I am an actuarial educator and researcher with a strong interest in public policy surrounding pensions. Before joining the Department of Statistics and Actuarial Science at Simon Fraser University, I spent 8 years in pension consulting. My research is heavily influenced by my background in industry, exploring emerging issues in pension practice through both qualitative and quantitative lenses. My current focus is on sustainability and intergenerational equity in occupational pension arrangements, innovative pension designs, and pension plan consolidation.

Current Projects

  • Decumulation Options in Employer Sponsored Pension Plans
    Joint work with Bonnie-Jeanne MacDonald and Laura Strachan
    Sponsors: National Pension Hub of the Global Risk Institute , National Institute on Ageing
    The goal of this project is to establish a road map for how best to structure, implement, and provide Canadians with added financial longevity protection through Variable Payout Life Annuities (VPLAs). A key part of the research is a series of case studies of pension organizations who either already have a VPLA option or are contemplating adding such an option in the future.
  • Quantifying the welfare impacts of pension mergers
    Joint work with Jean-François Bégin
    Sponsors: Society of Actuaries , Canadian Institute of Actuaries
    The ultimate goal of this project is to add a quantitative element to the discussion of the merits of plan mergers and consolidation, by providing a framework and an evaluation mechanism to assess the welfare impacts of either generic or specific deals.
  • Modern metrics for intergenerational equity in occupational pension plans
    Joint work with Louis Adam and Claudia Gagné
    Sponsor: Canadian Institute of Actuaries
  • Impact of low interest rate environment on Canadian retirement income programs
    Joint work with Louis Adam and Pierre-Carl Michaud
    Sponsors: Society of Actuaries , Canadian Institute of Actuaries
    The first phase of this project explores the potential for structural changes in the economy and in financial markets that may contribute to the continuation of adverse conditions for pension plans over the long term. In addition to looking at the available literature, we are interviewing a small number of experts who make long-term economic projections in the context of pensions. Aimed at pension actuaries, our report will assist practitioners with selecting long term economic assumptions based on up-to-date macroeconomic theory and practice.
  • Sustainability in funded pension plans with contingent benefits
    Joint work with Barry Gros
    Contingent pension plans are funded occupational pension plans where some or all of the benefit depends on the financial position of the plan. Such plans have become more and more common over the past 5-10 years in Canada and beyond. Concurrently, there has been growing interest in pension plan sustainability. We conducted 30 in-depth interviews with members of the Canadian pension community, seeking to answer how sustainability is defined, managed, and communicated in the context of contingent pension plans. Our first findings and their implications for pension regulations were published by the C. D. Howe Institute in September 2019. We are now extracting additional insights which will be published in 2020.


In academic journals

Peer-reviewed, industry-oriented reports and articles

Other articles



  • Mathematics of Compound Interest (ACMA 210)
    Fall 2016, Fall 2015, Fall 2013, Fall 2007 (sessional), Fall 2006 (sessional)
  • Actuarial Mathematics I (ACMA 320)
    Spring 2020, Spring 2018, Spring 2015, Spring 2014, Spring 2013
  • Actuarial Mathematics II (ACMA 425)
    Fall 2004 (sessional)
  • Actuarial Communication (ACMA 360W)
    Spring 2020 (co-taught with Jean-François Bégin)
  • Risk Theory (ACMA 335)
    Fall 2014, Fall 2010
  • Pension Theory
    Undergraduate: Spring 2008, Spring 2007, Spring 2006
    Graduate: Spring 2007, Spring 2006
  • Stochastic Models of Retirement Income (ACMA 850)
    Fall 2019, Spring 2018, Fall 2015