Accompass Inc. has appointed David McDonald as a consultant in its benefits and health practice. With five years in the industry, McDonald was previously a senior analyst in health and group benefits at Willis Towers Watson. He was also an actuarial intern at SCOR and the New York Life Insurance Co. “David is a perfect fit for our team and […]
Hub International Ltd. is acquiring Proteus Performance Management Inc. Headquartered in Toronto, Proteus provides specialized pension plan governance and investment consulting to corporate plan sponsors, not-for-profit organizations, trusteed plans, public plans, foundations and endowments. “Proteus is considered among the leaders in the field of governance and investment consulting, and prides itself in providing trusted advice to […]
Willis Towers Watson is acquiring Canadian investment manager Integra Capital Ltd. Following the acquisition, Integra will function as a wholly-owned subsidiary of Willis Towers Watson and will have responsibility over the firm’s Canadian delegated investment business. “We’re very excited to acquire Integra, especially given our successful partnership with them over the past three years,” said Kemp Ross, […]
Mercer is promoting Louis Gagnon, its chief executive officer for Canada, to U.S. and Canada region president, with Jaqui Parchment moving into his former role. “A thriving U.S. and Canada region is crucial to our overall performance as a firm, and Louis’s extensive experience makes him ideal for this position,” said Martine Ferland, Mercer’s group president, in […]
Mercer and Morningstar Inc. are teaming up to create a digital platform for institutional investment manager data, performance analytics and qualitative research. “Investors and their advisors do not have comprehensive resources for institutional strategies research and data,”said Rich Nuzum, global president of Mercer’s wealth business, in a press release. “Working together with Morningstar, we can give investors and […]
Aon has appointed Calum Mackenzie to the role of practice director of Canada investment consulting. Since joining Aon in 2007, Mackenzie has held a number of roles, including senior investment consultant, senior strategic consultant, principal consultant and, most recently, partner and head of investment for Canada. Prior to joining Aon, he was an analyst at Cushman and […]
Accompass Inc. has appointed Chris Raposo as a consultant in its benefits and health practice. He joins the firm with 13 years of group benefits experience at Great-West Life Assurance Co. in a variety of roles, including senior client relations specialist, service leader and senior specialist in group benefits. Throughout his career, Raposo has held roles working […]
The job of a pension consultant has evolved considerably over Bita Jenab’s 30-year career in the field. The mid-1990s saw a greater focus on governance and the arrival of the investment consultant, while the 2000s featured a mass move to defined contribution plans and significant changes to pension legislation. Through all of that, plan sponsors […]
A subsidiary of Great-West Lifeco Inc. has acquired a holding in an Irish company specializing in employee benefits consulting and private wealth management. On Friday, Great-West Lifeco announced the deal involving its subsidiary, Irish Life Group Ltd., and Invesco Ltd. (Ireland). With more than 125 employees, Invesco manages the pension plans of more than 275 […]
Hub International Ltd. has acquired Vancouver-based employee benefits and pension consulting firm ES3 Insurance Services Ltd. The company operates as ES3 Advisory and was founded by president Darrell Ert in 1999. “ES3 is perfectly set up for the next chapter with a partner that shares our values and has the scale to make a real […]