Holding company for Great-West Lifeco, IGM Financial and alternatives; Q2 2026 profit C$690M
R. Jeffrey Orr
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
38 Build · about $31M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth. unverified
Why now: R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
Cost & operations, AI & agents, Workforce transformation
Account health
38 Build · about $31M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth. unverified
Why now: R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
38 Build · about $31M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth. unverified
Why now: R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Why now: R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
38 Build · about $31M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth. unverified
OSFI and US state insurance regulation for Empower. unverified
Empower acquisitions (Prudential's retirement business in 2022, Personal Capital). Wealthsimple stake. unverified
Empower recordkeeping platform integration. Canada Life modernization. unverified
Market sensitivity and integration at Empower. unverified
Why now: R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
Why now: R. Jeffrey Orr's plan is to simplify the structure, surface value, and grow Empower (US retirement recordkeeping, second largest) and wealth.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.