Executive Summary
David has over 20 years of experience providing assurance, accounting, and advisory services to clients in multiple sectors. He specializes 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 past Chair of the Financial Services Commission of Ontario Pension Accounting and Assurance Advisory Committee and a member of the Accounting Standards Board Pension Plan Working Group. 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 Conference: “From HWTS to ELHTS – The End of Health and Welfare Tests?”
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 Annual Canadian Conference: “Understanding Your Pension and Health and Welfare Financial Statements”
Presenter at the IFEBP Annual Canadian Conference and Public Sector Conference: “Protecting Against Benefits Fraud”
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