Management Team

To remain on track and focused on our goals, the Plan relies on the leadership of an accomplished team of professionals. With a mix of industry experience, education, and a commitment to our long-term objectives, we have a team with a wealth of expertise to meet future challenges.

Senior leadership team

Derek W. Dobson, Chief Executive Officer and Plan Manager
Since joining as CEO in April 2009, Derek has applied his expertise in funding, risk management, strategic planning, governance, and stakeholder relations to strengthen the CAAT Plan, and more recently, guide its growth. In addition to leading one of Canada’s model pension plans, he plays an active role in various industry groups, notably as Co-Chair of the Canadian Public Pension Leadership Council, as a member of the Board of Directors for the Association of Canadian Pension Management, and as a founding faculty member of the Masters of Trust Management Standards of the International Foundation of Employee Benefits and Pensions. Derek’s pension management expertise and engaging presentation style make him a sought-after speaker in Canada and abroad on a variety of topics, including the need for national aging and retirement strategies. Derek is an Associate of the Canadian Institute of Actuaries with a degree in mathematics from the University of Waterloo. 

 

Julie Cays, Chief Investment Officer
Julie brings more than 30 years of experience in the capital markets. She has served as the Chief Investment Officer at CAAT since 2006, where she has been instrumental in shaping the Plan’s investment portfolio to meet long-term funding goals. She is the Vice Chair of the board of directors of the Canadian Coalition for Good Governance, and is a past Chair of the Pension Investment Association of Canada. Julie is also on Wilfrid Laurier University’s Lazaridis School of Business & Economics’ Dean’s Advisory Council. She has a BA in Economics from the University of Waterloo and is a CFA charterholder.

 

Kevin Rorwick, Chief Operating Officer and Chief Financial Officer
Kevin is a Chartered Professional Accountant (CPA, CA), with more than 25 years of experience in the financial services sector and a strong background in investment operations and risk management. He oversees core operations of the Plan, which includes responsibility for all member and employer interactions and administration, as well as central functions including finance, office administration, information technology, and communications and marketing. Kevin has a Bachelor of Business Administration from Wilfrid Laurier University.

 

Julie Giraldi, Vice President, People and Strategy Development
Julie is an accomplished, energetic senior executive and recognized organizational culture turnaround specialist. As Vice President, People and Strategy Development, she leads organizational business strategy development, as well as the People Strategy, and initiatives related to CAAT’s Innovation and Transformation objectives. Prior to joining CAAT, Julie was Vice President, Business Transformation at OMERS. She holds a degree from the University of Toronto, is a Certified Human Resources Executive (CHRE) from the Human Resources Professional Association, and is certified by the Institute of Corporate Directors as an ICD.D.

 

Evan Howard, General Counsel and Vice President, Pension Management
Evan and his team are responsible for pension policy development, public affairs, and pension regulatory compliance at CAAT. He brings over 20 years of experience in the area of pension and benefits law in Canada and abroad. Evan is the past Chair of the Ontario Regional Council of the Association of Canadian Pension Management (ACPM) and continues to serve on the ACPM’s National Policy Committee. He earned a BA from the University of Toronto (Trinity College) and an LL.B from the University of Western Ontario.

 

Mary-Lou McGivney, Director, Project Management
Mary-Lou is a certified Project Management professional with over 18 years’ experience managing projects, and over 25 years’ experience working in the pension industry. She is responsible for overseeing strategic and operational project delivery, standards and training, as well as leads organizational change management and business transformation initiatives at CAAT. Mary-Lou earned a BA from the University of Western Ontario and has a master’s certificate in Adult Training and Development from the Schulich School of Business-York University.

 

Marnie Niemi Hood, Vice President, Pension Solutions
Marnie brings over 25 years of pension and benefits experience, and has a well-earned reputation for finding solutions that work for employers and members. She currently leads growth initiatives as CAAT expands its membership across the country. Previously, as CEO of Toronto Electrical Industry Benefits Administration Services, Marnie oversaw all aspects of pension and benefits operations (governance, investments, accounting, finance, benefits administration). She has a Chartered Director designation from McMaster University, a CEBS designation from the International Society of Certified Employee Benefits Specialists, the Osgoode Certificate in Pension Law, and a Bachelor of Music from Queen's University.

 

Tom Pavlich, Director, Governance, RCA & Board Services
Tom brings over 20 years of experience in pension administration to CAAT, where he oversees the Office of the CEO, and coordinates the operations of the Board of Trustees, its five committees, the Sponsors’ Committee, and the RCA Sponsors’ Committee. He maintains CAAT’s RCA documents and ensures all required external and internal reporting is complete. Tom has a Certified Employee Benefit Specialist (CEBS) Designation, and a BBA from the Schulich School of Business-York University.

 

Alan Elliott, Interim, VP of Strategic Risk Management
Alan is responsible for strategic risk management at the CAAT Pension Plan. He brings over 25 years of experience as a project manager and consultant in the pension, finance, telecommunications and human resource sectors. Alan earned a BSc from the University of Toronto, and is a Certified Project Management Professional, and member of the Project Management Institute.

 


Management team

Lisa Burgess, Director, Integration
Lisa brings over 15 years of experience in pension consulting and administration in both Canada and the U.S., with recognized expertise in process improvement and change management. As CAAT's Director, Integration, Lisa champions CAAT's "one team" approach with a cross-functional focus, helping to ensure a seamless experience for all CAAT Pension Plan employers and members. Lisa holds a Bachelor's degree in Actuarial Science from the University of Waterloo.

