Charles Lewis
Vice President and Chief Technology Officer, Telus Health
Sanjay Cherian
Vice President of Strategy and Digital Health, Telus Health
“

When interactions between patients and healthcare professionals, insurers and pharmacists are supported by a whole data set, they can help further improve the patient’s overall health journey.
”
Charles Lewis and Sanjay Cherian
“

We are looking at approaches to address healthcare issues for plan members upstream to avoid costly downstream circumstances such as high-cost drugs, leaves of absence or additional healthcare services.
”

Dr. Lewis Levy
Chief Medical Officer,
Teladoc Health

Dr. Lewis Levy
““Because of COVID-19, virtual care has become a primary resource to support physical and mental health. We’ve seen an increased awareness of virtual care and, with that, increased comfort as more and more people try it out.”
”



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Christine Griffin
Head of strategic accounts and client relations,
Express Scripts Canada

Christine Griffin
““Good leaders aren’t simply empowered to make decisions due to their position. Good leaders understand that every decision matters and has an impact on employees, clients and partners.”
”



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Mark Rolnick
Vice President, Payor Partnerships and Plan Sponsor Innovation, Shoppers Drug Mart
Ken Cahill
CEO, SilverCloud Health Inc.
“

Simply increasing the dollar amount of mental health benefits only helps address the cost barrier. Unfortunately, it doesn’t help move the needle on stigma or access.
”
Mark Rolnick and Ken Cahill
“

We need to look after mental health as part of our everyday in the workplace and make it a positive part of the watercooler conversation.
”

Karen Kesteris
Chief product officer, Express Scripts Canada

Karen Kesteris
““My focus is providing products and services that allow our clients—insurance carriers and third-party administrators—to grow their business.”
”



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Jeff May
President,
HumanisRx
Sayeh Radpay
Senior Director, Strategy and Partnerships, HumanisRx
Mark Foerster
Vice-president of Group Operations
and Claims at Munich Re
“

“Medmonitor has the potential to improve employee health and productivity, and also prevent or shorten disability claims.”
”

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Magda Vogel
CIO, Express Scripts Canada

Magda Vogel
““Adopting an agile mindset means that the technology, processes and people we put in place deliver results that are in line with our clients’ business goals.”
”



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Dr. Dorian Lo
President, Express Scripts Canada

Dr. Dorian Lo
““We take proven strategies from around the world and tailor them for the Canadian market to deliver made-in-Canada solutions.”
”



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David Charbonneau
Senior vice-president, Group retirement savings
Josée Dixon
Senior vice-president, group and business insurance
“

Co-creating with our clients is something we take pride in. We listen to our plan sponsors and, with their guidance and feedback, we fine-tune initiatives to respond to their members’ concerns and needs.
”
Angelo Tsebelis & Dr. Peter Blecher
“

We’re piloting a virtual care service as we speak. It will give plan members immediate access to a doctor or nurse through chats and videoconferences.
”

Ted Welter
Managing Director & Chief Investment Officer,
Alternative Investments, TD Greystone Asset Management

Ted Welter
““Investing in private asset classes Is complex, and it is imperative that investment managers are aligned with the long-term needs of institutional clients, especially in a dynamic market. It is this strong foundation that I believe will enable us to continue to be relevant to our clients - now and into the future.”
”



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Rob Vanderhooft
CEO and Chief Investment Officer,
Greystone Managed Investments Inc.

Rob Vanderhooft
““We believe all organizations, regardless of their size, can benefit from integrating equities, bonds, private debt and private real assets within their investment programs.”
”



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Michael Carmen
Portfolio Manager and Sector Specialist,
Wellington Management

Michael Carmen
““You can get companies that have been ‘de-risked’… they’ve likely achieved escape velocity. It’s typically not a question of viability. It’s really about determining the magnitude of the opportunity.”
”



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Angelo Tsebelis
President, Starseed Medicinal Inc.
Dr. Peter Blecher
Chief Medical Officer, Starseed Medicinal Inc.
“

Our mandate is to differentiate ourselves by focusing on the safe and responsible use of cannabis in the workplace. We will strive to have medical cannabis become a paid benefit, so we can help break the devastating cycle of opiate use and abuse.
”
Angelo Tsebelis & Dr. Peter Blecher
“

If we can incorporate medically supervised cannabis into the benefit plans of most large employers, I believe we can help displace the rampant use of opiates and sleep medications.
”

Blaine S. Pho, CFA
Chief Investment Officer, Fixed Income,
Greystone Managed Investments Inc. (Regina)

Blaine Pho
“We believe fixed income portfolios should add value while also balancing the equity and liquidity risk of the total investment program.
”



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Francesco Di Marco, PhD
Vice President and General Manager,
Amgen Canada Inc.

