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Annual Report & Directory - ConsultantsPrivileged and confidential, not for further distribution KPA ADVISORY SERVICES Keith Ambachtsheer, President; 151 Bloor St. W., Ste. 702, Toronto, ON M5S 1S4 PH: 416-925-7525 Fax: 416-925-7377 Web: www.kpa-advisory.com Professional Staff: 1 KRIEGER + ASSOCIATES David Krieger, President; 43 Front St. E., Ste. 300, Toronto, ON M5E 1B3 PH: 416-363-1221 Fax: 416-363-0677 Web: www.kriegerandassociates.com Professional Staff: 10 Other Locations: Nationally and internationally affiliated LEONG & ASSOCIATES ACTUARIES AND CONSULTANTS INC. Julian Leong, President & Consulting Actuary; 1100 Melville St., Ste. 1138, Vancouver, BC V6E 4A6 PH: 604-688-9839 Fax: 604-688-0863 Web: www.leong-associates.com Professional Staff: 14
LESLIE GROUP LIMITED, THE Rob Campbell, Vice-president, Consulting; 40 Wynford Dr., Ste. 220, Don Mills, ON M3C 1J5 PH: 416-510-8966 Fax: 416-510-8964 Professional Staff: 16 LINK EMPLOYEE ASSISTANCE PROFESSIONALS INC. Wayne Rafuse, President; 110 Little Ave., Ste. 202, Barrie, ON L4N 4K8 PH: 800-410-1023 Fax: 705-725-1633 Web: linkeap.com M.A. REUTER BENEFITS INC. Richard Skehan, President; 15 Sheldon Dr., Unit #4, Cambridge, ON N1R 6R8 PH: 519-620-0218 Fax: 519-620-0225 Web: reuterbenefits.ca MAGNUS BROKERAGE GROUP Douglas McIntosh, President; 650 Colborne St., London, ON N6A 5A1 PH: 519-432-0994 Fax: 519-432-6996 MATHEIS ASSOCIATES BENEFITS CONSULTANTS INC. Mary-Anne Rogers, Manager, Executive Support Services; 1101 Kingston Rd., Ste. 150, Pickering, ON L1V 1B5 PH: 905-837-2600 Fax: 905-837-2598 Web: www.matheisassociates.com or www.thematheisteam.ca MCFBEDARD GROUP INC. Charles Bedard, President; 310 Wellington Rd. S., Unit B, London, ON N6C 4P4 PH: 519-690-1452 Fax: 519-690-1463 Web: www.mcfbedard.com MDM INSURANCE SERVICES INC. Michael D. McKay, President; Box 970, Guelph, ON N1H 6N1 PH: 519-387-1531 or 800-838-1531 Fax: 519-836-4909 Web: www.mdm-insurance.com Professional Staff: 25 MEDCAN CLINIC John Cape, Vice-president, Sales & Business Development; 150 York St., Toronto, ON M5H 3S5 PH: 416-350-3682 Fax: 416-350-5927 Web: www.medcan.com Other Locations: Vancouver, Calgary, Edmonton, Ottawa, Montreal, Quebec City, Halifax MEDIDIRECT INC. Murray Malley, President; 5403 Crowchild Trail N.W., Ste. 215, Calgary, AB T3B 4Z1 PH: 403-537-6298 Fax: 403-539-5511 Web: www.medidirect.ca Professional Staff: 8 MELLON ANALYTICAL SOLUTIONS Shawn Menard, Managing Director, First Vice-president; 320 Bay St., 10th Floor, Toronto, ON M5H 4A6 PH: 416-643-6400 Fax: 416-643-6353 Web: www.mellon.com/mas Professional Staff: Toronto - 18, Globally - 600 MERCER HUMAN RESOURCE CONSULTING Stephen Houston, Business Development; BCE Place, 161 Bay St., Box 501, Toronto, ON M5J 2S5 PH: 416-868-2638 Fax: 416-868-2136 Web: www.mercerhr.ca Professional Staff: More than 1,600 Other Locations: Vancouver, Calgary, Edmonton, Saskatoon, Winnipeg, London, Ottawa, Montreal, Quebec City, Halifax, St. John’s MHB BENEFITS INC. Candice Woodard, President; Box 183, Bond Head, ON L0G 1B0 PH: 905-778-0560 Fax: 905-778-8222 Web: www.mhb.ca MITCHELL SANDHAM FINANCIAL SERVICES Andrew Kilpatrick, Partner; 438 University Ave., Ste. 2000, Toronto, ON M5G 2K8 PH: 416-862-1750 Fax: 416-862-1975 Web: www.mitchellsandham.com