Meet our Partners
Our firm is built on partnership. Each of us brings different strengths and experiences, and together we’re able to see challenges from every angle. By sharing ideas and decisions, we create a supportive team that our clients can count on. It’s this collaborative spirit that helps us deliver thoughtful advice, long-term stability, and genuine care in every relationship.
Jeremy Bell FCIA, CFA
Managing Partner
Jeremy works in the pension, benefits, and investment fields. He advises clients on actuarial and investment matters related to pension and benefit plans.
Find Jeremy on LinkedInAdministration Services
Barb Bilsland
PartnerAdministration
Barb has provided consulting services in the pension and benefits industry for almost all of her career, with a focus on negotiated cost benefit plans.
Find Barb on LinkedIn
Stephanie Griffith
PartnerAdministration
Stephanie provides high-level administration consulting services to negotiated cost multi-employer pension and benefit plans operating across British Columbia and most other provinces.
Find Stephanie on LinkedInBenefits Consulting
Mike Greschner FCIA, FSA
PartnerBenefits
Mike works in the health benefits field. He advises a diverse group of clients, including public and private sector organizations and multi-employer trusteed plans varying in size from small upstarts to large public entities and international corporations.
Find Mike on LinkedIn
Jojy Oommen FCIA, FSA
PartnerBenefits
Jojy has experience in the health benefits field. During this time, he has had the privilege of working with plans ranging from small start-ups all the way through to some of Canada’s largest benefit programs.
Find Jojy on LinkedInInvestment Consulting
Brendan George FIA, FCIA, FSA, CFA
PartnerInvestment
Brendan works in the pension and investment fields. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting.
Find Brendan on LinkedIn
Derek Sam CFA, CAIA
PartnerInvestment
Derek has experience in the investment and pension plan management fields, advising investment committees of capital accumulation plans, defined benefit pension plans, target benefit plans, endowments, foundations, trusts, and worker’s compensation funds.
Find Derek on LinkedIn
Hubert Hwang CFA
PartnerInvestment
Hubert works in the financial services industry. His focus is on providing clients with pragmatic research, analysis, and recommendations on investment-related matters.
Find Hubert on LinkedIn
Michelle Richardson CFA
PartnerInvestment
Michelle has experience in the pension and investment fields, analyzing and advising clients on investment matters. She works with a diverse group of clients and leads the firm’s responsible investing initiatives.
Find Michelle on LinkedIn
Scott Lunney
PartnerInvestment
Scott provides investment consulting services to a variety of clients, including pension and benefit plans, Indigenous trusts, endowments, and charitable foundations.
Find Scott on LinkedInPension Consulting
Greg Heise FCIA, FSA, FCA
PartnerPension
Greg works in the pension and investment fields with a diverse group of clients, including multi-employer and jointly-trusteed defined benefit and target benefit pension plans.
Find Greg on LinkedIn
Tom Kowalczyk FCIA, FSA
PartnerPension
Tom has experience in the pension field, advising boards of trustees and corporate clients on all matters relating to pension plans ranging in size from single-member plans to large multi-employer plans.
Find Tom on LinkedInInterested in joining our team?
We’re always looking for talented people to join the team. Check out our careers section to see the latest job opportunities and learn more about working at Convyta.