Michael combines a perfectionist’s eye with passion for tackling complicated challenges for clients. His vision for a firm that provides a level of service not to be found anywhere else has stayed true since he started the company in 1997. Michael is Past Chair of the WoodGreen Foundation, which brings innovative solutions to tough social issues facing Toronto.
Sarah is the sort of person who knows your kids’ favorite sports and your flex plan equally well. Prior to joining our firm in 2012, she led the Canadian consulting business at a global human resources and outsourcing firm. She’s a frequent speaker on industry issues and a member of the advisory board of Benefits Canada.
Judy’s meticulous eye and encyclopedic knowledge of benefits comes with the desk-side manner of a favorite family member. Trusted with our client’s most complex and sensitive issues, she has been with the firm since 1999. Formerly, she worked as an underwriter specializing in disability and risk management.
Francine has built a career out of her passion for diligently nailing the details, and in 2015 she brought over 15 years of industry experience and a knack for precision to Accompass.
Backed by 12 years at a major national insurer and another 3 years at a multinational consulting company, Francine is a seasoned technical analyst, and provides insights on plan design and financial arrangements.
Vanessa brings a warm personal touch to our client’s difficult issues. Equally skilled at financial analysis and at patiently explaining the finer details of plan administration, she joined us in 2014 after serving as an underwriter at a leading insurance company.
Theresa brings her unfailing positivity and creative spirit to the office each and every day. Her years of experience and determination to lend a helping hand and to continually improve processes are only a few reasons why her colleagues are grateful for her presence on the team.
Kelcey has a keen ability to immediately put you at ease with her relatable personality and passion for making an impact. She joined the Accompass team in 2016 with experience at two large insurance companies and has experience volunteering for such organizations as the Canadian Mental Health Association, the Arthritis Society and the Heart and Stroke Foundation.
Since 2002, Mark has been bringing the power and stamina of competitive cycling to helping clients understand complex legislation and select investment managers and funds. His expertise also extends to managing retirement plans. He has worked with high net worth clients at a leading Canadian investment firm and specialized in group retirement plans at a major insurance company. Mark is a Jury member for the Morningstar Investment Awards Pooled Fund category.
The abilities of a seasoned outdoorsman to tackle complex challenges is what separates Jonathan from his peers in the executive compensation industry. Prior to joining the team in 2017, Jonathan gained experience through a decade of compensation related adventures, growing from an Analyst into a Partner at one of Canada’s largest executive compensation consulting firms. Jonathan is grounded through his educational endeavours; holding the Chartered Director (C.Dir) and Human Resource and Compensation Committee Certified (H.R.C.C.C) designations from The Directors College and an MBA from the DeGroote School of Business.
Amy gives fresh meaning to the words “service with a smile.” She brings grace, warmth, and 18 years of experience to the management of relationships with clients and insurers. Prior to joining the firm in 2003, Amy was the recipient of the prestigious Service Award at one of Canada’s largest insurance companies. She is a member of the Ontario Committee of the Canadian Pension & Benefits Institute.
Patrick brings a special talent for achieving the perfect balance of customized plan design, financial management, and employee engagement. Before joining our team in 2007, he was a Senior Group Underwriter at one of Canada’s major insurance providers.
Jeff couples the cool-headed acumen of a seasoned finance leader with the clear-eyed perspective of an avid golfer. He oversees all aspects of our finance and operations. Prior to joining the company in 2012, he oversaw finance at a number of organizations, including one of the world’s largest lifestyle brands.
Mohamed is a wizard at making clients’ lives easier, combining a skilled hand at investment analysis with a talent for innovating new ways to automate reporting and administration. With expertise in investment manager research for pension plans, as well as retirement analysis, he joined our team in 2013 from a multi-national consulting firm.
Barbara’s keen eye for detail and sheer adaptability – from rigorous financial management, to granular service issues, to internal processes and procedures – make her uniquely valuable. She joined the firm in 2000.
Darren thrives in a fast-paced and challenging environment where he can put his strong analytical skills to good use. With significant experience in the industry and a wealth of knowledge, Darren helps make it right for our clients with his attentive care of their benefits plans. While working alongside his colleagues in our Benefits & Health practice, Darren is also pursuing his actuarial designation.
Chris cuts through the clutter with boldness, simplicity, and an appreciation for the information that clients find most valuable. He served as Director, Corporate Brand & Marketing at one of Canada’s largest insurance companies before joining our firm in 2014.
Tiina cuts through the noise to zero in on perfectly-tuned solutions with the verve of a seasoned choral singer. Prior to joining us in 2015, she held senior positions in two of North America’s largest human resources consulting firms. She is a member of the Certified Employee Benefit Specialist committee of the International Foundation of Employee Benefit Plans and acts as a facilitator on their examination review panel.
Alexandra’s approach to communications and marketing comes with the spirit of an adventurer, and her personality fits like a glove at Accompass. Prior to joining the team in 2017, Alex honed her talents in corporate communications at one of the country’s largest insurance companies. Her responsibilities run the gamut from communications and PR, to events, sponsorship, advertising, and digital media.
