Overview

Work History

Timeline

Hi, I’m

George A. Robertson

ONTARIO

Overview

years of professional experience

Work History

CANADA LIFE ASSURANCE COMPANY LTD.

Vice-President, Digital Technology

03.2021 - 03.2024

Job overview

IT Executive accountable for technology delivery and strategy implementation that enabled the Workplace Solutions division; group benefits, group pension/retirement savings and group creditor
Senior technology partner to the business EVP and divisional senior management team
Noted Accomplishments:
Executive governance and PMO leadership of the massive program to implement the two largest transfer of a group benefits plans (for Health and Dental) from Sun Life to Canada Life
Team expansion & stabilization through challenges and business strategy shifts
Implemented a model program for ongoing Application Health Assessment & Remediation
Leader of an expanded 300+ multi-site/city technology team, with a budget of $200M+
Structured a program with leadership at all levels in support of the successful bid for the Canada Federal Government’s Public Services Dental Care Plan

CANADA LIFE ASSURANCE COMPANY LTD.

Assistant Vice-President, Technology Ops (Group Customer)

07.2017 - 02.2021

Job overview

Senior technology partner accountable for the secure, compliant, and cost-effective operations of technology solutions
Delivered on-premises and Cloud (as-a-services) operations capabilities that facilitated efficient operations, including work-from-home during the onset of Covid19
Noted Accomplishments:
Engineered adoption and shift from predominantly waterfall to Agile or hybrid (“WAgile”)
Elevation of delivery standards & adoption through continuous formal team-wide learning, such as ITIL & MSSE certifications, Microservices & domain-driven designs, and AGILE training
Delivered services to support smooth transition to all digital transactions & work-from-home

CANADA LIFE ASSURANCE COMPANY LTD.

Assistant Vice-President, Information Services (Wealth Management)

07.2016 - 01.2017

Job overview

Senior IT leader with responsibility for the effective delivery of technology services through well-managed development and support initiatives, in alignment with business strategy
Noted Accomplishments:
Established global sourcing partnerships, with visits to multiple cities in India
Orchestrated divisional IT strategy to support single Canada Life brand and rationalized business systems
Change management excellence to enable multiple acquisitions, mergers, and migrations

CANADA LIFE ASSURANCE COMPANY LTD.

Director, Information Services (Wealth Management)

01.2011 - 06.2016

Job overview

Leader accountable for implementation of IT project approaches and support, across varied technology platforms, for consistent high quality multi-channel Wealth Management delivery
Noted Accomplishments:
Guided successful execution of Group Pension Systems Infrastructure Upgrade program
Directed a multi-year systems program to enable entry into the retirement income market
Improved risk & control environments through reduction in Compliance & Audit gaps
Sponsored implementations of enterprise-wide electronic fax intake (RightFax) and transformational Seg Fund Data Warehouse
Successfully negotiated SLMA contract, with 22% discount on five years Amendment (Univeris)
CIO’s choice as Delivery Leader for successful enterprise-wide FATCA compliance program

CANADA LIFE ASSURANCE COMPANY LTD.

Director, Account Management and Application Delivery

01.2004 - 12.2010

Job overview

Leader responsible for IT portfolio leadership, strategic planning, and delivery across varied technology platforms, on internal built and externally developed/managed Wealth Management systems
Noted Accomplishments:
On-time and on-budget implementation of strategic & industry-leading multi-company tax allocation system (“TAS”), for all Wealth Management and Individual Insurance contracts
Managed all systems changes for smooth closure and timely reopening of Real Estate funds
Delivered of the multi-year ~$20M Metro program that involved the selection and implementation/development of a multi-company segregated fund administration system
Negotiated the expansion of the Shared Services Agreement to include the IGM-owned SAS, with support and shared development
This resulted in annual saving of ~$1.9M
On-time, on-budget implementation of a three-tier architecture for the Quadrus mutual fund dealership system (Investment Centre), in collaboration with the software vendor, Univeris
Led Speed-to-Market initiative using Prosci’s ADKAR OCM model across the London site

CANADA LIFE ASSURANCE COMPANY LTD.

Manager, Career Centres (Software Engineering and QA)

01.2004 - 12.2004

Job overview

Improved the staffing process and assessment by 34%; SLA for resource deployment above 98%

CANADA LIFE ASSURANCE COMPANY LTD.

Manager, Individual Insurance Systems

01.2002 - 01.2004

Job overview

Successfully restructured multi-site development and support teams in Toronto and Regina

GUARDIAN LIFE and EQUITABLE LIFE INSURANCE

Contract Systems Consultant

Job overview

Expert systems integration specialist – delivered major systems and data integration projects, for on budget and on time completion, at the Caribbean’s largest life insurance conglomerate

PRIME LIFE ASSURANCE COMPANY LTD.

Assistant Vice-President

Job overview

Head of I.S
Division and Senior Manager reporting directly to the President/CEO
Budgeting and divisional planning plus day-to-day operational and strategic management
Successful leadership of all systems projects, including major hardware & software upgrades

PRIME LIFE ASSURANCE COMPANY LTD.

Senior Technology Specialist

Job overview

Deputy to the division’s leader; manager for the systems development department and software engineering lead

NOVA SOUTHEASTERN UNIVERSITY and UNIVERSITY OF TECHNOLOGY (Jamaica)

Adjunct faculty and Part-time Lecturer

Job overview

Management Information Systems (MIS); Strategic management and business policy; Advanced DBMS; Fundamental of programming languages, plus Advanced COBOL programming

FIRST LIFE INSURANCE COMPANY LTD

Senior Programmer Analyst