Jeremy has worked in the pension, benefits and investment fields for 19 years. He advises clients on actuarial and investment matters related to pension and benefit plans. Jeremy has enjoyed varied experiences in the actuarial and investment fields. Most recently, as Chief Actuary and Chief Investment Officer of Healthcare Benefit Trust he was responsible for setting contribution rates and reserves and overseeing the investments of the $1 billion health and welfare trust.
Prior to his role at Healthcare Benefit Trust, he was the Western Region leader of Investment Consulting for an international consulting firm. In this role, he advised institutional investors (i.e., pension, disability, automobile insurance, and foundations) with assets totaling $30 billion on asset mix, investment managers and investment policies and procedures. In a previous role at another international consulting firm, he consulted on liability and regulatory issues for pension plans.
In 2010, Jeremy provided testimony to the Senate of Canada’s Committee on Banking, Trade and Commerce on a proposed law affecting long-term disability claims on assets in the event of their company’s bankruptcy. Jeremy is a frequent speaker at industry events. Recent speaking engagements include: International Foundation of Employee Benefit Plans, Canadian Pension & Benefits Institute, Directors College and the Canadian Institute of Actuaries.