Your Management Team
The Management Team at WISE Trust is dedicated to delivering on the defined benefit pension promise to you and all pension plan members. This team is led by Chris Brown, Chief Executive Officer.
The Chief Executive Officer reports to WISE Trust’s Board of Trustees and is responsible for overall leadership and management of the organization.
What's on this page
- Topic
- Topic
- Topic
Chief Executive Officer
Chris Brown
Chief Executive Officer
Chris Brown became the Chief Executive Officer of Workplace Insurance & Safety Employees Trust (WISE Trust) in November 2022.
Prior to joining WISE Trust, Chris was the President & Chief Executive Officer of LAPP Corporation, the administrator, and trustee of the pension fund, of the Local Authorities Pension Plan (LAPP). The largest pension plan in Alberta, LAPP serves the health, municipal and education sectors in the province.
Previously, Chris was a practicing lawyer for over 20 years and has been a leading pension expert counselling clients and working with regulators and other pension policy makers on pension legislation and governance at the provincial and national levels. Over his legal career, Chris had extensive experience counselling clients on all matters relating to the governance, investment, administration and regulatory compliance of pension plans and other employment benefits and compensation plans. Chris was a founder and managing partner of a firm specializing in human resources-related law and has been a partner in leading national law firms.
Chris served as the President and Chair of the Board of the Association of Canadian Pension Management from September 2010 to September 2013, and is a current member of ACPM's Executive Committee and National Policy Committee. Between October 2007 and November 2008, Chris served as Co-Chair of the Alberta-British Columbia Joint Expert Panel on Pension Standards. Chris also serves on the Editorial Advisory Board of Benefits Canada.
Chris holds a Bachelor of Commerce (University of Alberta), and a Bachelor of Laws (Osgoode Hall Law School, York University).
Prior to joining WISE Trust, Chris was the President & Chief Executive Officer of LAPP Corporation, the administrator, and trustee of the pension fund, of the Local Authorities Pension Plan (LAPP). The largest pension plan in Alberta, LAPP serves the health, municipal and education sectors in the province.
Previously, Chris was a practicing lawyer for over 20 years and has been a leading pension expert counselling clients and working with regulators and other pension policy makers on pension legislation and governance at the provincial and national levels. Over his legal career, Chris had extensive experience counselling clients on all matters relating to the governance, investment, administration and regulatory compliance of pension plans and other employment benefits and compensation plans. Chris was a founder and managing partner of a firm specializing in human resources-related law and has been a partner in leading national law firms.
Chris served as the President and Chair of the Board of the Association of Canadian Pension Management from September 2010 to September 2013, and is a current member of ACPM's Executive Committee and National Policy Committee. Between October 2007 and November 2008, Chris served as Co-Chair of the Alberta-British Columbia Joint Expert Panel on Pension Standards. Chris also serves on the Editorial Advisory Board of Benefits Canada.
Chris holds a Bachelor of Commerce (University of Alberta), and a Bachelor of Laws (Osgoode Hall Law School, York University).
Chief Financial Officer & Vice President, Risk
Theo Heldman
Chief Financial Officer, Vice President, Risk
Theo first joined WISE Trust in September 2021 as the Interim Chief Financial Officer (CFO), and became our permanent CFO and Vice President, Risk, in April 2023, reporting directly to our CEO.
Theo has over 25 years of experience in the asset management industry and has spent time developing finance functions and building teams. He is a dynamic leader who focuses on transformation, tackles opportunities and challenges with a creative approach, and uses his “build mentality” to create innovative processes.
Theo currently serves as a Board Member of Burgundy Asset Management’s Independent Fund Governance Committee and was previously Chair of the Portfolio Management Association of Canada’s Tax Committee.
Theo has the Institute of Corporate Directors designation (ICD.D), and holds both the Chartered Professional Accountant (CA, CPA) and Chartered Financial Analyst (CFA) designations. He graduated with a Bachelor of Commerce degree from the University of Toronto.
Theo has over 25 years of experience in the asset management industry and has spent time developing finance functions and building teams. He is a dynamic leader who focuses on transformation, tackles opportunities and challenges with a creative approach, and uses his “build mentality” to create innovative processes.
Theo currently serves as a Board Member of Burgundy Asset Management’s Independent Fund Governance Committee and was previously Chair of the Portfolio Management Association of Canada’s Tax Committee.
Theo has the Institute of Corporate Directors designation (ICD.D), and holds both the Chartered Professional Accountant (CA, CPA) and Chartered Financial Analyst (CFA) designations. He graduated with a Bachelor of Commerce degree from the University of Toronto.
Chief Pension Officer and VP, Funding and Innovation
Trevor Cartlidge
Chief Pension Officer and VP, Funding and Innovation
Trevor Cartlidge joined WISE Trust as the Chief Pension Officer and Vice President of Funding and Innovation in the fall of 2025, reporting directly to our CEO.
