Directories
Benefit & Pension Consultants Annual Directory
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ABACUS RETIREMENT SERVICES INC.
Muneer Feeroze, President; 6045 Creditview Rd., Ste. 405, Mississauga, ON L5V 0B1
PH: 289-805-1243
Fax: 289-805-1241
eMail: mfeeroze@abacusretirement.com
Web: www.abacusretirement.com
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Asset Allocation, Risk Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration; Software & Technology Consulting Services Offered – DB Pension
ACQUAINT FINANCIAL INC.
Asaf Shad, President & CEO; #4 – 2131 Williams Parkway, Brampton, ON L6S 5Z4
PH: 905-595-1323 x331
Fax: 905-595-1393
eMail: ashad@acquaintfinancial.com
Web: www.acquaintfinancial.com
Professional Staff: 35
Consulting Services Offered: Investment Consulting Services Offered – Education & Communication, Unbiased and Independent Financial Education, Planning, and Counseling Solutions
ACTUARIAL SOLUTIONS INC.
Joe Nunes, President; 1695 Manning Rd., Ste. 202, Tecumseh, ON N8N 2L9
PH: 519-979-4600
Fax: 519-979-4699
eMail: joe@actuarialsolutionsinc.com
Web: www.actuarialsolutionsinc.com
Client Profile -
1 to 100 Employees: 24
101 to 500 Employees: 15
1,000+ Employees: 4
Other Offices: Oakville
Professional Staff: 9
Consulting Services Offered: Group Benefit Consulting Services Offered –DC Pension Plans, DB Pension Plans, Actuarial Services; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration
ACTUBEN CONSULTING INC.
Brian Jenkins, President; 130- 2155 Leanne Blvd., Mississauga, ON L5K 2K8
PH: 905-823-7942
Fax: 905-823-7944
eMail: bjenkins@actuben.com
Client Profile -
1 to 100 Employees: 180
101 to 500 Employees: 9
501 to 1,000 Employees: 1
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Executive and Post-employment Retirement Programs, Executive/Individual Pension Plans, Valuation of Post-employment Programs, Administrative Support for Pension Plans; Investment Consulting Services Offered –Performance Measurement, Education & Communication, Manager Search, Risk Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, DB Pension Plan Administration, Administration for Small Plans, particularly Executive Programs
ADVISORY CAPITAL GROUP
Mary Linton, Managing Partner; 110 Yonge St., Ste. 1702, Toronto, ON M5C 1T4
PH: 416-322-3339
Fax: 416-322-1440
eMail: mlinton@advisorycanada.com
Web: www.advisorycanada.com
Client Profile -
1 to 100 Employees: 4
101 to 500 Employees: 10
501 to 1,000 Employees: 5
1,000+ Employees: 1
Professional Staff: 10
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Endowments, Charitable Funds, Not-for-profit Capital Funds; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Governance
AMPERSAND ADVISORY GROUP
Gerry Wahl, Managing Director, Senior Consultant, 4581 Quebec St., Vancouver, BC V5V 3L8
PH: 778-866-6066
eMail: wahl@ampersandadvisory.com or ampersandag@gmail.com
Web: www.ampersandadvisory.com
Client Profile -
1 to 100 Employees: 2
501 to 1,000 Employees: 2
Consulting Services Offered: Group Benefit Consulting Services Offered –DC Pension Plans, Administration Outsourcing, DB Pension Plans, Pension Governance Framework and On-going Monitoring Processes; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration, DC Pension Plan Administration, Group RRSP Administration
AON HEWITT
Nicolle Guillen, Marketing & Communications; 225 King St. W., Toronto, ON M5V 3M2
PH: 416-225-5001
Fax: 416-227-5749
eMail: nicolle.guillen@aonhewitt.com
Web: www.aonhewitt.com/canada
Other Offices: Vancouver, Calgary, Edmonton, Regina, Saskatoon, Winnipeg, London, Ottawa, Montreal, Quebec City, Halifax
Professional Staff: 1,800
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Talent, Rewards, Communication, Change Consulting, Plan Design Optimization, Solutions for Employers of all sizes; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return to Work, Drug Cost Management, Flexible Benefits, Plan Design, Workers' Compensation Consulting, Wellness; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, DB Pension Plan Administration, Healthcare Spending Account Administration, HR BPO, including Recruitment, Training, and Development; Workforce Analytics; Disability Claims Administration
API ASSET PERFORMANCE INC.
Vaino V. Keelmann, Partner; 5160 Yonge St., Ste. 802, Toronto, ON M2N 6L9
PH: 416-922-2822
Fax: 416-922-8599
eMail: vkeelmann@apiasset.com
Web: www.apiasset.com
Other Offices: Vancouver
Professional Staff: 14
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Value at Risk Analysis
AQ GROUP SOLUTIONS
Laura Lomow, President; 202 – 226 Osborne St. N., Winnipeg, MB, R3C 1V4
PH: 204-989-2006
Fax: 204-989-2009
eMail: info@aqgroupsolutions.com
Web: www.aqgroupsolutions.com
Client Profile -
1 to 100 Employees: 151
101 to 500 Employees: 49
501 to 1,000 Employees: 15
1,000+ Employees: 6
Professional Staff: 14
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Plan Member Advocacy; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Claims Advocacy, Employee Assistance, Healthcare Spending Account Administration
AUTOMATED ADMINISTRATION SERVICES INC.
Keith Foot, President; 200 Town Centre Blvd., Ste. 102, Markham, ON L3R 8G5
PH: 905-513-9868
Fax: 905-513-9893
eMail: info@aasinc.net
Web: www.aasinc.ca
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Healthcare Services Offered – Employee Assistance Program, Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration
AVALON ACTUARIAL INC.
Neil Hendry, Partner; 36 King St. E., Ste. 700, Toronto, ON M5C 1E5
PH: 416-777-0008
Fax: 416-777-1545
eMail: neil.hendry@avalon.ca
Web: www.avalon.ca
Other Offices: Montreal
Professional Staff: 50
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing (for DB Plans Only), DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration
BAYNES & WHITE
James White, President / Managing Partner; 121 King St. W., Ste. 2100, Toronto, ON M5H 3T9
PH: 416-863-9159
Fax: 416-863-9158
eMail: info@bayneswhite.com
Web: www.bayneswhite.com
Client Profile -
1 to 100 Employees: 70
101 to 500 Employees: 15
501 to 1,000 Employees: 5
1,000+ Employees: 7
Professional Staff: 11
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Eligibility Verification, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – DB Pension
BELTON FINANCIAL SERVICES LTD. Kasey Boisselle, Principal; 295 Broadway, Winnipeg, MB R3C 0R9
PH: 204-956-9860
Fax: 204-956-9869
eMail: kasey@beltonfinancial.com
Web: www.beltonfinancial.com
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 20
501 to 1,000 Employees: 3
1,000+ Employees: 2
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Third-party Administration, Guaranteed Standard Issue; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Asset Allocation, Policy Development, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management
BENCOM FINANCIAL SERVICES GROUP INC.
Dave Young, Senior Partner; 1060 Guelph St., Main Floor, Kitchener, ON N2B 2E3
PH: 519-579-4730
Fax: 519-743-1631
eMail: dave@bencomfsgi.com
Web: www.bencomfsgi.com
Client Profile -
1 to 100 Employees: 130
101 to 500 Employees: 111
501 to 1,000 Employees: 13
1,000+ Employees: 3
Professional Staff: 14
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Wealth Management, Life and D.I. Sales and Service; Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Education & Communication, Asset Allocation
BENEFACT BENEFIT CONSULTANTS
Sandy Marincic, President; 57 Augusta St., Hamilton, ON L8N 1P8
PH: 905-387-8300
Fax: 905-387-8301
eMail: sandy@ubenefit.ca
Client Profile -
1 to 100 Employees: 28
101 to 500 Employees: 2
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Healthcare Services Offered – Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Claims Advocacy, Claims Payment, Healthcare Spending Account Administration
BENEFIT EXCHANGE, THE (BEN-X)
Gordon Polk, President; 4145 North Service Rd., Ste. 200, Burlington, ON L7L 2H7
PH: 905-631-9788
Fax: 905-631-9789
eMail: gpolk@ben-x.ca
Web: www.ben-x.ca
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 5
501 to 1,000 Employees: 5
1,000+ Employees: 2
Other Offices: Toronto
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Healthcare Services Offered – Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Payment, Healthcare Spending Account Administration – The firm has PBM Partnership to provide the most cost-effective Electronic Claims Adjudication and has Specialty Services for Healthcare Spending Accounts.; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication, Software Solutions for Adjudication and TPA Services
BENEFIT PLAN ADMINISTRATORS LIMITED
Stephen Houston, Director of Consulting; 90 Burnhamthorpe Rd. W., Mississauga, ON L5B 3C3
PH: 905-275-6466
Fax: 905-275-6461
eMail: shouston@bpagroup.com
Web: www.bpagroup.com
Client Profile -
101 to 500 Employees: 26
501 to 1,000 Employees: 19
1,000+ Employees: 36
Other Offices: Toronto, Halifax, London, Barrie, St. John's
Professional Staff: 180
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans,; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration; Member Communication Support
BENEFIT SOURCE, THE
Michael Nadler, President; 43 – 6535 Millcreek Dr., Mississauga, ON L5N 2M2
PH: 905-785-0084
Fax: 905-363-1012
eMail: michael@benefitsource.ca
Web: www.benefitsource.ca
Client Profile -
1 to 100 Employees: 60
101 to 500 Employees: 5
501 to 1,000 Employees: 3
1,000+ Employees: 3
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Investment Consulting Services Offered – Investment Consulting, Manager Search; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy
BENEFITS COMPANY, THE
Robert Tamblyn, President, 2795 Kew Dr., Windsor, ON N8T 3B7
PH: 519-258-5948
Fax: 519-974-1575
eMail: rtamblyn@thebenefitscompany.ca
Web: www.thebenefitscompany.ca
Client Profile -
1 to 100 Employees: 600
101 to 500 Employees: 125
501 to 1,000 Employees: 50
1,000+ Employees: 5
Other Offices: London, Sarnia
Professional Staff: 16
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Compliance Investment, Education & Communication, Manager Search; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Fund Valuation, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension
BENEFITS DIRECT CORP.
