PBI Actuarial Consultants Ltd

Specialties

PBI Actuarial Consultants Ltd. is an employee-​owned firm specializing in providing pension plan actuarial consulting, health and welfare plan consulting, and investment consulting services to Canadian-​sponsored plans and other trust funds. PBI’s actuaries and consultants have extensive experience in plan design, funding, administration, documentation and regulatory issues, and investment policy, implementation and monitoring, and risk management. The firm serves clients across Canada in both official languages from its head office in Vancouver, British Columbia and its office in Montréal, Québec.

History

Established in 2008.

PBI Actuarial Consultants Ltd. («PBI» stands for Pensions, Benefits, and Investments) began its operations February 1, 2008 as a completely independent spin-​off from Watson Wyatt Worldwide (now Towers Watson) to provide investment, actuarial and administrative consulting services to multiemployer and negotiated-​cost pension and benefit plans across Canada. Since that time, we have expanded our client base to serve public sector plans, endowment plans and other clients interested in our risk-​control approach to managing plans.

Meet the Business Owner

Tony W.

Business Owner

Tony Williams has over 34 years of pension, investment and benefits industry experience. He has provided consulting advice to many prominent organizations in the private sector and public sector across Canada. He specializes in actuarial and investment consulting for retirement funds and other trust funds, including plan funding, investment policy development, risk modeling, implementation of investment manager structures and fund monitoring.

Tony holds a B.Sc. (Honours) in Actuarial Mathematics from the University of Manitoba, graduating in 1977. He is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries (CIA) and became a fully qualified actuary in 1985. He is Vice Chairman of the Committee on Investment Practices of the CIA and a member of the CIA task force on multiemployer pension plans. He is a member of the IFEBP. Mr. Williams is a frequent speaker at industry seminars and conferences on pension and investment issues.