Managing Partner
Tom is the Managing Partner of CEM Benchmarking Inc. His commitment and his
down-to-earth, practical and realistic approach to providing accurate benchmarking information
for our clients is the driving culture of the firm. Under Tom's leadership, CEM's client
base has increased ten-fold and successful new services have been introduced.
Tom's articles have also featured in leading journals and magazines. His article on
organization design and performance was published in the Financial Analyst Journal.
Also his articles on the characteristics of top performing pension systems have features
in Canadian Investment Review. He is also a frequent speaker at various industry conferences.
Partner
Sandy is a Partner at CEM Benchmarking Inc. Sandy is the primary developer of CEM's
benchmarking service for fiduciaries of Defined Contribution plans. The service uses CEM's
unique annual database which includes over $270 billion in DC assets. The service compares
and evaluates operating costs and fees, investment options (returns, value added, cost, risks),
and plan features. Over 80 plans participate in the service including about 25 public plans.
Plans range in size from $9 million to over $20 billion, with an average size of $3 billion.
She received her business degree from University of Toronto, Canada and is a chartered
accountant and a CFA charter holder. Prior to joining CEM in 1993, she had extensive
experience in the brokerage industry: auditing and analyzing risk for brokerage operations.
Partner
Mike is a Partner at CEM with a primary focus on business development and client service
for North America, Australia, and Europe. Prior to Joining CEM in 1997, Mike had twelve
years of extensive marketing experience in pension and life insurance industry. Over the
years, Mike has led the firm's major client growth and market expansion initiatives.
Mike started his career in education as a basketball coach and lecturer at Laurentian
University and has an undergraduate degree in Physical and Health Education from Laurentian.
He is also a holder of an MBA from the University of Western Ontario and is a frequent speaker
at various industry conferences.
Director
Terrie has a broad background in the investment industry including investment management, asset consulting and institutional and retail investment product development.
She is an integral part of CEM's leadership team, heading the Investment Benchmarking Group, as well as CEM's research and marketing.
With her background in different investment businesses and as a CFA charterholder, Terrie is well positioned to develop new products for CEM aimed at the investment industry.
Director
Jan is a Director at CEM and leads our Pension Administration Benchmarking Service.
This service caters to the needs of large public sector plans for insights into benefit
administration costs, service levels, and industry best practices. Under Jan's leadership
CEM currently benchmarks pension administration for over 50 public plans with total membership
in excess of 19 million members. Jan also leads the team responsible for CEM's quality
evaluation of key member communication materials.
Prior to joining CEM, Jan worked in the private banking division of the Harris Bank
in Chicago for 10 years. She received her BA from Augustana College and received her
MBA from DePaul University, Chicago. She is also a Certified Financial Planner.
Director
Bruce is a Director at CEM with two roles. He leads the teams for the Motor Vehicle Administration
Benchmarking service and he has client relationship responsibility for several clients in each of
CEM's other services.
Bruce joined CEM in 2002, prior to which he had a 24-year career in financial analysis,
product management and business management. He started out in financial roles at a large
industrial conglomerate and a major Canadian bank. For the 9 years prior to joining CEM,
Bruce had senior product management roles at Bank of Montreal. At the time of his departure
from the bank, he was responsible for the credit insurance
line of business ($50 billion of insured assets).
Bruce holds an MBA from Queen's University.
Director
Alan is a Director at CEM with responsibilities for Business Development in North America, New Zealand and Australia.
Alan joined CEM in 2006, bringing with him 20 years of experience in the pension and institutional funds management business. He has extensive experience providing measurement, analysis, and benchmarking of investments and management decisions. Alan has worked for two of the world's largest custodian banks as well as specialist firms in product management, client relationship management, and business development roles.
Alan holds a Bachelor of Economics and a Masters of Finance and Banking.