Clients appreciate Mike’s refreshing authenticity and desire for making a difference. He has volunteered for the United Way, Meals on Wheels, and West Neighbourhood House. Mike has a Masters in International Business from Queen’s University.
Joseph takes an attentive approach to everything he does. After graduating from the Ivey Business School at Western University Joseph joined Accompass as one of the first members of our Rotational Leadership Development Program. Joseph is currently working alongside our colleagues in the Retirement & Investment practice.
David puts his strong analytical background to use constantly keeping an eye out for efficiencies both for our team and our clients. With over five years of experience in the industry, David has worked on an array of projects for clients ranging from less than 100 employees to over 5,000. Prior to joining Accompass, David held a position at a large group benefits consulting firm.
18-year industry veteran Monique Mowers joined the Benefits & Health team in 2016 as a Consultant. Monique brings with her an instinct for nailing every detail. Prior to joining Accompass, Monique spent 6 years at a consulting firm where she was a Benefits Specialist focused on overall account management for clients of all sizes. Monique spent 12 years as a service representative at a large national insurer.
Ravi has been leveraging his instincts as a team player for years, whether it’s on the basketball courts, or working on compensation and board governance projects. He joined Accompass in 2017 from a well-known executive compensation firm, and brings a strong appreciation for understanding how companies drive performance and increase shareholder value. This helps fuel his analysis when supporting the development of compensation programs across a wide range of industries in both the public and private sector.
Debbie has a knack for making otherwise complex, dry subjects seem easy and engaging, whether she’s assisting clients or educating their members on retirement planning. Prior to joining the firm in 2008, her insight into group insurance and retirement plans was honed at one of Canada’s largest insurance carriers.
Anne’s passion for people is reflected in her volunteer work as well as throughout her 20 year career building compensation solutions for her clients. She brings leadership experience in senior roles at major global human resources firms, banks, and insurance companies and often speaks at industry conferences and in trade publications.
Dimitri brings the steely nerve of a seasoned soccer player to combine his investment acumen with an ability to score where it matters most: client relationships. Prior to joining our team in 2015, he was a consultant in the Group and Retirement practice at an international consulting firm. Dimitri graduated with an Honours Actuarial Science degree from the University of Toronto.
The only things bigger than Chris’s commitment to service excellence and customer-focus are his laugh and smile. Chris joined Accompass in 2018 with over 13 years of group benefits experience after working for one of Canada’s leading insurance companies. Throughout his career Chris has held roles supporting plan members as well as working closely with plan sponsors in the overall management of their complex benefit programs.
It doesn’t matter whether he’s analyzing data in front of a computer or discussing plan changes with a client, Kyle always adds his personal touch to his work. Having graduated from the Ivey Business School at Western University, Kyle was one of the first individuals to enter into Accompass’s Rotational Leadership Development Program. He’s currently learning the ins and outs of the Benefits & Health practice.
Adrianna approaches every situation with an eye on how to continuously improve, whether she’s in the office or on the golf course. She has a passion for creativity that is evident in everything she does. Before joining the firm Adrianna was employed at one of Canada’s leading insurance companies working with organizations of all sizes, from three to 20,000 members.
Neil is as obsessed with getting the details right as he is with making their meaning clear, by translating complex data in ways that boards and executive leaders can digest and act on quickly. Prior to joining Accompass, Neil was an executive compensation consultant at a leading human resources company.
Dianne has a gift for juggling a hectic home life with her husband and two kids, along with the demands of a seasoned senior retirement and investment professional. She joined Accompass in 2012. Since 1998, Dianne has conducted investment manager research, analysis, and provides a wide array of consulting services, including plan design analysis, performance monitoring, asset mix strategy, record keeper and investment manager selection, and CAP governance oversight.
With her drive and strong relationship management skills, Carmen develops long-term value for clients. Whether it’s discussing summer plans or illustrating some of your company’s pain points, she’s always ready to lend an ear. Prior to joining Accompass, Carmen worked with well-known global service firms and has experience in strategy, business development and sales.
Everything Sandra does is a testament to the fact that details are important and relationships matter – from her strategic questions, to her appreciation of the nuances of a company’s culture, to her understanding of each client’s individual goals. She has been delivering multi-faceted results for our clients since 1999.
Cathy is the voice of Accompass. As the first point of contact for those reaching our offices, she has a special talent for making clients feel taken care of. With us since 2001, she masterfully manages our office and its administration.
Angela is a master of the data. Her handiwork can be seen in our benchmarking studies, our presentation of data to clients, and in total rewards statements received by our clients’ employees. Prior to joining the firm in 2011, she was a manager of pension and benefits at one of Canada’s largest energy companies.
Karen’s pragmatic ability to separate the facts from the noise is an asset that made her a natural fit when she joined the Finance team at Accompass in 2016. Her balanced perspective was honed through her vast financial experience and broad spectrum of responsibilities with one of the country’s biggest enterprise information technology firms.