Jack McAteer – Chairman of the Board
Jack McAteer Bio
Jack has been actively involved in employee benefits marketing, underwriting, consulting and administration since 1953. He was first employed by Physicians’ Services Incorporated, (PSI) which was Ontario’s largest non-profit prepaid medical services plan sponsored by the Ontario Medical Association (OMA).
Jack joined William M. Mercer Limited, Toronto Office, as consultant and manager, Industry Wide Benefits. This department specialized in consulting/actuarial and administration services for multi-employer pension and health plans.
Jack formed J. J. McAteer & Associates Incorporated and Employee Benefit Plan Services Limited in 1979. Almost all of Mercer’s Clients, who were about to be cancelled due to a change in Mercer’s Business Strategy, joined McAteer’s and most have remained with the Companies to this day.
Jack is a strong supporter of the International Foundation of Employee Benefit Plans (IF) and at past Canadian conferences has been a speaker, moderator and panelist. He was a member of the Canadian Board from 1984 to 1986. Jack was the first Canadian to be appointed to the IF’s Administrators’ Committee.
Jack served as President until June 2006. He is now Chairman of the Board of Directors.
Susan Bird, B.A., CEBS, Fellow, ISCEBS, ICD. D. – President
Susan Bird Bio
Susan graduated with her B.A. in Economics (Dean’s List) from York University. She was one of the first Canadians to achieve the Canadian CEBS designation. Susan was the first Canadian to achieve the Fellowship status in the International Society of Certified Employee Benefit Specialists. (ISCEBS).
Susan earned her HIA (American Health Insurance Associate) designation. She graduated from the Rotman School of Management, University of Toronto, Institute of Corporate Directors with the ICD.D designation signifying understanding of best practices in board governance and management oversight.
Susan has been a speaker, moderator and panelist at past Canadian and American conferences of the IF. She has spoken on such topics as:
- Advisor selection and monitoring
- Cost containment
- Plan administration
- Trustee governance issues
Susan has also been engaged by clients to present at industry conferences and many member education seminars.
She is the Past Chair of the International Foundation of Employee Benefit Plans’ Canadian Education Committee, Past Chair of the Canadian Board and Advisory Director and continues to serve on many IF boards and committees.
Susan served as the Chair of the World Pension Alliance (WPA) a global organization with members in Canada, the US, Europe, Australia and South America representing over $10 trillion USD and 400 million plan participants.
Richard McAteer – Vice President
Richard McAteer Bio
Richard develops the firm’s clients ensuring best practice governance and administration services. He is a significant contributor to McAteer’s growth and success.
Richard has over 30 years’ experience in the benefits industry. During this time he has helped plan sponsors fully develop a thorough knowledge of benefit design, member services, disability management, pension plan management and compliance . Richard is involved in all aspect of the organization with a focus on client services, pension and benefit administration. He also oversees our Edmonton offices.
Kim Houston, MBA, BSc, PPAC – Managing Director
Kimberly Houston Bio
Kimberly brings a wealth of pension experience to the McAteer Group, including 18 years with the Teachers Pension Plan where she held progressive roles across Pension Administration, including several years with the Pension Law and Policy Group.
A graduate of both the University of Toronto and York University, Kimberly holds an MBA from the Schulich School of Business. Before joining the McAteer Group, Kimberly operated her own consulting firm, advising on matters such as pension administration, strategic planning, change management, and project management.
Kimberly is a valuable member of the McAteer Team, providing support to leadership and a focus on building operational strength throughout the organization.
Jessica Chan, B.A., CPA, CGA – Manager of Trust Fund Accounting
Jessica Chan Bio
Jessica is a Chartered Professional Accountant (CPA), having achieved the designation of Certified General Accountant (CGA). She has over sixteen years of in-depth expertise in auditing, financial statement preparation and analysis.Jessica is responsible for the management of the Trust Fund Accounting Department. In this role, she oversees the daily financial operations, generates financial statements, conducts accounting data analysis and leads all audit engagements.
Carolyn Flagel, M.Sc., RPA – Senior Pension Consultant
Carolyn Flagel Bio
As a pension specialist, Carolyn has over forty years of pension, programming and administration expertise. With experience in system conversions, pension legislation, calculations and pension plan administration, Carolyn is recognized as a senior professional who adds value to team members as well as giving practical advice to the senior management team.
Carolyn earned her Master of Science degree in Mathematics from McMaster University. She has earned her RPA (Registered Pension Associate) designation within the IF’s Certified Employee Benefit Specialist (CEBS) program.
Colin Gupta – Consultant
Colin Gupta Bio
Colin has over twenty-eight years of experience in the group insurance industry, delivering extensive technical expertise, creative benefits solutions and overall benefits program management to a wide array of group benefits plan sponsors in the private and public sectors. Colin works closely with clients and our professional advisory team to develop and manage benefit plans.