Professional Staff: 13 consultants, 20 support & administrative Other Locations: Mississauga MODERN BENEFIT PLANNING INSURANCE AGENCIES LTD. Ken Frost, General Manager; 150 Ouellette Place, Ste. 100, Windsor, ON N8X 1L9 PH: 519-974-0019 Fax: 519-254-2150 Web: www.blonde-little.com Professional Staff: 9 MORNEAU SOBECO INCOME FUND Nancy Reid, Chief Financial Officer; One Morneau Sobeco Centre, 895 Don Mills Rd., Ste. 700, Toronto, ON M3C 1W3 PH: 416-445-2700 Fax: 416-445-4688 Web: www.morneausobeco.com Professional Staff: More than 1,000 Other Locations: Calgary, Fredericton, Halifax, London, Montreal, Ottawa, Quebec City, St. John’s, Vancouver, Winnipeg MORNINGSTAR Allison Wilson, HR Specialist; 1 Toronto St., Ste. 500, Toronto, ON M5C 2W4 PH: 416-489-7074 Fax: 416-485-4309 MOSEY & MOSEY BENEFIT PLAN CONSULTANTS Kevin Ashe, Vice-president, Corporate Development; 1315 Pickering Parkway, #210, Pickering, ON L1V 3J7 PH: 905-831-2571 Fax: 905-831-2576 Web: www.moseyandmosey.com Professional Staff: More than 20 Other Locations: Mississauga NEXGENRX INC. Ron Loucks, President; 191 The West Mall, Ste. 1100, Toronto, ON M9C 5K8 PH: 416-695-3393 x801 Web: www.nexgenrx.com Professional Staff: 26 Other Locations: Vancouver ORGANIZATIONAL SOLUTIONS INC. Liz R. Scott, Principal; 2025 Guelph Line #114, Burlington, ON L7P 4X4 PH: 905-315-7179 Fax: 905-315-7945 Web: www.orgsoln.com Professional Staff: 25 Other Locations: Vancouver, Halifax, Montreal, New York, Virginia PAL BENEFITS INC. Thomas A. James, Managing Consultant; Mark Dowdell, Vice-president, Retirement & Investment Services; Steven Osiel, Vice-president, Total Rewards; 1052 Yonge St., 3rd Floor, Toronto, ON M4W 2L1 PH: 416-969-8588 or 866-969-8588 Fax: 416-962-1711 Web: www.palbenefits.com PATRICK LONGHURST ADVISORY SERVICES INC. Patrick Longhurst, President; 36 Toronto St., Ste. 850, Toronto, ON M5C 2C5 PH: 416-815-7200 Fax: 416-360-3838 Web: www.plasi.ca Professional PENAD PENSION SERVICES LIMITED Frank Price, CEO; 55 King St. W., 12th Floor, Kitchener, ON N2G 4W1 PH: 519-743-9000 Fax: 519-743-8346 Web: www.penad.com Professional Staff: 21 PENMORE BENFITS INC. Lio Spagnuolo, Benefits Manager; 101 Bradwick Dr., Ste. 1, Concord, ON L4K 1K5 PH: 905-669-5577 Fax: 905-669-5738 Web: www.penmorefinancial.com Professional Staff: 7 PENSAC ASSOCIATES Jim Hillhouse, Actuary; 115 King St. W., Dundas, ON L9H 1V1 PH: 905-627-2229 Fax: 905-627-2229 Professional Staff: 3 PENSUL INC. Claude Reny, Senior Partner; 2075 University St., Ste. 1010, Montreal, QC H3A 2L1 PH: 514-288-5900 Fax: 514-288-5787 Web: www.pensul.com Professional Staff: 3 PROTECTORS GROUP, THE R. Brian Porter, President; 215 George St. N., Peterborough, ON K9J 3G7 PH: 705-748-5181 Fax: 705-748-4831 Web: www.protectorsgroup.com Professional Staff: 8 PROTEUS PERFORMANCE MANAGEMENT INC. Peter Henry, President; 250 Ferrand Dr., Ste. 303, Toronto, ON M3C 3G8 PH: 416-421-3557 Fax: 416-421-1348 Web: www.proteusperformance.com Professional Staff: 12 Other Locations: Oakville RALPH MOSS LIMITED Jeanne Foot, President; 200 Town Centre Blvd., Ste. 102, Markham, ON L3R 8G5 PH: 905-513-9868 Fax: 905-513-9893 Web: www.ralphmoss.ca Professional Staff: 3 RBC DEXIA INVESTOR SERVICES Brent Wilkins, Head, Sales & Relationship Management, Americas; 200 Bay St., North Tower, 24th Floor, Toronto, ON