Jacob S. E. Clark, President & Lead Consultant; 610 – 195 Dufferin Ave., London, ON N6A 1K7
PH: 519-672-3476
Fax: 519-672-0554
eMail: jclark@benefitsdirect.ca
Web: www.benefitsdirect.ca
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans
BENEFITS TRUST, THE
Robert J. Crowder, President; 3800 Steeles Ave. W., Ste. 102W, Vaughan, ON L4L 4G9
PH: 905-264-8990
Fax: 905-264-1123
eMail: rcrowder@thebenefitstrust.com
Web: www.thebenefitstrust.com
Client Profile -
1 to 100 Employees: 1,000
101 to 500 Employees: 100
501 to 1,000 Employees: 10
1,000+ Employees: 5
Professional Staff: 10
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication
BENEPLAN CO-OPERATIVE
Yafa Sakkejha, Client Relations; 500 – 150 Ferrand Dr., Toronto, ON M3C 3E5
PH: 800-387-1670 x252
Fax: 416-863-5157
eMail: yafa@beneplan.net
Web: www.beneplan.net
Client Profile -
1 to 100 Employees: 100
101 to 500 Employees: 20
Professional Staff: 14
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Employee Assistance, Premium Billing & Collection; Software and Technology Consulting Services Offered – Benefits Administration
BFINANCE CANADA
Brian Cyr, Managing Director; 1250 Rene Levesque Blvd. W., Ste. 2200, Montreal, QC H3B 4W8
PH: 514-393-4899
Fax: 514-934-4640
eMail: bcyr@bfinance.com
Web: www.bfinance.ca
Professional Staff: 80
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Education & Communication, Manager Search, Asset Allocation, Policy Development
BFL CANADA CONSULTING SERVICES INC.
David Vanasse, President, 2001 McGill College, Bur. 2200, Montreal, QC H3A 1G1
PH: 514-315-3335
Fax: 514-843-3842
eMail: dvanasse@bflcanada.ca
Web: www.bflcanada.ca
Client Profile -
1 to 100 Employees: 119
101 to 500 Employees: 20
501 to 1,000 Employees: 1
1,000+ Employees: 3
Other Offices: Toronto, Quebec City
Professional Staff: 21
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Eligibility Verification, Premium Billing & Collection
BHH BENEFITS
Cameron Campbell, Vice-president, Group Benefits; 1040 South Service Rd., Ste. 204, Stoney Creek, ON L8E 6G3
PH: 905-643-1017
Fax: 905-643-4332
eMail: info@bhhbenefits.com
Web: www.bhhbenefits.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Claims Advocacy, Employee Assistance, DC Pension Plan Administration, Group RRSP Administration
BILSLAND GRIFFITH BENEFIT ADMINISTRATORS
Janice Young, Administrative Assistant; 501-4445 Lougheed Hwy., Burnaby, BC V5C 0E4
PH: 604-422-3394
Fax: 604-433-8899
eMail: janice.young@bgbenefitsadmin.com
Web: www.bgbenefitsadmin.com
Client Profile -
1,000+ Employees: 2
Professional Staff: 11
Consulting Services Offered: Group Benefit Consulting Services Offered – Administration Outsourcing, Trustee Services; Recordkeeping and Third-party Administration Services Offered – Call Centre, Negotiated Cost Pension and Benefit Plan Administration
BNY MELLON ASSET SERVICING
Catherine Thrasher, Managing Director; 320 Bay St., 10th Floor, Toronto, ON M5H 4A6
PH: 416-643-6385
Fax: 416-643-6353
eMail: catherine.thrasher@bnymellon.com
Web: www.bnymellon.com
Client Profile -
1,000+ Employees: 1,311
Professional Staff: 600+ worldwide
Consulting Services Offered: Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Asset Allocation, Attribution Analysis, Risk Management; Software and Technology Consulting Services Offered – Portfolio Style Analysis, Investment Management, Investment Manager Selection, Fund Reporting
BPC GROUP, THE
Susan Gillespie, Partner; 2145 Dunwin Dr., Ste. 14, Mississauga, ON L5L 4L9
PH: 905-569-0505
Fax: 905-569-6886
eMail: susan@thebpcgroup.com
Web: www.thebpcgroup.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans
BROCKHOUSE & COOPER INC.
Deanna Allen, Vice-president, Marketing & Communications; 1250 Blvd. Rene Levesque W., Ste. 4025, Montreal, QC H3B 4W8
PH: 514-932-7171
Fax: 514-846-1159
eMail: dallen@brockhousecooper.com
Web: www.brockhousecooper.com
Client Profile -
101 to 500 Employees: 3
1,000+ Employees: 53
Other Offices: Vancouver
Professional Staff: 60
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Investment Manager Database, Global Macro Research
BRYAN H. LUPE AND ASSOCIATES LIMITED
Bryan H. Lupe, President, 200-701 Pembina Hwy., Winnipeg, MB R3M 2L7
PH: 204-477-1330
Fax: 204-475-7407
eMail: bryan@bryanlupe.com
Web: www.bryanlupe.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Performance Measurement; Healthcare Services Offered – Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication
BUCK CONSULTANTS*
Marina Scassa, Director, Global Identity Marketing; 155 Wellington St. W., Ste. 3000, Toronto, ON M5V 3H1
PH: 416-865-0060
Fax: 416-865-1099
eMail: infocanada@buckconsultants.com
Web: www.buckconsultants.ca
Other Offices: Montreal, Ottawa
Professional Staff: 224
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, DB Pension Plan Administration, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Fund Valuation, DB Pension, Investment Management, DC Pension
*A Xerox Company
BUFFETT, TAYLOR & ASSOCIATES INSURANCE AGENCIES*
David Czuczman, Practice Leader; 701 Rossland Rd. E., Ste. 209, Whitby, ON L1N 8Y9
PH: 905-666-1300
Fax: 905-666-4887
eMail: david.czuczman@buffetttaylor.com
Web: www.buffetttaylor.com or www.peoplecorporation.com
Other Offices: Across Country
Professional Staff: 11
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Via Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration
* A People Corporation Company
C & C INSURANCE CONSULTANTS LTD.
Jeff Ische, President; 6 – 22425 Jefferies Rd., Komoka, ON N0L 1R0
PH: 519-657-1446
Fax: 519-657-4520
eMail: jeff.ische@ccinsurance.ca
Web: www.ccinsurance.ca
Client Profile -
1 to 100 Employees: 211
101 to 500 Employees: 51
501 to 1,000 Employees: 7
1,000+ Employees: 15
Other Offices: St. Catharines, Halifax
Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Education & Communication, Institutional Brokerage, Manager Search, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication, DC Pension
C-SURANCE.CA GLOBAL SERVICE INC.
Richard Sirois, President & CEO, 3455 de la Piniere, #201, Terrebonne, QC J6X 0A1
PH: 866-629-6158
eMail: rs@c-surance.ca
Web: www.c-surance.ca
Consulting Services Offered: Group Benefit Consulting Services Offered – Software SAAS for Group Insurance and Employee Benefits Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, Health Claims Adjudication
CANADIAN BENEFIT ADMINISTRATORS LTD.
Cindy Robinson, CEO; 124 Main St. S., Georgetown, ON L7G 3E6
PH: 905-873-4103
Fax: 905-873-1860
eMail: cindy@canadianbenefits.com
Web: www.canadianbenefits.com
Client Profile -
1 to 100 Employees: 10,000
101 to 500 Employees: 15
501 to 1,000 Employees: 5
1,000+ Employees: 5
Professional Staff: 7
Consulting Services Offered: Recordkeeping and Third-party Administration Services Offered – Administrative Support, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration
CANADIAN BENEFITS ASSOCIATES INC.
Muneer Feeroze, Managing Partner; 6045 Creditview Rd., Ste. 200, Mississauga, ON L5V 0B1
PH: 289-997-6361
Fax: 289-997-6383
eMail: muneerfeeroze@canadianbenefitsassociates.com
Web: www.canadianbenefitsassociates.com
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Asset Allocation, Risk Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration; Software and Technology Consulting Services Offered –DB Pension
CAPCORP FINANCIAL CORPORATION
Todd Roberts, Director of Operations; 1050 Morrison Dr., 3rd Floor, Ottawa, ON K2H 8K7
PH: 613-226-1964
Fax: 613-226-8402
eMail: troberts@capcorp.ca
Web: www.capcorp.ca
Client Profile -
1 to 100 Employees: 220
101 to 500 Employees: 25
501 to 1,000 Employees: 3
1,000+ Employees: 2
Professional Staff: 18
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans; Investment Consulting Services Offered – Investment Consulting, Education & Communication; Recordkeeping and Third-party Administration Services Offered – DC Pension Plan Administration, Group RRSP Administration, Private Health Services Plan Administration
CARTESIA
Nathalie Charette, Partner; 318 Royal Ave., Beaconsfield, QC H9W 5W5
PH: 514-258-5502
Fax: 514-933-5502
eMail: nathalie@cartesia.ca
Web: www.cartesia.ca
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Policy Development, Risk Management
CARTIN & ASSOCIATES
James Cartin, President; 101-1100 8th Ave. S.W., Calgary, AB T2P 3T8
PH: 403-266-2816
Fax: 403-265-9895
eMail: james.cartin@shaw.ca
Web: www.cartin.ca
Client Profile -
1 to 100 Employees: 45
101 to 500 Employees: 40
501 to 1,000 Employees: 10
1,000+ Employees: 2
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management
CEM BENCHMARKING INC.
