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Annual Report & Directory - Group Benefits and Pensions - April 2011

Privileged and confidential, not for further distribution
Benefits and Pensions Monitor makes no representations or warranties as to the availability, accuracy or completeness of any information contained herein and expressly disclaims any obligation to update said information. Benefits and Pensions Monitor further assumes no liability or responsibility for any errors or omissions in the content of this report.

for a showcase profile listing.

GROUP BENEFITS

AXA ASSURANCES INC. Chantal Breault, Accountant Analyst; Ste. 700 - 2020 University St., Montreal, QC H3A 2A5 PH: 514-282-6817 x4647 Fax: 514-282-7442 Net Premiums - Group Life: $7,878M Group Health: $50,292M* Products/Services: Accidental Death & Dismemberment, Travel Accidents, Critical Illness, Canadian Expatriates, Excess Medical, Inpatriates, Sports Accidents, Volunteer Firefighters, Creditors Group Insurance
* includes ASO Premiums

BLUE CROSS LIFE Nicole Richard, Manager, Distributor Relations; 644 Main St., Moncton, NB E1C 8L3 PH: 506-867-4215 Fax: 506-867-4646 Net Premiums - Group Life: $43.4M Group Health: $86.5M ASO: $57.5M Client Profile (By # of Employees) 1 to 100: 6,330 101 to 500: 347 501 to 1,000: 46 1,000+: 47

ALBERTA BLUE CROSS Jerry Rudelic, Vice-president, Group & Individual; 10009 108 St. N.W., Edmonton, AB T5J 3C5 PH: 780-498-8291 Fax: 780-498-8989 Net Premiums - Group Health: $224M ASO: $1,766M Products/Services: Extended Health, Pay Direct or Reimbursement Drug Plans, Dental, Life Insurance, AD&D, WI, LTD, Critical Conditions Benefits, Employee & Family Assistance Programs, Health Spending Accounts, Wellness Spending Accounts, Flexible Benefit Plans, Out-of-Canada Emergency Medical, Drug Program Management, Individual Health & Dental Plans
Client Profile (By # of Employees) 1 to 100: 4,964 101 to 500: 125 501 to 1,000: 16 1,000+: 43

MANITOBA BLUE CROSS Andrew Yorke, President & CEO; Box 1046, Winnipeg, MB R3C 2X7 PH: 204-775-0151 Fax: 204-774-1761 eMail: andrew.yorke@mb.bluecross.ca Web: www.mb.bluecross.ca Net Premiums - Group Health: $86.9M ASO: $171M Client Profile (By # of Employees) 1 to 100: 1,041 101 to 500: 251 501 to 1,000: 62 1,000+: 85

MEDAVIE BLUE CROSS Laurier Fecteau, Senior Vice-president, Private Business; 644 Main St., Box 200, Moncton, NB E1C 8L3 PH: 506-867-4691 Fax: 506-867-4651 Net Premiums - Group Health: $283.7M ASO: $675.8M Products/Services: Hospital, Travel, Extended Health, Pay Direct Drugs & Dental, Reimbursement Drugs & Dental, Health Spending Accounts, Health Risk Assessment, Employee & Family Assistance Program, Attendance Support Program, Enhanced/Wellness Benefit Modules, Flex Benefits Plans, Web/Online Reporting, Provider Claim Submissions over the web, Cost Plus Client Profile (By # of Employees) 1 to 100: 2,956 101 to 500: 192 501 to 1,000: 40 1,000+: 60

PACIFIC BLUE CROSS Morris Nord, Senior Vice-president, Marketing & Client Development; 4250 Canada Way, Burnaby, BC V5G 4W6 PH: 604-419-2005 Fax: 604-419-2014 Net Premiums - Group Life: $14.9M Group Health: $182.4M ASO: $970.1M Products/Services: Extended Health, Dental, Pay Direct or Reimbursement Drug Plans, Life Insurance, Optional Life, AD&D, Dep Life, STD, LTD, Critical Illness, Health Spending Accounts, EFAP, Out-of-country Emergency Medical, Flex Benefit Plans, Web/Online Reporting, Individual Plans for Health & Dental, Health Risk Assessment, Wellness Programs Client Profile (By # of Employees) 1 to 100: 2,340 101 to 500: 200 501 to 1,000: 55 1,000+: 81