M5J 2J5 PH: 416-955-2495 Fax: 416-955-2501 Web: www.rbcdexia-is.com Professional Staff: 55 Other Locations: Calgary, Vancouver, Montreal, Halifax, St. John’s RECORDKEEPER LTD., THE Hugh Mowat, President; 10462 Islington Ave., Ste. 8A, Kleinburg, ON L0J 1C0 PH: 905-893-2599 Fax: 905-893-2710 Web: www.therecordkeeper.com Professional Staff: 5 RETIREMENT EDUCATION CENTRE INC., THE Av Lieberman, President; 151 Frobisher Dr., Unit B-108, Waterloo, ON N2V 2C9 PH: 519-576-1575 Fax: 519-576-5934 Web: www.iretire.org Professional Staff: 5 REXALL DIRECT* Dylan Davies, Manager, Pharmacy Business Initiatives; 5965 Coopers Ave., Mississauga, ON L4Z 1R9 PH: 905-501-7876 Fax: 905-501-7811 Web: www.rexall.ca or www.meditrust.com Professional Staff: approx. 20 Other Locations: British Columbia, Alberta, Saskatchewan, Manitoba, Quebec, New Brunswick ROBERTSON, EADIE & ASSOCIATES LTD. John Love; 481 Morden Rd., Oakville, ON L6K 3W6 PH: 905-338-7002 Fax: 905-338-7022 Web: www.re-a.com Professional Staff: 10 RUSSELL INVESTMENTS CANADA LIMITED Jim Franks, Director of Consulting; 1 First Canadian Place, Ste. 5900, Toronto, ON M5X 1E4 PH: 416-640-2479 Fax: 416-362-4494 Web: www.russell.com Professional Staff: 13 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 Professional Staff: 3 Other Locations: London, Halifax, Wetaskiwin SADDIK INTERNATIONAL ACTUARIAL CONSULTING Pierre Saddik, President; 1100 Rene Levesque W., Ste. 1100, Montreal, QC H3B 4N4 PH: 514-871-0330 Fax: 514-876-1886 Web: www.saddikinternational.com/ SATANOVE & FLOOD CONSULTING LTD. Harry Satanove, Principal; 849 West 63rd Ave., Vancouver, BC V6P 2H3 PH: 604-323-9363 Fax: 604-648-8410 Web: www.satanoveflood.com Professional SCHMIDT CONSULTING LIMITED Jeffrey Schmidt, President; 11 Elizabeth St., Stratford, ON N5A 4Z1 PH: 519-271-3375 Fax: 519-271-5103 SECLON Jean-Guy Sauriol, President; 49 The Donway W., Ste. 201, Toronto, ON M3C 3M9 PH: 416-640-5795 Fax: 416-484-9869 Web: www.seclonlogic.com Professional Staff: 10 SEGAL COMPANY LTD., THE Pui-Ying Chan, Senior Vice-president; 45 St. Clair Ave. W., Toronto, ON M4V 1K9 PH: 416-969-3970 Fax: 416-961-2101 Web: www.segalco.ca Professional Staff: 17 Other Locations: Calgary SELECTPATH BENEFITS & FINANCIAL INC. Gordon R. Hart, President & CEO; 219 Oxford St., Ste. 101, London, ON N6H 1S5 PH: 519-675-1177 Fax: 519-675-1331 Web: www.selectpath.ca or www.beneflex.ca Professional Staff: 6 SIGURDSON, MCFADDEN & ASSOCIATES LTD. Kevin McFadden, Consultant; 191 Lombard Ave., Ste. 1400, Winnipeg, MB R3B 0X1 PH: 204-953-1600 Fax: 204-942-3616 Professional Staff: 4 SPENCER DENTAL Donald Sklar, Managing Director; 6013 Yonge St., Ste. 304A, Toronto, ON M2M 3W2 PH: 416-512-1616 Fax: 416-512-1617 Web: www.spencerdental.ca SPENCER VISION Donald Sklar, Managing Director; 6013 Yonge St., Ste. 304A, Toronto, ON M2M 3W2 PH: 416-512-1616 Fax: 416-512-1617 Web: www.spencerhealth.com 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 Web: www.stevencohenins.ca Professional Staff: 2 STEVENSON & HUNT INSURANCE BROKERS LIMITED Ann Denomme, Manager, Group Employee Benefits; 250 York St., Ste. 400, London, ON N6A 6K2 PH: 519-646-5800 Fax: 519-646-5815 Web: www.sthunt.com Other Locations: Cambridge, Waterloo, Vaughan STRATA BENEFITS CONSULTING INC. Glen J. Middleton, President; 1447 Waverley St., 2nd