Our Company

McFarlane Amerlee Consulting Limited is a Leader

Since its creation in 1996, McFarlane Amerlee Consulting Limited has become a leader specializing in the establishment of Individual Pension Plans (IPPs) as well as providing creative tax-effective pension-related solutions to Canadians.

From the initial analysis of a prospective client’s situation to the preparation and submission of plan documentation to the regulatory authorities and the provision of continuing administrative and actuarial services thereafter, McFarlane Amerlee maintains an objective of providing superior service and advice.

Our Current Team

McFarlane Amerlee’s current team has over 75+ years of combined experience in the pension industry which accounts for the superior level of knowledge and service provided to our clients.

Effective immediately, we will be servicing all provincial jurisdictions from our Calgary based office.

A. David McFarlane, MBA, FCIA

President
admcfarlane@mcfarlaneamerlee.com

Lee McFarlane

Vice President
lee@mcfarlaneamerlee.com

Vicki Sanderson

Sr. Pension Administrator
vicki@mcfarlaneamerlee.com

Monica Shurville

Pension Administrator
monica@mcfarlaneamerlee.com

Brenda Haeber

Pension Administrator
brenda@mcfarlaneamerlee.com