SASKATCHEWAN BLUE CROSS Todd Peterson, Vice-president, Sales & Marketing; Box 4030, 516 2nd Ave. N., Saskatoon, SK S7K 3T2 PH: 306-667-5425 Fax: 306-664-1945 Net Premiums - Group Health: $46.1M ASO: $14M Products/Services: Health, Dental, Drugs, Travel, Drug Card, EFAP, HSA, Vision Care, ASO, Health Assessment Client Profile (By # of Employees) 1 to 100: 1,041 101 to 500: 66 501 to 1,000: 3 1,000+: 8

CIGNA LIFE INSURANCE COMPANY OF CANADA Anna Liu, Controller; 55 Town Centre Court, Ste. 606, Scarborough, ON M1P 4X4 PH: 416-290-6666 Fax: 416-290-0732 Net Premiums - Group Life: $800,000 Group Health: $11.4M ASO: $2M Products/Services: Expatriates Benefits, Life, Medical, Dental, Long-term Disability, Short-term Disability, Travel Accident, AD&D, Personal Accident

CO-OPERATORS LIFE INSURANCE COMPANY Garry Herback, Senior Vice-president, Insurance Operations; 1920 College Ave., Regina, SK S4P 1C4 PH: 306-347-6270 Fax: 306-347-6806 Net Premiums - Group Life: $40.5M Group Health: $217.5M ASO: $45.5M Products/Services: Dental Coverage/Online Dental Claims, Drug Coverage/Drug Cards, Extended Health Care, Supplementary Hospital, Long-term Disability, Disability Management Consulting (PosAction Plus, Early Intervention), Short-term Disability, AD&D, Flexible Benefits Plans, Employee Assistance Program, Wellness Program, Critical Illness, Health Spending Account, Employees Booklets and Reference Materials, Rehabilitation Services, Staff with Medical Expertise, Eyewear Advantage, Small Group Business Products, ContinYou, Prenatal Benefit, Second Opinion Consult, Vision Care, Life, Living Benefits Client Profile (By # of Employees) 1 to 100: 4,523 101 to 500: 202 501 to 1,000: 33 1,000+: 23

DESJARDINS FINANCIAL SECURITY Andre Simard, Vice-president, Sales, Group & Business Insurance; 2, Complexe Desjardins, East Tower, 23rd Floor, Montreal, QC H5B 1E2 PH: 514-285-7888 or 800-363-3072 x7888 Fax: 514-285-2442 Net Premiums - Group Life: $200.1M Group Health: $1,682.7M ASO: $131.9M Products/Services: Term Life, Drug, Dental Care, Extended Health Care, Long-term Disability, Weekly Indemnity, Travel Assistance, EAP Programs, Drug and Dental Payment Card, Rehabilitation Services, Disability Management, Health Spending Accounts, Internet Administration Services, Flexible Benefits Plans, Critical Illness Client Profile (By # of Employees) 1 to 100: 4,231 101 to 500: 592 501 to 1,000: 96 1,000+: 142

EMPIRE LIFE INSURANCE COMPANY, THE Jaime Hugessen, Vice-president, Distribution, Group Products; 2550 Victoria Park Ave., Ste. 500, Toronto, ON M2J 5A9 PH: 800-361-7980 Fax: 416-494-7691 Net Premiums - Group Life: $23.6M Group Health: $238M ASO: $34.2M Products/Services: Life (including Optional Employee & Spouse), AD&D (including Optional Employee & Spouse), Dependent AD&D, Dependent Life, Weekly Indemnity, Long-term Disability, Extended Health Care, Dental Care, Administrative Services Only Client Profile (By # of Employees) 1 to 100: 6,736 101 to 500: 140 501 to 1,000: 3 1,000+: 3

EQUITABLE LIFE OF CANADA Karen Mason, Senior Vice-president, Group; One Westmount Rd. N., Waterloo, ON N2J 4C7 PH: 800-722-6615 Fax: 519-883-7421 Net Premiums - Group Life: $16.6M Group Health: $162M ASO: $33M Products/Services: Life, AD&D, Short-term Disability, Long-term Disability, Extended Health Care, Dental, Health Care Spending Account; Health Connector Services: EAP, Feeling Better Now, CAREpath, World Care (Second Medical Opinion) Client Profile (By # of Employees) 1 to 100: 1,621 101 to 500: 217 501 to 1,000: 12 1,000+: 7

