Michelle Loder, Cfa, Cpa, Rfp Email & Phone Number

I am driven by my passion to help more Canadians feel confident in their ability to retire with dignity so they can bring their best selves to work. I help employers to drive the best outcomes and results from their retirement programs to positively impact the financial wellbeing and productivity of their workforce which in turn postively impacts their customer experience and business growth potential. With over 25 years of experience dedicated to the achievement of extraordinary outcomes for Capital Accumulation Plan sponsors and their employees, I pride myself on sharing the benefit of my experience and insights as a thought leader in the Defined Contribution and Capital Accumulation Plan industry. I volunteer on several pension industry committees to advocate for the continued advancement of improved retirement prospects for Canadians including innovative decumulation options. I welcome opportunities to write, speak and continuously learn more about how to improve not just the retirement outcomes of today's workers, but also - and just as importanty - their financial wellbeing as they navigate their day to day lives.Specialties: Capital Accumulation Plan design and efficiency optimization. Program design and benchmarking to achieve measurable goals. Effective investment structure and fund menu design. Provider selection, relationship management and oversight. Governance and risk management. Financial education for workers at all stages of their careers. Administrative and operational efficiency. Decision strategies, guidance and tool development for efficient decumulation.