Greg Heise, FSA, FCIA, FCA, Partner, George & Bell Consulting
Greg has worked in the pension and investment fields for 28 years with a diverse group of clients, including multi-employer and jointly-trusteed pension plans, various non-pension trusts and large national and international corporations.
Greg has extensive experience in the areas of plan design, valuation, compliance, administration, executive retirement income planning, investment policy, manager selection, asset-liability analysis and performance evaluation.
Greg has served as lead actuary for numerous pension plans in Western Canada, providing actuarial and investment advice along with advocacy with the regulatory authorities. He has served as a member of working groups to review and effect change to the funding rules for both defined benefit and target benefit pension plans in B.C. and Alberta.
Prior to joining George & Bell, Greg was a partner at a national human resource consulting firm, leading the significant growth of its retirement practice in Vancouver.
Greg is a frequent speaker on actuarial matters at industry events, including events sponsored by Canadian Pension & Benefits Institute, International Foundation of Employee Benefit Plans (IFEBP), Pacific Business and Law Institute, and Shareholder Association for Research & Education. He is a member of the faculty of the IFEBP teaching the Advanced Trust Management Standards course to Trustees of both public sector and private sector pension plans. He regularly presents on a variety of topics to administrators of multi-employer pension plans and regulatory authorities.
Qualifications & Education
Greg is a Fellow of the Canadian Institute of Actuaries, Society of Actuaries and Conference of Consulting Actuaries.
Greg has served as Vice President of the Canadian Institute of Actuaries’ Pension Plan Financial Reporting Committee. He was a key member of a Designated Group of the Actuarial Standards Board that rewrote the Standards of Practice for the Valuation of Pension Plans, which supported important changes affecting multi-employer pension plans that took effect December 31, 2010.
He graduated from the University of Waterloo in 1993 with a Bachelor of Mathematics in Honours Actuarial Science and a minor in Statistics.