APRIL 16-17, 2018 RITZ-CARLTON HOTEL, TORONTO

Size: px
Start display at page:

Download "APRIL 16-17, 2018 RITZ-CARLTON HOTEL, TORONTO"

Transcription

1 2018 APRIL 16-17, 2018 RITZ-CARLTON HOTEL, TORONTO For more information, go to: benefitscanada.com/bpsto

2 Sponsors DIAMOND SPONSOR PLATINUM SPONSORS GOLD SPONSORS APRIL 16 COCKTAIL RECEPTION SPONSOR APRIL 17 BREAKFAST SPONSOR APRIL 17 OPENING KEYNOTE SPONSOR

3 2018 Custom Breakfast DC Pensions DAY 2 APRIL 17, 2018 RITZ-CARLTON HOTEL, TORONTO 7:30 8:30 a.m. BREAKFAST SESSION Improving outcomes for Canadian retirees Our employees are living longer and need our help. How do we address Canadians spending needs in retirement when they are healthier and more active than ever? And is it our responsibility to answer that question? Speaker: Ross Servick, head of Canada, Schroder Investment Management Ross Servick Ross Servick is head of Canada at Schroders. In this role, he leads the consultant, client relations and Canadian distribution parts of the North American business. He joined Schroders in 2006 and is based in New York. Ross was the senior vice-president at Managers Investment Group LLC from 1997 to 2006, responsible as head of institutional sales and a member of investment committee overseeing 30 sub-advisors and $9 billion in assets. Servick holds a bachelor of arts in economics from Denison University.

4 2018 Corporate Profiles APRIL 16 17, 2018 RITZ-CARLTON HOTEL, TORONTO DIAMOND SPONSOR Manulife Manulife helps over 20,000 Canadian employers provide holistic workplace solutions for their employees physical, emotional and financial health. By focusing on a forwardthinking health and wealth approach, employers are able to support employees to bring their best to work. PLATINUM SPONSORS Desjardins Insurance For more than a century, Desjardins Insurance has been offering a wide range of life and health insurance and retirement savings products to individuals, groups and businesses. As Canada s fifth largest life and health insurer, Desjardins Insurance meets the financial security needs of over five million Canadians from its offices across the country. Desjardins Insurance is part of Desjardins Group, the country s largest cooperative financial group with more than 45,000 employees. Sun Life Financial Sun Life Financial Inc. is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2017, Sun Life Financial had total assets under management of $975 billion.

5 2018 Corporate Profiles APRIL 16 17, 2018 RITZ-CARLTON HOTEL, TORONTO GOLD SPONSORS ia Financial Group Founded in 1892, ia Financial Group has a rich history marked by impressive growth. Today, it is a major financial group with operations throughout Canada and in the United States, offering a complete range of insurance and investment solutions for both individuals and groups. ia Financial Group is ranked among the top four life and health insurers in Canada and is one of the country s leading non-bank financial companies in the wealth management sector. ia Financial Group serves over four million clients and employs more than 6,000 people. At September 30, 2017, the company was managing and administering over $164 billion in assets. Mental Health Commission of Canada Through its mandate from Health Canada, the Mental Health Commission of Canada (MHCC) brings together the best and most influential minds in the mental health community. With our hundreds of partners, we are working to build a mental health system that is inclusive, adaptable and supports Canadians living with mental health problems and illnesses in their journey of recovery. One area of particular focus is MHCC s commitment to helping employers to create mentally healthy workplaces using innovative and evidence-based approaches.

6 2018 Corporate Profiles APRIL 16 17, 2018 RITZ-CARLTON HOTEL, TORONTO APRIL 16 COCKTAIL RECEPTION SPONSOR Shoppers Drug Mart Shoppers Drug Mart, a division of Loblaw Companies Limited, is one of the most recognized and trusted names in Canadian retailing. With more than 1,300 retail pharmacies and 5,000 healthcare professionals across Canada, Shoppers Drug Mart is dedicated to advancing the health and wellness of Canadians. Each week, 17 million Canadians interact with Shoppers Drug Mart and Loblaw stores and online. The employer health solutions group at Shoppers Drug Mart works collaboratively with Canada s leading employers, insurance companies and benefits advisors to drive innovation in benefits plan management and employee wellness. In the face of rising drug spending, employers must look for innovative solutions that manage costs and prioritize employee productivity and experience. The employer health solutions team leverages Shoppers Drug Mart and Loblaw s strong industry partnerships, drug expertise and unmatched retail assets to deliver programs that enable employers to provide their employees with the solutions they need to live a healthier lifestyle. These programs are delivered under the HealthWATCH for Business banner and include the recently-launched HealthWATCH for Business drug plan, Canada s first pharmacist-supported drug plan solution.

7 2018 Corporate Profiles APRIL 16 17, 2018 RITZ-CARLTON HOTEL, TORONTO APRIL 17 BREAKFAST SPONSOR Schroder Investment Management Schroders is a truly global asset management firm with a proud 210-year history and professionals in 41 offices across 27 countries. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset- to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what s ahead. Schroders is also deeply committed to its sustainable investment philosophy and seeking to make a wider contribution to society. Schroders has been managing assets for Canadian clients since 1994 with CAD$757.7 billion in assets under management and administration as of Dec. 31, APRIL 17 OPENING KEYNOTE SPONSOR Great-West Life Assurance Co. Great-West Life is an established leader in the Canadian group benefits and group retirement services marketplaces. We serve the needs of more than 30,000 group benefit plan sponsors and their plan members and handle approximately 56 million group health and dental claims transactions for members and their dependents each year. Additionally, we administer over 24,000 group capital accumulation plans and over 1.3 million plan member accounts. Helping clients achieve physical, mental and financial health is an important part of what Great-West Life does. We re committed to helping equip clients and the public with tools and information that can help them to lead healthier and more financially secure lives.