Alan Torrance, Partner; 372 Bay St., Ste. 1000, Toronto, ON M5H 2W9
PH: 416-369-1078
Fax: 416-369-0879
eMail: alan@cembenchmarking.com
Web: www.cembenchmarking.com
Professional Staff: 24
Consulting Services Offered: Group Benefit Consulting Services Offered –DC Pension Plans, DB Pension Plans, Benchmarking Cost, Risk and Value Added of DB Plans, DC Plans, and Other Pools of Capital such as Sovereign Wealth Funds and Endowments/Foundations; Investment Consulting Services Offered –Performance Measurement, Risk Management; Recordkeeping and Third-party Administration Services Offered – Benchmarking of Administration Costs and Service Levels for DB Plans
CINDY BOWDEN INSURANCE & BENEFITS
Cindy Bowden, President; Ste. 100 – 3190 Steeles Ave. E., Markham, ON L3R 1G9
PH: 905-477-8029
Fax: 905-944-1188
eMail: cbowden@cindybowden.com
Web: www.cindybowden.com
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Retirement Planning, Estate Planning, Business Insurance
CLAIMSECURE INC.
Dave Wowchuk, Vice-president, Sales; 1 City Centre Dr., Mississauga, ON L5B 1M2
PH: 905-949-2322
Fax: 905-949-3029
eMail: d.wowchuk@claimsecure.com
Web: www.claimsecure.com
Client Profile -
1 to 100 Employees: 9,000
101 to 500 Employees: 100
501 to 1,000 Employees: 50
1,000+ Employees: 20
Consulting Services Offered: Healthcare Services Offered – Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration
COLES BENEFITS CONSULTING INC.
Alan Coles, President; Ste. 900, Cogswell Tower, 2000 Barrington St., Halifax, NS B3J 3K1
PH: 902-421-1770
Fax: 902-425-8905
eMail: alancoles@colesgroup.com
Web: www.colesgroup.com
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management
CONNEX HEALTH CONSULTING
Denise Balch, President; 460 Brant St., Ste. 311, Burlington, ON L7R 4B6
PH: 905-637-2775
Fax: 866-738-4870
eMail: denisebalch@connexhc.com
Web: www.connexhc.com
Professional Staff: 3
Consulting Services Offered: Healthcare Services Offered – Strategic Health and Wellness Consulting, Assessment, Planning, Design, and Measurement; Software and Technology Consulting Services Offered – Employee Health Risk Assessment, Health Evidence Burden of Illness Analysis, Employee Health and Wellness Company Web Portals
CONTE FINANCIAL SERVICES INC.
Tony Conte, President; 101 – 6 Gurdwara Rd., Ottawa, ON K2E 8A3
PH: 613-667-3667
Fax: 613-667-4667
eMail: tconte@cfservices.ca
Web: www.cfservices.ca
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Special Risk (Inpatriates, Expatriates); Recordkeeping and Third-party Administration Services Offered –Administrative Support, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
CORPORATE BENEFIT ANALYSTS, INC.
Dean Howard, President & CEO; 102 – 515 Riverbend Dr., Kitchener, ON N2K 3S3
PH: 519-579-7749
Fax: 519-579-4422
eMail: cba@corpben.com
Web: www.corpben.com
Client Profile -
1 to 100 Employees: 125
101 to 500 Employees: 67
501 to 1,000 Employees: 8
1,000+ Employees: 5
Professional Staff: 23
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Offers Outsourcing DB Pension Administration and Benefit Processing Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration
COUGHLIN & ASSOCIATES LTD.
Brian Bockstael, President; 466 Tremblay Rd., Ottawa, ON K1G 3R1
PH: 613-231-2266
Fax: 613-231-2345
eMail: bbockstael@coughlin.ca
Web: www.coughlin.ca
Client Profile -
1 to 100 Employees: 81
101 to 500 Employees: 50
501 to 1,000 Employees: 20
1,000+ Employees: 30
Other Offices: Winnipeg
Professional Staff: 18
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration
COWAN INSURANCE GROUP LTD.*
Teresa Norris-Lue, Vice-president, Benefits; 705 Fountain St. N., Box 1510, Cambridge, ON N1R 5T2
PH: 519-650-6363
Fax: 519-650-6433
eMail: teresa.norris-lue@cowangroup.ca
Web: www.cowangroup.ca
Other Offices: Hamilton, Ottawa
Professional Staff: 100
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Actuarial Services; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration
* Benefits and Retirement Consulting Division
CPAS SYSTEMS INC.
Adrian Praysner, Vice-president, Marketing; 250 Ferrand Dr., 7th Floor, Toronto, ON M3C 3G8
PH: 416-422-0563 x335
Fax: 416-422-5617
eMail: adrianp@cpas.com
Web: www.cpas.com
Client Profile -
1,000+ Employees: 150
Professional Staff: 70
Consulting Services Offered: Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration, DC Pension Plan Administration; Software and Technology Consulting Services Offered – Benefits Administration, DB Pension, DC Pension, Pension Administration Software Solutions which support the complete Administration and Recordkeeping of Defined Benefit plans; Defined Contribution plans, various Hybrid plan types, Health and Welfare Group Benefit Plan Premium Administration
CUBIC HEALTH INC.
Mike Sullivan, President; 26 Soho St., Ste. 390, Toronto, ON M5T 1Z7
PH: 416-203-1446
Fax: 416-203-6202
eMail: msullivan@cubichealth.ca
Web: www.cubichealth.ca
Client Profile -
101 to 500 Employees: 40
501 to 1,000 Employees: 55
1,000+ Employees: 90
Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Post-employment Liability Assessments, Predictive Modeling of Future Plan Costs, Assessment of Financial Impact of Proposed Plan Design Change(s), Governance/Due Diligence Reviews, Reporting; Healthcare Services Offered – Claims Management, Drug Cost Management, Formulary Design/Management, Clinical Review Assessments, Prior Authorization Programs, Population Health Analysis (Using Plan-specific Claims Data), Predictive Modeling of Future Plan Costs, Dashboard Reporting, Prescription Drug Plan Reviews, Plan Performance Reviews, Integration of Disability and Drug Claims Data; Recordkeeping and Third-party Administration Services Offered – Canadian Drug Data Subscriptions, Canadian Drug Price File Management, SFC Therapeutic Classification System
DIBRINA SURE GROUP
Jeff Nicholas, Director of Operations; 62 Frood Rd., Sudbury, ON P3C 4Z3
PH: 705-688-9393
Fax: 705-688-9060
eMail: jeffn@dibrinasure.com
Web: www.dibrinasure.com
Client Profile -
1 to 100 Employees: 391
101 to 500 Employees: 20
501 to 1,000 Employees: 4
1,000+ Employees: 2
Other Offices: Toronto, New Liskeard, Quebec City
Professional Staff: 31
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication; Healthcare Services Offered – Disability Management, Employee Assistance Program; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Eligibility Verification, Employee Assistance, Premium Billing & Collection, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Valuation, Investment Manager Selection, Fund Reporting, DC Pension
DONALDSON VINCENT ASSOCIATES LIMITED
Don Armstrong, Senior Consultant; 38 Lesmill Rd., Toronto, ON M3B 2T5
PH: 416-447-7900 x245
Fax: 416-445-3965
eMail: armstrongd@dvassociates.com
Web: www.dvassociates.com
Client Profile -
1 to 100 Employees: 25
101 to 500 Employees: 5
501 to 1,000 Employees: 1
1,000+ Employees: 1
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration
DRUG BENEFIT CONSULTING
Gordon Polk, President; 4145 North Service Rd., Ste. 200, Burlington, ON L7L 2H7
PH: 905-631-9788
Fax: 905-631-9789
eMail: gpolk@drugbenefitconsulting.com
Web: www.drugbenefitconsulting.com
Client Profile -
1 to 100 Employees: 100+
101 to 500 Employees: 15
501 to 1,000 Employees: 4
1,000+ Employees: 6
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Healthcare Services Offered – Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Payment, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication, Software Solutions for Adjudication and TPA Services
DT&A
Don Tettmar, President; 1205 Cameron Ave. S.W., #3, Calgary, AB T2T 0K8
PH: 403-244-9663
Fax: 403-244-9675
eMail: ddont@shaw.ca
Client Profile -
1 to 100 Employees: 35
101 to 500 Employees: 1
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration
DUGGAN BENEFITS INSURANCE AGENCIES INC.
Michael J. Duggan, President; Ste. 202, 135 Matheson Blvd. W., Mississauga, ON L5R 3L1
PH: 905-275-7100
Fax: 905-275-7103
eMail: mike@dugganbenefits.com
Web: www.dugganbenefits.com
Client Profile -
1 to 100 Employees: 63
101 to 500 Employees: 12
501 to 1,000 Employees: 1
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Outsourced Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Education & Communication, Associated with Money Moods Inc.; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered –Administrative Support, Employee Assistance, Group RRSP Administration; Software and Technology Consulting Services Offered – Associated with Aubbard Financial Services as Duggan Hubbard Financial Services
ECKLER LTD.
