Tim Macklaier is a financial services expert with more than forty years of client service experience. He was a senior executive at Montreal Trust/Scotiabank responsible for shareholder relations, pensions, stock transfer, and corporate trust products. At CIBC Mellon, he spearheaded the demutualization teams and played a key role in the $5 billion demutualization of Sun Life Financial and the $2.9 billion demutualization of Mutual Life/Clarica. Later, he was an industry leader in webcasting, particularly in the financial marketing of blue chip, public companies. His company, Fastvibe Corporation produced 3,500 webcasts per year before he sold it to Telus Corp.
As owner and President of The RecordKeeper® Ltd., he continues to provide the high level of customer service that has won him the loyalty of key corporate clients in Canada and around the world.
Jennifer Edwards, Vice President - Administration
Jennifer joined RKL in 1998 after eleven years as the Defined Contribution Practice Leader for Canada with one of the world’s leading benefits consulting and administration firms. Prior to joining the consulting firm, Jennifer spent seven years with a major Canadian trust company.
Jennifer leads all of the administration practices within RKL and is highly regarded for her knowledge and expertise in the defined contribution marketplace.
Lorraine McBride, Team Leader – Defined Contribution Administration
Lorraine has worked in the pension industry for over 35 years. Prior to joining RKL in 2004, Lorraine spent 25 years in Group Retirement Services with a major insurance company.
Her experience encompasses all aspects of plan oversight – from plan implementation, transition, ongoing administration, liaising with investment managers and custodians, and client relationship management.
Lorraine manages the day-to-day administration for RKL's Defined Contribution practice.
Twyla Nafziger, Defined Benefit Associate
Twyla started working almost 30 years ago as an administrator for Defined Benefit (DB) and Defined Contribution pension plans. Before joining RKL in 2008, Twyla worked for major pension consulting firms in progressively senior roles in DB administration.
Twyla’s DB responsibilities have included: full DB plan administration including flexible pension plans, subject matter expert, pension plan amendments, and system implementations.
The comprehensive experience that Twyla brings is essential to providing cost effective and accurate administration, for smaller DB plans in particular.
Paul Caulfield, Director of Marketing
Paul Caulfield has an eclectic communications background as a consultant, a writer, an editor, and an award-winning television producer. As a senior consultant, Paul specializes in investor relations, financial marketing, and corporate communications. He has worked for a variety of public and private companies including: Denison Mines, Sleeman Breweries, Clarica, Hydro One, Spar Aerospace, DuPont Canada, Shoppers Drug Mart, The Canadian Depository for Securities, TELUS, and Fastvibe.