Consultants Directory

Accompass

Contact: Chris Lee, Vice-president

Address: 1052 Yonge St., Toronto, ON, M4W 2L1

Phone: 416-969-8588

Fax: 416-962-1711

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Group Benefit Plans; DB Pension Plans; DC Pension Plans; Administration Outsourcing; Traditional & Flexible Benefits; Health & Wellness Solutions; Short-term & Long-term Disability Management; Financial Management - Renewals, Marketing, Funding Arrangements, Risk Management;

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Transition Management, Defined Contribution Plan Design; Defined Benefit Investment Consulting; RRSPs & DPSPs; Executive Retirement Needs; Financial Reporting & Monitoring; Investment Research & Management - Menu Design, Selection & Management, Retirement Committee Support, Mergers & Acquisitions, International Operations, Employee Communications & Support, Day-to-day Service

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

Software & Technology: CAP Guidelines Online Questionnaire


ACQUAINT FINANCIAL INC.

Contact: Asaf Mohammad Shad, President & CEO

Address: 4 - 2131 Williams Pkwy., Brampton, ON, L6S 5Z4

Phone: 905-595-1323

Fax: 905-595-1393

Services

Group Benefit: Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online

Investment: Education & Communication, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online

Health Services: Disability Management, Return To Work, Employee Assistance Program, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online

Software & Technology: DB Pension, DC Pension, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online

Record-keeping & Third-party Administration: Employee Assistance, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online


ACTUARIAL SOLUTIONS INC.

Contact: Joe Nunes, President

Address: 19 Amy Croft Dr., Ste. 203, Lakeshore, ON, N9K 1C7

Phone: 519-979-4600

Fax: 519-979-4699

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services

Record-keeping & Third-party Administration: DB Pension Plan Administration


ACTUBEN CONSULTING INC.

Contact: Brian Jenkins, President

Address: 102-2680 Matheson Blvd. E., Mississauga, ON, L4W 0A5

Phone: 905-823-7942

Fax: 888-892-2018

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Executive & Other Post-employment Programs, Executive/Individual Pension Plans, Valuation of Post-employment Programs, Administrative Support for Pension Plans

Investment: Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management

Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration, Administrative Services for Small Retirement Programs, particularly Executive DB Programs


Advisory Capital Group

Contact: Mary Linton, Managing Partner

Address: 110 Yonge St., Ste. 1702, Toronto, ON, M5C 1T4

Phone: 416-322-3339

Fax: 416-322-1440

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Software & Technology: Portfolio Style Analysis, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension


amaces Inc.

Contact: Tim Dixon, Sales & Client Management Canada

Address: 88 Wood St., London, EN, EC2V7RS

Phone: 289-337-4788

Fax:

Services

Software & Technology: Monitoring & benchmarking of the custody & treasury & foreign exchange services of the custodian; benchmark fees & provide custodian selection services


Aon Hewitt

Contact: Nancy Altilia, Marketing Director

Address: 225 King St. W., Ste. 1600, Toronto, ON, M5V 3M2

Phone: 416-263-7823

Fax: 416-227-5749

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Target Benefit Plans, Talent, Engagement,Organizational Change, Plan Design Optimization, Mergers & Acquisitions

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, OCIO/Delegated Investment Solution

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Flexible Benefits,

Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension, HR Operations Advisory

Record-keeping & Third-party Administration: Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration, HR BPO including recruitment, training & development, workforce analytics, HR Cloud Solutions,


Aptus Benefits Inc.

Contact: Bill Watt, Principal

Address: 205 - 409 Granville St., Vancouver, BC, V6C 1T2

Phone: 604-424-8030

Fax: 604-424-8031

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication

Health Services: Disability Management, Claims Management, Drug Cost Management

Record-keeping & Third-party Administration: Administrative Support, Claims Advocacy


Arthur J. Gallagher

Contact: Dave Dickinson, Area President

Address: Suite 410 - 11 Holland Ave., Ottawa, ON, K1Y 4S1

Phone: 613-670-8483

Fax: 613-907-3351

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Bench marking, International Capabilities, HR Services, Compensation Consulting