Greg Malone, Principal; 110 Sheppard Ave. E., Ste. 900, Toronto, ON M2N 7A3
PH: 416-696-3098
Fax: 416-429-3794
eMail: gmalone@eckler.ca
Web: www.eckler.ca
Client Profile -
1 to 100 Employees: 120
101 to 500 Employees: 150
501 to 1,000 Employees: 40
1,000+ Employees: 60
Other Offices: Halifax, Vancouver, Winnipeg, Montreal, Quebec City
Professional Staff: 220
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Communications and Change Management, Technology Solutions; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Marketing, Flex Design, Post Retirement Benefits; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, DB Pension Plan Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Valuation, DB Pension, Trading Workstations, Fund Reporting
EFG CANADA
Paul A. Gillis, Senior Vice-president; 4100 Yonge St., Ste. 612, Toronto, ON M2P 2B5
PH: 416-223-2053
Fax: 416-223-7940
eMail: paul.gillis@efgcanada.com
Web: www.bullwealth.com
Other Offices: Ottawa
Professional Staff: 8
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management
ENCON GROUP INC.
Rhonda Sommerville, Senior Vice-president; 1900-11 King St. W., Toronto, ON M5H 4C7
PH: 416-682-3124
Fax: 416-682-3124
eMail: rhonda.j.sommerville@encon.ca
Web: www.encon.ca
Client Profile -
1 to 100 Employees: 7,100
101 to 500 Employees: 50
501 to 1,000 Employees: 5
Other Offices: Edmonton
Professional Staff: 52
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration
EXPRESS SCRIPTS CANADA
Paul Stulberg, Director, Marketing & Communications; 5770 Hurontario St., 10th Floor, Mississauga, ON L5R 3G5
PH: 905-712-6301
Fax: 905-712-9986
eMail: pstulberg@express-scripts.com
Web: www.express-scripts.ca
Other Offices: Toronto, Montreal
Professional Staff: 285
Consulting Services Offered: Healthcare Services Offered – Claims Management, Drug Cost Management, Active Pharmacy Benefit Management Services; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Eligibility Verification, Claims Payment; Software and Technology Consulting Services Offered – Health Claims Adjudication
FAIRFIELD WATSON & LEWIS INC.
Ian Watson, Partner; Unit 22, 4550 112th Ave., S.E., Calgary, AB T2C 2K2
PH: 403-262-7278
Fax: 403-262-7251
eMail: ian@fairfieldwatson.com
Web: www.fairfieldwatson.com
Client Profile -
1 to 100 Employees: 140
101 to 500 Employees: 50
501 to 1,000 Employees: 10
1,000+ Employees: 4
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Healthcare Services Offered – Disability Management, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Claims Advocacy, Claims Payment, Healthcare Spending Account Administration
FINANCIAL EDUCATION INSTITUTE OF CANADA, THE
Christopher Cartwright, President; 45 Tidewater Cres., Whitby, ON L1P 1M2
PH: 905-665-6784
eMail: ccartwright@feic-icef.ca
Web: www.feic-icef.ca
Client Profile -
1 to 100 Employees: 1
101 to 500 Employees: 5
501 to 1,000 Employees: 7
1,000+ Employees: 60
Other Offices: Calgary
Professional Staff: 5
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Education & Communication, Transition Management
FINANCIAL STRATEGIES GROUP INC.
Monica Stiner, President; 1188 Bonnybank Crt., Oakville, ON L6M 1V6
PH: 905-469-6819
Fax: 905-469-4682
eMail: info@financialstrategiesgroup.ca
Web: www.financialstrategiesgroup.ca
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 1
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans; Investment Consulting Services Offered – Education & Communication
FIRM CONSULTING INC.
Jacob S. E. Clark, President & Lead Consultant; 610 – 195 Dufferin Ave., London, ON N6A 1K7
PH: 519-672-3476
Fax: 519-672-0554
eMail: jake@firmconsulting.ca
Web: www.firmconsulting.ca
Client Profile -
1 to 100 Employees: 90
101 to 500 Employees: 10
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Group RSPs
FORT EMPLOYEE BENEFITS CONSULTANTS
Christopher Payne, Director, 1115-3400 de Maisonneuve W., Montreal, QC H3Z 3B8
PH: 514-481-4021
eMail: cpayne@fort-group.com
Web: www.fortinsurance.com
Client Profile -
1 to 100 Employees: 50
101 to 500 Employees: 50
501 to 1,000 Employees: 25
1,000+ Employees: 5
Professional Staff: 10
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Investment Consulting, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Transition Management; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Premium Billing & Collection; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology
FSEAP & INTEGRATED WORKPLACE SOLUTIONS (IWS)
Samantha Wharton, Director, Marketing & Business Development; 2 Carlton St., Ste. 1005, Toronto, ON M5B 1J3
PH: 416-585-9985
Fax: 416-642-1902
eMail: info@fseap.com
Web: www.fseap.com
Other Offices: Offices Nationally
Consulting Services Offered: Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Drug Cost Management, Substance Abuse Professional Assessment Services, Workplace Consulting, Holistic Wellness Solutions
GALLIVAN & ASSOCIATES STUDENT NETWORKS*
John Gallivan, President; 470 Weber St. N., Ste. 206, Waterloo, ON N2L 6J2
PH: 877-746-5566
Fax: 519-746-0215
eMail: jgallivan@gallivan.ca
Web: www.gallivan.ca
Other Offices: Calgary, Halifax
Professional Staff: 30
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing, Specifically associated with providing service to students within the Post-secondary Education System in Canada – Service can be provided to both Public and Private Institutions; Recordkeeping and Third-party Administration Services Offered – Call Centre, Eligibility Verification, Premium Billing & Collection, Client Focused Websites; Software and Technology Consulting Services Offered – Benefits Administration
*A People Corporation Company
GEM FINANCIAL GROUP INC.
Rasa Lannoo, President & Lead Consultant; 42 Riddell St., Woodstock, ON N4S 6M1
PH: 519-537-2216
Fax: 519-537-8778
eMail: rasa@gemfinancialgroup.ca
Web: www.gemfinancialgroup.ca
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, HSA; Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Education & Communication, Manager Search; Recordkeeping and Third-party Administration Services Offered – Healthcare Spending Account Administration, Group RRSP Administration
GLOBAL INVESTMENT SOLUTIONS
Jeffrey Hand, Managing Director; 208 Wyecroft Rd., Ste. 201, Oakville, ON L6K 3T8
PH: 905-842-4242
Fax: 416-760-3365
eMail: jhand@global-i-s.com
Web: www.global-i-s.com
Client Profile -
1 to 100 Employees: 17
101 to 500 Employees: 3
501 to 1,000 Employees: 2
1,000+ Employees: 7
Professional Staff: 2
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Investment Governance Education and Monitoring; Software and Technology Consulting Services Offered – Investment Management, Investment Manager Selection, DC Pension, Investment Manager Selection – Global Manager Research Database, DC Pension Plans Governance Reporting Tool – CAP Track Services
GOODEN ACTUARIAL CONSULTANTS LTD.
Bill Gooden, President & Actuary; 203, 1528 16th Ave. S.W., Calgary, AB T3C 0Z8
PH: 403-263-5027
eMail: wgooden@gooden.ca
Web: www.gooden.ca
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Manager Search, Policy Development; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration; Software and Technology Consulting Services Offered – DB Pension
GROUPSOURCE
Scott Smith, Assistant Vice-president; #400, 1550 5th St. S.W., Calgary, AB T2R 1K3
PH: 403-228-1644
Fax: 403-229-1256
eMail: ssmith@groupsource.ca
Web: www.groupsource.ca
Client Profile -
1 to 100 Employees: 1,046
101 to 500 Employees: 43
501 to 1,000 Employees: 8
1,000+ Employees: 3
Other Offices: Edmonton, Regina, Kelowna, Vancouver
Professional Staff: 58
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing, Actuarial Services; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Health Claims Adjudication
H3 CONSULTING
Chris Bonnett, President; 27 Crestwood Place, Guelph, ON N1E 4M4
PH: 416-458-5468
eMail: chris@hthree.ca
Web: www.hthree.ca
Professional Staff: 1
Consulting Services Offered: Healthcare Services Offered – Drug Cost Management; Workplace Health; Health Promotion, Strategy, Management, and Evaluation; Health Services Environmental Scanning and Policy Development; Health Provider Management; Disability Prevention; Communication; Customized Research
HART ACTUARIAL CONSULTING LTD.
David C. Hart, Consulting Actuary; 2851 Rainbow Crescent, Mississauga, ON L5L 2H7
PH: 905-820-4810
Fax: 905-820-5520
eMail: dhart@an-actual-actuary.com
Web: www.an-actual-actuary.com
Client Profile -
1 to 100 Employees: 95
101 to 500 Employees: 2
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – DB Pension Plans, Actuarial Services; Software and Technology Consulting Services Offered – DB Pension
HEALTHSOURCE PLUS*
Jim Edmands, Regional Vice-president, Ontario; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 416-445-0000
Fax: 416-445-2222
eMail: jim.edmands@peoplecorporation.com
Web: www.healthsourceplus.com
Other Offices: Montreal, Quebec City, Niagara, Winnipeg
Professional Staff: 40
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Via Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Wellness Programs; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
*A People Corporation Company
IDEAL BENEFITS
Christopher Pryce, Senior Advisor; 249 Yonge Blvd., Toronto, ON M5M 3J1
PH: 416-924-8280
Fax: 416-323-1984
eMail: chrispryce@idealbenefits.ca
Web: www.idealbenefits.ca
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Asset Allocation, Risk Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management
INTEGRATIS GROUP, THE
Ian S. Brown, President – Owner; 127 Victoria St. S., Ste. 202, Kitchener, ON N2G 2B4
PH: 519-746-2600
Fax: 519-746-2610
eMail: ibrown@integratis.ca
Web: www.integratis.ca
Professional Staff: 10 Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, WSIB Alternative Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, DB Pension Plan Administration, Employee Assistance, DC Pension Plan, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
INVESTMENT GUILD, THE*
Mike Thomas, Senior Advisor; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 905-470-9840
Fax: 905-470-6723
eMail: mikethomas@investmentguild.com
Web: www.investmentguild.com
Other Offices: Across Canada
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Via Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Investment Consulting Services Offered – Investment Consulting, Education & Communication, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
*A People Corporation Company
J&D BENEFITS INC.
