Toronto Office
250 Ferrand Dr, Suite 303
Toronto, Ontario
M3C 3G8
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Tel: (416) 421-3557
Toll Free: 1-877-360-6363
Fax: (416) 421-1348
Email: pension@proteusperformance.com
Peter Henry, President
Ext: 213 • Email: phenry@proteusperformance.com
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In October of 1994, Peter established Proteus Performance Management Inc. to provide specialized Pension Governance, Performance Measurement and Investment Manager Search to Canadian retirement plans. Peter has provided the leadership and vision required to help the organization grow to where Proteus is considered a leader in the field of Canadian retirement plan governance.
Peter is active within the industry and currently serves as a juror for the Canadian Investment Funds Awards and is a sought after speaker for events relating to the governance of Canadian pensions plans. Peter also serves on the Board of Governors of the North York General Hospital Foundation and is the Chair of the Hospital’s Investment Committee.
Peter graduated from Trent University in 1984 with a degree in Economics.
Prior to starting Proteus, Peter accepted the position of Eastern Regional Director of the London Capital Management Group, the investment management subsidiary of the London Life Insurance Company. His responsibilities included marketing and client service of pooled and segregated fund management for Canadian Pension Plans. |
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Gord Lewis, Vice President, MBA
Ext: 212 • Email: glewis@proteusperformance.com
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Gord joined Proteus in 1997 to bring his professionalism and business experience to the Canadian pension plan sponsor community delivering Pension Governance, Performance Measurement, and Investment Manager Research and Search. He was appointed Vice President in 2001 and became a shareholder in Proteus in 2006.
Gord has been published in major Canadian and international pension and investment publications, and has spoken as a subject matter expert on numerous occasions at industry conferences.
A graduate of the University of Western Ontario in 1987 with a Bachelors degree in Economics, Gord continued his studies at Queen's University to receive an MBA in 1991.
Prior to joining Proteus, Gord gained experience and diverse business skills in the retail environment. |
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Jeff Gray, Vice President
Ext: 214 • Email: jgray@proteusperformance.com
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Jeff has been in the group pension business for over 25 years with consulting and business development experience for both capital accumulation and defined benefit plans. Prior to joining Proteus, Jeff worked with a major insurance company in the Toronto market whose core business was Group Savings - Jeff was responsible for both business growth and client relationship management.
Jeff is an Economics graduate from the University of Western Ontario (1984). |
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Ryan Kuruliak, Vice President, CIM, RPA
Ext: 216 • Email: rkuruliak@proteusperformance.com
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Now in his ninth year with Proteus, Ryan brings a background in finance, investments and technology.
Ryan has direct experience as the primary or co-consultant for many of Proteus’ clients and has taken an active role in:
- Consulting to clients on an ongoing and project basis
- Governance evaluation and implementation
- Asset allocation strategy, modeling and implementation
- Investment manager due diligence, research, evaluation and reporting
- Recordkeeping review and search
- Committee and employee education
- Product innovation, design and research
Ryan graduated from Brock University with a First Class Honours Degree in Computing and Business (BCB) in 2001. Ryan has continued his education by completing the Canadian Securities course, Investment Management Techniques course and the Portfolio Management Techniques course to earn his Canadian Investment Manager (CIM) designation offered by the Canadian Securities Institute. In addition Ryan has completed the requirements for the Retirement Plans Associate (RPA) designation offered by Dalhousie University and the International Foundation of Employee Benefits Plans.
Prior to joining Proteus, Ryan was employed in the marketing department of the Group Pensions division of a major Canadian life insurance company. |
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Mike Brown, Senior Consultant, MBA, CIPM
Ext: 215 • Email: mbrown@proteusperformance.com
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Mike has over twenty five years of experience in the financial services industry. Prior to joining Proteus Mike spent five years as a Senior Consultant at a large Canadian pension consulting firm. Mike has consulted to a wide variety of Canadian and offshore clients, assisting them with all aspects of the management of their pension fund investments, including investment policy development, fund structure review, asset-liability analysis, investment manager selection, and performance evaluation.