Floor, Winnipeg, MB R3T 0P7 PH: 204-984-9450 Fax: 204-984-9460 Web: www.stratabenefits.ca SYNERGY BENEFITS CONSULTING INC. Wayne Farrow, President; 80 King St., Ste. 801, St. Catharines, ON L2R 7G1 PH: 877-826-2468 Fax: 905-641-0056 Web: www.synergybenefits.ca Professional T.E. INVESTMENT COUNSEL INC. Steven Belchetz, President & Chief Investment Officer; 26 Wellington St. E., Ste. 710, Toronto, ON M5E 1S2 PH: 416-640-8556 Fax: 416-368-9801 Web: www.teic.com Professional Staff: 12 Other Locations: Montreal, Calgary, Vancouver, Waterloo, Quebec City T.I. HULL BENEFIT CONSULTANTS CORP. Brent R. Fraser, Vice-president & Practice Leader; BCE Place, 181 Bay St., Ste. 4200, Toronto, ON M5J 2T3 PH: 416-865-0131 Fax: 416-865-0896 Web: TOWERS PERRIN Keri Alletson; 175 Bloor St. E., Ste. 1701, Toronto, ON M4W 3T6 PH: 416-960-2700 Fax: 416-960-2819 Web: www.towersperrin.com Other Locations: Montreal, Calgary, Vancouver TRIHEY ASSOCIATES LIMITED Terry Trihey, President; 2200 Yonge St., Ste. 1702, Toronto, ON M4S 2C6 PH: 416-749-3314 Fax: 416-749-3341 Web: www.trihey.ca Professional Staff: 4 TWIST FINANCIAL CORP. Marlene K. Puffer, Managing Director; 15 Cortleigh Cres., Toronto, ON M4R 2C6 PH: 416-460-3945 Web: www.twistfinancial.com Professional Staff: 2 VICTOR B. TUBA & ASSOC. Victor B. Tuba; 80 Acadia Ave., Ste. 312, Markham, ON L3R 9V1 PH: 905-479-7559 Fax: 905-479-8059 Web: investinsuregroup.com Professional Staff: 1 WARRENSHEPELL Karen Seward, Vice-president, Business Development, Marketing & Research; 130 Bloor St. W., Ste.200, Toronto, ON M5S 1N5 PH: 416-961-0023 Fax: 416-961-4339 Web: www.warrenshepell.com Professional Staff: 1,500 Other Locations: Vancouver, Calgary, Edmonton, Winnipeg, Ottawa, Montreal, Halifax WATSON WYATT WORLDWIDE Nancy Peppard, Marketing & PR; 20 Queen St. E., Toronto, ON M5H 3R3 PH: 866-206-5723 Fax: 866-212-3188 Web: www.watsonwyatt.com Other Locations: WELLPOINT HEALTH SERVICES Sunil Sharma, Vice-president of Business Development; 1240 Bay St., 9th Floor, Toronto, ON M5R 2A7 PH: 416-960-8860 Fax: 416-960-9550 Web: www.wellpointhealthservices.com Professional Staff: 20+ WESTERN COMPENSATION & BENEFITS CONSULTANTS Donald M. Smith & Barry D. Cook, Partners; 1188 West Georgia St., Ste. 2000, Vancouver, BC V6E 4A2 PH: 604-683-9155 Fax: 604-687-2315 Web: www.wcbc.ca Professional Staff: 10 WIEGERS BENEFITS Debra Wiegers & Andrea Hansen, Partners/Benefits Consultants; 901 3rd Ave. N., Saskatoon, SK S7K 2K4 PH: 306-244-0949 Fax: 306-244-4026 Web: www.wiegersbenefits.com Professional Staff: 20 WILLUMSEN CONSULTING INC. Tania Willumsen, President; Notre Dame Place, 255 17th Ave. S.W., Ste. 300, Calgary, AB T2S 2T8 PH: 403-938-4551 Fax: 403-938-4847 Other Locations: Okotoks WINCH GROUP INC., THE Gary Winch, President; 3027 Harvester Rd., Ste. 503, Burlington, ON L7N 3G7 PH: 905-639-4287 Fax: 905-639-9352 Web: winchgroup.com Professional Staff: 6 WORKPLACE PENSION SOLUTIONS (CANADA) INC. Scott Aver, Director; 1040 West Georgia St., Ste. 1770, Vancouver, BC V6E 4H1 PH: 604-904-0700 Fax: 604-669-5385 Web: www.wpscanada.com Professional Staff: 6 WSG BENEFIT CONSULTANTS LTD. John Jozsa, Executive Vice-president; 1550 5th St. S.W., Ste. 400, Calgary, AB T2R 1K3 PH: 403-228-1644 Fax: 403-228-1968 Web: wsggroup.com |
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