Todd Rappitt, President; 228 – 8901 Woodbine Ave., Markham, ON L3R 9Y4
PH: 905-477-7088
Fax: 905-477-2249
eMail: general@jdbenefits.com
Web: www.jdbenefits.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Manager Search, Asset Allocation; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection
JOHNSON INC.
Douglas Munn, Regional Vice-president;
PH: 905-764-4072
eMail: dmunn@johnson.ca
Web: www1.johnson.ca
Client Profile -
1 to 100 Employees: 55
101 to 500 Employees: 40
501 to 1,000 Employees: 18
1,000+ Employees: 130
Other Offices: St. John's, Halifax, Charlottetown, Fredericton, Ottawa, Toronto, Edmonton, Calgary, Vancouver
Professional Staff: 241
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Healthcare Services Offered – Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, DB Pension Plan Administration, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration
JOHNSTON GROUP INC.
Jackie Olinkin, Manager, Marketing Services; 582 King Edward St., Winnipeg, MB R3H 0P1
PH: 204-774-6677
Fax: 204-774-6698
eMail: info@johnstongroup.ca
Web: www.johnstongroup.ca
Client Profile -
1 to 100 Employees: 29,000
101 to 500 Employees: 63
501 to 1,000 Employees: 4
1,000+ Employees: 4
Other Offices: Toronto, Montreal, Vancouver, Halifax
Professional Staff: 186
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology
JONES DESLAURIERS BLEVINS INSURANCE GROUP
30 Quarry Ridge Rd., Barrie, ON L4M 7G1
PH: 705-721-9890
Fax: 705-721-0352
Web: www.jdbgroup.ca
Other Offices: Toronto, Belleville
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search; Healthcare Services Offered – Disability Management, Employee Assistance Program; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Valuation, DB Pension, Trading Workstations, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension
JSL INC.
Bev Wilbore, Office Administrator, 4550 Highway 7, Ste. 225, Vaughan, ON L4L 4Y7
PH: 905-264-2410
Fax: 905-264-2401
eMail: bev@jslinc.ca
Web: www.jslinc.ca
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Policy Development, Risk Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Eligibility Verification, Claims Advocacy, Claims Payment, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Portfolio Style Analysis, Health Claims Adjudication, Investment Manager Selection
KRIEGER + ASSOCIATES
David Krieger, President; 43 Front St. E., Ste. 300, Toronto, ON M5E 1B3
PH: 416-363-1221
eMail: dak@kriegerandassociates.com
Web: www.kriegerandassociates.com
Client Profile -
1 to 100 Employees: 1
101 to 500 Employees: 9
501 to 1,000 Employees: 17
1,000+ Employees: 10
Professional Staff: 9
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Education and Communication; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – Employee Survey Technology, Benefit Enrollment Technology, Benefit Profiler, Life Benefit Calculator
LENNOX FINANCIAL GROUP INC.
Chris Lennox, President; 665 Amaretto Ave., Pickering, ON L1X 1M6
PH: 416-400-2929
Fax: 888-883-8427
eMail: clennox@lennoxfinancial.ca
Web: www.lennoxfinancial.ca
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Group DPSP, Group RRSP, Group TFSA; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Healthcare Services Offered – Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – DB Pension, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension
LESLIE GROUP LIMITED, THE
Rob Campbell, Vice-president, Consulting; 40 Wynford Dr., Ste. 220, Toronto, ON M3C 1J5
PH: 416-510-8966
Fax: 416-510-8964
eMail: rob@lesliegroup.com
Web: www.lesliegroup.com
Client Profile -
1 to 100 Employees: 255
101 to 500 Employees: 82
501 to 1,000 Employees: 18
1,000+ Employees: 7
Professional Staff: 15
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, U.S. and International Benefits, Private Occupational Accident (WSIB Alternative) Programs; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Employee Assistance Program, Drug Cost Management
LYNMAR ASSOCIATES LIMITED
Marilyn Lurz, Pension Consultant/Owner-Manager; 1995 Royal Rd., Unit 113, Pickering, ON L1V 6V9
PH: 905-619-0380
eMail: lynmar01@sympatico.ca
Consulting Services Offered: Group Benefit Consulting Services Offered –DC Pension Plans, DB Pension Plans
MANION, WILKINS & ASSOCIATES LTD.
Mike Neheli, President; 21 Four Seasons Place, Ste. 500, Toronto, ON M9B 0A5
PH: 416-234-3528
Fax: 416-234-2058
eMail: mneheli@manionwilkins.com
Web: www.manionwilkins.com
Client Profile -
1 to 100 Employees: 3
101 to 500 Employees: 9
501 to 1,000 Employees: 15
1,000+ Employees: 33
Other Offices: Woodbridge
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration; Software and Technology Consulting Services Offered – Benefits Administration, DB Pension, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension
MATHEIS FINANCIAL GROUP
Mary-Anne Rogers, Manager, Executive Support Services; 1101 Kingston Rd., Ste. 150, Pickering, ON L1V 1B5
PH: 905-837-2600
Fax: 905-837-2598
eMail: info@matheisteam.com
Web: www.matheisteam.com
Professional Staff: 15
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Asset Allocation, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Employee Assistance Program; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, DB Pension Plan Administration, Employee Assistance, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Fund Valuation, DB Pension, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension
MCFBEDARD GROUP INC.
Charles Bedard, President; 465 Richmond St., Ste. 200, London, ON N6A 5P4
PH: 519-690-1452
Fax: 519-690-1463
eMail: cbedard@mcfbedard.com
Web: www.mcfbedard.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Employee Assistance Programs; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Customer Service Administrative Support; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Customer Service to Owners and Executives and Plan Administrators; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
MDM INSURANCE SERVICES INC.
Michael D. McKay, President; Box 970, Guelph, ON N1H 6N1
PH: 519-837-1531 or 800-838-1531
Fax: 519-836-4909
eMail: inquiry@mdm-insurance.com
Web: www.mdm-insurance.com
Client Profile -
1 to 100 Employees: 893
101 to 500 Employees: 31
501 to 1,000 Employees: 3
Professional Staff: 24
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Health Claims Adjudication
MEDIDIRECT INC.
Murray Malley, President; Box 1710, Station Main, Calgary, AB T2P 2L7
PH: 403-537-6298
Fax: 403-539-5511
eMail: murray.malley@medidirect.ca
Web: www.medidirect.ca
Client Profile -
1 to 100 Employees: 1,300
101 to 500 Employees: 112
501 to 1,000 Employees: 1
Professional Staff: 7
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing, Payroll Services for Domestic and International, EFT Payment to Employees and Source Deductions and Remittance, Full Flex Benefit Programs for any sized company; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication
MERCER
Greg Fayarchuk, Partner; 161 Bay St., Box 501, Toronto, ON M5J 2S5
PH: 416-868-2638
Fax: 416-868-2136
eMail: greg.fayarchuk@mercer.com
Web: www.mercer.ca
Client Profile -
1 to 500 Employees: 2,522
501 to 1,000 Employees: 294
1,000+ Employees: 646
Other Offices: Calgary, Edmonton, Halifax, London, Montreal, Ottawa, Quebec City, Regina, Saskatoon, Vancouver, Winnipeg
Professional Staff: 1,750
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Healthcare Spending Account Administration, DC Pension Plan Administration
MHB BENEFITS INC.
Candice Woodard, President, Box 183, Bond Head, ON L0G 1B0
PH: 866-778-0560
Fax: 866-415-8826
eMail: candice@isourcebenefits.ca
Web: www.isourcebenefits.ca
Client Profile -
1 to 100 Employees: 6
101 to 500 Employees: 4
501 to 1,000 Employees: 4
1,000+ Employees: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans
MITCHELL SANDHAM FINANCIAL SERVICES
Andrew Kilpatrick, Partner; 438 University Ave., #2000, Toronto, ON M5G 2K8
PH: 416-862-1750
Fax: 416-862-1975
eMail: akilpatrick@mitchellsandham.com
Web: www.mitchellsandham.com
Client Profile -
1 to 100 Employees: 38
101 to 500 Employees: 18
501 to 1,000 Employees: 4
Other Offices: Mississauga, Ajax
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Employee Assistance Program, Drug Cost Management
MORNEAU SHEPELL
Zahid Salman, Executive Vice-president; 895 Don Mills Rd., One Morneau Shepell Centre, Ste. 700, Toronto, ON M3C 1W3
PH: 416-445-2700
Fax: 416-445-7989
eMail: info@morneaushepell.com
Web: www.morneaushepell.com
Other Offices: St. John's, Halifax, Fredericton, Quebec City, Montreal, Ottawa, Kitchener, London, Calgary, Vancouver
Professional Staff: 350
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Claims Advocacy, DB Pension Plan Administration, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, DB Pension, DC Pension
MORNINGSTAR ASSOCIATES INC.
