President and Chief Executive Officer
Mr. Alan Torrie is President and Chief Executive Officer (“CEO”) of Morneau Shepell and a member of the Company’s Board of Directors. Mr. Torrie’s responsibilities include the development and execution of the Company’s overall strategic direction, and leading the organization to achieve both its short-term and long-term business results. Mr. Torrie joined the Company in 2005 as a Trustee of the then Income Fund and Chair of the Compensation and Corporate Governance Committee. He became President in 2008, CEO in 2009, and has served as a Director on the Board of the Company since the conversion to a corporation in 2011. Prior to the acquisition of Shepell·fgi Holding LP, Mr. Torrie served on its Board from 2005-2008. When he was named President in 2008, Mr. Torrie brought with him more than 25 years of experience as a senior executive leader in the health and life science industry including President and CEO of MDS Diagnostics and Executive Vice President of MDS Inc., Chief Operating Officer of Retirement Residences REIT (Revera) and Executive in Residence with Clairvest Private Equity. Earlier in his career he was also the CEO of Joseph Brant Hospital. Mr. Torrie has served on numerous community boards including past Chair of AMREF Canada (African Medical Research and Education Foundation) and immediate past Chair of Trillium Health Partners, and is also a Director and Chairman of the Finance Committee of Appleby College.
Chief Operating Officer
As Chief Operating Officer, Stephen is responsible for leading Morneau Shepell’s business operations and functions, a role he assumed in 2016 and to which he brings 25+ years of senior executive and global HR management experience.
Previously, Stephen was Executive Vice President and General Manager of the Company’s business unit that delivers health and productivity solutions to 20 million employees and their families in 64 countries worldwide. Under Stephen’s leadership since 2010, the business unit significantly increased revenues, margins and its international market presence while delivering solutions that have won prestigious industry awards for innovation.
Stephen has led global teams in large-scale growth initiatives and strategic transitions for public companies that include joint ventures, business turnarounds and corporate starts-up in North America, including Mexico, and international markets such as the UK, China, Japan and India.
Stephen holds an Honours Business Administration degree from the Ivey Business School, University of Western Ontario, and is a recent graduate of the Harvard Advanced Management Program.
He is also a member of the Human Resources Professionals Association (HRPA).
With 30 years’ experience in the organizational health field, Rita has been instrumental in developing the EAP innovations that have positioned Morneau Shepell as an industry leader with best-in-class solutions. Rita certified as a Six Sigma Black Belt in 2008 and has led strategic initiatives aimed at ensuring the Company’s systems and processes are continuously improving to delivering the highest quality EAP products and services.
Rita holds multiple degrees that include an Executive MBA and Advanced Graduate Diploma in Management, both from Athabasca University, and an M.Ed. in Counseling Psychology from the University of Toronto. She also holds an Honours BA (combined Philosophy and Psychology) from York University and an advanced certificate in professional mediation from the University of Windsor.
Rita is a Board Member of the Employee Assistance Society of North America (EASNA).
Carey McKenzie is a partner in our US Administrative Solutions practice and is a member of the US leadership team. Carey oversees the delivery of benefits administration services in the United States. Carey started with Morneau Shepell in 1999 as Senior Data Management Analyst. In 2008, he was promoted to Solution Architect for new business development. In 2010, Carey assumed the role of Managing Principal, Delivery Services for our Health & Welfare business in the US and was then promoted in 2012 to his current position.
During his more than 16 years of experience in employee benefits and information systems development, Carey has held positions in operations management, client implementations, project management, and product development.
Carey holds a diploma in Information Management and Computer Application Development from the Jamaican Institute of Management, and has a Masters Certificate in Project Management from York University’s Schulich School of Business in Toronto.
Partner, US Public Sector
Jim has been active in supporting the unique human capital challenges facing state and local governments and multi-employer funds for nearly ten years. He recently joined Morneau Shepell to lead their growth in the US public sector market. Since 1980 his role has been to design and deliver pension, health, benefits and HR solutions to both public and private organizations in the large and mid-sized markets. Prior to joining Morneau Shepell, Jim was the State and Local Government Market Leader for Aon Hewitt.
Jim is currently a participating member of IFEBP, NASCA, NASRA, NCPERS, NCTR, PRISM and SALGBA working to support education and information exchange within the benefit administrator and vendor community. He holds a Bachelor of Science degree from Arizona State University and currently resides in Atlanta, Georgia with his wife Laurie, five children and 2 grandsons.
Vice President, Global Client Development
Richard Albert is Vice President, Global Client Development, for Morneau Shepell’s Employee Support Solutions group. In this role, he is responsible for driving the growth of Employee Support Services globally, through strategy conception, a range of business development activities and account management of existing clients based outside of Canada.
Prior to joining Morneau Shepell, Richard was with American Express for 15 years. Most recently, he led their business development practice in the Asia Pacific region, including strategic partnerships, mergers & acquisitions, and asset monetization. In addition, he headed efforts to expand the company’s loyalty coalition business to China.
Over the course of the previous 13 years, Richard played a defining role in building American Express’ proprietary cobrand and rewards business across the globe. Prior to relocating to Singapore at the beginning of 2012, he was Vice President/Head of International Partnerships based in London, a period of time in which American Express grew, strengthened and consolidated its leading global position in the travel rewards space.
Before working with Amex, Richard spent nearly 10 years in the oil and gas industry with Texaco, based in New York, Bratislava, Brussels, London and Zagreb, having had a series of roles in the areas of business development, strategy and general management, predominantly focused on the emerging markets of Central and Eastern Europe and the former Soviet Union.
Richard was born and raised in Boston. He has an MBA from Boston College, a Bachelors degree from Bryant University and was a scholarship recipient at the ICADE School of Business in Madrid.