Trevor has a deep passion for defined pension plans and brings a thoughtful and collaborative approach to leading our pension administration team. With over 25 years of pension leadership experience, Trevor has worked across the pension industry including roles at the Financial Services Regulatory Authority of Ontario, Ontario Pension Board and Willis Towers Watson.
Trevor leads funding strategy, actuarial oversight and innovation of pension services and delivery, to support WISE Trust’s vision to evolve its pension promise and drive value for members today and into the future.
Trevor has a deep passion for defined pension plans and brings a thoughtful and collaborative approach to leading our pension administration team. With over 25 years of pension leadership experience, Trevor has worked across the pension industry including roles at the Financial Services Regulatory Authority of Ontario, Ontario Pension Board and Willis Towers Watson.
Trevor leads funding strategy, actuarial oversight and innovation of pension services and delivery, to support WISE Trust’s vision to evolve its pension promise and drive value for members today and into the future.
Vice President, Pension Strategy and Service
Stacey Parker-Yull
Vice President, Pension Strategy and Service
Stacey Parker-Yull joined WISE Trust in January 2026 as WISE Trust’s first Vice President of Pension Strategy and Service. This new role marks a continued evolution of WISE Trust’s leadership team and commitment to setting a new standard for pension service excellence.
Stacey brings a wealth of experience and knowledge in pension law, policy development and plan design. Her career has been defined by building pension programs from the ground up and driving strategic innovation in service delivery and regulatory compliance.
Stacey leads the development and execution of all operational aspects of WISE Trust’s pension services. Her focus is to enhance members and employer experiences, optimize plan administration and strengthen stakeholder relationships.
Stacey brings a wealth of experience and knowledge in pension law, policy development and plan design. Her career has been defined by building pension programs from the ground up and driving strategic innovation in service delivery and regulatory compliance.
Stacey leads the development and execution of all operational aspects of WISE Trust’s pension services. Her focus is to enhance members and employer experiences, optimize plan administration and strengthen stakeholder relationships.
General Counsel, Board Secretary
Mark Johnson
General Counsel, Board Secretary
Mark joined WISE Trust in November 2023 as its first General Counsel and Board Secretary, reporting directly to our CEO.
He manages legal matters and acts as a trusted legal advisor to WISE Trust and its board of trustees. WISE Trust relies on Mark for practical legal advice and strategic counsel on a wide range of matters.
Mark has over 25 years of experience as a lawyer, with the last fifteen years in general counsel positions in the private and public sector. He has directly advised seven Chief Executive Officers in large private and public entities as part of his executive duties and leadership of five legal departments. Mark was named to the 2016 GC Powerlist-Canada by the UK-based Legal 500 that recognizes in-house innovation, quality, and excellence. He was also profiled in the February 2017 issue of InHouse Magazine.
Mark graduated from the University of Toronto in economics, the University of Ottawa with an LL.B., and York University (Osgoode Hall) with an LL.M.
He manages legal matters and acts as a trusted legal advisor to WISE Trust and its board of trustees. WISE Trust relies on Mark for practical legal advice and strategic counsel on a wide range of matters.
Mark has over 25 years of experience as a lawyer, with the last fifteen years in general counsel positions in the private and public sector. He has directly advised seven Chief Executive Officers in large private and public entities as part of his executive duties and leadership of five legal departments. Mark was named to the 2016 GC Powerlist-Canada by the UK-based Legal 500 that recognizes in-house innovation, quality, and excellence. He was also profiled in the February 2017 issue of InHouse Magazine.
Mark graduated from the University of Toronto in economics, the University of Ottawa with an LL.B., and York University (Osgoode Hall) with an LL.M.
Director, People and Culture
Shannon Bury
Director, People and Culture
Shannon joined WISE Trust in the fall of 2022 as the Director of People and Culture, reporting directly to our CEO.
Shannon leads the organization’s talent and culture strategy in alignment with its long-term goals. With over 15 years of experience, she brings deep expertise in workforce planning, leadership development, and organizational design. She is known for her collaborative leadership style and ability to drive transformation through inclusive, high-performance cultures.
Bury holds a CHRL designation and studied criminology at Carleton University and human resource management at York University. Her work ensures WISE Trust remains a resilient, people-centred organization prepared for future growth.
Shannon leads the organization’s talent and culture strategy in alignment with its long-term goals. With over 15 years of experience, she brings deep expertise in workforce planning, leadership development, and organizational design. She is known for her collaborative leadership style and ability to drive transformation through inclusive, high-performance cultures.
Bury holds a CHRL designation and studied criminology at Carleton University and human resource management at York University. Her work ensures WISE Trust remains a resilient, people-centred organization prepared for future growth.
Work With WISE Trust
From HR to Finance, Actuarial, Communications, Pension Operations, and Project Management, we all work together to deliver on the pension promise. We also work with trusted partners in the areas of Legal, Investments, Actuarial and Pension Administration to ensure that we are meeting that pension promise in a financially responsible way.