Charlene Moriarty Martin, Fcia Email & Phone Number

Toronto, Ontario, Canada

In this exciting new role, I am building Integris’ new in-house actuarial department, offering actuarial and pension administration services to Integris’ clients who have implemented Personal Pension Plans. As Chief Actuary, my responsibilities include overseeing the actuarial function within the company, filing valuation reports with the regulatory authorities, ensuring compliance with regulatory standards, building tools for Integris’ sales team and offering subject matter expertise to our sales force, external financial advisors and clients. Last but not least, since this is a new and expanding department, I am looking for the right talent to help me build a thriving and successful practice, working collaboratively with Integris to build the best Canadian pension management company in Canada.

Vaughan, Ontario, Canada

Toronto, Ontario

Offering professional services primarily to other organizations needing additional assistance in the delivery of pension and benefit consulting services to their clients.2017-2018: Peer reviewer of investment course offered by Dalhousie University as part of the Certified Employee Benefits Specialist program

Toronto, Canada Area

Client relationship manager (CRM) or senior actuary to several clients sponsoring defined benefit and defined contribution plans under a broad range of industries, generating annual revenue of $600,000 to $700,000 per year. Assets under management ranged from $5 million to $60 million.Retirement planning specialist designated to deliver organization’s proprietary retirement planning seminars to employee groups. In this capacity, conducted numerous two-hour retirement planning presentations and webinars to employees (groups of 10 to 25) of client organizations, which assisted them in understanding the different sources of retirement income and in developing a plan of action to ensure their own retirement income security.

Toronto, Canada Area

Client relationship manager (CRM) or senior actuary to several clients sponsoring defined benefit and defined contribution plans under broad range of industries, including a $10 billion public sector plan and major manufacturing company sponsoring five pension plans with combined assets totaling $90 million. Annual client revenue generation of up to $2 million per year. Helped navigate defined benefit plan sponsors through the 2008 financial crisis through strategic use of solvency funding relief legislation and adjustment of actuarial assumptions and cost methods. Led to positive impact on clients’ bottom lines.Mentored and provided regular performance reviews and feedback to up to four actuarial staff, ensuring their successful professional growth within the organization.Led committee to prepare the organizations submission to the Ontario Expert Commission on Pensions in 2006

Mississauga, Ontario

Major responsibilities included managing the wind up of four pension plans of a bankrupt company. Also played major role as the actuarial resource for organization’s pension and wind-up practice.