our story.

With over 40 years of experience, James Evans & Associates (JEA) Ltd has an exceptional deep-rooted reputation in the development, implementation and support of defined benefit pension solutions.

Today, JEA is comprised of dedicated staff providing pension solutions to a variety of clients with diverse needs. Our history has taught us that no two clients are alike, and our award-winning solutions are developed to meet each client’s unique needs and pension administration practices.

Our team takes pride in providing unparalleled service. Each solution we implement is fully backed by a multifunctional team. Think of our team as part of your team.

We’ve come a long way. And we’ve got the stories to prove it.

James Evans & Associates - James Evans - 1986

James Evans, JEA - 1986

JEA - Victoria, BC - 2022

Meet the Leadership Team

James Evans & Associates - James Evans
  • Jim Evans
    President & CEO

    A visionary leader who bridges innovation with the strategic direction of the company, Jim is the founding partner, President and CEO of JEA. Over the last forty years, his objective has always been to provide the highest standard of service to clients. This client-centric approach pairs perfectly with his extensive knowledge of complex legislation and regulations related to pension plans. Under his direction, he has built a successful company and product – PENFAX, the administration system at the heart of JEA’s solution offering. His forward-looking leadership inspires staff to maintain the momentum of adaptability and innovation needed to keep this specialized technology business thriving in an ever-changing industry.

James Evans & Associates - Sheree Johnson
  • Sheree Johnson
    Chief Strategy Officer (CSO)

    Sheree drives JEA’s long-term vision and strategic plan by working closely with leadership to set the direction for the company's continuing evolution. With over 35 years in the industry, Sheree excels at matching clients with the right solution for their operation as well as leading the development and execution of client training strategies for their rollout of PENFAX. Her vast knowledge of pension administration practices and market trends inform and guide much of JEA’s strategic direction and growth. This extensive experience in the pension market translates to inspired strategic partner relationships, making Sheree a key executive and shareholder in the organization.

  • Peter Winters
    Chief Operating Officer – (COO)

    Peter is responsible for all areas of daily operations at JEA. He works directly with the leadership team to implement the company's strategic vision and values. His role is focused on keeping the business performing at its peak while ensuring client satisfaction. For over 20 years, Peter has been actively involved in the design, implementation, and oversight of strategic agendas and operating systems across a variety of industries. His progressive leadership experience spans a number of business functions including operations, corporate finance, private equity, and management consulting. He most recently held the position of Chief Financial Officer of Viking Air. Peter also served as the Interim Chief Financial Officer for de Havilland Aircraft of Canada, was a Managing Director for Westerkirk Capital, and held positions at TD Capital and Andersen Consulting.

James Evans & Associates - Robert Day
  • Robert Day
    Senior VP Project Governance

    Robert brings 30 years of practical, hands-on pension experience to JEA, where he leads a team of project management professionals in the pursuit of excellence. Robert emphasizes the importance of process and compliance while acknowledging that flexibility is essential – especially in an agile world. He ensures that projects are executed responsibly, respectfully, fairly, and honestly, and does so with an enthusiasm that elevates client engagement and trust. Robert consistently delivers on his ability to lead clients to the enthusiastic adoption of system solutions that are embraced fully by the end user.

 
James Evans & Associates - Nigel Evans
  • Nigel Evans
    VP Product Management and Business Development

    Nigel identifies and explores new opportunities to continually offer greater value to JEA’s clients in addition to establishing and managing initiatives related to business development in the company. His business philosophy is to lead JEA’s product and business strategies with a relentless client-centric focus. With over twenty years in the technology sector including over a decade with JEA, Nigel’s focus is on innovation, modernization and looking ahead to what’s next in the industry. Past achievements within JEA have included modernization of the Employer Portal as well as a digital and cloud strategy. Nigel holds a Diploma of Computer Engineering, with Honours, from Toronto's Humber College.

  • Christine Gyles
    VP Client Services

    Leading her team with a client-driven, results-oriented mandate, Christine strives to create an environment of exemplary customer experience. With over 30 years in the pension and benefits administration industry, Christine understands our business, and more importantly, client needs. She has been with JEA for over 20 years and as head of JEA’s Winnipeg office and a shareholder, Christine is highly invested in the success of our clients, her team, and the organization. Leveraging a concrete foundational knowledge of JEA products, partners and the industry, she brings a genuine and thoughtful approach to her customer relationship management and leadership style, making her key to supporting our clients and business.

James Evans & Associates - Brandon Meagher
  • Brendan Meagher
    VP Finance

    With a wealth of financial and business expertise, Brendan leads the finance and administration team at JEA while contributing to the development and execution of JEA’s strategic initiatives. Prior to joining JEA in 2019, Brendan was director of financial planning and analysis at UrtheCast, a publicly traded satellite imaging company. He has held increasingly senior roles in corporate finance over the past 15 years, primarily in the technology sector in New York and Vancouver. Brendan holds an MBA from the University of Wisconsin-Madison and an MILR from Cornell University, and is a Chartered Professional Accountant (CPA).

