About Westcoast Actuaries
We are an independent actuarial consulting firm that was formed back in the mid-1990s. As a full service consulting firm, we cover key areas of investment and actuarial consulting, including Health and Benefits Plans and Group Retirement Plans for employees, Individual Pension Plans (IPPs) for business owners and senior executives, and Actuarial Evidence and Expert Reports required by legal professionals. Our clients receive the benefit of our experience and expert advice that is imperative to their success.
/ About Us
A leading actuarial consulting firm focused on customizing creative, impactful and future-ready strategies to help our clients manage their benefits, pension and actuarial needs
With our head office in Vancouver, British Columbia, we are an innovative consulting firm with a highly technical team, including six fully qualified actuaries. We are proactive in bringing actuarial and administrative solutions to our clients and we take pride in making the needs of our clients our own. Our ability to crystallize complex issues and adopt actuarial techniques for large and small clients alike allows us to assist our clients with achieving the highest return on investment for every dollar they spend on group pension, individual pension or employee benefits plans.
/ Our Mission
To Provide Quality, Cost-Effective
Consulting Services To Our Clients
Practice Leads / The Team
Managing Director & Senior Consulting ActuaryGroup Pension and Supplementary Plans
Stephen entered the actuarial profession in 1984 and has since worked primarily in the pension/retirement field. He has extensive actuarial and consulting experience in various aspects of retirement and savings plans. His practice focus is in tax and pension legislation compliance matters, and actuarial valuation services for purposes of funding, accounting, wind-ups, as well as mergers and acquisitions. Stephen has a Bachelor’s of Science degree in Mathematics and Statistics and an MBA degree from the University of British Columbia. He is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries, having served on the Actuarial Standards Board and as a member of the Society of Actuaries Exam and Education committee. He is also a qualified expert of the Supreme Court of B.C. with oral testimony and written evidence accepted.
Consulting ActuaryActuarial Evidence
Neil began working in the actuarial profession in 2007 and has experience in actuarial evidence, group benefits and pension consulting fields. Prior to joining Westcoast Actuaries Inc. in 2016, Neil worked at two large global consulting firms where he advised clients on actuarial valuations of liabilities for post-employment benefits, non-pension post-retirement benefits, and self-insured long-term disability benefits. He has attained experience consulting on core group benefits issues such as group insurance renewal pricing, financial underwriting and plan design considerations, flexible benefits program design and pricing, market searches, and contribution strategies for multi-employer health and welfare trusts. Neil has a Bachelor’s of Science degree in Mathematics from Simon Fraser University. He is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries. He is also a qualified expert of the Supreme Court of B.C. with oral testimony and written evidence accepted.
ConsultantIndividual Pension Plans
Spenser joined Westcoast Actuaries in 2013 and has experience in Individual Pension Plans (IPPs), group retirement plans and group benefits programs. Specializing in the regulations specific to IPPs, Spenser provides education on IPPs to individuals and their various advisors all across Canada. He has accumulated extensive knowledge on incorporating IPPs into the retirement and tax plans for business owners and executive employees. Spenser has a Bachelor’s of Mathematics degree in Actuarial Science and Economics from the University of Waterloo.
Consulting ActuaryHealth and Benefits
George is an experienced benefits consultant and actuary, specializing in group benefits and group retirement programs. As a trusted consultant and subject matter expert, George has been supporting clients throughout Western Canada for more than 14 years to customize solutions for a variety of different benefits issues and challenges. From customizing a program for clients with 2 employees to designing a US Healthcare Exchange style benefits program in Canada, George has helped his clients to deliver business results and achieve Human Resource goals. Moreover, George is actively involved with various organizations, delivering seminars and education sessions related to Flexible benefits programs and strategic program management. George holds concurrent Bachelor degrees in Actuarial Science and Mathematics, with Honours, from the University of Western Ontario. He is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries, specializing in group benefits. George is also a member of the Society of Actuaries Exam and Education committee.