Through our extensive experience we have gained deep insight into the practical implications of various possible governance structures, processes and policies. Our principal consultant, Roy Stuart:

  • Has successfully delivered hundreds of Governance projects to plan sponsors and fiduciary committees.
  • Has worked with a very wide range of plans, sponsors and governance structures as Canadian pension and benefits governance practices have evolved over the past 20 years.
  • Has helped lead the transformation of public and private sector plan governance structures to improve the alignment of stakeholder risk, to strengthen fiduciary bodies and to streamline decision making.
  • Has provided advice to public bodies, review commissions and Legislative officers, has been a member of the British Columbia Judges Compensation Review and has provided expert testimony on pension governance in Superior Court.
  • Is serving as an expert member of a multi-employer pension plan Board of Trustees.

All of our work and client relationships are informed by our deeply held belief that effective plan governance is essential to managing risk and enhancing plan performance. Our experience tells us, however, that these benefits are most likely to be achieved when the sponsor’s governance program focuses on outcomes and sound decision making, rather than on compliance and bureaucracy.

Our reasonable billing rates and willingness to enter into fixed cost agreements let us provide very cost-effective services to our clients.

For further insight into our approach to governance consulting, you may wish to review the articles on our Blog.