DC Plan Summit

Feb. 18-20, 2026 | Fairmont Chateau Lake Louise, Alberta

February 19, 2026
Advice in transition: Human, digital and AI — what’s next for plan members?
Marc-Antoine Morin, assistant vice-president, group retirement, Manulife

Reimagining workplace retirement and financial resilience for gen Z
Kate Nazar, vice-president, workplace retirement, Canada Life
Kelly Peters, global behavioural economics leader, partner, Deloitte

Achieving better retirement outcomes with DC plans
Peter Bowen, vice-president, tax, retirement, Fidelity Investments Canada

Unveiling member perceptions and motivations in workplace savings plans
Liz Pecile, regional vice-president, central region, group retirement services, Sun Life

Building employee trust through clear communication during a savings program transition
Jennifer Katzsch, regional vice-president, group retirement savings, Western Canada, Desjardins Insurance
Christine McCloskey-Bruno, senior total rewards manager, KPMG Canada

Navigating retirement confidence: Canadian insights from the 2025 global retirement savers study
Jessica Sclafani, global retirement strategist, T. Rowe Price

What’s important, what helps and what hinders DC plan members’ investment decisions?
Michael Keaveney, client portfolio manager, total investment solutions, CIBC Asset Management

February 20, 2026
Designing decision supports that drive appreciation and informed action
Barbara Sanders, associate professor, statistics and actuarial science, Simon Fraser University

The silent risk shift: How the evolution of default funds is threatening retirement security
Jafer Naqvi, managing director, head, client portfolio management, TD Asset Management Inc.

A look at the PEPP’s lifetime pension
Gary Hutch, chief investment officer and executive vice-president of investments, Plannera Pensions & Benefits

How CPP Investments is implementing CAPSA’s CAP guideline across a global DC framework
Marina Lodyga, director, pension, benefits, CPP Investments
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Please email Jada Lowe