Francesco Di Marco
“We understand the issues that are relevant to our private payers and their customers, including, but not limited to, cost. By recognizing how medicines impact working-age individuals and their families, we can support private payers in making informed, evidence-based decisions that are tailored and relevant to the specific needs of their customers.
”



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Stephanie G. Braming
Partner, Global Head of Investment Management,
William Blair

Stephanie Braming
“An active approach is important to understand how to allocate capital over time, to bridge the white space between sectors, to focus on what's not obvious, and to drive strong client outcomes.
”



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Julie Gaudry
Senior Director, Group Insurance,
RBC Insurance

Julie Gaudry
“Plan sponsors have to think about changing demographics and changing expectations as they consider solutions for employees, and insurers need to support them with appropriate group benefit offerings.
”



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Regina Chi
Vice-President and Portfolio Manager, Emerging Markets Strategies,
AGF Investments Inc.

Regina Chi
“ We invest in companies that earn a rate of return above their cost of capital and that have long-term sustainable competitive advantages. When we look at a stock, we look for a company surrounded by a strong economic moat.
”



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Jeff Tiefenbach
Chief Investments Officer, Public Equities
Greystone

Jeff Teifenbach
“ We look to minimize macroeconomic risks in order to take active risks at the stock level.
”



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Candace Shaw
Senior Managing Director and Portfolio Manager Private Fixed Income, Sun Life Institutional Investments (Canada) Inc., a Sun Life Investment Management company
Philip (Phil) Gillin
Executive Vice-President and Portfolio Manager,
Bentall Kennedy Canada and Sun Life Investment Management
“

Private debt can provide excess risk-adjusted yields compared to corporate credit in the public market, as well as diversification because the private market has types of debt—for example, project finance and mid-market debt—that aren't accessible through the public market.
”
Phil Gillin & Candace Shaw
“

Private debt markets have evolved over the past few years and credit analysis has improved significantly, so private debt investors can have the assurance of high credit quality.
”

Kurt Reiman
Chief Investment Strategist,
BlackRock Canada

Kurt Reiman
“ Emerging markets are seeing strong growth, cheap currencies, valuations at a discount, return on equity rising and earnings moving up. A lot of that has been growth in the technology sector - now the largest sector in emerging markets.
”



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Brock Judiesch
National Director, Global Health Benefits,
Cigna Life Insurance Company of Canada

Brock Judiesch
“Equipping people with proper international health care from a specialty carrier significantly reduces the possibility that an assignment terminates early due to an illness or injury.
”



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Matt Johnson
Head of Multi-Managers Real Estate Americas, Portfolio
Manager and Managing Director, UBS Asset Management

Matt Johnson
“There are queues and it may take nine to 12 months to get capital drawn down. At UBS, we've been approaching fund managers with existing stablilized real estate portfolios and working with them to create new open-end core funds.
”



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Shawn A. Cohen
Director, Relationship Management,
MFS Investment Management Canada Limited
Sarah E. Donahue
Director, Consultant Relations,
MFS Investment Management Canada Limited
“

We've moved from an environment in which many plans offered 30 or more investment options to one in which most offer 10 to 16. I think the ideal is even lower.
”
Shawn A. Cohen and Sarah E. Donahue
“
It's encouraging to see that target-date funds are now a top choice for the default fund… It's imperative that we have a default fund that is appropriate for investors.
”

Teresa Lee
Co-CIO, Sionna Investment Managers

Teresa Lee
“The small-cap market is very inefficient, and that gives us a lot of opportunity to add value.
”



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Nathalie Rivest
Product director for pharmaceutical benefits, Desjardins Insurance

Nathalie Rivest
“We have to take an optimal approach to health management by looking at the full spectrum of factors that are putting financial pressure on drug plans.
”



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Amy Price
President and Chief Operating Officer,
Bentall Kennedy (U.S.) Limited Partnership
Doug Poutasse
Executive Vice President and Head of Strategy and Research, Bentall Kennedy (U.S.) Limited Partnership
“

We look at sustainability as an approach to property management and tenant engagement.
”
Amy Price and Doug Poutasse
“
It's relatively straightforward for Canadian institutional investors to invest in U.S. real estate, since the two countries have closely linked economies…
”

Matt Johnson
Head of Americas - Global Multi-Managers for
UBS Asset Management, Global Real Estate

Matt Johnson
“That is why we created global real estate offerings specifically for Canadian investors.
”



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David Scandiffio
President & CEO, CIBC Asset Management
Doug MacDonald
Managing Director & Head, Institutional Asset Management
“

CIBC Asset Management's vision is to be the leader in client relationships. That starts with having an acute understanding of our clients and how their needs are evolving.
”
David Scandiffio and Doug MacDonald
“
Evolving markets and an evolving regulatory environment lead to changing client needs…our consultative approach with clients enables us to build solutions that help them achieve their investment objectives; the current environment is no exception.
”

Lori Casselman
Assistant Vice President, Integrated Health Solutions
at Sun Life Financial

Lori Casselman

“Creating a strong foundation to ensure the sustainability and evolution of benefits plans begins with creating a culture of engagement and health management.

