clear ideas for complex problems. · benefit plans we advise clients on actuarial issues related to...
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georgeandbell.com
George & Bell Consulting is a growing pension, benefits and investment consulting firm
led by partners Brendan George and Jeremy Bell.
Why George & Bell? Our expertise and credibility set us apart from other firms:
We have significant experience advising boards, committees, management, unions and lawyers on pension, benefit and investment issues.
We have provided expert testimony to a range of public bodies, including a workers’ compensation board, judicial compensation commission, Senate of Canada Committee on Banking, Trade and Commerce and Canadian public utilities board.
We are actuarial and investment thought leaders: we are regular speakers and commentators on industry and policy issues.
We are proactive and innovative: we have a track record of challenging existing practices and reconsidering current thinking to yield tangible savings.
We provide cost-effective advice and solutions.
We are independent and employee owned.
Clear ideas for complex problems.
georgeandbell.com
“Brendan is a reliable, timely and honest
contributor to our decision making.
In the many policy decisions that we
encountered over the past 15 years
Brendan was a very valuable resource
that could be counted on to provide
practical and sound advice both on the
policy and administrative side.”
Paul Martin, former BCGEU staff responsible
for pensions, and BCGEU Pension Plan
Trustee (1987-2011)
Services Clear ideas for complex problems.
Pension Plans
We advise clients on all aspects of retirement saving plans:
In addition, we have experience with projects, such as:
Reviewing pension administration procedures or calculations Establishing, terminating or changing plans Reviewing work performed by other providers Converting defined benefit plans to target benefit plans or money purchase plans Facilitating plan member education seminars Providing board and committee education
Benefit Plans
We advise clients on actuarial issues related to benefit plans. We perform accounting valuations for
clients with post-employment and retiree benefit plans.
We advise clients on all aspects of self-insured long-term disability plans:
Design Management Actuarial valuations Accounting
Funding Provider selection Governance
In addition, we have experience with projects, such as:
Measuring changes in disability management outcomes Reviewing benefit administration procedures and calculations Establishing, terminating or changing plans Reviewing work performed by other providers Providing board and committee education
Design Management Actuarial valuations Accounting
Funding Provider selection Governance Board and member education
georgeandbell.com
“Jeremy Bell is a difference maker to the
$15 billion health sector…in over
30 years of business I have never met as
talented and committed an actuary…and
also one that I can actually understand.”
Duncan Campbell, Chief Financial Officer
Vancouver Coastal Health Authority
Services Clear ideas for complex problems.
Investments
We advise clients on investment issues for funded pension and benefit plans, endowments and foundations:
Investment policy reviews Investment performance analysis and
reporting
Asset mix studies Dynamic asset allocation and de-risking
strategies
Lawyers
We advise lawyers with legal cases involving actuarial and investment issues. Depending on the mandate,
we work in either an expert witness or advisory capacity.
We support plaintiffs and defendants in cases of:
Pension surplus Conflicts over other plan events Defined benefit to defined contribution conversion
Our Clients We consult to sponsors, participants and other stakeholders of pension and benefit plans. Our clients
include unions, management and jointly governed plans in the public and private sectors. Our clients
enjoy working with us because we find creative and proactive solutions to problems.
We have experience with many types of plans and sponsors:
From among the largest pension plans in Canada to smaller defined benefit and money purchase plans.
Various governing bodies: joint trustee boards, employer trustee boards, union trustee boards, management pension committees, and advisory committees.
One of the largest health and welfare trusts in Canada, where we set reserves and contribution rates and review and revise actuarial policies and procedures.
georgeandbell.com
www.georgeandbell.com
Toll free: (855) 777-0959
Contact Us Clear ideas for complex problems.
Brendan George FIA, FCIA, FSA, CFA
Brendan has worked in the pension and investment fields for over 18 years.
Previously Brendan worked for a global
consulting company as the National Investment Consulting Practice Leader and
Regional Retirement Practice Leader.
He is a fellow of the Canadian Institute of Actuaries and a Fellow of the Institute of Actuaries (England).
He is a Fellow of the Society of Actuaries and a Chartered Financial Analyst charterholder.
Jeremy Bell FCIA, FSA, CFA
Jeremy has worked in the pension, benefits
and investment fields for 12 years.
Previously Jeremy was Chief Actuary and Chief Investment Officer of one of the largest health
and welfare trusts in Canada and Regional Investment Consulting Practice Leader
for a global consulting firm.
He is a fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries. He is also a
Chartered Financial Analyst charterholder.
Vancouver Office
400-601 West Broadway, Vancouver, BC V5Z 4C2 (604) 551-4312
Comox Office 301-1819 Beaufort Ave, Comox, BC V9M 1R9
(604) 802-0959