8 Financial education is not enough Manulife s latest Health and Wealth research shows that close to 50% * of professional counsellors say it s difficult for people to reveal money issues mainly due to shame and embarrassment. These emotional barriers prevent them from improving their financial situation, which can affect their health, recovery and productivity. As an industry, we need to address this financial stigma. If we don t, employees won t be able to take advantage of the education and resources available through their group plans. Visit manulifehealthandwealth.ca to download our latest research on the Emotional Barriers to Financial Wellness and how the industry and employers can help clear the way. * Emotional Barriers to Financial Wellness 2017 study conducted by Manulife / Homewood; 46% of counsellors feel it is very or somewhat diffi cult for clients to reveal money issues, mainly because of shame and embarrassment. Manulife and the Block Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affi liates under license. CS5857E 10/17

9 Keeping your best interests in mind We believe personal health and financial wellness go hand in hand. Our group benefits and group retirement savings solutions ensure your employees have a holistic and seamless experience. We re committed to helping your employees achieve their overall wellness goals, so they can live the lives they really want to live. Talk to us today to find out how your employees can make the most of a Desjardins group plan. desjardinslifeinsurance.com/businesses Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company.

10 THE MOST VALUABLE BENEFIT WE PROVIDE IS NOT ON ANY CLAIM FORM Innovative digital solutions and tools that spark engagement and help your employees make thoughtful decisions about their benefits and future well-being. A holistic approach to physical, mental and financial health, inspiring more flexible solutions to fit busy and complex lives. Powerful analytics that pinpoint needs and identify risks, so you can fine-tune your plan s current performance and evolve to meet emerging needs. Evidence-based strategies designed to help your employees stay healthy, productive and engaged over the long term. Let s continue the conversation. Contact your Sun Life Financial group benefits representative. Life s brighter under the sun Group Benefits are provided by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. YOUR NEEDS. OUR FOCUS.

11 You know who we are. Now, let us show you how committed we are to you. Group Benefits and Retirement Solutions ia.ca/groups

12 New online training in psychological health and safety from the Mental Health Commission of Canada Assembling the Pieces toolkit This FREE online toolkit is designed to support organizations working to implement the National Standard of Canada for Psychological Health and Safety in the Workplace (the Standard). It provides practical advice for implementing key elements of the Standard, as well as links to tools and templates. This course is recommended for employers, senior leaders, human resource managers, and occupational health and safety professionals. Register now: Being a Mindful Employee: An Orientation to Psychological Health and Safety in the Workplace This FREE online training program helps you, as an employee, understand the 13 psychosocial workplace factors from the Standard and what you can do to support yourself and others in the workplace. This course is recommended for anyone interested in learning more about mental health at work and how we all have a role to play. Register now: Suite 1210, 350 Albert Street, Ottawa, ON K1R 1A4 Tel: Fax: info@mentalhealthcommission.ca /themhcc /Mental Health Commission of Canada

13 There s a plan that doesn t take the benefit out of benefits??? A plan that balances access to TRADITIONAL & SPECIALTY medications. Just one of the many benefits of being a HealthWATCH for Business member. WANT TO LEARN MORE? us at healthsolutions@shoppersdrugmart.ca or call Brought to you by the pharmacists at: / Trademarks of Loblaws Inc. and/or its Affiliates. Used under license.

14

OUR SERVICE OFFER Comprehensive and competitive group insurance solutions 02228E ( )

OUR SERVICE OFFER Comprehensive and competitive group insurance solutions 02228E ( ) OUR SERVICE OFFER Comprehensive and competitive group insurance solutions 02228E (2017-04) Introducing Desjardins Insurance A member of Desjardins Group and a strong financial partner Desjardins Insurance

More information

FACTS AND FIGURES As of December 31, 2016

FACTS AND FIGURES As of December 31, 2016 P A R T I C I P A T I N G W H O L E L I F E I N S U R A N C E FACTS AND FIGURES As of December 31, 2016 Life s brighter under the sun Sun Life Financial YOUR CHOICE FOR PARTICIPATING WHOLE LIFE INSURANCE

More information

Q SHAREHOLDERS REPORT SUN LIFE FINANCIAL INC. For the period ended March 31, sunlife.com

Q SHAREHOLDERS REPORT SUN LIFE FINANCIAL INC. For the period ended March 31, sunlife.com Q1 2016 SHAREHOLDERS REPORT SUN LIFE FINANCIAL INC. For the period ended March 31, 2016 sunlife.com CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share

More information

investment teams in a boutique the global leader

investment teams in a boutique the global leader investment teams in a boutique e n v i ro n me n t + the global re s o u rc e s o f a f i n a n c i a l s e r v ice s leader Who We Are A global asset manager with expertise across a full range of asset

More information

SUNADVANTAGE TM. Group Benefits solutions for small businesses with 3 to 49 employees. Group Benefits

SUNADVANTAGE TM. Group Benefits solutions for small businesses with 3 to 49 employees. Group Benefits SUNADVANTAGE TM Group Benefits solutions for small businesses with 3 to 49 employees Group Benefits Making your job easier We understand as a business owner, time is precious. That s why SunAdvantage is

More information

Personal Spending Account

Personal Spending Account Personal Spending Account Health and wellness solutions for the modern workforce Life s brighter under the sun Electronic devices are now available to expense! A simple solution to staying competitive

More information

Are you retirement ready?