Mike holds an MBA from the Rotman School of Management at the University of Toronto and has attained the Certificate in Investment Performance Measurement from the CFA Institute. |
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Andrew Smith, Senior Consulant, CFA, ICD.D
Email: asmith@proteusperformance.com
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Andrew Smith bacame associated with Proteus in 2006. He is involved with specific client projects and ongoing relationships.
Andrew has over 40 years of experience in the financial services sector. He began his career at National Trust in 1963 and held increasingly senior positions until his departure in 1984 at which time he was Vice-President, Investments. In 1985, he joined James P. Marshall, Inc., a small institutional investment consulting firm which he helped to build into a top-rated competitor with large global firms. In 2004, he established his own consulting practice (Natnook Inc.) with a focus on assisting organizations in achieving their financial and investment goals.
Andrew has extensive experience in working with defined benefit and defined contribution pension funds, foundations, insurance companies and public entities. He is a Chartered Financial Analyst (CFA) charterholder and has earned the Certified Director (ICD.D) designation from the Institute of Corporate Directors. In addition to working on consulting assignments with Proteus, Andrew is a director on a number of Boards including the University of Ottawa Pension Fund Investment Committee, the Canadian General Electric Pension Trust and Lawyers' Professional Indemnity Company (LawPRO). As well, he acts as Chair of the City of Toronto Civic Employees Pension Fund and the City of Toronto Fire Department Pension Fund. |
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Glenn Woods, Analyst
Ext: 217 • Email: gwoods@proteusperformance.com
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Glenn joined Proteus as an Analyst in September 2007.
Glenn received a Combined Honours Degree in Political Science and Economics (BAH) from The University of King's College/Dalhousie University (2003). He has continued his education by completing the Canadian Securities Course (Honours) and he is currently a Level II candidate in the Chartered Financial Analyst (CFA) program.
Glenn gained experience as Vice President (Finance) for the student unions of both the University of King's College and Dalhousie University where he was responsible for the budgeting and financial management of all student activities and business operations. He has also worked as a personal account manager at a major Canadian bank. Most recently, he provided trade support in the trading operations of a major Canadian asset manager |
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Mark Bilic, Analyst, CIM
Ext: 221 • Email: mbilic@proteusperformance.com
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Mark joined Proteus as an Analyst in May 2008.
In April 2008 Mark graduated with Honours from the University of Toronto with a Bachelor of Applied Science in Industrial Engineering. Extracurricular activities included serving as Vice President (Finance) for two student clubs. He has also completed the Canadian Securities course, Investment Management Techniques course and the Portfolio Management Techniques course to earn the Canadian Investment Manager (CIM) designation offered by the Canadian Securities Institute.
His past work experience includes a position as a Plant Engineering Project Coordinator with a major Canadian aerospace manufacturer. Mark also completed 3 summer work terms with a leading third party administrator of health, dental, and pension benefits. |
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Isabella Cristello, Admin Assistant
Ext: 210 • Email: icristello@proteusperformance.com
Oakville Office
1540 Cornwall Rd, Suite 205
Oakville, Ontario
L6J 7W5
View Map
Tel: (905) 339-2600
Toll Free: 1-877-919-2600
Fax: (905) 339-3643
Email: proteus@proteusplanning.com
Alan Greenwood, Principal, CFP, CLU, Ch.FC.
Email: alangreenwood@proteusplanning.com
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A graduate of Bradford University in England in 1966 with a degree in Mechanical Engineering.
After assuming a number of different managerial roles, Alan emigrated to Canada in 1979 to take an executive position with a leading Canadian industrial organization, responsible for international sales and marketing.
In 1987, Alan made a career change to financial planning and joined Proteus in 1994. Together with his corporate experience and business acumen, Alan has extensive knowledge of financial markets and specializes in personal retirement and estate planning. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (Ch.FC.). |
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Heather Grant, Principal
Email: heathergrant@proteusplanning.com
James Simon, Consultant
Email: jamessimon@proteusplanning.com
Charlene Dipchan, Marketing Assistant
Email: charlenedipchan@proteusplanning.com
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