Advocis Greater Vancouver: Group Health Benefits and Pensions 101
Exciting session for Advocis members on Group health and retirement benefits, exploring essential strategies and trends.
Date and time
Location
Online
Refund Policy
About this event
We are delighted to present a session focused on Group Pensions and Group Health Benefits, designed to offer a deep dive into the evolving trends in both pensions and health benefits. This event will explore various pension plan types including Defined Benefit, Defined Contribution, and Capital Accumulation Plans, highlighting recent regulatory updates.
Claims Trends and Costs
This session will take a look inside claiming patterns from Canada Life’s health, drugs and disability block of business in 2023. The presentation will focus on changes observed in 2023 and over prior years. We will discuss emerging trends and what plan sponsors can do today to manage cost drivers now and into the future.
Join us in a collaborative environment to engage with experts, explore institutional investment opportunities, and network with peers. This exclusive event is open to Advocis members, providing a unique opportunity to enhance your strategic approach to managing pensions and health benefits comprehensively.
Reserve your spot today!
- June 25 2024
- 1:00 to 2:30 pm PST
- Virtual
Ticket Details:
👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.
- As a benefit of membership, Advocis Members attend this event at a complimentary rate!
| Member: FREE
| Non-Member: $25 (+GST and ticket fees)
- Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.
- Limited tickets are available on a first-come, first-serve basis. Please purchase by June 24th, 2024, at 11:30 P.M. PST.
PRESENTER:
Bruce Chow, CFP, CIM
Vice President, Investment Counselling, Canada Life
Bruce has been with Canada Life since June 2006 and has been in the financial services industry since 1996.
In his role, he provides investment support to our group capital accumulation plan, defined benefit pension plan, community foundations and endowments, and reserve account clients and advisors and consultants in B.C. and Alberta. He understands the needs of institutional clients and provides fund reviews and recommendations, as well as strategic and tactical asset mix management, and is available to discuss global markets, their economies and how they relate to the performance of the portfolios.
Bruce began his career with Mackenzie Financial during RRSP season 1996. From there he honed his client servicing and inside sales skills with GGOF where he was part of the Client Service team that received the 2000 Dalbar Mutual Fund client service team of the year award. Then from 2000 to 2005, Bruce honed his marketing and inside sales skills with Synergy Asset Management & Sentry Investments, where exposure to cutting edge Portfolio Management, Principal Protected Notes & Income Trusts have helped shaped his overall perspective of investment products. In 2006, he landed with Canada Life’s BC Regional Marketing team where he’s built numerous relationships in the independent MGA, National Account & Advisor Solution channels in his current capacity of Regional Sales Manager, wealth.
Born and raised in British Columbia, Bruce graduated from the British Columbia Institute of Technology (BCIT) with a Diploma of Finance. In 2000, he also earned his Bachelor of Business Administration from BCIT as well, Bruce completed the Canadian Securities Course (honours), and the Conduct and Practices Handbook. During his professional career he’s earned the Certified Financial Planners designation in 2013 and most recently in 2018 earned his Chartered Investment Management designation as well as the Partners, Directors & Officers Certificate in 2023.
PRESENTER:
Jason Vary, FSA, FCIA
President, Actuarial Solutions Inc.
Jason Vary, President of Actuarial Solutions Inc., has practiced in defined benefit pension and retiree health plans for over twenty-five years. He has experience with many plan designs including single-employer, multi-employer, jointly-sponsored, private sector, government, unionized, non-unionized, as well as registered and non-registered executive plans. Jason joined Actuarial Solutions Inc. in 2006 and is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries. Jason is an active volunteer with the Canadian Institute of Actuaries, the International Actuarial Association, and the Financial Services Regulatory Authority of Ontario.
PRESENTER:
Barbara Martinez
National Practice Leader, Drug Solutions, Canada Life
As the National Practice Leader, Drug Solutions in Canada Life’s Toronto Office, Barbara A. Martinez supports sales offices across Canada on prescription drug management initiatives. She plays a key role in supporting advisors and their clients, including designing and managing drug benefit plans with Canada Life Drug plan management programs. Barbara joined Canada Life in 2012 after 10 years at Mercer, where she led the Canadian drug benefits consulting team. She’s a regular speaker at industry forums and a frequent commentator on employer drug programs. Her experience also includes 13 years in the pharmaceutical industry, where she worked in sales and marketing as well as government and professional affairs.
PRESENTER:
Ilana Korble
Organizational Health Consultant, Business Development, Canada Life
Ilana Korble has nearly 30 years of experience in the field of Disability Management and Organizational Health. Ilana joined Canada Life in 1997, initially as a Rehabilitation Consultant and transitioning in 2010 into a leadership role in Disability field operations. In her current role as an Organizational Health Consultant at Canada Life, Ilana is dedicated to identifying and addressing the disability and wellness needs of numerous organizations and industries. She focuses on understanding the unique health needs and absence risk areas of an organization and delivering services tailored to control rising health costs and absenteeism trends. Canada Life’s Organizational Health Team plays an integral role in supporting the financial, physical and mental well-being of millions of Canadians. Ilana is a Canadian Certified Rehabilitation Consultant, (CCRC), and is working towards a Mindful Leader designation through Mindful Employer Canada.
MODERATOR:
Angelina Hung, BA, CFP, CLU, CHS, EPC
Financial Marketing Nerd
Angelina is a highly experienced professional with a background spanning over 20 years in the financial services, marketing, and technology industries. With a track record of excellence, she has earned CFP, CLU, CHS, and EPC designations. She is known for providing financial advisors with top-quality investment and insurance content and the latest digital marketing strategies to support their business growth.
At Financial Tech Tools, Angelina combines her extensive knowledge and expertise to provide advisors with customized digital marketing solutions, which can save them a minimum of 40 hours when creating a website, content, email, and social media strategies. This unique offering has positioned Financial Tech Tools as a leading provider of digital marketing solutions in the industry.
Angelina has been recognized for her outstanding achievements and was featured as one of the top "50 Women of Influence in Canada" in The Insurance and Investment Journal.
CE Details:
This event is pending approval of 1 - 1.5 CE Credits by The Institute
**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.
Registration Requirements:
1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.
a. If you have forgotten your Advocis ID, please click here to recover.
b. If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form
a. If you would like to be extended the member pricing, please join here.
Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.