Are you retirement ready? Are you retirement ready? Retirement is changing. For today s working, Canadians retirement may be very different than it is for current retirees. By surveying retirees about their present circumstances

More information

THE F FILES. Group benefits fraud what you need to know to fight fraud GET #FRAUDSMART

THE F FILES. Group benefits fraud what you need to know to fight fraud GET #FRAUDSMART THE F FILES Group benefits fraud what you need to know to fight fraud GET #FRAUDSMART SPRING 2018 LOOKING INTO THE FUTURE OF FRAUD WITH PREDICTIVE ANALYTICS Big data it is fundamental in the fight against

More information

MOVING THE NEEDLE ON EMPLOYEE FINANCIAL WELLNESS

MOVING THE NEEDLE ON EMPLOYEE FINANCIAL WELLNESS HEALTH WEALTH CAREER FINDINGS FROM MERCER CANADA'S INSIDE EMPLOYEES' MINDS SURVEY MOVING THE NEEDLE ON EMPLOYEE PRACTICAL STEPS FOR CANADIAN EMPLOYERS 2 THE CHALLENGE OF EMPLOYEE A GROWING NUMBER OF EMPLOYERS

More information

Service. Convenience. Choice.

Service. Convenience. Choice. Service. Convenience. Choice. Signature Group Benefits Manulife Financial is a leading group life and health insurer with a significant national and regional client base. By maintaining an extensive sales

More information

SOA Asia-Pacific Annual Symposium. SOA China Annual Symposium. SOA Asia-Pacific Annual Symposium Seoul, South Korea May 2018

SOA Asia-Pacific Annual Symposium. SOA China Annual Symposium. SOA Asia-Pacific Annual Symposium Seoul, South Korea May 2018 SOA Asia-Pacific Annual Symposium Seoul, South Korea 24 25 May 2018 SOA China Annual Symposium Beijing, China 28 29 May 2018 The Society of Actuaries (SOA) is pleased to organize the SOA Asia Pacific Annual

More information

Help your employees bring their best to work. Every day. Understanding the impact of employee health and wealth on your business success

Help your employees bring their best to work. Every day. Understanding the impact of employee health and wealth on your business success Help your employees bring their best to work. Every day. Understanding the impact of employee health and wealth on your business success There s a strong connection between overall health, financial wellness

More information

A Roadmap to Financial Security

A Roadmap to Financial Security Desjardins Insurance refers to Desjardins Financial Security 10015E (2018-06) A Roadmap to Financial Security FOR ADVISORS ONLY PRODUCT AND SERVICE OFFER Solutions for individuals Your clients want to

More information

Q SHAREHOLDERS REPORT SUN LIFE FINANCIAL INC. For the period ended March 31, sunlife.com

Q SHAREHOLDERS REPORT SUN LIFE FINANCIAL INC. For the period ended March 31, sunlife.com Q1 2018 SHAREHOLDERS REPORT SUN LIFE FINANCIAL INC. For the period ended March 31, 2018 sunlife.com CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share

More information

ILLUMINATING A BRIGHTER WORLD OF INVESTMENTS

ILLUMINATING A BRIGHTER WORLD OF INVESTMENTS ILLUMINATING A BRIGHTER WORLD OF INVESTMENTS SUN LIFE GLOBAL INVESTMENTS CORPORATE PROFILE At Sun Life Global Investments, the investor is at the core of everything we do. From creating new investment

More information

Retirement Decumulation Strategies Next Generation

Retirement Decumulation Strategies Next Generation Retirement Decumulation Strategies Next Generation Bob Boyda Global Head of Capital Markets and Strategy October 30, 2017 Agenda The Canadian Environment Current Approaches to Retirement Decumulation Next

More information

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. Australia s findings.

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. Australia s findings. A world in transition: PwC s 2017 APEC CEO Survey, November 2017 2017 APEC CEO Survey Australia s findings www.pwc.com/apec Key themes Making of the workforce of the future An operating model for a fluid

More information

Financial Institutions Profiles Series. Manulife Financial: A Leading Canadian Financial Services Company. (Table of Contents)

Financial Institutions Profiles Series. Manulife Financial: A Leading Canadian Financial Services Company. (Table of Contents) Financial Institutions Profiles Series Manulife Financial: A Leading Canadian Financial Services Company (Table of Contents) July 29, 2014 TABLE OF CONTENTS History... Early Phase... Initial Acquisitions

More information

Leadership in challenging times. J. Roy Firth EVP Individual Wealth Management

Leadership in challenging times. J. Roy Firth EVP Individual Wealth Management Leadership in challenging times J. Roy Firth EVP Individual Wealth Management Agenda Manulife is strong and has a plan Canada s key strategies Looking ahead 2 Manulife is strong and has a plan Key themes:

More information

Manulife Asset Management launches Asia Pacific Income and Growth Segregated Portfolio

Manulife Asset Management launches Asia Pacific Income and Growth Segregated Portfolio For Immediate Release May 7, 2014 Important Information: Manulife Advanced Fund SPC - Asia Pacific Income and Growth Segregated Portfolio (the "Fund") invests in equity securities and fixed income securities,

More information

SRP France. 1 st Conference Hotel Pullman Paris Tour Eiffel 17 September In Partnership with

SRP France. 1 st Conference Hotel Pullman Paris Tour Eiffel 17 September In Partnership with SRP France 1 st Conference 2018 Hotel Pullman Paris Tour Eiffel 17 September 2018 In Partnership with CONTENTS OUR SPONSORS Welcome GOLD SPONSOR Who You Will Meet Conference Agenda Previous Sponsors of

More information

12.2% FULL YEAR UNDERLYING ROE 1. CEO s Message 2016: ANOTHER STRONG YEAR NET INCOME 1 TOTAL SHAREHOLDER RETURN 2

12.2% FULL YEAR UNDERLYING ROE 1. CEO s Message 2016: ANOTHER STRONG YEAR NET INCOME 1 TOTAL SHAREHOLDER RETURN 2 CEO s Message We increased our dividend by 7% and completed five acquisitions and buy-ups in Asia and the U.S. during the year. Total Shareholder Return was 24% for the year, and 28% per annum compounded

