September 30, 2025
Reflecting on 20 years of Canadian retirement
Jon Knowles, institutional portfolio manager, global asset allocation, Fidelity Investments)
Retirement is personal: Navigating the shifting landscape of DC plans
(Sean M. Kenney, co‐head, global distribution, MFS Investment Management)
Beyond performance: Evolving glide paths to solve for better retirement outcomes
(Farzan Qureshi, director, institutional business development, client relationships, Sun Life Global Investments and Jason Zhang, portfolio manager, Sun Life Global Investments)
A new frontier: Integrating private assets into target-date funds
(Brett S. Goldstein, senior vice-president, head, asset allocation, portfolio management, Franklin Templeton Investment Solutions)
Understanding the transition risk zone: Helping plan sponsors understand the 10-year period before retirement
(Glenn Dial, vice-president, retirement thought leadership, research, American Century Investments)
Dealing with economic climate change: How private alternatives can improve plan member outcomes
(Nicole Lomax, vice-president, director, lead, institutional asset allocation, TD Asset Management Inc.)
Redefining the journey: Modern tools, smarter choices, stronger outcomes
(Christine McCloskey-Bruno, senior total rewards manager, KPMG Canada)












