Mazen Shakeel, Fcia, Fsa Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

The Investment and Risk (I&R) practice falls under the Retirement and Benefits Solutions business, a business that also includes defined benefit (DB) pension consulting; defined contribution (DC) plan consulting; administration; and regulatory, international, governance, legal, and compensation consulting. I&R is a national team of 40 with a mandate that includes investment research, investment consulting, investment management (OCIO), pension risk management, and pension risk transfer advising to over $30B of clients’ assets.• Leader of the I&R practice and TELUS Health Investment Management (THIM), member of the Retirement and Benefits Solutions Consulting Leadership team, chair of the Portfolio Oversight Committee, and chair of the Ratings Committee.• Developed a five-year growth strategy for the I&R business, resulting in strong revenue and profit growth.• Restructured the approach to investment research to bring a consistent national approach to screening, reviewing, rating, and monitoring investment managers used across investment consulting, Outsourced Chief Investment Officer (OCIO), and DC consulting businesses.• Relaunched the OCIO business for DB plans, endowments, and foundations (wound-up funds-of-funds and transitioned to a third-party model). Partnered with DC consulting and administration practices to build an investment platform for the record-keeping business.• Developed strategic partnerships with investment management firms to bring unique investment solutions to clients, including BlackRock LifePath (non-insurance) and Purpose Longevity Pension Fund.• Presented at industry conferences, including the International Foundation of Employee Benefits Plans annual conference and the Benefits Canada/Canadian Investment Review virtual conference.

Toronto, Ontario, Canada

Sun Life’s GRS business is Canada’s largest group retirement business with approximately $100B in assets under administration and management. The Market Development team of 70 across Canada, brings together the Marketing team (50), the Product and Research team (10), and the Investment Solutions team (10). The Vice President leads this team.• Member of the GRS leadership and management teams. Chaired the GRS Investment Product Review Team, responsible for oversight of GRS investment platforms. Member of GRS Risk Committee.• Represented GRS on the Digital Health Solutions (DHS) Leadership Team, the Global Digital Steering Committee, and the Global Brand Committee. Leadership for Total Benefits and Savings was shared between Market Development in the GRS and Group Benefits businesses.• Led the development of a vision for the digital member experience and created a roadmap to realize this vision by 2020. Milestones in 2018 included the launch of MAX Express on the mobile application (default-driven express enrolment) and the launch of myPlan (personalized digital member hub).• Led the launch of Sun Life’s Outsourced DC Plus, a fully delegated retirement, investment, and record-keeping solution that was developed in partnership with Sun Life Global Investments.• Supported the launch of myWellness Rewards, a mental, physical, and financial wellness platform developed in partnership with BestLifeRewarded Innovations to use rewards to incentivize behaviour change.• Led client experience measurement and monitoring for GRS; achieved double-digit improvement in DC plan member net promoter score (NPS) over one year, the strongest improvement across all Canadian businesses.• Led improvement in employee engagement for Market Development for over two years; the only team in GRS to do so.• Presented an innovation agenda annually to Sun Life’s Client Partnership Council and semi-annually to the Plan Advisor Council.• Regular presenter at retirement industry conferences

Toronto, Ontario, Canada

The IIC is Sun Life’s global investment research, product, and consulting centre of expertise (CoE), supporting Sun Life businesses in Canada, the UK, and Asia (Hong Kong, Indonesia, Malaysia, Philippines, and Vietnam). The IIC has oversight responsibilities for over 125 investment manager relationships managing over $150B for Sun Life clients. The Vice President leads this team.• Led and strengthened relationships with the global preferred (investment) partners. Managed the five largest third-party investment manager relationships of over $50B for Sun Life clients.• Led and supported product launches for Sun Life International (target risk portfolios), Sun Life Global Investments (absolute return strategy), and Sun Life Canada (guaranteed investment funds and universal life).• Presented quarterly updates on global investment platform performance to a Committee of the Board of Directors.• Supported Sun Life Canada HR and Finance with oversight of Sun Life’s own Canadian Staff Pension Plans.

Toronto, Ontario, Canada

A leading global, professional services firm, providing a broad range of risk, retirement, and health solutions. Enjoyed progressive roles (listed below) for over 24 years in consulting, practice leadership, client management, business development, and corporate development.• Account Executive, 2003 – 2013• Member of DC Consulting Team, 2007 – 2013• Retirement Practice Leader, 1999 – 2003• Managing Consultant, 1996 – 1999• Consultant and Unit Manager, Retirement Practice, 1992 – 1996• Actuarial Analyst, 1989 – 1992