GREAT-WEST LIFE ASSURANCE COMPANY, THE Jeff Macoun, Senior Vice-president, Group Sales & Marketing; 60 Osborne St. N., Winnipeg, MB R3C 3A5 PH: 204-946-2927 Fax: 204-946-8829 Net Premiums - Group Life: $710.5M Group Health: $3,472.4M ASO: $2,716.7M Products/Services: Dental, Drugs, Extended Health, Supplementary Hospital, Long-term Disability, Short-term Disability, AD&D, Life and Optional Life, Critical Illness, Flexible Benefit Plans, Employee Assistance Programs, Drug Cards, Rehabilitation Services, Communication Materials, Electronic Enrolment, Preferred Provider Network, Medical Specialists, Assessment and Treatment Facilities, Out-of-country Claims Client Profile (By # of Employees) 1 to 100: 28,991 101 to 500: 1,456 501 to 1,000: 248 1,000+: 322

GREEN SHIELD CANADA Steve Moffatt, Senior Vice-president, Sales & Marketing; 5140 Yonge St., Ste. 2100, Toronto, ON M2N 6L7 PH: 416-221-7001 x247 Fax: 416-733-1955 Net Premiums - Group Health: $325.8M ASO: $882.5M Products/Services: Dental, Drug (including Pay-direct & Deferred), Extended Health (including Vision), Emergency Travel Assistance, Flexible Benefits, Health Care Spending Account, Personal (Taxable) Spending Account, Wellness Programs, Employee and Family Assistance Plans, Legal Assistance, Individual Health and Dental, Group Conversion, Drug Cards, Proprietary Adjudication Services, White Label Claims Systems, Adjudication Services, Preferred Provider Networks, Website and Online Services, Standard and Custom Communication Services, Toll-free Customer Service Centre Client Profile (By # of Employees) 1 to 100: 9,035 101 to 500: 184 501 to 1,000: 47 1,000+: 77

INDUSTRIAL ALLIANCE, INSURANCE AND FINANCIAL SERVICES INC. Scott Heard, Assistant Vice-president, Sales & Marketing; 1080 Grande Allee O., Quebec City, QC G1K 7M3 PH: 416-585-8911 Fax: 416-598-5131 Net Premiums - Group Life: $92.2M Group Health: $654.2M ASO: $116.2M Products/Services: AD&D, Critical Illness, Dental Care, Early Intervention Program, Employee Assistance Program, Extended Health Care, Flexible Benefits Plans, Health Spending Accounts, Living Benefits, Long-term Disability, Medical Navigation System, Paid Up Life, Rehabilitation Services, Short-term Disability, Term Life, Travel Assistance / Trip Cancellation, Wellness Programs Client Profile (By # of Employees) 1 to 100: 1,972 101 to 500: 441 501 to 1,000: 59 1,000+: 68

LA CAPITALE ASSURANCES ET GESTION DU PATRIMOINE Dean Bergeron, Director, Marketing & Workplace Attendance Management; Edifice le Delta 3, 2875 boul. Laurier, bur. 400, Quebec City, QC G1V 2M2 PH: 418-266-8194 Fax: 418-644-4352 Net Premiums - Group Life: $36.7M Group Health: $307.2M ASO: $11M Products/Services: Dental Only, Drug Only, Extended Health, Supplementary Hospital, Long-term Disability, Weekly Indemnity, Flexible Benefits Plans, Employee Assistance Program, Critical Illness, Health Savings Account, Communication Material, Eligibility Data submitted electronically to adjudicator, Legal Assistance Insurance, Work Attendance Management Programs, Rehabilitation Services, Travel Insurance, AD&D, Drug Cards Client Profile (By # of Employees) 1 to 100: 1,845 101 to 500: 135 501 to 1,000: 10 1,000+: 33

MANULIFE FINANCIAL Marilee Mark, Vice-president, Marketing, Group Benefits; 380 Weber St. N., Waterloo, ON N2J 4V7 PH: 519-594-5917 Fax: 519-883-5711 Net Premiums - Group Life: $573M Group Health: $3,172M ASO: $2,631M Products/Services: Health (Dental, Drug, Extended Health Care, Supplementary Hospital, Long-term Disability, Disability Management Consulting, Short-term Disability, Absence Management, Accidental Death and Dismemberment, Flexible Benefits Plans, Employee Program, Critical Illness, Health Care Spending Accounts, Employee Booklets and Reference Materials, Drug Cards, Rehabilitation Services, Health Coaching, Health Services Navigation (includes Second Opinion Services), Personal Health Assessments), Life (Term, Paid-up) Client Profile (By # of Employees) 1 to 100: 14,628 101 to 500: 1,049 501 to 1,000: 251 1,000+: 423

