Experience
A Principal in our Toronto office, Kim joined Eckler in 2022 with over a decade of industry experience. She has worked with a wide range of clients – including defined benefit pension plans, target benefit pension plans, defined contribution pension plans, endowments/foundations, employee life and health trusts, insurance companies and other reserve funds. Her specific areas of expertise include governance, investment policy and risk management, asset allocation, manager selection and ongoing portfolio monitoring.
In addition to her consulting responsibilities, Kim is a leader in the investment practice’s intellectual capital development and research. Intellectually curious with a passion for economics and capital markets, she regularly presents to Eckler’s consultants and clients on market trends and the implications for institutional investor portfolios.
Kim graduated from Queen’s University with a Bachelor of Science degree in Mathematics and Economics. Her professional qualifications include Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).
Areas of Expertise
- Asset liability modelling
- Investment policy development
- Portfolio construction
- De-risking / liability-driven investment strategies
- Pension legislation
- Manager research
- Manager selection and monitoring
- Alternative investments
- Defined benefit pension plans
- Defined contribution pension plans
- Multi-employer pension plans (MEPP)
- Employee life and health trusts (ELHT)
- Private equity
- Target date funds
Professional Qualifications
Professional Qualifications
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Project Management Professional (PMP)
- Queen’s University – Bachelor of Science, Mathematics and Economics
Professional Activities
- Benefits Canada Pension & Investments Advisory Board