Our team includes CFA charterholders, pension and insurance actuaries and former plan sponsors who bring a deep range of expertise to help DB pension plan sponsors manage their pension headaches.
Brent Simmons, FSA, FCIA
Senior Managing Director, Defined Benefit Solutions
Brent leads Sun Life Financial’s DB Solutions team, which helps Canada’s DB plan sponsors manage the risks in their defined benefit pension plans.
Heather Wolfe, FIA, FCIA, FSA
Managing Director, Client Relationships
Heather leads the Client Relationship team and works closely with consultants and plan sponsors to develop innovative, customized solutions to de-risk their defined benefit pension plans.
Eric Hafeman, FSA, FCIA
Managing Director, Pricing & Longevity
Eric leads a team of actuarial professionals responsible for pricing the risk transfer products. The team includes a longevity research team, which stays abreast of current longevity research and future trends.
Steve Morris, CFA
Managing Director, Liability Driven Investments
Steve is responsible for providing customized Liability Driven Investment (LDI) solutions that help plan sponsors reduce volatility in their DB pension plans.
Valerio Valenti, CFA, FCIA, FSA
Managing Director, Asset Liability Management, Liability Driven Investments
Valerio leads the asset liability management, analytics and client reporting functions within the Liability Driven Investment team.
Mathieu Tessier, FSA, FCIA
Director, Client Relationships
In the spotlight
The DB Pension Division
A new way to look at your DB pension plan and grow your company