More information

Customer Fund Guide. Customer guide

Customer Fund Guide. Customer guide PROTECTION PENSIONS INVESTMENTS i2live Customer Guide Customer guide About Sun Life Financial of Canada In the UK Sun Life Financial of Canada in the UK is focused on building excellent customer service

More information

Global cover with a local touch. Benefits. International Healthcare Plan MEA (11/09)

Global cover with a local touch. Benefits. International Healthcare Plan MEA (11/09) Global cover with a local touch International Healthcare Plan for individuals Aetna Global Benefits 46.02.335.1-MEA (11/09) the AGB difference The AGB difference 1 Our service philosophy 3 International

More information

6 th SOA Asia-Pacific Annual Symposium & The Inaugural SOA China Annual Symposium

6 th SOA Asia-Pacific Annual Symposium & The Inaugural SOA China Annual Symposium SPONSORSHIP OPPORTUNITIES The SOA is the world s largest professional actuarial organization, dedicated to serving more than 26,000 members all around the globe. Our vision is for actuaries to be the leading

More information

Canada Report. The Future of Retirement Healthy new beginnings

Canada Report. The Future of Retirement Healthy new beginnings The Future of Retirement Healthy new beginnings Canada Report Foreword The possibilities Key findings The doubts Overview The research Healthy living Practical steps Foreword Retirement can be an opportunity

More information

retirement income plan

retirement income plan Retirement income guide Build a retirement income plan to last a lifetime What s inside Let s talk about retirement Four factors drive your retirement income strategy Where do you want to be in retirement?

More information

Live life without boundaries. Live life without boundaries

Live life without boundaries. Live life without boundaries Live life without boundaries 1 Live life without boundaries 2 Live life without boundaries Live life without boundaries 3 New perks and privileges. HSBC Premier is the world s first globally linked up

More information

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. The Philippines findings.

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. The Philippines findings. A world in transition: PwC s 2017 APEC CEO Survey, November 2017 2017 APEC CEO Survey The Philippines findings www.pwc.com/apec Key themes Making of the workforce of the future An operating model for a

More information

Global cover with a local touch. Benefits. I n t e r n at i o n a l H e a lt h c a r e P l a n for groups APACA (9/10)

Global cover with a local touch. Benefits. I n t e r n at i o n a l H e a lt h c a r e P l a n for groups APACA (9/10) Global cover with a local touch I n t e r n at i o n a l H e a lt h c a r e P l a n for groups Aetna Global Benefits 46.02.916.1-APACA (9/10) the AGB difference The AGB difference 1 Our service philosophy

More information

PUBLIC ACCOUNTABILITY STATEMENT

PUBLIC ACCOUNTABILITY STATEMENT PUBLIC ACCOUNTABILITY STATEMENT Life s brighter under the sun 2017 PUBLIC ACCOUNTABILITY STATEMENT This report is filed as the consolidated Public Accountability Statement (PAS) for Sun Life Financial

More information

The Aon Ireland MasterTrust

The Aon Ireland MasterTrust Aon Hewitt The Aon Ireland MasterTrust Expert guidance for the Defined Contribution journey Risk. Reinsurance. Human Resources. About Aon Aon plc (NYSE: AON) is a leading global professional services firm

More information

insight to build investments that work

insight to build investments that work insight to build investments that work INNOVATIVE INVESTMENT SOLUTIONS Sun Life Global Investments offers a broad and growing selection of investment mandates to choose from. Our experienced Portfolio

More information

Private Investment Advice

Private Investment Advice Private Investment Advice Private Investment Advice The opportunity to participate in a proprietary online and inperson Discover process that will help us understand what truly matters to you Exceptional

More information

INVESTMENT PERFORMANCE SURVEY OF CANADIAN INSTITUTIONAL POOLED FUNDS SUMMARY PERIOD ENDING 31 MARCH 2015

INVESTMENT PERFORMANCE SURVEY OF CANADIAN INSTITUTIONAL POOLED FUNDS SUMMARY PERIOD ENDING 31 MARCH 2015 INVESTMENT PERFORMANCE SURVEY OF CANADIAN INSTITUTIONAL POOLED FUNDS SUMMARY PERIOD ENDING 31 MARCH 21 COMMENTARY Funded status of pension plans dips in first quarter The solvency position of Canadian

More information

EVERYBODY OUT OF THE POOL!

EVERYBODY OUT OF THE POOL! EVERYBODY OUT OF THE POOL! Optimizing Outcomes if There is a Shift From a Collective to an Individual Pension Risk System Amy Kessler Senior Vice President and Head of Longevity Risk Transfer Prudential

More information

When insight matters. TM. Insight changes everything

When insight matters. TM. Insight changes everything When insight matters. TM Insight changes everything Insight creates opportunities The advantage of knowing Scotiabank At Scotiabank, our Global Banking and Markets division provides corporate and investment

More information

Member education resource centre

Member education resource centre Member education resource centre Educate. Engage. Inspire. THE MANUFACTURERS LIFE INSURANCE COMPANY Help your members get the future they want When it comes to saving, most of the time, the hardest part

More information

Global Select International Select International Select Hedged Emerging Market Select

Global Select International Select International Select Hedged Emerging Market Select International Exchange Traded Fund (ETF) Managed Strategies ETFs provide investors a liquid, transparent, and low-cost avenue to equities around the world. Our research has shown that individual country

More information

AIA-JF MPF FUND PERFORMANCE RANKS NUMBER ONE TWO YEARS IN A ROW

AIA-JF MPF FUND PERFORMANCE RANKS NUMBER ONE TWO YEARS IN A ROW 3 MARCH, 2003 AIA-JF MPF FUND PERFORMANCE RANKS NUMBER ONE TWO YEARS IN A ROW (HONG KONG, 3 March 2003) American International Assurance (AIA) JF Asset Management Limited (JF) announces its number one

More information

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. The United States findings.