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, HR Consulting

Software & Technology: Benefits Administration, Fund Valuation, DB Pension


ASSOCIUM Benefits

Contact: Neil Iddon, Director

Address: 802-1 Concorde Gate, Toronto, ON, M6R 1Y4

Phone: 416-867-9350

Fax:

Services

Group Benefit: Group Benefit Plans, Administration Outsourcing

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration

Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy


BAYNES & WHITE

Contact: James White, President

Address: 20 Eglinton Ave. W., Ste. 1006, Toronto, ON, M4R 1K8

Phone: 416-863-9159

Fax: 416-863-9158

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: DB Pension

Record-keeping & Third-party Administration: Administrative Support, Eligibility Verification, Healthcare Spending Account Administration, DB Pension Plan Administration


Belay Advisory

Contact: John Goode, Partner

Address: 2111, 10088 - 102 Ave., Edmonton, AB, T5J 2Z1

Phone: 780-409-8900

Fax:

Services

Group Benefit: Employee Benefit Plans, Employee Retirement Plans, Employee Assistance Plans, Employee Financial Plans, Executive Benefit Plans, International Benefit Plans


BELTON BOISSELLE BENEFITS & PENSIONS

Contact: Kasey Boisselle, President, Group Benefits & Pensions

Address: 1620-155 Carlton St., Winnipeg, MB, R3C 3H8

Phone: 204-956-9860

Fax: 204-956-9869

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Guaranteed Standard Issue Disability, Plan Member Warranty, Disability Claims

Investment: Investment Consulting, Performance Measurement, Asset Allocation, Education & Communication, Transition Management, Low Fee Group Retirement Savings Plan, Group Payout Options (RIF/LIF)

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


Benefact Benefit Consultants

Contact: Sandy Marincic, Partner

Address: 57 Augusta St., Hamilton, ON, L8N 1P8

Phone: 905-387-8300

Fax: 905-387-8301

Email: sandy@ubenefit.ca

Website: NONE

Services

Group Benefit: Group Benefit Plans

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy


BENEFEX CONSULTING INC.

Contact: Wade Cox, Principal & Managing Partner

Address: 10504 - 123 St. N.W., Edmonton, AB, T5N 1P1

Phone: 780-784-2612

Fax: 780-451-4494

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Education & Communication


BENEFIT PLAN ADMINISTRATORS LIMITED

Contact: Tim Adams, Vice-president, Client Services

Address: 90 Burnhamthorpe Rd. W., Ste. 300, Mississauga, ON, L4B 3C3

Phone: 905-275-6466

Fax: 905-275-6461

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, Administration Outsourcing

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration


BENEFIT SOURCE, THE

Contact: Michael Nadler, President

Address: 2552 Bristol Circle, 2nd Floor, Oakville, ON, L6H 5S1

Phone: 905-785-0084

Fax: 905-829-1019

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Claims Advocacy


Benefits Alliance Group Inc, The

Contact: Gil McGowan, President & CEO

Address: 8800 Dufferin St., Ste. 304, Concord, ON, L4K 0C5

Phone: 905-669-5577 Ext. 225

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Manager Search, Compliance Investment, Policy Development, Education & Communication, Risk Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Employee Assistance, Healthcare Spending Account Administration


Benefits by Design (BBD)

Contact: Julie Einarson, Director, Culture and Communications

Address: #500-2755 Loughheed Highway, Port Coquitlam, BC, V3B 5Y9

Phone: 604-464-0313

Fax: 604-464-7997

Email: socialmedia@bbd.ca

Website: bbd.ca

Services

Group Benefit: Group Benefit Plans, Administration Outsourcing

Health Services: Connects employers with wide range of health services and supports via plan enhancements

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology

Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration


Benefits Company, The

Contact: Rob Tamblyn, President

Address: 2795 Kew Dr., Windsor, ON, N8T 3B7

Phone: 877-755-5556

Fax: 519-974-1575

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Materials

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration


Benefits Direct Corp.