Dale Powell, Director, Investment Consulting; 1 Toronto St., Ste. 501, Toronto, ON M5C 2W4
PH: 416-484-7818
Fax: 416-489-7066
eMail: dale.powell@morningstar.com
Web: www.morningstar.ca
Professional Staff: 10
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management
MORROW, CROSSDALE & ASSOCIATES INC.
Paul Crossdale, Consultant; 10 Station Lane, Unionville, ON L3Y 1G1
PH: 905-853-2569
eMail: paul.crossdale@morcro.ca
Web: www.morcro.ca
Client Profile -
1 to 100 Employees: 25
101 to 500 Employees: 7
501 to 1,000 Employees: 2
1,000+ Employees: 2
Other Offices: Newmarket, Thornhill, Toronto
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management
MOSEY & MOSEY BENEFIT PLAN CONSULTANTS
Kevin Ashe, Vice-president, Corporate Development; 100 Milverton Dr., Ste. 604, Mississauga, ON L5R 4H1
PH: 905-361-2014
Fax: 905-361-2015
eMail: kashe@mosey.on.ca
Web: www.moseyandmosey.com
Client Profile -
1 to 100 Employees: 100+
101 to 500 Employees: 55
501 to 1,000 Employees: 22
1,000+ Employees: 10
Other Offices: Pickering
Professional Staff: 20
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Financial Plan Audit, Wellness/Corporate Health, Disability Management, Group Consortium Buying
MYBENETECH INC.
Jason Robinson, Director of Operations; 930 The East Mall, Etobicoke, ON M9B 6J9
PH: 416-642-1355
Fax: 416-620-5692
eMail: jason@mybenetech.com
Web: www.mybenetech.com
Client Profile -
1 to 100 Employees: 322
101 to 500 Employees: 13
501 to 1,000 Employees: 4
1,000+ Employees: 2
Professional Staff: 5
Consulting Services Offered: Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology
ORGANIZATIONAL HEALTH INC.
Darren Harris, Vice-president, Marketing; 77 City Centre Dr., Ste. 604, Mississauga, ON L5B 1M5
PH: 866-462-8047
Fax: 877-462-2162
eMail: dharris@ohiinc.ca
Web: www.ohi.ca
Client Profile -
1 to 100 Employees: 45
101 to 500 Employees: 25
501 to 1,000 Employees: 25
1,000+ Employees: 20
Other Offices: Vancouver, Edmonton, Toronto, Montreal
Professional Staff: 22
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Wellness Services, Pre and Post Employment Medicals, Substance Use Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Claims Advocacy, Employee Assistance
ORGANIZATIONAL SOLUTIONS INC.
Liz R. Scott, Principal & CEO; 2186 Mountain Grove Ave., #253, Burlington, ON L7P 4X4
PH: 866-674-7656
Fax: 905-315-7945
eMail: lscott@orgsoln.com
Web: www.orgsoln.com
Client Profile -
1 to 100 Employees: 125
101 to 500 Employees: 300
501 to 1,000 Employees: 150
1,000+ Employees: 200
Other Offices: Toronto, Guelph, London, Ottawa, Victoria, Vancouver, Burnaby, Prince George, Calgary, Edmonton, Montreal, Halifax, Niagara Falls
Professional Staff: 85
Consulting Services Offered: Healthcare Services Offered – Disability Management, Return To Work, Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Claims Payment; Software and Technology Consulting Services Offered – Benefits Administration
PAL BENEFITS INC.
Sarah J. Beech, President; Thomas A. James, Vice-president, Consulting Services; Mark Dowdell, Vice-president, Retirement & Investment Services; Steven Osiel, Vice-president, Total Rewards; 1052 Yonge St., Toronto, ON M4W 2L1
PH: 416-969-8588 or 866-969-8588
Fax: 416-962-1711
eMail: sbeech@palbenefits.com , tjames@palbenefits.com , mdowdell@palbenefits.com , or sosiel@palbenefits.com
Web: www.palbenefits.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development; Healthcare Services Offered – Employee Assistance Program, Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – Benefits Administration, CAP Guidelines Online Questionnaire
PATON CONSULTING INC.
Hugh Paton, President; 109 Richmond St., Charlottetown, PE C1A 4B3
PH: 902-894-5256
eMail: hugh@patonconsulting.ca
Web: www.patonconsulting.ca
Client Profile -
1 to 100 Employees: 130
101 to 500 Employees: 3
501 to 1,000 Employees: 1
1,000+ Employees: 2
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Market Study services are offered to source the most appropriate provider; Healthcare Services Offered – Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Market Study services are offered to source the most appropriate provider; Software and Technology Consulting Services Offered – Market Study services are offered to source the most appropriate provider
PBAS GROUP, THE
Terry Crawley, Director, Marketing; 110 – 61 International Blvd., Toronto, ON M9W 6K4
PH: 416-674-3350
Fax: 416-674-8018
eMail: terry_crawley@pbas.ca
Web: www.pbas.ca
Client Profile -
1 to 100 Employees: 10
101 to 500 Employees: 16
501 to 1,000 Employees: 13
1,000+ Employees: 28
Other Offices: Vancouver, Calgary, Edmonton, Winnipeg, Montreal, St. John's
Professional Staff: 58
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Portfolio Modeling, Manager Search, Attribution Analysis, Policy Development; Healthcare Services Offered – Disability Management, Return To Work, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration, Establish and perform all Accounting Procedures on the basis of a General Ledger Bookkeeping System, the substance and format of which is acceptable to the Auditor, including Quarterly Financial Reports to the Plan Sponsor; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Fund Valuation, DB Pension, Health Claims Adjudication, Fund Reporting, DC Pension
PBI ACTUARIAL CONSULTANTS LTD.
Tony C.L. Williams, President & Consulting Actuary; Ste. 1070, One Bentall Centre, 505 Burrard St., Box 42, Vancouver, BC V7X 1M5
PH: 604-647-3232 or 877-687-8056
Fax: 604-687-8074
eMail: tony.williams@pbiactuarial.ca
Web: www.pbiactuarial.ca
Client Profile -
101 to 500 Employees: 2
501 to 1,000 Employees: 3
1,000+ Employees: 18
Other Offices: Montreal
Professional Staff: 36
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management – Specialists in Integrated De-risking Strategies with Cash Flow Matching Portfolios, Portable Alpha Overlay Strategies, as well as Alternative Assets (Real Estate, Hedge Funds, Infrastructure); Healthcare Services Offered – Disability Management, Claims Management, Drug Cost Management – Assist Clients in all aspects of Plan Management, including Integrating with other services being used by the client, insurer selection, and performance monitoring, funding, and claim risk analysis, and retiree valuation; Recordkeeping and Third-party Administration Services Offered – Administrative Support, DB Pension Plan Administration, DC Pension Plan Administration – DB Pension Plan Administration includes Recordkeeping Services, Benefit Calculations, One-on-one Member Meetings, Marriage Breakdown Calculations, Research and Advice regarding Pension Legislation, Government Filings, Educational Seminars, Annual Member Statements, Reconciliation of Expenses, Contributions, Hours Reported and Benefit Payments, Organization and Attendance at Trustees' Meetings, and Preparation of Meeting Minutes, Annual Member Meetings, and Member Communication
PENAD PENSION SERVICES LIMITED
Matthew Price, Vice-president, Global Business Development; 194 Weber St. E., Kitchener, ON N2H 1E4
PH: 519-743-9000
Fax: 519-743-8346
eMail: information@penad.ca
Web: www.penad.ca
Client Profile -
1 to 100 Employees: 5
101 to 500 Employees: 9
501 to 1,000 Employees: 6
1,000+ Employees: 31
Professional Staff: 18
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Education & Communication, Manager Search; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, DB Pension Plan Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, DB Pension, DC Pension
PENMORE GROUP INC.
Lio Spagnuolo, Chief Operating Officer; 8800 Dufferin St., Concord, ON L4K 0C5
PH: 905-669-5577
Fax: 905-669-5738
eMail: lio@penmore.com
Web: www.penmore.com
Other Offices: Calgary
Professional Staff: 19
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Wealth and Estate Planning, Individual Benefits, International Benefits, Executive Benefits, Executive Planning; Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Asset Allocation, Risk Management; Healthcare Services Offered – Employee Assistance Program
PENSUL INC.
Claude Reny, Senior Partner; 2075 University St., Ste. 1010, Montreal, QC H3A 2L1
PH: 514-288-5900
Fax: 514-288-5787
eMail: creny@pensul.com
Web: www.pensul.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Software and Technology Consulting Services Offered – Investment Manager Selection, Fund Reporting
PEOPLE CORPORATION
Jim Edmands, Regional Vice-president; 2225 Sheppard Ave. E., Ste. 1800, Toronto, ON M2J 5C2
PH: 416-445-0000
Fax: 416-445-2222
eMail: jim.edmands@peoplecorporation.com
Web: www.peoplecorporation.com
Other Offices: Across Canada
Professional Staff: 200
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Via Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Wellness Programs; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
POINTBREAK CONSULTING GROUP LTD.
