PBI is a dynamic associate-owned company.  Our firm is led by Partners who share corporate and client servicing responsibilities, ensuring we focus on our clients first – not shareholders.

Starting with 28 employees and 34 clients in 2008, PBI’s team and client base have grown every year since then.  We are now a team of over 100 employees working with over 100 plans and funds. Our clients include some of Canada’s largest multi-employer pension plans, as well as multi-employer group benefit plans, public sector plans, member-funded pension plans, First Nation trusts, endowment trusts, and other institutional funds. We take pride in the long-term client relationships that we have developed.

Our company’s growth is built on the development of a team of industry experts. Since inception, we have been able to attract some of the leading thinkers in risk solutions management with one of the lowest rates of turnover in the industry. Because of this stability and continuity, we can assure clients that their plans will be managed by experts who are familiar with their specific needs.

Our Approach

We distinguish ourselves from other consulting firms by working in partnership with our clients and as a team across all practices. We provide customized solutions based on the needs of our clients and our understanding of their beliefs and values.

Our consulting approach is a multi-faceted, multidisciplinary approach that focuses on the measurement, analysis, and management of risk, looking at both liabilities and assets. Our experience has shown that this approach significantly increases the likelihood that members and beneficiaries will receive the full benefits they have been promised.