Modernization & Member Experience in Pension Benefit Services
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2026 CIBC Mellon Leadership Series
In May 2026, CIBC Mellon convened an executive roundtable on modernization and member experience in pension benefit services in Canada, bringing together senior pension leaders and industry stakeholders to discuss digital transformation, member engagement, and trends shaping the sector.
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- 2026 CIBC Mellon Leadership Series: Modernization & Member Experience in Pension Benefit Services
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Contributors
Tyler Hopson
Director, Marketing, Communications & Brand, Plannera Pensions & Benefits
Laura Barker
Assistant Vice President, Pension Benefit Services, CIBC Mellon
Andrew Doan
Client Relationship Representatives, Pension Benefit Services, CIBC Mellon
Kevin Kondo
Vice President, Technology Governance and Security, CIBC Mellon
Nick Petruccelli
Vice President, Head of Business Development, CIBC Mellon
Cynthia Shaw-Pereira
Vice President, Asset Owner Segment Head, CIBC Mellon
Abdul Sheikh
Vice President, Relationship Management, CIBC Mellon
Jim Whitaker
Director, Call Centre, CIBC Mellon
This article is provided for general information purposes only and CIBC Mellon and its affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. This article should not be regarded as legal, accounting, investment, financial or other professional advice nor is it intended for such use.
About CIBC Mellon
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services.
As at March 31, 2026, CIBC Mellon had more than C$3.4 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY network, which as at March 31, 2026 had US$59.4 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company.