RBC INSURANCE John McMeans, Vice-president, Sales, Brokerage, Life & Health; 6880 Financial Dr., Mississauga, ON L5N 7Y5 PH: 905-606-3463 Fax: 905-813-4774 Net Premiums - Group Life: $28.4M Group Health: $216.5M Products/Services: Group Life (Basic, Dependent, and Optional), Accidental Death and Dismemberment, Critical Illness, Short-term Disability, Long-term Disability* Client Profile (By # of Employees) 1 to 100: 4,112 101 to 500: 938 501 to 1,000: 105 1,000+: 150
* has a number of embedded features including Best Doctors & Work-life EAP

SSQ FINANCIAL GROUP Carl Laflamme, Vice-president, Sales & Marketing; 2525 Laurier Blvd., Box 10500, Quebec City, QC G1V 4H6 PH: 418-650-3457 x6598 Fax: 418-652-2737 Net Premiums - Group Life: $102.6M Group Health: $827.8M ASO: $24.8M Products/Services: Dental, Drug, Extended Health, LTD & STD, Life Insurance, AD&D, Flexible Benefits Plan, Critical Illness Insurance, Co-ordination of Benefits, Communication Material, Drugs and Dental Cards, Rehabilitation Services, Health and Wellness Program, Income Insurance Early Intervention Program, Direct Deposit, In-house Medical Expertise Client Profile (By # of Employees) 1 to 100: 9,500 101 to 500: 400 501 to 1,000: 55 1,000+: 50

STANDARD LIFE Suzanne Caron, Vice-president, Pricing, Underwriting & Profitability; 2045 Stanley St., 8th Floor, Montreal, QC H3A 2V4 PH: 514-499-7999 x4419 Fax: 514-499-4465 Net Premiums - Group Life: $64.6M Group Health: $462.2M ASO: $148M Products/Services: Weekly Indemnity, Long-term Disability, Health Spending Accounts, Extended Health Care, Electronic Drug Cards, Electronic Dental Claims, Adjudication, Employee Assistance Program, Health and Wellness Programs, Rehabilitation Services, Disability Consulting Services and Travel Assistance, Employee Communication Material, Toll-free Member Interactive Voice Response (IVR), Internet Administration all supported by team of experts Client Profile (By # of Employees) 1 to 100: 1,605 101 to 500: 345 501 to 1,000: 58 1,000+: 61

SUN LIFE FINANCIAL Diana Deverall-Ross, Assistant Vice-president, Group Marketing & Communications; 225 King St. W., Toronto, ON M5V 3C5 PH: 416-408-8930 Fax: 416-595-1436 Net Premiums - Group Life: $627.9M Group Health: $2,762.3M ASO: $3,783.6M Products/Services: Extended Health, Dental, Drug, Travel Benefits, Vision, Drug Intervention Programs, Pay-direct and Deferred Drug Plans, Health Spending Accounts and Personal Spending Accounts, International Benefits Solutions, Voluntary Benefits (Mandatory and Optional Critical Illness, Optional Life, and AD&D), Transition Services (Life, Critical Illness, and Health and Dental for group plan members exiting their employee group benefits plan), Health and Wellness Programs (Data Analytics, Screening Clinics, Health Risk Assessment, Health Promotion, Disease Management) Disability Management Services (for Disability Benefit and Salary Continuance programs), Employee Assistance Programs, Total Benefits (Integrated Benefits and Retirement Services) Client Profile (By # of Employees) 1 to 100: 11,593 101 to 500: 1,444 501 to 1,000: 402 1,000+: 767

 

GROUP RETIRMENT

BMO GROUP RETIREMENT SERVICES INC. Anita Lieberman, Vice-president, Business Development; Brookfield Place, 181 Bay St., Ste. 2820, Toronto, ON M5J 2T3 PH: 416-594-5919 Fax: 866-362-2659 Group Pension Assets: $2,212M Products/Services: Governex, Open Architecture Platform, LifeGARD, Group Banking, Financial Group Services for retirees Client Profile (By # of Employees) 1 to 100: 11 101 to 500: 15 501 to 1,000: 2 1,000+: 3

