Ontario Defined  Benefit Pension Funding Reform Update). You may RSVP via email to [email protected] or by phone 519-804-9175.  CE/CHRP credits are pending.

We invite you to download the agenda via the button, or we’ve posted it as text below as well. We look forward to seeing you.


Download Agenda


8:00 – 8:30 am – Registration and Breakfast

8:30 – 8:50 am – Welcome and What’s New at CBA – Rob Crofts, EVP, Business Development, CBA Canada

8:50 – 9:35 am – Sun Life Investment Updates
Clark Steffy, Director, Institutional Business Development and Client Relationships Ontario and Atlantic Canada, Sun Life Global Investments and Jeff Corbett, Investment Solutions Executive, Group Retirement Services, Sun Life Financial
An update to the economic environment and the effect on managing retirement plan investments – trends and solutions.

9:35 – 10:20 am – Breakout Sessions – your choice, session A or session B

Session A) The Future of DC (round table discussion)
Facilitated by: Katherine Rapp, VP, Group Retirement Services, CBA Canada
What is the vision for DC plans in the year 2025? What are the trends and where will they go? What should plan sponsors be doing to keep pace?

Session B) Ontario Defined Benefit Pension Funding Reform Update
Kathy Licata, Consulting Actuary, Mondelis/CBA Canada and Mike Werbowecki, VP, Operations, CBA Canada
Impacts of the proposed FSCO DB Pension funding reforms will be discussed.

10:20 – 10:35 am – Break

10:35 – 11:20 am – Financial Wellness/Reality Check
Nancy Campbell, AVP, Marketing and Communications, Group Benefits and Retirement Solutions, Manulife Financial and Shelly Redwood, Consultant – Group Retirement Services, CBA Canada 
Manulife’s health and wellness research confirms the strong connection between an employee’s financial wellness, their overall health, and their productivity at work. Hear from the Manulife GRS Marketing team on the results from their 2017 research.  As an employer, how can you help your members improve their financial well-being?

11:20 am – 12:05 pm – Group Benefits Legal Update 
Stephen J. Goodwin, Partner, Hicks Morley Hamilton Stewart Storie LLP      Legal considerations about hot topics in the Pension/Retirement environment.

12:05 – 12:15 pm – Closing remarks – Katherine Rapp, VP, Group Retirement Services, CBA Canada and Mike Werbowecki, VP, Operations, CBA Canada

12:15 – 1:00 pm – Lunch