OUR CLIENTS
Pension Organizations Committed to Excellence
I work with pension plans, industry bodies, policymakers, and international organizations across Canada and globally.
Pension Plans
DB, DC, hybrid, public, and private plans facing operational challenges or looking to implement global best practices.
Industry Bodies & Associations
Organizations convening stakeholders, building collaborative frameworks, and advancing sector-wide initiatives.
Policymakers & Regulators
Developing evidence-based approaches to coverage, decumulation, governance, and system-level challenges.
International Organizations
Translating research and best practices across jurisdictions and cultures, to facilitate innovation and deliver solutions.
Whether you need expert execution or strategic innovation, we help you turn knowledge into action.
WHAT MAKES US DIFFERENT
Experience, Global Networks, Boutique Focus
Twenty Years of Hands-On Experience
I've been in your seat — leading innovation teams, navigating governance challenges, implementing member tools, managing stakeholder complexity.
This isn't theoretical consulting. I've lived the gap between idea and launched product, and I know how to bridge it.
Deep Global Networks
I bring connections across leading pension systems — Nordic countries, Australia, UK, Netherlands, Asia-Pacific — and translate what's working there into approaches that fit your context.
You benefit from decades of international experimentation without having to figure it out from scratch.
Boutique by Design
When you work with The Pension Forge, you work directly with me throughout — no junior consultants, no delegation, no bait-and-switch.
Senior expertise from first conversation to final implementation. Personal relationships, flexibility to adapt, accountability throughout.
OUR APPROACH
From Challenge to Solution
We start by understanding your specific challenge — what you're trying to achieve, where you're stuck, what constraints you're navigating. Expert advisory or research-to-practice, we tailor our approach to your context.
01
Listen & Diagnose
We work collaboratively to build solutions. You're involved at every step — not waiting for the 'big reveal' but shaping the approach as we go. We combine global best practices with deep understanding of your regulatory, cultural, and organizational reality.
02
Design & Build Together
We don't just hand you recommendations and walk away. We help you navigate governance approval, stakeholder alignment, execution challenges, and implementation. From idea to impact.
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03
Implement & Succeed
expert advisory
Navigate strategic and operational challenges with proven expertise.
When pension organizations face complex challenges, plan consolidation, governance modernization, regulatory compliance, plan design, they need experienced guidance to navigate them effectively.
I draw on 20 years of hands-on experience across pension systems globally to provide expert advisory services that solve problems and drive results.
Common engagements:
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Plan consolidation and merger strategy
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Governance modernization and board effectiveness
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Regulatory compliance and strategic planning
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Plan design and benefits strategy
Research-to-practice
Translate global best practices into solutions that work in your context.
Pension organizations know what good looks like. They’ve seen service innovations from Nordic Countries, pension coverage solutions in the UK, behavioural insights from leading academics. The challenge isn’t knowledge. It’s implementation.
I bridge that gap, translating international research and best practices into innovation strategies, member resources, and system-level solutions that actually launch and deliver results.
Common engagements:
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Innovation roadmaps and strategy
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Member tools and resources
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Decumulation framework design
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System-level change facilitation
How we help
Two Complementary Areas
I bring 20 years of hands-on experience across pension systems globally to help in two ways: expert advisory on strategic and operational challenges, and research-to-practice translation that implements global best practices.