Contact: Jacob S. E. Clark, President & Lead Consultant

Address: 195 Dufferin Ave., Ste. 610, London, ON, N6A 1K7

Phone: 519-672-3476

Fax: 519-672-0554

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group RSPs


Beneplan Inc

Contact: Yafa Sakkejha, General Manager

Address: 150 Ferrand Dr., Ste. 500, Toronto, ON, M3C 3E5

Phone: 416-863-6718

Fax: 416-863-5157

Services

Group Benefit: Group Benefit Plans


BFINANCE CANADA

Contact: Brian Cyr, Managing Director

Address: 1250 Rene-Levesque W., Ste. 2200, Montreal, QC, H3B 4W8

Phone: 514-393-4899

Fax: 514-934-4640

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Risk Management


BFL CANADA CONSULTING SERVICES INC.

Contact: David Vanasse, President

Address: 3448 Stanley, Montreal, QC, H3A 1R8

Phone: 514-315-3335

Fax: 514-843-3842

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement

Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, DB Pension Plan Administration


Brassard Goulet Yargeau

Contact: Miguel Yargeau, Financial Security advisor

Address: 100-686 Grande Allee Est, Quebec, QC, G1R 2K5

Phone: 418-682-5853

Fax: 418-682-3534

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Risk Management

Software & Technology: Benefits Administration, Investment Management, Portfolio Style Analysis, Investment Manager Selection, DB Pension, DC Pension

Record-keeping & Third-party Administration: Administrative Support, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


Buffett Taylor

Contact: Kelly Ryan, Practice Leader

Address: 701 Rossland Rd. E., Ste. 209, Whitby, ON, L1N 8Y9

Phone: 905-666-1300

Fax: 905-666-4887

Services

Group Benefit: Group Benefit Plans, Actuarial Services, Administration Outsourcing

Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration


C & C INSURANCE CONSULTANTS LTD.

Contact: Jeff Ische, President

Address: 6 - 22425 Jefferies Rd., Komoka, ON, N0L 1R0

Phone: 519-657-1446

Fax: 519-657-4520

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing

Investment: Manager Search, Education & Communication, Institutional Brokerage, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication, Fund Reporting, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DB Pension Plan Administration


Cambridge Associates Limited, LLC

Contact: Chris Shepler, Senior Director

Address: 100 King St. W., Ste. 5600, Toronto, ON, M5X 1C9

Phone: 416-640-7125

Fax:

Services

Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Investment Office Services, Advisory Services, Outsourced CIO Services


Cambridge Associates, LLC

Contact: Chris Shepler, Senior Director

Address: 100 King St. W., Ste. 5600, Toronto, ON, M5X 1C9

Phone: 617-457-1185

Fax: 416-640-7125

Services

Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Investment Office Services, Advisory Services, Outsourced CIO Services


CANADIAN BENEFITS ASSOCIATES INC.

Contact: Muneer Feeroze, Managing Partner

Address: 5160 Explorer Dr., Ste. 11, Mississauga, ON, L4W 4T7

Phone: 289-724-0013

Fax: 289-997-6383

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Education & Communication, Risk Management

Health Services: Drug Cost Management

Software & Technology: Investment Manager Selection, DB Pension, DC Pension, Actuarial Software

Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration


CARTESIA

Contact: Nathalie Charette, Consultant

Address: 318 Royal, Beaconsfield, QC, H9W 5W5

Phone: 514-258-5502

Fax: 514-933-5502

Services

Group Benefit: DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management


CARTIN & ASSOCIATES

Contact: James Cartin, President

Address: 101 - 1100 8th Ave. S.W., Calgary, AB, T2P 3T8

Phone: 403-266-2816

Fax: 403-265-9895

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program


CBA Canada

Contact: Dean Howard, President & CEO

Address: 515 Riverbend Dr., Ste. 102, Kitchener, ON, N2K 3S3

Phone: 519-579-7749

Fax: 519-579-4422

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Outsourced DB Pension

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: DB Pension Plan Administration


CEM BENCHMARKING INC.

Contact: Alan Torrance, Principal

Address: 372 Bay St., Ste. 1000, Toronto, ON, M5H 2W9

Phone: 416-369-1078

Fax:

Services

Group Benefit: DB Pension Plans, Administration Outsourcing, Benchmarking of administration cost and service levels of pension plans including best practices research.