”



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Atul Goela
Director, Pharmaceutical Benefits, Sun Life Financial

Atul Goela

“It is great to see advancement in medical sciences offering innovative drug treatment choices for diseases where there were no options in the past or new drug treatments that now are curative; however, from a drug plan management perspective, how do we manage the costs to ensure sustainability?

”



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Gary Whitelaw
Group CEO, Bentall Kennedy

Gary Whitelaw

“Our mission is to continue to build a world-class real estate investment management and services firm, set apart by exceptional client service, fiduciary culture, consistently competitive performance, and global leadership in sustainability.

”



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John Carinci
Head, Group & Business Markets, RBC Insurance

John Carinci

“There's a growing focus on linking technology with initiatives related to employee wellness. Our primary focus is to leverage these emerging trends to ensure our offering directly aligns with evolving client expectations.

”



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Renee Arnold
Head of Business Development, Canada
Aberdeen Asset Management Inc.

Renee Arnold

“We work on a team basis and follow an investment process that is clear and systematic, and everyone has a voice in the decisions. We strongly believe that the combination of experienced hands and fresh minds invigorates our thinking and leads to better performance.

”



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Colleen Hutchings, MA, CDMP
Director, Organizational Health, Practice Excellence & Innovation
Sun Life Financial

Colleen Hutchings
“Plan sponsors want a deeper partnership with their insurer and health providers. They want access to the expertise to help identify risks and develop strategies for improvement in their organization.
”



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Stephen Way
Senior Vice-president and Portfolio Manager, AGF Investments Inc.
Stephen Way
AGF Investments Inc.
“The challenge the Canadian market faces is that it’s a concentrated market with energy and materials representing a fairly large component of the benchmark, and that leads to some volatility. When you have a more balanced mix of global and Canadian stocks, over time, you’ll enhance that risk-return profile and ensure a smoother ride.
”



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Michael Biskey
President, Express Scripts Canada
Michael Biskey
Express scripts
“Hope isn’t a strategy to keep benefits plans affordable—I keep saying that to people. Companies need to introduce innovative solutions to sustain their benefits plans.
”



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Bradley R. Hicks
Managing Director, Canada
MFS Investment Management Canada Limited
Christine Girvan
Managing Director, Canada
MFS Investment Management Canada Limited
“
It’s a phenomenal time to be at the epicentre of the ongoing dialogue around retirement
… we haven’t been in a position like this before.
”
Bradley R. Hicks and Christine Girvan
“
Nothing is cast in stone. The pension market over the last 20 years has changed dramatically and, I venture to say, the next 20 years won’t look the same either.
”
Marie-Hélène Pelletier, MBA, PhD, RPsych
Director Workplace Mental Health, Group Benefits, Sun Life Financial
Marie-Hélène Pelletier
Sun Life Financial
“It’s a fact that one in five canadians suffers from a mental health issue every year, but normal human biases lead us to believe that none of us will be that “one.”
”



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Carl S. Bang, MBA, CFA
President, Sun Life Investment Management Inc.
Garey J. Aitken, CFA , MBA
sunlife
“I believe that there is a fundamental change taking place in the institutional investment marketplace.
”



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Rajiv Jain
Chief Investment Officer and Co-Chief Executive Officer
Vontobel Asset Management, Inc.
Garey J. Aitken, CFA , MBA
vontobel
“As a manager, I've learned how critical it is to understand how your portfolio will react if there is a crisis.
”



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Jennifer Gregory
Vice-President, Business Development,
Group Savings and Retirement, Standard Life
Garey J. Aitken, CFA , MBA
standard life
“We talk to members about saving money along the way, instead
of just retirement as the end goal.
”



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Sadiq S. Adatia
Chief Investment Officer, Sun Life Global Investments
Garey J. Aitken, CFA , MBA
sunlife
“Success for me has always been connected to what's going on in markets around the world. I have a passion about investing, and when you have passion for something you're going to do it well.
”



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Garey J. , CFA , MBA
Chief Investment Officer, Franklin Bissett Investment Management
Garey J
franklin templeton
“As an active manager with a distinct style playing in a pretty small sandbox — the Canadian marketplace — our objective remains to do better than the overall market.
”





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Susan Cranston
Assistant Vice-President, Marketing Promotions & Communications,
Group Benefits & Retirement Solutions, Manulife Financial
Susan Cranston
Maunlife Financial
“Success comes from authentic experiences: being real for people and providing relevant and transparent exchanges builds trust, community and engagement.
”





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Jill Wagman
Managing Principal, Eckler Ltd.
Kim Shannon
Eckler
“We're now working much more as partners with our clients in the face of adversity to help them solve their problems and, ultimately, meet their objectives.
”





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Kim Shannon
President & CIO, Sionna
Kim Shannon
Sionna Investment Managers
“By being in all sectors all the time and owning the cheapest stocks, we have a less volatile return relative to the market for investors.
”





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