Executive Summary
David is the GTA Group Service Line Leader for Assurance & Accounting (A&A). With over 16 years of experience, David provides assurance, accounting and advisory services to clients in multiple sectors, with a specialization in pensions and other employee benefit funds. In addition, he has significant experience working with various labour organizations as well as manufacturing and distribution companies.
Considered a thought leader in the pension and benefits sector, David is the Chair of the Financial Services Commission of Ontario Pension Accounting and Assurance Advisory Committee. He is also a regular speaker at pension and benefit industry conferences and has authored numerous publications for this industry sector.
Presenter at the IFEBP Annual Canadian Employee Conference: “Health and Welfare Trusts – Is Your Fund at Risk of Losing Its Status?”
Presenter at the IFEBP Annual Canadian Employee Conference: “Taxation of Health and Welfare Trusts”
Presenter at the IFEBP Annual Canadian Employee Conference: “Payroll Audits vs. the Qualified Audit Report”
Presenter at the IFEBP Canadian Legal and Legislative Update: “Accounting Changes: What Will They Mean to Your Pension Plan”
Member of the Editorial Advisory Panel for the Plans & Trusts industry publication
Co-authored chapter in Employee Benefits in Canada – 4th Edition, “Understanding Accounting, Actuarial and Investment Reports”
Author of BDO’s submissions to regulatory bodies with respect to changes to accounting standards for pension plans in Canada and changes to tax rules for health and welfare trusts