Investment: Performance Measurement, Benchmarking of investment cost, performance and risk of large pools of capital, including DB, DC and Sovereign Wealth Funds, as well as best practices research.


Comprehensive Benefit Solutions Limited

Contact: Diana O'Reilly, Executive Vice-president

Address: 2020 Winston Park Dr., Ste. 102, Oakville, ON, L6H 6X7

Phone: 905-896-2022

Fax: 905-896-2108

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy


Conduent HR Services

Contact: Jim Reid, Canadian Client Strategy Leader

Address: 155 Wellington St. W., Ste. 3000, Toronto, ON, M5V 3H1

Phone: 416-865-0060

Fax: 416-865-1099

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Communications

Investment: Investment Consulting, Manager Search, Asset Allocation, Compliance Investment, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Investment Manager Selection, Fund Valuation, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Call Centre, DC Pension Plan Administration, DB Pension Plan Administration


Conduent, Administration Solutions

Contact: Jeanette Willis, Vice-president, CPAS Sales & Marketing

Address: 700 - 250 Ferrand Dr., Toronto, ON, M3C 3G8

Phone: 416-422-0563

Fax: 416-422-5617

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Software & Technology: Benefits Administration, DB Pension, DC Pension, Recordkeeping Software, Member Retirement Planning Tools, On-premise Hosted & SaaS Solutions

Record-keeping & Third-party Administration: Premium Billing & Collection, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


Connex Health

Contact: Denise Balch, Principal Consultant

Address: 1235 Fairview St., Burlington, ON, L7S 2K9

Phone: 905-220-4260

Fax: 000-000-0000

Services

Group Benefit: Group Benefit Plans, Employee Wellness and Organizational Health and Culture


Conte Financial Services Inc.

Contact: Tony Conte, President

Address: 205-460 W. Hunt Club Rd., Ottawa, ON, K2E 0B8

Phone: 613-667-3667

Fax: 613-667-4667

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Education & Communication


CONTE FINANCIAL SERVICES INC.

Contact: Tony Conte, President

Address: 205 - 460 W. Hunt Club Rd., Ottawa, ON, K2E 0B8

Phone: 613-667-3667

Fax: 613-667-4667

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Special Risk (Inpatriates, Expatriates)

Software & Technology: Benefits Administration

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration


COUGHLIN & ASSOCIATES LTD. A PEOPLE CORPORATION COMPANY

Contact: Brian Bockstael, President

Address: 466 Tremblay Rd., Ottawa, ON, K1G 3R1

Phone: 613-231-2266

Fax: 613-231-2345

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Benefits Communication, Strategic Plan Design, Risk Management Strategies, Plan Renewals

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Solutions

Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration, Plan Governance


COWAN INSURANCE GROUP LTD.

Contact: Teresa Norris-Lue, National Vice-president, Pension & Retirement Consulting

Address: 705 Fountain St. N., Cambridge, ON, N1R 5T2

Phone: 519-650-6363

Fax: 519-650-6433

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy


CUBIC HEALTH INC.

Contact: Mike Sullivan, President

Address: 26 Soho St., Ste. 390, Toronto, ON, M5T 1Z7

Phone: 416-203-3078

Fax: 416-203-6202

Services

Group Benefit: Group Benefit Plans, Plan Analytics, Drug Plan Solutions, Predictive Analytics, Population Health Analytics, Formulary Management

Health Services: Claims Management, Drug Cost Management, Plan Analytics, Predictive Modelling


Cynthia L. Bowden Insurance Agency Limited

Contact: Cindy Bowden, President

Address: 7030 Woodbine Ave., Ste. 100, Markham, ON, L3R 6G2

Phone: 905-477-8029

Fax: 905-944-0808

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Group Life and Health Plans - Design, Implementation, Negotiation; Long-term Disability Claims Support

Investment: Investment Consulting, Manager Search, Policy Development, Education & Communication

Record-keeping & Third-party Administration: Claims Advocacy


Dixon Actuarial Services Inc.