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. The United States findings. A world in transition: PwC s 2017 APEC CEO Survey, November 2017 2017 APEC CEO Survey The United States findings www.pwc.com/apec Key themes Making of the workforce of the future An operating model for

More information

ACTIVELY MANAGED DRUG SOLUTIONS SPECIALTY DRUGS. Supporting employees and building sustainable drug plans...together

ACTIVELY MANAGED DRUG SOLUTIONS SPECIALTY DRUGS. Supporting employees and building sustainable drug plans...together ACTIVELY MANAGED DRUG SOLUTIONS SPECIALTY DRUGS Supporting employees and building sustainable drug plans...together Not available in the province of Quebec INTRODUCING THE SPECIALTY DRUG PROGRAM If you

More information

Unlocking Value of Professional Liability Insurance. Gary Chua. 27 May 2009

Unlocking Value of Professional Liability Insurance. Gary Chua. 27 May 2009 27 May 2009 Unlocking Value of Professional Liability Insurance Gary Chua Head of Financial & Professional Risks (FINPRO) ASEAN Gary.Chua@marsh.com +65 6327 3265 www.marsh.com Unlocking value in the Professional

More information

INVESTOR FOCUSED. WE CONNECT PEOPLE, DATA AND INSIGHTS.

INVESTOR FOCUSED. WE CONNECT PEOPLE, DATA AND INSIGHTS. INVESTOR FOCUSED. WE CONNECT PEOPLE, DATA AND INSIGHTS. Investor Focused For more than 30 years, Institutional Real Estate, Inc. has been connecting people, data and insights throughout the institutional

More information

PlanRight. Advisors focused on your employees financial health THE MANUFACTURERS LIFE INSURANCE COMPANY

PlanRight. Advisors focused on your employees financial health THE MANUFACTURERS LIFE INSURANCE COMPANY PlanRight Advisors focused on your employees financial health THE MANUFACTURERS LIFE INSURANCE COMPANY When it comes to saving and investing for the future, Canadians are looking for help. Research from

More information

Our continued success is reliant upon achieving our clients investment objectives.

Our continued success is reliant upon achieving our clients investment objectives. Strategic report Strategy and business review Our business model starts with our clients. Our continued success is reliant upon achieving our clients investment objectives. It is only by demonstrating

More information

rewards healthy living An innovative life insurance solution that

rewards healthy living An innovative life insurance solution that An innovative life insurance solution that rewards healthy living Vitality refers collectively to the benefits provided by John Hancock s Healthy Engagement feature. The Vitality Group is the company that

More information

FINANCIALS. Bull & Bear Case Factors BLOOMBERG INTELLIGENCE >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

FINANCIALS. Bull & Bear Case Factors BLOOMBERG INTELLIGENCE >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> BLOOMBERG INTELLIGENCE A Bloomberg Professional Service Offering FINANCIALS Bull & Bear Case Factors CONTENTS 02 INVESTMENT BANKING INDUSTRY BEAR

More information

RIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT. Sponsorship Opportunities

RIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT. Sponsorship Opportunities RIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT Sponsorship Opportunities 1 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016 ABOUT THE FORUM OVERVIEW DATE & LOCATION October 17th,

More information

Investigating the benefits of integrating wellness program into (health) insurance benefits

Investigating the benefits of integrating wellness program into (health) insurance benefits Investigating the benefits of integrating wellness program into (health) insurance benefits Linda Kam Key Account Manager, Reinsurance Globals Swiss Reinsurance Company Hong Kong Session Number: MBR11

More information

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. Malaysia s findings.

A world in transition: PwC s 2017 APEC CEO Survey, November APEC CEO Survey. Malaysia s findings. A world in transition: PwC s 2017 APEC CEO Survey, November 2017 2017 APEC CEO Survey Malaysia s findings www.pwc.com/apec Key themes Making of the workforce of the future An operating model for a fluid

More information

HONG KONG PEOPLE ABANDON THEIR UPBEAT OUTLOOK

HONG KONG PEOPLE ABANDON THEIR UPBEAT OUTLOOK Press Information Contact details: Catherine Cheung PRO Marketing Services Co. Ltd. Tel: +852 2851 1482/9466 4743 E: catherine@propublicity.com www.propublicity.com for press release/ charts download HONG

More information

Question and Answer (Q&A) Current Pre-need Industry Situation (as of April 27, 2005)

Question and Answer (Q&A) Current Pre-need Industry Situation (as of April 27, 2005) and (Q&A) Current Pre-need Industry Situation (as of April 27, 2005) Reminders to Sales Associates about this Q&A: 1. This Q&A is not to be left with the client (not a leave behind item) and should only

More information

2017 COMPLETE BENEFITS GUIDE

2017 COMPLETE BENEFITS GUIDE 2017 COMPLETE BENEFITS GUIDE CONTENTS 3 10 2017 BENEFIT DESCRIPTIONS REWARDS AND RECOGNITION THE 2017 STRATEGIC PARTNER PROGRAM 11 14 15 GUIDELINES FOR USING THE BUSINESS DEVELOPMENT ALLOWANCE EXECUTIVE

More information

Retirement Planning for Federal Employees

Retirement Planning for Federal Employees Retirement Planning for Federal Employees 2-Day Seminar There is More Power Together www.intupower.com/fers Retirement Planning for Federal Employees The most effective course to maximize your Federal

