Benefits & Pension Summit

June 1, 2023 | Virtual event

All times listed below are in Eastern Time.

June 1, 2023

12:00 – 1:00 PM:

2023 CAP Member Survey: How CAPs are evolving to address changing financial priorities 

This session will feature a panel discussion about the results of Benefits Canada’s exclusive CAP Member Survey. The survey asked capital accumulation plan members about their satisfaction with and confidence in their employer-sponsored plans, their expectations for their retirement savings amid the changing economic environment and how different financial priorities are affecting savings behaviour and plan members’ financial wellness. Industry experts will join Benefits Canada editor Jennifer Paterson to dive into the results and put them into context for plan sponsors.


Justin Graham, senior researcher, Benefits Canada

Nathalie Henderson, senior director of pensions, Air Canada

Kenrick Hopkinson, director, plan wellness and education, group benefits and retirement solutions,  iA Financial Group

Dean Newell, vice-president, Actuarial Solutions


Jennifer Paterson, editor, Benefits Canada

1:00 – 1:30 PM:

Fostering a culture of care with Susy Michor, VP of HR, global retirement, benefits and well-being at TD Bank Group

This fireside chat will feature a dynamic conversation between Benefits Canada’s editor Jennifer Paterson and Susy Michor, vice-president of HR, global retirement, benefits and well-being at TD. Michor will share how the bank is committed to prioritizing employee well-being and fostering a culture of care through its inclusive benefits and pensions coverage, leading to two wins at the Workplace Benefits Awards.


Susy Michor, vice-president, human resources, global retirement, benefits and well-being, TD Bank Group

1:30 – 1:45 PM:


1:45 – 2:15 PM:

Health and wellness: What millennials expect from you (and from us)

With millennials making up a third of the Canadian workforce today, attracting and retaining these workers is key to addressing the labour shortage. A recent study into overall health by Desjardins Insurance revealed 40 per cent of millennials feel disconnected from their work and 43 per cent are considering leaving their jobs in the next year. This session will look at: what millennial employees expect from their employers; what types of benefits can improve their mental, financial, physical, social and environmental well-being; and how managers’ roles need to change to engage (or re-engage) millennials at work.


Charmaine Alexander, senior advisor, disability management, Desjardins

2:15 – 2:45 PM:

Retrospective 2022: Top drug data trends

What key drug costs and utilization trends did private plans observe in 2022? How did biosimilar policies impact the private payor landscape? What were the most claimed drugs across Canada? This session will answer these questions and more.


Lavina Viegas, director, client account management, TELUS Health

2:45 – 3:15 PM:

The health-wealth connection 

While it’s generally understood that an optimal level of physical and mental health is required to live a healthy life, financial wellness has been proven to be just as important in the prevention of negative health outcomes. Fluor Canada takes a holistic approach to employee health and wellness, understanding that financial stress can lead to significant mental and physical health challenges. This session will discuss Fluor’s success in a well-being approach that makes the health and wealth connection an underpin to overall employee well-being.


Terri-Lynn Levy, manager of human resources — benefits, wellness and HR information systems, Fluor Canada

Kourtnee Plume, regional human resources director, Fluor Canada