Actuarial valuation and funding strategy

Actuarial valuation and funding policy: Must-haves!

You are legally required to produce an actuarial valuation on both funding and solvency bases. This valuation determines the financial health of your pension plan and the contributions required to fund it.

A funding policy is also mandatory for all defined benefit pension plans registered in Quebec. It is integral to the sound management of the plan and contributes to its performance.

  • Develop a strategy for paying contributions based on the agreements
  • Align your investment policy with your plan’s commitments
  • Offer appropriate benefits that are aligned with your organization’s HR needs

All about risk management

All actuarial valuations are prepared in Montreal, backed by robust systems and rigorous processes, no matter the regulations applicable to your pension plan:

  • In Quebec
  • In Ontario or any other province
  • Or under federal jurisdiction

You will also receive made-to-measure support in developing a funding policy. Our expert team will ensure that your policy meets its regulatory requirements and fully reflects your pension plan’s funding strategy.


Contact us


Katie Trahan

514-285-1122 ext. 222

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