Colin attended the University of Toronto’s Scarborough College majoring in Commerce and Economics. He also obtained his HIA (Health Insurance Association of America) designation.
Colin strengthens our team providing expertise in a variety of benefits consulting and underwriting services.
Jaclyn Lyons – Benefits Consultant
Jaclyn Lyons Bio
Following her studies at the University of Western Ontario and several internships, Jaclyn joined McAteer full time in 2010. She began her focus in pension administration, working with national multi-employer pension plans. In 2013, she pivoted from pension benefits to concentrate on health and welfare as a benefits analyst. Now, with 9 years of experience in our industry, a passion for health, wellness and a driving motivation, she accepted the role of benefits consultant in 2018. Jaclyn has built trusted relationships with our clients and industry advisors through effective communication, reporting, monitoring of benefit trends and member advocacy. She works closely with our consulting team to develop creative, tailored solutions for our client’s specific needs.
Continuing education and staying on trend is important to Jaclyn. She has completed numerous pension and group benefit courses and attended educational seminars provided by the International Foundation of Employee Benefit Plans (IF).
John Rozinger, BComm, BA, CHRL – Human Resource Specialist
John Rozinger Bio
John is a Certified Human Resources Leader (CHRL), having been recognized by the Human Resources Professional Association, (HRPA). John has over eighteen years of comprehensive human resources experience including recruitment and retention, payroll and benefits administration, employee engagement and recognition and strategic planning. In his role, he supports and furthers organizational goals and strategic plans. John has degrees in both Psychology and Business Administration.
Ippy Serratore, GBA – Manager of Client Services
Ippy Serratore Bio
Ippy has over twenty-five years’ experience in the benefits industry. Ippy is a senior client relationship manager and executive administrator, acting as a liaison with trustees of health and welfare plans. Ippy is responsible for the oversight of contributions, employer remittances and claims payment services. Ippy is also responsible for ensuring legislative and service standards compliance at all levels.
Ippy earned her GBA designation within the CEBS program, sponsored jointly by the International Foundation of Employee Benefit Plans (IF) and Dalhousie University.
Deborah Stephens, FLMI, C. Dir. – Managing Consultant
Deborah Stephens Bio
Deborah has senior strategic planning responsibilities in her capacity as Managing Consultant. The scope of her responsibilities includes: consulting, communications, governance and compliance for a variety of clients; particularly including multi-employer welfare and pension trust funds. In addition, Deborah is responsible for the review and quality assurance of communications, training and oversight. She is also responsible for building strategic relationships within the pension and health benefits sectors as one way of serving our clients more fully.
With over twenty-five years of diverse industry experience in providing strategic advice on plan design, funding, cost-containment, communications and client management, Deborah brings a wealth of knowledge from her professional background. As a seasoned professional with a background spanning multi-national consulting, life and health group and individual insurance roles at a major carrier; property and casualty marketing and new business development; and various senior roles at major third party administrators.
Deborah also has experience in managing collective agreement negotiations as they impact in the trusteed arena.
Deborah’s industry credentials include FLMI (group specialty), HIAA, ATMS certificates – group and pensions; Chartered Director (C.Dir) and executive level certificates in strategic planning and leadership.
Jeff Tendijowski, CPA, CMA. – Senior Benefits and Pension Consultant
Jeff Tendijowski Bio
Jeff has over twenty years of experience in the industry with a focus on pension analysis and administration. His multi-jurisdictional experience includes pension and benefits administration, including multi-employer plans. He brings a sound knowledge of provincial, federal and tax legislation.
Jeff graduated from Brock University with a Bachelor of Business Economics. He is a Chartered Professional Accountant, has achieved the designation of Certified Management Accountant and is currently pursuing his CEBS designation.
Veronica Tseng, CEBS – Manager of Administration
Veronica Tseng Bio
Veronica has over fifteen years of progressive pension and benefits experience. She has a thorough understanding of pension legislation, complex calculations and day to day administration of both defined benefit and defined contribution pension plans and health plans.
Veronica has earned her CEBS designation jointly sponsored by the International Foundation of Employee Benefits and Dalhousie University. Veronica is responsible for the delivery of complete health and pension administrative services.
Rob Ward, CEBS – Manager, Administrative Technologies
Rob Ward Bio
Rob has over twenty-eight years of experience working with multi-employer benefit plan sponsors and members.
He specializes in technology solutions leveraging his experience in pension and welfare plan administration.
Rob is a graduate of the Certified Employee Benefit Specialist (CEBS) Program jointly sponsored by the International Foundation of Employee Benefit Plans and Dalhousie University.