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 Products/Services: Regular Pension Plan Valuations; Compliance with Regulatory Requirements on Funding and Disclosure; Actuarial Costings for new plans, changes in eligibility, benefit levels, early retirement windows, and indexing; Advice on Transfer and Settlement of  Pension Obligations arising under spin-offs, mergers, acquisitions, and divestitures; Plan Benchmarking and Plan Redesign; Design and Development of Executive Plans  Client Profile (By # of Employees)  1 to 1000: 40 1,000+: 50

CO-OPERATORS LIFE INSURANCE COMPANY Ken Richards, Manager, National Sales & Service; 1920 College Ave., Regina, SK S4P 1C4 PH: 800-263-9120 x5004 Fax: 416-249-5318 Group Pension Premiums & Deposits: $62.4M Group Pension Assets: $942.9M Products/Services: Online Internet Access, Bilingual Toll-free Call Centre, Member Statements, Newsletters, Packages and Education Sessions, Variety of investment options that include Variable and Guaranteed Rate Options (GROs) and 36 Pooled Investment Funds Client Profile (By # of Employees) 1 to 100: 99 101 to 500: 10 501 to 1,000: 1 1,000+: 3

DESJARDINS FINANCIAL SECURITY David Charbonneau, Vice-president, Business Development, Group Retirement Savings; 1 Complexe Desjardins, South Tower, 21st Floor, Montreal, QC H5B 1E2 PH: 514-350-8700 x2335 Fax: 514-285-8766 Group Pension Premiums & Deposits: $598.3M Group Pension Assets: $3,232.2M Products/Services: Participant Education, Plan Management Services, Investment Solutions, DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, Single Premium Annuities, TFSA, RIF/LIF/Annuities Client Profile (By # of Employees)  - 1 to 100: 5,695 101 to 500: 186 501 to 1,000: 23 1,000+: 15

GREAT-WEST LIFE ASSURANCE COMPANY Jeff Aarssen, Vice-president, GRS Sales & Marketing, Wealth Management; 255 Dufferin Ave., T-540, London, ON N6A 4K1 PH: 519-435-7038 Fax: 519-435-7800 Group Pension Premiums & Deposits: $4,826M Group Pension Assets: $35,596M Products/Services: RPP/SPP, DPSP, EPSP, RRSP, TFSA, NRSP, Investment-only, Group LIF, Group RRIF, Annuities, Deferred Salary Leave Plan, Employee Benefit Plan, CAP Recordkeeping, Communication Materials, Educational and Transactional Website, Bilingual Toll-free Client Service Centre, Education Seminars and Videos, Sponsor Safeguards and Compliance Program, Third-party Financial Planning Website and Seminars, Member Investment Selection Service, Personalized Member Statement Illustrations Client Profile (By # of Employees)  - 1 to 100: 7,035 101 to 500: 1,048 501 to 1,000: 143 1,000+: 132

INDUSTRIAL ALLIANCE Reneé Laflamme, Vice-president, Group Savings & Retirement; 1080 Grande Allee W., Quebec City, QC G1K 7M3 PH: 418-684-5252 Fax: 418-684-5187 Group Pension Premiums & Deposits: $631.7M Group Pension Assets: $7,732.2M Products/Services: DC Plans: RPPs, SPPs, RRSPs, DPSPs, TFSAs, Stock Plans; DB Plans: RPPs, IPPs, SERPs, Retirement Compensation Arrangements; Annuity Products: Insured or Guaranteed Annuities, RRIFs, LIFs; Investment Services: Investment Only Services: Up to 63 Investment Funds, Dynamic Asset Management, Guaranteed Investments, Life Cycle Portfolios and Customized Life Cycle Portfolios Client Profile (By # of Employees) 1 to 100: 7,803 101 to 500: 353 501 to 1,000: 28 1,000+: 26

LA CAPITALE ASSURANCES ET GESTION DU PATRIMOINE Dean Bergeron, Director, Marketing & Workplace Attendance Management; Edifice le Delta 3, 2875 boul. Laurier, bur. 400, Quebec City, QC G1V 2M2 PH: 418-266-8194 Fax: 418-644-4352 Group Pension Assets: $2M Products/Services: Group Annuities, Group RRSP Client Profile (By # of Employees) 1 to 100: 4