Kevin Jeffrey, Principal; Ste. 214-3823 Henning Dr., Vancouver, BC V5C 6P3
PH: 604-639-8462
Fax: 604-639-8469
eMail: info@pointbreakcg.com
Web: www.pointbreakcg.com
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management
PROTECTORS GROUP, THE
R. Brian Porter, President; 215 George St. N., Peterborough, ON K9J 3G7
PH: 705-748-5181
Fax: 705-748-4831
eMail: brianporter@protectorsgroup.com
Web: www.protectorsgroupbenefits.com
Client Profile -
1 to 100 Employees: 93
101 to 500 Employees: 38
501 to 1,000 Employees: 8
1,000+ Employees: 5
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Actuarial Services; Investment Consulting Services Offered – Education & Communication, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Group RRSP Administration
PROTEUS PERFORMANCE MANAGEMENT INC.
Peter Henry, President; 250 Ferrand Dr., Ste. 303, Toronto, ON M3C 3G8
PH: 416-421-3557
Fax: 416-421-1348
eMail: phenry@proteusperformance.com
Web: www.proteusperformance.com
Other Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation and Search, Executive Retirement Plans, Retirement Planning; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Pension Governance, Foundation Governance, Retirement Planning Workshops/Seminars, Retirement Planning Counselling, Administration Review and Search, Executive Retirement Plans; Software and Technology Consulting Services Offered – Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DC Pension
RALPH MOSS LIMITED
Jeanne Foot, President; 200 Town Centre Blvd., Ste. 102, Markham, ON L3R 8G5
PH: 905-513-9868
Fax: 905-513-9893
eMail: info@ralphmoss.ca
Web: www.ralphmoss.ca
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Out of Country Travel Coverage for Trips of two months or more; Healthcare Services Offered –Employee Assistance Program, Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
RBC DEXIA INVESTOR SERVICES
Andrew Tan, Director, Advisory Services; 155 Wellington St. W., 7th Floor, Toronto, ON M5V 3L3
PH: 416-955-7359
Fax: 416-955-8820
eMail: andrew.tan@rbcdexia.com
Web: www.rbcdexia.com
Client Profile -
1,000+ Employees: 360 (Does not segment clients by number of employees)
Other Offices: Montreal, Vancouver
Professional Staff: 52 (Canada)
Consulting Services Offered: Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Attribution Analysis; Software and Technology Consulting Services Offered – Portfolio Style Analysis, Fund Reporting
RETIREMENT EDUCATION CENTRE INC.
Av Lieberman, President; 151 Frobisher Dr., Unit B – 108, Waterloo, ON N2V 2C9
PH: 800-637-6140
Fax: 519-576-5934
eMail: avl@iretire.org
Web: www.iretire.org
Client Profile -
101 to 500 Employees: 9
501 to 1,000 Employees: 30
1,000+ Employees: 12
Professional Staff: 5
Consulting Services Offered: Investment Consulting Services Offered – Education & Communication, Transition Management
ROBERTSON, EADIE & ASSOCIATES LTD.
John Love; 481 Morden Rd., Ste. 210, Oakville, ON L6K 3W6
PH: 905-338-7002
Fax: 905-338-7022
eMail: jlove@re-a.com
Web: www.re-a.com
Client Profile -
1 to 100 Employees: 80
101 to 500 Employees: 20
501 to 1,000 Employees: 4
1,000+ Employees: 5
Professional Staff: 9
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, DB Pension Plan Administration, Claims Payment, Employee Assistance, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration
RUSSELL INVESTMENTS
Tom Lappalainen, Senior Consultant; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-2472
Fax: 416-362-4494
eMail: tlappalainen@russell.com
Web: www.russell.com/ca/
Other Offices: Montreal, Vancouver
Professional Staff: 151
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management, Total Outsourcing Solutions
RWAM INSURANCE ADMINISTRATORS INC.
Dan Galloway, Chief Operating Officer; 49 Industrial Dr., Elmira, ON N3B 3B1
PH: 519-669-1632
Fax: 519-669-1923
Web: www.rwam.com
Client Profile -
1 to 100 Employees: 3,900
101 to 500 Employees: 90
501 to 1,000 Employees: 7
1,000+ Employees: 10
Other Offices: Edmonton, Halifax, London
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Healthcare Services Offered – Disability Management, Return To Work, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration
SATANOVE & FLOOD CONSULTING LTD.
Harry Satanove, Principal; #469 – 1755 Robson St., Vancouver, BC V6G 3B7
PH: 604-323-9363
Fax: 604-648-8410
eMail: harry@satanoveflood.com
Web: www.satanoveflood.com
Client Profile -
1 to 100 Employees: 3
101 to 500 Employees: 6
501 to 1,000 Employees: 5
1,000+ Employees: 6
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management
SECLON
Jean-Guy Sauriol, President; 85 Scarsdale Rd., Ste. 309, Toronto, ON M3B 2R2
PH: 416-640-5795
eMail: jgsaur@seclon.com
Web: www.seclonlogic.com
Professional Staff: 6
Consulting Services Offered: Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, DB Pension, DC Pension
SEGAL COMPANY, LTD., THE
Pui-Ying Chan, Senior Vice-president; 45 St. Clair Ave. W., Ste. 802, Toronto, ON M4V 1K9
PH: 416-969-3970
Fax: 416-961-2101
eMail: pchan@segalco.com
Web: www.segalco.ca
Other Offices: Montreal, Calgary
Professional Staff: 20
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Asset Liability Modeling, Participant Communications; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management – Investment Consulting Services Provided through Segal Rogerscasey Canada; Healthcare Services Offered – Audit of Disability Management/Claims Management to achieve competitive cost; Software and Technology Consulting Services Offered – Multi-employer Fund Website Development, Information Technology Assessment, Technology Acquisition and Implementation, Operational and Organizational Assessments, Feasibility Studies of Benefits Administration Options
SEGAL ROGERSCASEY CANADA
Ruo Tan, Senior Vice-president; 65 Queen St. W., Ste. 2020, Toronto, ON M5H 2M5
PH: 416-642-7792
Fax: 416-304-0570
eMail: rtan@segalrc.com
Web: www.segalrc.com/canada
Client Profile -
101 to 500 Employees: 2
501 to 1,000 Employees: 6
1,000+ Employees: 14
Professional Staff: 8
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Software and Technology Consulting Services Offered – Portfolio Style Analysis, DB Pension, Investment Manager Selection, Fund Reporting
SIBSON CONSULTING
Ron Olsen, Vice-president & Consulting Actuary; 45 St. Clair Ave. W., Ste. 802, Toronto, ON M4V 1K9
PH: 416-969-3972
Fax: 416-961-2101
eMail: rolsen@sibson.com
Web: www.sibson.ca
Client Profile -
1 to 500 Employees: 160
501 to 1,000 Employees: 75
1,000+ Employees: 250
Other Offices: Montreal, Calgary
Professional Staff: 20
Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Employee Communication, DB Pension Plan De-risking Consulting; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management – Investment Consulting Services Provided through Segal Rogerscasey Canada; Healthcare Services Offered – Audit of Disability Management/Claims Management to achieve competitive cost; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Valuation, DB Pension, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension
SIGURDSON MCFADDEN BENEFITS & PENSIONS
Kevin McFadden, President; 135 Lombard Ave., Winnipeg, MB R3B 0T4
PH: 204-953-1600
Fax: 204-942-3616
eMail: kevin@sigurdsonmcfadden.com
Web: www.sigurdsonmcfadden.com
Client Profile -
1 to 100 Employees: 250
101 to 500 Employees: 50
501 to 1,000 Employees: 10
Professional Staff: 7
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans; Investment Consulting Services Offered – Investment Consulting, Education & Communication; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management
SOURCESANTÉ PLUS*
Michel Desbiens, Regional Vice-president, Quebec; 100 Alexis Nihon Blvd., Ste. 955, Ville St. Laurent, QC H4M 2P5
PH: 877-331-7728
eMail: michel.desbiens@peoplecorporation.com
Web: www.sourcesanteplus.com
Other Offices: Across Canada
Professional Staff: 40
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Via Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration
* A People Corporation Company
SPENCER DENTAL
Eric Sklar, Vice-president, Marketing; 675 Cochrane Dr., East Tower, 6th Floor, Markham, ON L3R 0B8
PH: 416-512-1616
Fax: 416-800-2708
eMail: info@spencerdental.ca
Web: www.spencerdental.ca
Client Profile -
1 to 100 Employees: 5
101 to 500 Employees: 4
501 to 1,000 Employees: 5
1,000+ Employees: 14
Other Offices: Approximately a 100 Dental Office Network throughout Ontario
Professional Staff: 9
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Healthcare Services Offered – Dental Claim Cost Reductions of 25%
STEVEN COHEN INSURANCE AGENCY INC.
Steven R. Cohen, President; 200 Evans Ave., Ste. 201, Toronto, ON M8Z 1J7
PH: 416-259-1166
Fax: 416-259-5885
eMail: steven@stevencohenins.ca
Web: www.stevencohenins.ca
Client Profile -
1 to 100 Employees: 77
101 to 500 Employees: 8
501 to 1,000 Employees: 1
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development
STEVENSON AND HUNT INSURANCE BROKERS LIMITED
Stephen Bryant, President & CEO; 400-250 York St., London, ON N6A 6K2
PH: 519-646-5800
Fax: 519-646-5815
eMail: benefits@sthunt.com
Web: www.sthunt.com
Other Offices: Cambridge, Waterloo, Vaughan, Ottawa
Professional Staff: 180
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Asset Allocation, Risk Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management
STRATA
Glen Middleton, President; Unit B2 – 1150 Waverley St., Winnipeg, MB R3T 0P4
PH: 204-984-9450
Fax: 204-984-9460
eMail: info@stratabenefits.ca
Web: www.stratagroup.ca
Client Profile -
1 to 100 Employees: 269
101 to 500 Employees: 30
501 to 1,000 Employees: 6
1,000+ Employees: 10
Other Offices: Saskatoon, Lumsden
Professional Staff: 29
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Executive Benefits, Flexible Benefit Programs, Health Spending Accounts and Private Health Service Plans, Employee Benefits Communications, Wellness Consulting, Retirement Services, Member Benefits Consulting, Association Plans, Voluntary Employee and Retiree Benefits, Small and Mid-size Business Human Resources Solutions, Business Strategy and Implementation, Business Transition Solutions, Human Resources Consulting, Business Solutions Consulting; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Drug Cost Management
STRATEGIC BENEFITS & INSURANCE SERVICES LTD.
