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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 Susan Kay-Dunn, Chief Pension Officer and Plan Manager.

The Chief Pension Officer and Plan Manager reports directly to WISE Trust’s Board of Trustees and is responsible for overall leadership and management of the organization.

Chief Pension Officer and Plan Manager

Susan Kay-Dunn
Chief Pension Officer and Plan Manager
Susan became the first Chief Pension Officer (CPO) of WISE Trust on February 3, 2020 and reports directly to the Board of Trustees.

Susan is an energetic leader, putting her passion for pensions and people at the forefront of everything she does. Her leadership significantly contributed to the successful conversion of the WSIB Employees’ Pension Plan from a single employer pension plan to a jointly sponsored pension plan (JSPP). Today, Susan leads the multi-talented and diverse team at WISE Trust to deliver the defined benefit pension promise to pension plan members.

Susan is a Certified Human Resources Leader, holds a PPAC certificate from Humber College, a certificate in Pension Law from York University, an Advanced ADR training from the University of Windsor, and a Bachelor of Science from Queen’s University.

Interim Chief Financial Officer

Theo Heldman
Interim Chief Financial Officer
Theo became the first Interim Chief Financial Officer (CFO) of WISE Trust on September 21, 2021 and reports directly to our CPO.

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.

Meet the areas that keep the lights on

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.