Mercer Canada is appointing Geoffrey Melbourne as partner and wealth Canada growth leader and Neil Lloyd as Western Canada wealth leader.
Melbourne (pictured left) has over 25 years of experience as a seasoned actuary, retirement consultant and client relationship manager. He joins Mercer after nearly 15 years in retirement consulting at a leading global advisory, broking and solutions company. Melbourne has worked with large, complex organizations in both the private and public sectors, advising on pension plan strategies, including financial and risk management, design, plan governance and administration. In his new roles, Melbourne will have national responsibility for helping Mercer clients navigate a dynamic post-pandemic market, the growing need for flexible employee savings and financial well-being solutions.
“[Melbourne] has a wealth of client experience in the public, corporate, religious and university sectors. He is also a subject matter expert on employee benefit plan implications in executive compensation design and merger and acquisition due diligence,” said Teresa Palandra, the organization’s wealth business leader, in a press release.
Lloyd (pictured right) has more than 30 years of actuarial, investments and international expertise working with both defined benefit and defined contribution clients. He has been with Mercer Canada for over 14 years, starting in 2007 as a partner and becoming head of the U.S. defined contribution and financial wellness research group in 2015. His new role within the organization marks Lloyd’s return to the Canadian wealth business after five years. He’ll be responsible for Mercer’s delivery of investment, wealth management and retirement services and solutions in Western Canada.
“Out of Western Canada, [Lloyd’s] diverse and expansive consulting background and strong consulting skills will ensure we continue to create successful financial outcomes for our clients and their employees,” added Palandra. “Our clients will benefit from his first-hand knowledge and breadth of experience in the retirement and investment space to help inform strategic opportunities in Canada in the future.”
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