James Evans & Associates - Andrew Preston
  • Andrew Preston
    VP Engineering

    As leader of JEA's product development and test teams, Andrew emphasizes agile principles, employee development, openness to technological change, and pushing for continuous improvement. He encourages this with the mindset that all of these pieces come together to deliver the highest value and best quality to JEA's clients. Andrew began his career as a firmware developer with PMC-Sierra and joined JEA in 2019 following his prior work in engineering management and Agile Product Owner roles at Intel and Teradici. With extensive experience in prior positions as a Product Owner, Andrew brings expertise, strong methodology, and big-thinking leadership to the team. He holds a Master of Applied Science (Electrical Engineering) from Carleton University.

 

Board of Directors

Our Board of Directors offer earnest guidance and wisdom to drive JEA forward. As a group of passionate industry professionals working with our strong management team, they combine their expertise to provide counsel on JEA’s business strategy, management, and development.

  • B-COM, JURIS DOCTOR
    External Director

    An expert in technology law, Richard has been a trusted legal advisor to JEA for many years and joined the Board in 2017. He founded the technology law practice at Osler, Hoskin & Harcourt LLP, and retired in 2015 after 34 years with the firm. He has been consistently ranked as one of Canada’s leading technology lawyers and has been awarded the prestigious Toronto Technology Lawyer of the Year designation by Best Lawyers on several occasions.

  • BA (HONS), CA, MMPA
    External Director

    Michael has over 15 years of experience in financial services and corporate finance. As Vice President, Finance at OPTrust, he oversees the investment accounting, treasury, corporate financial planning and budgeting process, financial statements and annual external audit for the organization. During his time as Vice President, Finance, at Deutsche Bank Canada Branch, Michael prepared complex disclosures for regulatory reporting and year-end financial statements. He also assisted undertaking new business, new products and new trading initiatives.

  • BA (ECON), CFA
    External Director

    As an investment professional with a 20+ year career in Canadian capital markets, Allen offers great insight on the board owing to his rich experience in public equity investments and portfolio management. He’s held senior positions with BCI, HSBC, and CIBC and most recently Allen established Camrose Investments Ltd, an independent investment company that provides portfolio management, customized strategic wealth management, and advisory services. He serves as an Advisory Committee member at BCI Wear Limited Partnership, Director at ALACS Foundation, and is a volunteer mentor for the Applied Investment Management Course at the University of Victoria.

 

How we got here

JEA’s story starts in 1979 when the company was founded by Jim Evans. Over the years, we’ve grown and evolved from providing trusted pension administration solutions to enhancing that offering with advanced technology. We may look a little different compared to where we started, but one thing has been a constant in our history: we are a passionate team of pension and technology experts driven to offer smart and efficient solutions for our clients. Here’s how we got to where we are today.

 

1979

James Evans & Associates (JEA) is founded

1982

JEA opens its doors in Victoria BC, Canada and assists in the development of the Universal Contributor system for the BC Government

1984

Releases PENFAX V1 and a demo pension administration system

1986

Releases PENFAX V2, released and implemented on a VAX mini computer

1996

Releases PENFAX V3, containing a rules-based calculation engine

1997

Expands operations across Canada

2004

Releases PENFAX V4 offering expanded rules-based capabilities and the combining of the Active Member System with the Retiree Payroll system

2007

Expands to serve clients in the US

 

2011

Goes live with a major Canadian Federal plan covering more than 300,000 members and including PENFAX V4, DCT V2 and PENWEB V2

2016

Releases PENFAX 5 with added workflow, configuration capabilities and an entirely new GUI

2017

Adds additional Federal plans now covering a million members

2018

Begins project to implement PENFAX 5 for Canada’s largest defined contribution pension plan

2019

Rolls out SaaS (now PENFAX Cloud Solutions) and PENWEB 5 (now the configurable PENFAX Member Portal)

2020

Partners with large global integrator to implement one of the largest US pension plans

2022

JEA undergoes a brand refresh, which includes new product names

 

 

Land Acknowledgment

We humbly acknowledge and respect the lək̓ʷəŋən and W̱SÁNEĆ peoples who shared use of the traditional lands where Vancouver Island Tech Park is located and JEA operates today.

 

JEA recognizes that territorial acknowledgement includes a responsibility to educate ourselves while encouraging open dialogue about decolonization and reconciliation. We respectfully understand that our office is located on lands that were traditionally shared between the lək̓ʷəŋən (Songhees and Esquimalt) and W̱SÁNEĆ (Tsartlip, Tsawout, Tseycum and Pauquachin and Malahat) peoples. 

We thank and acknowledge the lək̓ʷəŋən and W̱SÁNEĆ peoples for having cared for the land on which we work today. It is our hope that this land acknowledgment will serve as a first step in our effort towards further education, reconciliation, and working to build a positive relationship with the Indigenous community.