More information

Q Nine-Months 2017 A Mixed Bag. Quarterly CatIQ CatReview. Rise of the Behemoths: Intact, Aviva and Desjardins. DBRS Rating Roundup

Q Nine-Months 2017 A Mixed Bag. Quarterly CatIQ CatReview. Rise of the Behemoths: Intact, Aviva and Desjardins. DBRS Rating Roundup Q3-2017 Nine-Months 2017 A Mixed Bag Rise of the Behemoths: Intact, Aviva and Desjardins Key Decisions on the Path to Insurance Innovation Quarterly CatIQ CatReview DBRS Rating Roundup Third Quarter Company

More information

IT ONLY TAKES ONE INDEX TO CAPTURE THE WORLD THE MODERN INDEX STRATEGY. msci.com

IT ONLY TAKES ONE INDEX TO CAPTURE THE WORLD THE MODERN INDEX STRATEGY. msci.com IT ONLY TAKES ONE INDEX TO CAPTURE THE WORLD THE MODERN INDEX STRATEGY msci.com MSCI DELIVERS THE MODERN INDEX STRATEGY The MSCI ACWI Index, MSCI s flagship global equity benchmark, is designed to represent

More information

ALPHA AND GENDER DIVERSITY

ALPHA AND GENDER DIVERSITY ALPHA AND GENDER DIVERSITY 2017 CFA Institute. All rights reserved. 18 19 September 2017 Westin Harbour Castle, Toronto Toronto, Ontario, Canada Hosted with the CFA Society Toronto SUPPORTER OPPORTUNITIES

More information

Plan Participants: The Key to Developing Your Retirement Business

Plan Participants: The Key to Developing Your Retirement Business WORKSITE FINANCIAL SOLUTIONS Plan Participants: The Key to Developing Your Retirement Business Worksite Financial Solutions White Paper Executive Summary Table of Contents: 3 The Trouble with the Status

More information

Sun Limited Pay Life. Investment Account Options

Sun Limited Pay Life. Investment Account Options Investment Account Options December 31, 2016 Contents How investing with Sun Limited Pay Life works: 1. With each payment that you make into the policy, provincial premium tax is deducted. Your payment

More information

HOLLYWOOD. weekend ALL-STAR. Sell and earn your chance to experience it all! 2017 GROUP BENEFITS SALES CAMPAIGN

HOLLYWOOD. weekend ALL-STAR. Sell and earn your chance to experience it all! 2017 GROUP BENEFITS SALES CAMPAIGN 2017 GROUP BENEFITS SALES CAMPAIGN ALL-STAR HOLLYWOOD weekend Hollywood stars, basketball stars, and the magic of LA. Sell and earn your chance to experience it all! Life s brighter under the sun Group

More information

52-Week High Trailing PE Week Low Forward PE Hold 14 Analysts. 1-Year Return: 27.3% 5-Year Return: 44.

52-Week High Trailing PE Week Low Forward PE Hold 14 Analysts. 1-Year Return: 27.3% 5-Year Return: 44. SUN LIFE FINANCIAL (-T) Last Close 37.86 (CAD) Avg Daily Vol 1.2M 52-Week High 40.15 Trailing PE 28.1 Annual Div 1.44 ROE 6.3% LTG Forecast 11.9% 1-Mo 4.9% May 13, 2014 TORONTO Exchange Market Cap (Consol)

More information

Global Investor Survey 2017 Dutch consumers

Global Investor Survey 2017 Dutch consumers Global Investor Survey 2017 Dutch consumers A global study of consumer engagement, investment outcomes and future perceptions November 2017 For Professional investors or advisers only For media only. Schroders

More information

ISA RESEARCH BRIEFING

ISA RESEARCH BRIEFING ISA RESEARCH BRIEFING The Leading Growth Markets for Exporters July 31, 2018 Without a doubt, these are worrying days for exporters. Whether it is a business that is counting on export markets for much

More information

Banking Reform Program. Report on Consumer Study Wave Two

Banking Reform Program. Report on Consumer Study Wave Two Banking Reform Program Report on Consumer Study Wave Two Banks success is inextricably tied to the economy. When Australia does well, banks do well. Australia s banks are key to Australia s economic success.

More information

RETHINK RETIREMENT 2009 SURVEY. Planning.

RETHINK RETIREMENT 2009 SURVEY. Planning. RETHINK RETIREMENT 2009 SURVEY Planning www.rethinkretirement.ca Castles in the air What do you picture when you think about retirement? Are you sitting on the deck of a lakeside cottage sipping cocktails

More information

Coverage when it counts

Coverage when it counts CRITICAL ILLNESS INSURANCE Coverage when it counts Helping you recover from a critical illness with a plan You have a bright future ahead and big plans for what you want to achieve, but unexpected events

More information

From Products to Solution

From Products to Solution From Products to Solution Best Practices for Institutional Asset Managers Helping You Make Smarter Business Decisions Webinar January 28, 2015 2015 Greenwich Associates, LLC. All rights reserved. No portion

More information

Let s make a plan All the tools you need to offer the best solutions to your clients

Let s make a plan All the tools you need to offer the best solutions to your clients Let s make a plan All the tools you need to offer the best solutions to your clients Introduce your clients to a respected leader in retirement services. Over the last three decades, we ve helped financial

More information

Lessons from the Canadian Pension Plan Investment Board (CPPIB)

Lessons from the Canadian Pension Plan Investment Board (CPPIB) Lessons from the Canadian Pension Plan Investment Board (CPPIB) Pamela Dries-Smoley and Stuart Smith We have noted over the past few years, many articles appearing in the media referencing the suggestion