Contact: Karen Dixon, President & Actuary

Address: Unit #11, 1673 Richmond St., #301, London, ON, N6G 2N3

Phone: 519-630-1395

Fax:

Services

Group Benefit: Actuarial Services


Donaldson Vincent Associates Limited

Contact: Don Armstrong, Senior Actuary/Consultant

Address: 38 Lesmill Rd., Toronto, ON, M3B 2T5

Phone: 416-447-7900

Fax: 416-445-4504

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication

Software & Technology: Annuity Factor Software

Record-keeping & Third-party Administration: DB Pension Plan Administration


DT&A

Contact: Don Tettmar, President

Address: 1205 Cameron Ave. SW, Calgary, AB, T2T 0K8

Phone: 403-244-9663

Fax: 403-244-9675

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Actuarial Witness for the Courts

Investment: Investment Consulting, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management

Record-keeping & Third-party Administration: DB Pension Plan Administration


Duggan Benefits Ins. Ags. Inc

Contact: Mike Duggan, President

Address: Suite 1101-67 Yonge St., Toronto, ON, M5E 1J8

Phone: 905-275-7100

Fax: 905-275-7103

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Education & Communication, Risk Management

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Healthcare Spending Account Administration


ECKLER LTD.

Contact: Greg Malone, Principal

Address: 110 Sheppard Ave. E., Ste. 900, Toronto, ON, M2N 7A3

Phone: 416-696-3098

Fax: 416-429-3794

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Pension Administration

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Education & Communication, Risk Management, Transition Management, OCIO Consulting and Implementation, Alternative Investment Research, Asset Liability Modelling

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program, Strategic Plan Design, Vendor Management, Plan Renewals, Post-retirement Benefits, Post-employment Benefits

Software & Technology: Benefits Administration, Client Server Technology, DB Pension, DC Pension, Data Collection Tools, Plan Member Portals and Calculators, Actuarial Toolkits, Vendor Search and Selection, Systems Review and Certification, Modelling/Analytics and Data Visualization

Record-keeping & Third-party Administration: Administrative Support, Call Centre, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


ENCON GROUP INC.

Contact: Rhonda Sommerville, Managing Director, Group & Retiree Benefits

Address: 55 Standish Ct., Ste. 600, Mississauga, ON, L5R 4B2

Phone: 905-755-2063

Fax:

Services

Group Benefit: Group Benefit Plans

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy


EXPRESS SCRIPTS CANADA

Contact: Nancy Tibbo, Manager, Marketing & Communications

Address: 5770 Hurontario St., Mississauga, ON, L5R 3G5

Phone: 905-712-8615

Fax: 905-712-9986

Services

Health Services: Claims Management, Drug Cost Management, Pharmacy Benefit Management

Software & Technology: Benefits Administration, Health Claims Adjudication

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre


FAIRFIELD WATSON INC.

Contact: Ian Watson, Partner

Address: #22, 4550 - 112th Ave. S.E., Calgary, AB, T2C 2K2

Phone: 403-262-7278

Fax: 403-262-7251

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing

Investment: Education & Communication

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy


FIRM Consulting Inc.

Contact: Jacob S. E. Clark, President & Lead Consultant

Address: 195 Dufferin Ave., Ste. 610, London, ON, N6A 1K7

Phone: 519-672-3476

Fax: 519-672-0554

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group RSPs


Fort Insurance I Employee Benefits

Contact: Chris Payne, Director

Address: 1115-3400 de Maisonneuve W., Montreal, QC, H3Z 3B8

Phone: 514-481-0481

Fax: 514-481-0085

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Compliance Investment, Education & Communication, Institutional Brokerage, Transition Management

Health Services: Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy


Fraser Group

Contact: Ken Fraser, President

Address: 459 Roncesvalles Ave., Toronto, ON, M6R 2N4

Phone: 416-537-8687

Fax:

Services

Group Benefit: Expense Benchmarking of Registered Pension Plans


Gallagher Benefit Services Canada (Group) Inc.

