19 years inside Canada's three major insurers: across individual life insurance, group benefits, group retirement, wealth, and compliance programs. Not a generalist. A specialist who's been inside the machine.
Policy administration, annual rate reviews, dividend scale changes, actuarial system migrations, contact centre platforms, and digital application delivery across product lines.
Plan member and plan administrator portals, group claims administration, group benefits plan administration platform, and cross-divisional delivery governance.
CRS, AML, ATF, and FINTRAC compliance programs. Translating regulatory requirements into working platform changes: delivered on time, without defect leakage.
Multi-year legacy transformation portfolio: product data migration, MDM governance, ETL architecture, and cross-block delivery governance across parallel migration portfolios.
Group retirement services and wealth platform delivery. Affinity & group markets portfolio governance and executive reporting across concurrent initiative streams.
Three CI frameworks built from scratch across three employers. Tout three institutionalized. Tout three still running today: 20% efficiency gains confirmed at scale.
A practitioner's framework drawn from 19 years inside Manulife, Equitable Life, and Canada Life.
Conseil de domaine, livraison de conformité, gouvernance de transformation ou conférences.
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