More information

ICICI wins The Best Trade Finance Bank in India for 2012

ICICI wins The Best Trade Finance Bank in India for 2012 T.A.B. International Pte Ltd 10, Hoe Chiang Road, #14-06 Keppel Tower, Singapore 089315 Tel: (65) 6236 6520 Fax: (65) 6236 6530 www.theasianbanker.com 29 th April, 2013 Press Release ICICI wins The Best

More information

GRANT THORNTON INTERNATIONAL BUSINESS REPORT Cross-border mergers and acquisitions: building momentum

GRANT THORNTON INTERNATIONAL BUSINESS REPORT Cross-border mergers and acquisitions: building momentum GRANT THORNTON INTERNATIONAL BUSINESS REPORT 2012 Cross-border mergers and acquisitions: building momentum Foreword MIKE HUGHES GLOBAL SERVICE LINE LEADER MERGERS & ACQUISITIONS GRANT THORNTON INTERNATIONAL

More information

Aetna Tools and Resources Support for good health all year

Aetna Tools and Resources Support for good health all year Quality health plans & benefits Healthier living Financial well-being Intelligent solutions Aetna Tools and Resources Support for good health all year www.aetna.com www.aetna.com XX.XX.XXX.X 00.02.120.1

More information

For financial broker use only. Group Income Protection. Protecting what matters. Retirement Investment Insurance

For financial broker use only. Group Income Protection. Protecting what matters. Retirement Investment Insurance For financial broker use only. Group Income Protection Protecting what matters Retirement Investment Insurance Contents Protecting the things that matter 2 Why Group Income Protection from Aviva is great

More information

2018 Edelman Trust Barometer

2018 Edelman Trust Barometer 2018 Edelman Trust Barometer Methodology Edelman Trust Barometer 18 years of studying trust Launched annually at the World Economic Forum Annual Meeting in Davos Inaugural Family Business Special Report

More information

PIONEERING WORKPLACE FINANCIAL WELLNESS

PIONEERING WORKPLACE FINANCIAL WELLNESS PIONEERING WORKPLACE FINANCIAL WELLNESS It s no secret that workers are shouldering more responsibility and risk for their healthcare and retirement expenses. Coupled with higher costs for buying a home

More information

DBS AND MANULIFE OFFICIALLY LAUNCH 15-YEAR REGIONAL LIFE BANCASSURANCE PARTNERSHIP

DBS AND MANULIFE OFFICIALLY LAUNCH 15-YEAR REGIONAL LIFE BANCASSURANCE PARTNERSHIP DBS AND MANULIFE OFFICIALLY LAUNCH 15-YEAR REGIONAL LIFE BANCASSURANCE PARTNERSHIP *** DBS and Manulife aim to be leading provider of retirement and insurance solutions through partnership DBS and Manulife

More information

Fire Chiefs LEADERSHIP SEMINAR. December 13 14, Newport Beach Marriott. Registration and Housing Deadline: Tuesday, November 14, 2017

Fire Chiefs LEADERSHIP SEMINAR. December 13 14, Newport Beach Marriott. Registration and Housing Deadline: Tuesday, November 14, 2017 Fire Chiefs LEADERSHIP SEMINAR December 13 14, 2017 Newport Beach Marriott Registration and Housing Deadline: Tuesday, November 14, 2017 www.cacities.org/events 2017 FIRE CHIEFS LEADERSHIP SEMINAR Wednesday,

More information

Our value proposition

Our value proposition Group Savings & Retirement Our value proposition What sets us apart? Our commitment to you. The cornerstone of our operations is one simple premise: create an exceptional customer experience. It s not

More information

52-Week High Trailing PE Week Low Forward PE Hold 14 Analysts. 1-Year Return: 39.6% 5-Year Return: 34.

52-Week High Trailing PE Week Low Forward PE Hold 14 Analysts. 1-Year Return: 39.6% 5-Year Return: 34. SUN LIFE FINANCIAL (-T) Last Close 36.50 (CAD) Avg Daily Vol 1.0M 52-Week High 37.24 Trailing PE 28.6 Annual Div 1.44 ROE 13.3% LTG Forecast 9.0% 1-Mo 8.1% November 11, TORONTO Exchange Market Cap (Consol)

More information

HEALTH INSURANCE 101. Finding the Right Plan

HEALTH INSURANCE 101. Finding the Right Plan HEALTH INSURANCE 101 Finding the Right Plan HEALTH CARE 101: FINDING THE RIGHT PLAN Introduction... 2 Common Health Insurance Terms and Definitions... 3 Health Care Reform: What You Need to Know... 7 Important

More information

Welcome to Canada. I welcome the opportunity to share with you the journey our national pension plan has been on over the past 15 years.

Welcome to Canada. I welcome the opportunity to share with you the journey our national pension plan has been on over the past 15 years. Welcome to Canada. I welcome the opportunity to share with you the journey our national pension plan has been on over the past 15 years. I have a short presentation, and then will be happy to answer any

More information

ASIAN INSURERS: ADAPTING INVESTMENT STRATEGIES TO A CHANGING WORLD

ASIAN INSURERS: ADAPTING INVESTMENT STRATEGIES TO A CHANGING WORLD FOR PROFESSIONAL AND INSTITUTIONAL INVESTOR USE ONLY NOT FOR PUBLIC DISTRIBUTION (PLEASE READ IMPORTANT DISCLOSURES) ASIAN INSURERS: ADAPTING INVESTMENT STRATEGIES TO A CHANGING WORLD Based on a Global

More information

Employee Benefits Plan. Dealer-driven solutions created exclusively for you and your employees