Contact: Melanie Jeannotte, Area President

Address: 301, 224 - 11 Ave. S.W., Calgary, AB, T2R 0C3

Phone: 403-209-3817

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Compensation, HR Consulting

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, Claims Advocacy


GEM Benefits Inc.

Contact: Rasa Lannoo, CEO - Lead consultant

Address: 42 Riddell St., Woodstock, ON, N4S 6M1

Phone: 800-435-9077

Fax: 519-537-8778

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, through affiliate GEM Financial Group

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Fund Valuation

Record-keeping & Third-party Administration: Employee Assistance, Healthcare Spending Account Administration, Group RRSP Administration


George & Bell Consulting Inc.

Contact: Brendan George, Jeremy Bell, Greg Heise, Partners

Address: M2 - 601 W. Broadway Ave., Vancouver, BC, V5Z 4C2

Phone: 604-871-4151

Fax: 604-871-4150

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration


GLOBAL INVESTMENT SOLUTIONS

Contact: Jeffrey Hand, Managing Director

Address: 208 Wyecroft Rd., Ste. 201, Oakville, ON, L6K 3T8

Phone: 905-842-4242

Fax:

Services

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Investment Governance Monitoring & Education

Software & Technology: Investment Manager Selection, Investment Manager Research and Selection, Global Manager Research Database, DC Pension Plan Governance Tool, CAP Track Services


Gooden Actuarial Consultants Ltd.

Contact: Bill Gooden, President & Actuary

Address: 2472, 246 Stewart Green S.W., Calgary, AB, T3H 3C8

Phone: 403-263-5027

Fax:

Email: info@gooden.ca

Website: gooden.ca

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Policy Development

Software & Technology: DB Pension

Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration


Group Force Benefits Inc.

Contact: Vince Camarda, Managing Director

Address: 6205A Airport Rd., Ste. 301, Mississauga, ON, L4V 1E1

Phone: 905-238-6723

Fax: 905-238-0215

Services

Group Benefit: Group Benefit Plans


Guest Consulting

Contact: Michael Guest, President

Address: 72 Hampton Ridge Dr., Belleville, ON, K8N 0E5

Phone: 613-962-0441

Fax:

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program


H3 CONSULTING

Contact: Chris Bonnett, Principal Consultant

Address: 30 Dean Ave., Guelph, ON, N1G 1K7

Phone: 416-458-5468

Fax:

Email: chris@hthree.ca

Website: hthree.ca

Services

Health Services: Disability Management, Drug Cost Management, Employee Assistance Program, Expertise in Workplace Health Strategy, Incentives, Integrating Health Benefits & Health Promotion


Hamilton + Partners

Contact: Ian Farrer, Partner

Address: 1500 - 736 6th Ave. S.W., Calgary, AB, T2P 3T7

Phone: 403-232-4578

Fax: 403-262-2074

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Specialty Disability Programs, Medical Access products

Investment: Investment Consulting, Manager Search, Asset Allocation, Policy Development, Education & Communication

Health Services: Disability Management, Claims Management, Employee Assistance Program

Record-keeping & Third-party Administration: Administrative Support, Specialty Disability Plan Administration


Hansell Consulting Group Inc.

Contact: Brian J. Hansell, President

Address: Ste. 806-551 Maple Ave., Burlington, ON, L7S 1M7

Phone: 905-520-6960

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Workplace Wellness, Organizational Wellness,

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program, Workplace Wellness, Organizational Wellness,


Hart Actuarial Consulting Ltd.

Contact: David C. Hart, Consulting Actuary

Address: 2851 Rainbow Cres., Mississauga, ON, L5L 2H7

Phone: 905-820-2662

Fax:

Services

Group Benefit: DB Pension Plans, Actuarial Services

Software & Technology: DB Pension


HealthSource Plus, a People Corporation company

Contact: Brevan Canning, Executive Vice-president, Group Head - Group Benefit Solutions

Address: 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON, M2J 5C2

Phone: 416-445-0000

Fax: 416-445-2222

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group Retirement Solutions Division,Plan Governance, Plan Oversight, Benefit Optimization, Wellness Solutions, HR Services

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness & Work Life Balance Programs

