Maintained responsibility for 12 significant pension & savings clients in the GTA (assets exceed $2.2 bill).Project managed the implementation of a number of new plans and facilitated seamless transitions from previous record keeper.Created annual strategic plans for clients that improved client satisfaction and improved plan profitability - realized an annual improvement in performance exceeding $150,000 within block of business.

Prepared and delivered pension committee presentations to a range of stakeholders including plan sponsors and consultants. Presentations included strategic initiatives and updates re plan membership, investment statistics, usage of plan member tools, etc.

Managed client accounts with assets ranging between $1 mill & $2 mill (responsible for approximately 50 clients).Collaborated with consultants and brokers to ensure client satisfaction.