Employee Benefits Plan. Dealer-driven solutions created exclusively for you and your employees Employee Benefits Plan Dealer-driven solutions created exclusively for you and your employees It s Custom-Made Don t settle for just any benefits plan. Only the CADA 360 Employee Benefits Plan is custom-made

More information

Initial steps on the IPO journey. April 2016

Initial steps on the IPO journey. April 2016 April 2016 Contents 1 2 3 Listing requirements About EY 3 16 19 IPO readiness Self-assessment Do you recognize these challenges in your company? Question Self-assessment Often Sometimes Never Do you understand

More information

Global cover with a local touch. Benefits. I n t e r n at i o n a l H e a lt h c a r e P l a n APACA (9/10)

Global cover with a local touch. Benefits. I n t e r n at i o n a l H e a lt h c a r e P l a n APACA (9/10) Global cover with a local touch I n t e r n at i o n a l H e a lt h c a r e P l a n for individuals Aetna Global Benefits 46.02.917.1-APACA (9/10) the AGB difference The AGB difference 1 Our service philosophy

More information

Protection UL with. An innovative life insurance solution that rewards healthy living

Protection UL with. An innovative life insurance solution that rewards healthy living Protection UL with An innovative life insurance solution that rewards healthy living Vitality refers collectively to the benefits provided by John Hancock s Healthy Engagement feature. The Vitality Group

More information

Engagement Report FY2017 ManulifeAM.com

Engagement Report FY2017 ManulifeAM.com w Engagement Report FY2017 ManulifeAM.com * Chris Conkey President & Chief Executive Officer and Chief Investment Officer, Manulife Asset Management (Public Markets) Foreword At Manulife Asset Management,

More information

Navigating the Retirement Opportunity

Navigating the Retirement Opportunity 2016 Franklin Templeton Advisor Forum Navigating the Retirement Opportunity Trends and Impacts for Canadians Matthew Williams Head of Defined Contribution & Retirement Franklin Templeton Investments Corp.

More information

Quarterly Investment Update First Quarter 2018

Quarterly Investment Update First Quarter 2018 Quarterly Investment Update First Quarter 2018 Dimensional Fund Advisors Canada ULC ( DFA Canada ) is not affiliated with [insert name of Advisor]. DFA Canada is a separate and distinct company. Market

More information

HOW DO YOU DEFINE YOUR BORDERS? THE MODERN INDEX STRATEGY. msci.com

HOW DO YOU DEFINE YOUR BORDERS? THE MODERN INDEX STRATEGY. msci.com HOW DO YOU DEFINE YOUR BORDERS? THE MODERN INDEX STRATEGY msci.com MSCI DELIVERS THE MODERN INDEX STRATEGY The MSCI EAFE Index is designed to represent the performance of large- and mid-cap securities

More information

CASUALTY INSURANCE ACE OFFSHORE INSURANCE FOR CONTRACTORS AND SUPPLIERS TO THE OFFSHORE OIL & GAS INDUSTRY

CASUALTY INSURANCE ACE OFFSHORE INSURANCE FOR CONTRACTORS AND SUPPLIERS TO THE OFFSHORE OIL & GAS INDUSTRY CASUALTY INSURANCE ACE OFFSHORE INSURANCE FOR CONTRACTORS AND SUPPLIERS TO THE OFFSHORE OIL & GAS INDUSTRY The offshore oil and gas industry might be mature but it remains dynamic, offering fresh opportunities

More information

Steven Kim, B.Comm., FCSI Investment Advisor

Steven Kim, B.Comm., FCSI Investment Advisor RBC Dominion Securities Inc. Steven Kim, B.Comm., FCSI Investment Advisor Professional Wealth Management Since 1901 We a lt h m a n ag e m e n t s o lu t i o n s d e s i g n e d f o r yo u As you make

More information

Aon Retiree Health Exchange Transition Guide

Aon Retiree Health Exchange Transition Guide Aon Retiree Health Exchange Transition Guide New Health Care Coverage Options and Resources for Medicare-Eligible Retirees, Survivors, Long Term Disability Participants and Their Eligible Dependents. Welcome

More information

Remote Advice in Life Insurance: A New Route to the Customer

Remote Advice in Life Insurance: A New Route to the Customer Remote Advice in Life Insurance: A New Route to the Customer Financial Services Practice Remote Advice in Life Insurance: A New Route to the Customer 1 Introduction Faced with slow growth, an aging agent

More information

dynamic group rrsp Helping your employees grow their wealth. SPONSOR

dynamic group rrsp Helping your employees grow their wealth. SPONSOR dynamic group rrsp Helping your employees grow their wealth. SPONSOR 2 A group RRSP is one of the most valuable benefits you can offer your employees. A group RRSP is a low-cost, highly effective way of

More information

PMITM. The world s leading economic indicator

PMITM. The world s leading economic indicator PMITM The world s leading economic indicator The Purchasing Managers IndexTM (PMITM) is based on monthly surveys of carefully selected companies representing major and developing economies worldwide. KEY

More information

The role of private pension in Homo-Hundred era

The role of private pension in Homo-Hundred era The role of private pension in Homo-Hundred era Many a little makes a mickle many a pixel makes a picture by Yvonne Sin Towers Watson 26 September 2013 Outline The retirement gap challenge The emerging

More information

Rita Benefield, cim, fma, fcsi Vice-President & Portfolio Manager

Rita Benefield, cim, fma, fcsi Vice-President & Portfolio Manager RBC Dominion Securities Inc. Rita Benefield, cim, fma, fcsi Vice-President & Portfolio Manager Professionalism Principles Protection Performance Wealth Management Solutions Designed for You As you make

More information

ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES

ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES Montreal June 25 27 2012 ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES About the course Advancements over the past decade combined with the lessons

More information