MANULIFE FINANCIAL Nancy Campbell, Assistant Vice-president, Marketing - Group Retirement Solutions; 25 Water St. S., Kitchener, ON N2J 4A9 PH: 519-747-7000 x237414 Fax: 519-747-6772 Group Pension Premiums & Deposits: $2,786M Group Pension Assets: $19,128M Products/Services: Registered Pension Plans, Group Registered Retirement Savings Plans, Deferred Profit Sharing Plans, Tax Free Savings Accounts, Non-registered Savings Plans, Stock Plans, Investment-only plans Client Profile (By # of Employees) 1 to 100: 4,117 101 to 500: 762 501 to 1,000: 94 1,000+: 78

MORNEAU SHEPELL Zahid Salman, Executive Vice-president; 895 Don Mills Rd., Ste. 700, Toronto, ON M3C 1W3 PH: 416-383-6456 Fax: 416-445-7989 Products/Services: Actuarial, Consulting, Administrative Services, Plan Design, Plan Documentation, Governance, Investment Management Consulting, Executive Arrangements, Employee Communication, Administration Solutions (including Third-party Administration and Full Outsourcing), Call Centres, Self-service Tools with respect to all types of Defined Benefit and Defined Contribution Retirement Plans

SEI INVESTMENTS Michael Chwalka, Director, Institutional Sales; 70 York St., Ste. 1600, Toronto, ON M5J 1S9 PH: 416-847-6370 Fax: 416-777-9093

SSQ FINANCIAL GROUP Martin Leclair, Vice-president, Business Development; 110 Sheppard Ave. E., Ste. 500, Toronto, ON M2N 6Y8 PH: 416-840-0507 x4699 Fax: 877-669-1881 Group Pension Premiums & Deposits: $644.4M Group Pension Assets: $2,729.9M Products/Services: DB Plan, DC Plan, Group RRSPs, SSP Plan, Non-registered Plans (including TFSA), Annuities, Plan Administration, Record Keeping Services, DPSPs, Deferred Pay Leave, IPP, RCA Client Profile (By # of Employees) 1 to 100: 3,233 101 to 500: 244 501 to 1,000: 19 1,000+: 7

STANDARD LIFE ASSURANCE COMPANY OF CANADA, THE Claude Leblanc, Vice-president, Sales & Public Affairs, Group Savings & Retirement; 1245 Sherbrooke W., Ste. 1900, Montreal, QC H3G 1G3 PH: 514-499-7999 x7552 Fax: 514-841-2860 Group Pension Premiums & Deposits: $2,827M Group Pension Assets: $22,085M Products/Services: Defined Benefit Plans, MPP Plans, Deposit Administration, Group RRSPs, DPSPs, Non-registered Plans, Group Annuities, Group RRIF/LIF  Plans, TFSA Plans, Stock Plans, Communication Materials, Toll-free Information Line, Record Keeping Services, Investment Management, Website Client Profile (By # of Employees) 1 to 100: 2,211 101 to 500: 493 501 to 1,000: 88 1,000+: 91

SUN LIFE FINANCIAL Nadia Darwish, Vice-president, Client Relationships & Business Development; 225 King St. W., 5th Floor, Toronto, ON M5V 3C5 PH: 416-408-8786 Fax: 416-595-3693 Group Pension Premiums & Deposits: $5,617M Group Pension Assets: $42,360M Products/Services: DCPP, RRSP, DPSP, Savings Plan, Tax-free Savings Account, Non-registered Plan, Stock Plan, Investment-only Plan; Group Retirement Income Solutions; Integrated Group Retirement Services and Group Benefits Access, Investment Solutions; My Money For Life (Guaranteed Minimum Withdrawal Benefit); Group Choices Plan for Transitioning Plan Members; Retirement Income Products; Financial Planning Services; In-plan Investment Advice Service; Call Centre and Automated Telephone Systems; Plan Member, Sponsor and Advisor Services Websites; Online Member Education and Financial Planning Tools; Onsite Enrolment and Education Services; Custom Education, Communication, and Design Services; Pensioner Payroll Services Client Profile (By # of Employees) 1 to 100: 3,624*  101 to 500: 582 501 to 1,000: 119 1,000+: 173
* includes 105 clients with an Investment-only product

TD FUTURE BUILDER Mark Ross, National Sales Manager; 161 Bay St., 32nd Floor, Toronto, ON M5J 2T2 PH: 416-308-3258 Group Pension Assets: $750M Products/Services: Group Savings Plans Client Profile (By # of Employees) 1 to 100: 2,396 101 to 500: 76 501 to 1,000: 8 1,000+:

 

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