Debra Dobing, Owner & Employee Benefits Consultant; 945 Princess St., Kingston, ON K7L 3N6
PH: 877-507-4433
Fax: 613-507-4401
eMail: debra@strategicins.ca
Web: www.strategicins.ca
Client Profile -
1 to 100 Employees: 160
101 to 500 Employees: 10
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Education & Communication, Policy Development; Healthcare Services Offered – Employee Assistance Program
STRATEGIC INCOME SECURITY SERVICES LTD.
David Lee; #501 – 4445 Lougheed Highway, Burnaby, BC V5C 0E4
PH: 604-633-2114
Fax: 604-633-2115
eMail: info@siss.ca
Client Profile -
101 to 500 Employees: 1,
1000+ Employees: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial and Administration Services Provider Searches; Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Strategic Consulting
SUSTAINALYTICS
Paula Glick, Director, Institutional Relations, Canada; 215 Spadina Ave., Ste. 300, Toronto, ON M5T 2C7
PH: 416-861-0403
Fax: 416-861-0183
eMail: paula.glick@sustainalytics.com
Web: www.sustainalytics.com
Professional Staff: 110
Consulting Services Offered: Group Benefit Consulting Services Offered – Research and Analysis of Securities in the areas of Environmental, Social, and Governance Performance; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Education & Communication, Policy Development, Risk Management
SYNERGY BENEFITS CONSULTING INC.
Wayne Farrow, President; #602-80 King St., St. Catharines, ON L2R 7G1
PH: 905-641-0028
Fax: 905-641-0056
eMail: wfarrow@synergybenefits.ca
Web: www.synergybenefits.ca
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Human Resource Consulting, Financial and Retirement Planning; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Policy Development, Risk Management; Healthcare Services Offered – Claims Management, Drug Cost Management
T. I. HULL BENEFIT CONSULTANTS CORP.
Brent R. Fraser, Senior Vice-president & Practice Leader; Brookfield Place, 181 Bay St., Ste. 4200, Toronto, ON M5J 2T3
PH: 416-865-0131
Fax: 416-865-0896
eMail: brent_fraser@thehullgroup.com
Web: www.thehullgroup.com
THOMAS MURRAY
Linda Bernard, Senior Vice-president, Investor Services; Ste. 1901, 5000 Yonge St., Toronto, ON M2N 7E9
PH: 416-628-3872
Fax: 416-628-3801
eMail: lbernard@thomasmurray.com
Web: www.thomasmurray.com
Client Profile -
1 to 100 Employees: 120
Professional Staff: 53 globally
Consulting Services Offered: Investment Consulting Services Offered – Evaluation, Selection, and Monitoring of Custody Arrangements and other related services including: Benefit Payments, Investment Accounting, Performance Measurement, Compliance Monitoring, Securities Lending, and Foreign Exchange Execution
TOWERS WATSON
Christine Han, Marketing Coordinator; 175 Bloor St. E., Ste. 1701, Toronto, ON M4W 3T6
PH: 416-960-2661
Fax: 416-960-2819
eMail: christine.han@towerswatson.com
Web: www.towerswatson.com
Other Offices: Vancouver, Calgary, Montreal
Professional Staff: 14,000 worldwide
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Claims Management, Drug Cost Management, Employer Drug Purchasing Coalition; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – DB Pension, DC Pension
TRG GROUP
Greg Pallone, Managing Director; Ste. 1800, 1055 W. Georgia St., Vancouver, BC V6E 3P3
PH: 604-714-4400
Fax: 604-714-4401
eMail: info@trggroup.com
Web: www.trggroup.com
Client Profile -
1 to 100 Employees: 200
101 to 500 Employees: 300
501 to 1,000 Employees: 150
1,000+ Employees: 5
Professional Staff: 13
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Health and Wellness Consulting, Claims Management, Employee Survey, Executive Compensation, Supplemental Pension Plans; Investment Consulting Services Offered – Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Advocacy, Employee Assistance, Premium Billing & Collection
TRI FIT INC.
Sue Pridham, President, 1307 Devon Rd., Oakville, ON L6J 2L7
PH: 905-845-0006
Fax: 905-845-0020
eMail: sue@trifit.com
Web: www.trifit.com
Client Profile -
1 to 100 Employees: 10
101 to 500 Employees: 15
501 to 1,000 Employees: 13
1,000+ Employees: 13
Professional Staff: 62
Consulting Services Offered: Group Benefit Consulting Services Offered – Workplace Fitness and Wellness Programs; Healthcare Services Offered – Workplace Fitness and Wellness Programs
VITAL BENEFITS INC.
Melanie Jeannotte, Managing Partner; 1105, 550 11th Ave. S.W., Calgary, AB, T2R 1M7
PH: 403-209-3817
Fax: 403-476-0909
eMail: mjeannotte@vitalbenefitsinc.com
Web: www.vitalbenefitsinc.com
Client Profile -
1 to 100 Employees: 45
101 to 500 Employees: 60
501 to 1,000 Employees: 11
1,000+ Employees: 5
Professional Staff: 13
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Actuarial Services, Benefits Communication Consulting, Individual Insurance; Investment Consulting Services Offered – Education & Communication, Policy Development, Transition Management; Healthcare Services Offered – Disability Management, Employee Assistance Program, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, Employee Assistance, Premium Billing & Collection
WESTCOAST ACTUARIES INC.
Stephen Cheng, Managing Director & Senior Consulting Actuary; 908 – 1166 Alberni St., Vancouver, BC V6E 3Z3
PH: 604-730-1898
Fax: 604-730-1886
eMail: stephen.cheng@westcoast-actuaries.com
Web: www.westcoast-actuaries.com
Client Profile -
1 to 100 Employees: 1,700
101 to 500 Employees: 25
501 to 1,000 Employees: 2
1,000+ Employees: 2
Other Offices: Montreal
Professional Staff: 16
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Education & Communication, Policy Development; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration, DC Pension Plan Administration, Group RRSP Administration
WESTERN COMPENSATION & BENEFITS CONSULTANTS
Donald M. Smith and Barry D. Cook, Partners; Ste. 2000, 1188 West Georgia St., Vancouver, BC V6E 4A2
PH: 604-683-9155
Fax: 604-687-2315
eMail: wcbc@wcbc.ca
Web: www.wcbc.ca
Professional Staff: 10
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modeling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Asset Liability Modeling, Asset Liability Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, DB Pension Plan Administration; Software and Technology Consulting Services Offered – Fund Valuation, DB Pension, Investment Manager Selection, DC Pension
WHITE WILLOW BENEFIT CONSULTANTS INCORPORATED*
Cathy Fuchs, Practice Leader; 86 Ringwood Dr., Ste. 212, Stouffville, ON L4A 1C3
PH: 905-640-9142
Fax: 905-640-2349
eMail: cathy@whitewillow.ca
Web: www.whitewillow.ca
Other Offices: Across Canada
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Via Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – Benefits Administration
*A People Corporation Company
WHYNOT HOLDINGS - BENEFIT ADVISORS
Larry Findlay, President & Chief Executive Officer; 1405 – 4 A St. N.W., Calgary, AB T2M 3B1
PH: 403-282-6302
eMail: findlay4@telusplanet.net
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling; Healthcare Services Offered – Disability Management, Drug Cost Management
WIEGERS FINANCIAL & BENEFITS
Cliff & Deb Wiegers, Partners; 120 33rd St. E., Saskatoon, SK S7K 0S2
PH: 306-244-0949
Fax: 306-244-4026
eMail: deb.wiegers@wiegers.ca
Web: www.wiegers.ca
Client Profile -
1 to 100 Employees: 550
101 to 500 Employees: 20
Other Offices: Humboldt
Professional Staff: 36
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, HR Solutions, Coaching; Investment Consulting Services Offered – Investment Consulting, Portfolio Modeling, Compliance Investment, Education & Communication, Institutional Brokerage, Asset Allocation, Risk Management; Healthcare Services Offered – Employee Assistance Program
WILLIAMSON GROUP, THE
Don Williamson, President; 225 King George Rd., Brantford, ON N3R 7N7
PH: 800-265-9973
Fax: 519-756-5773
eMail: don@williamsongroup.com
Web: www.williamsongroup.com
Client Profile -
1 to 100 Employees: 213
101 to 500 Employees: 83
501 to 1,000 Employees: 13
1,000+ Employees: 12
Professional Staff: 72
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, DB Pension
WORKPLACE PENSION SOLUTIONS (CANADA) INC.
Scott Aver, Managing Director, 1066 West Hastings St., Ste. 2000, Vancouver, BC V6E 3Z2
PH: 604-904-0700
Fax: 604-669-3844
eMail: scott.aver@wps-canada.com
Web: www.wps-canada.com
Client Profile -
1 to 100 Employees: 8
101 to 500 Employees: 2
501 to 1,000 Employees: 1
1,000+ Employees: 1
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, CAP Resource Centre for Life Insurance Agents and Brokers in BC and Alberta; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Transition Management