 

Mary Darakjian, Vice President, Member and Employer Onboarding
Mary brings over 10 years of focused pension experience in the private and public sectors. She is responsible for supporting new plan members through the merger consent process, helping create seamless member and employer experiences. Previously, as Head of Pensions at the TTC Pension Fund Society, Mary oversaw all aspects of pension fund operations, including investments, accounting, finance, and benefits administration. She is a member of the Financial Executives International Canada, a Chartered Professional Accountant and Chartered Accountant, and holds a Bachelor of Commerce degree from the University of Toronto.

 

Mike Dawson, Director, Finance
Mike brings over a decade of experience in the financial services industry, both as an auditor at PwC Canada and as a Vice President at BlackRock. As Director, Finance, Mike is responsible for overseeing the investment and corporate finance, and enterprise risk functions at CAAT. He is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), as well as a CFA charterholder. He graduated from Brock University with a Bachelor of Accounting.

 

Russell Evans, Vice President, Communications
Russell is responsible for the CAAT Plan’s communications to employers, members and prospects. He brings over 15 years of experience managing external, internal and executive communications teams. Russell holds the Strategic Communication Management Professional designation, received a Gold Quill Award of Excellence and is a Chartered Marketer with the Canadian Marketing Association. Russell is an MBA Candidate with Cornell and Queen's Universities and holds a Bachelor of Commerce degree from Ryerson University. 

 

Kevin Fahey, Managing Director, Investments
Kevin is responsible for the CAAT Plan’s private equity and real assets (infrastructure and real estate) investments, and brings over 20 years of relevant experience to his role. Kevin is a past Chair of the Pension Investment Association of Canada, is the current Chair of the Salvation Army of Canada’s Investment Advisory Committee and sits on the Investment Committee for the Teachers’ Pension Plan Corporation of Newfoundland and Labrador. Kevin is a CFA charterholder, has an LL.B from Osgoode Hall Law School, and a BCom from Queen’s University.

 

James Fera, Director, Legal Affairs
James brings over a decade of experience practising pension and benefits law at both major consulting and law firms. As Director, Legal Affairs, James is responsible for pension legal and regulatory compliance relating to the operation and administration of the CAAT Plan as well as its growth initiatives. James is an executive member of the Pension and Benefits Section of the Ontario Bar Association. He holds a BA in political science from Brock University and an LL.B from Osgoode Hall Law School.

 

Angela Goodchild, Vice President, Service Delivery
Angela brings over 30 years of experience in pension administration. With CAAT since 2013, Angela is responsible for the Service Delivery and Quality Assurance teams, ensuring delivery of exemplary, client-focused service to employers and members. She holds a Bachelor of Arts degree from the University of Toronto.


 

 

David Gordon, Director, Public Affairs & Policy Projects
David leads CAAT’s policy development and government and regulatory engagement, with 10 years of experience in stakeholder relations, pension and public policy. Previously, he provided strategic advice to provincial and federal elected officials, including the Minister responsible for developing the Ontario Retirement Pension Plan. He sits on the Financial Services Regulatory Authority of Ontario’s Technical Advisory Committee for Public Sector Pension Plans, the Association of Canadian Pension Management’s Ontario Region Council, and the Pension Investment Association of Canada’s Government Relations Committee. David has a BA from York University and an MSc from the London School of Economics.

 

Asif Haque, Managing Director, Investments
Asif brings over 25 years of experience in finance and investments to the CAAT Pension Plan. He is responsible for oversight and strategy initiatives associated with the CAAT Plan’s public market investments, specifically its equity, fixed income, absolute return, currency hedging and overlay programs. Asif serves as Chair of the Member Services Committee for the Pension Investment Association of Canada, and is a member of the Investment Committee of the Pension Plan of the United Church of Canada. He earned a master’s degree in economics from the University of Toronto and is a CFA charterholder.

 

Randy Haug, Vice President, Technology & IT Services Management
Randy brings over 20 years of leadership experience in IT managed services, IT consulting, financial services and telecommunications to his role at the CAAT Pension Plan. He is responsible for continuous improvement of information systems infrastructure and security, business systems solutions, systems development, testing and automation, IT service management, and IT operational capabilities through people, process and technology. Randy is an ITIL certified practitioner and Certified Agile Service Manager (CASM).

 

Graham Stone, Director, Pension Solutions
Graham brings over 30 years of pension consulting experience to CAAT. As the Director, Pension Solutions, Graham is responsible for promoting CAAT’s modern DBplus design and partnering with interested organizations, unions and Boards to support CAAT’s growing membership strategy. In his former role as a Principal at Mercer, Graham provided strategic advice to Boards, Committees and senior management on the design, funding and accounting of pension plans. He is a Fellow of the Canadian Institute of Actuaries (FCIA) and a Fellow of the Society of Actuaries (FSA). He holds a BA in actuarial mathematics from Concordia University.

 

Andrew Whale, Director, Funding and Risk Management
Andrew brings over 10 years of experience in DB pension sustainability and risk management from both consulting and life insurance industries. As Director, Funding and Risk Management, he is responsible for providing expertise in funding policy, asset liability modelling, strategic risk management, and related governance for the purposes of mitigating risk and identifying strategic opportunities in relation to the Plan. Andrew graduated from Queen’s University with a Bachelor of Science in Biochemistry and Mathematics. He is a Fellow of the Canadian Institute of Actuaries (FCIA), a Fellow of the Society of Actuaries (FSA) and a CFA charterholder.


Are you an employer, a representative of a member group, or an employee of an organization interested in joining the Plan’s DBplus design?

Visit www.dbplus.ca for resources that will help you decide if DBplus is right for your organization. You'll also find the DBplus Value Tool, which lets prospective members estimate the lifetime retirement income they can earn in DBplus