Software & Technology: Benefits Administration, Client Server Technology

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


HUB International

Contact: Greg Johnson, Strategic Resource Manager

Address: 1661 Portage Ave., 5th Floor, Winnipeg, MB, R3J 3T7

Phone: 204-984-9457

Fax: 204-984-9460

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, GRRSPs, Wellness Consulting, IPPs, Benefit Plan Communication Strategies

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Policy Development, Education & Communication, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Consulting

Software & Technology: Employee Benefits Communications; Wellness Portal

Record-keeping & Third-party Administration: Administrative Support, Call Centre, Premium Billing & Collection, Claims Advocacy


HUB International

Contact: Glen J. Middleton, President

Address: Unit B2 - 1150 Waverley St., Winnipeg, MB, R3T 0P4

Phone: 204-984-9450

Fax: 204-984-9460

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Wellness Consulting, IPPs, Benefit Plan Communication Strategies

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Policy Development, Education & Communication, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Consulting

Software & Technology: Employee Benefits Communication, Wellness Portal

Record-keeping & Third-party Administration: Administrative Support, Call Centre, Premium Billing & Collection, Claims Advocacy


Human Capital Benefits

Contact: Chris Pryce, Managing Director

Address: 249 Yonge Blvd., Toronto, ON, M5M 3J1

Phone: 416-924-8280

Fax: 416-323-1984

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program


Human Well Inc., The

Contact: Paul Pittman, Senior Consultant

Address: 2463 Village Common, Oakville, ON, L6M 0S2

Phone: 416-985-1153

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, International, Captives, Multinational Pooling, Self Insurance, Risk Management, Other Employee Liabilities

Investment: Policy Development, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Employee Assistance Program


HumanaCare

Contact: Jennifer Tasev, Vice-president, Sales

Address: 102-7030 Woodbine Ave., Markham, ON, L3R 6G2

Phone: 800-661-8193

Fax:

Services

Health Services: Disability Management, Claims Management, Return To Work, Employee Assistance Program, Medical Second Opinion, Disability Management, Eldercare, Chronic Disease

Record-keeping & Third-party Administration: Employee Assistance, Call Centre


INVESTMENT GUILD, THE, a People Corporation company

Contact: Michael Thomas, Senior Advisor

Address: 2225 Sheppard Ave.E., Ste. 1400, Toronto, ON, M2J 5C2

Phone: 905-470-9840

Fax: 905-470-6723

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Wellness Solutions, Group Retirement Solutions

Investment: Investment Consulting, Policy Development, Education & Communication, Risk Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Client Server Technology

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy


J&D Benefits Inc.

Contact: Todd Rappitt, President

Address: 228-8901 Woodbine Ave., Markham, ON, L3R 9Y4

Phone: 905-477-7088

Fax: 905-477-2249

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting

Software & Technology: Benefits Administration

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy, Group RRSP Administration


J.J. McAteer & Associates Incorporated

Contact: Susan Bird, President

Address: 45 McIntosh Dr., Markham, ON, L3R 8C7

Phone: 905-946-8655

Fax: 905-946-2535

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Manager Search, Performance Measurement, Compliance Investment, Policy Development, Education & Communication

Health Services: Disability Management, Claims Management

Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


James Evans & Associates (JEA) Ltd.

Contact: Sheree Johnson, Chief Operating Officer

Address: 1205-4464 Markham St., Victoria, BC, V8Z 7X8

Phone: 250-389-2779

Fax:

Services

Software & Technology: Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Reporting, DB Pension, DC Pension, Full Pension Plan Administration System providing adaptable functionality such as: Beneficiary Maintenance, Calculations, Member Data Management, Member Self-Service Portal, Tax Reporting, Year End Routines


Jardine Lloyd Thompson Canada Inc.

Contact: Phoebe Yung, Marketing and Communications Coordinator

Address: Suite 1200, 55 University Ave., Toronto, ON, M5J 2H7

Phone: 416-644-4816

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, Administration Outsourcing

Software & Technology: Benefits Administration, Client Server Technology, Fund Reporting

Record-keeping & Third-party Administration: Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


JDM Actuarial Expert Services Inc

Contact: Peter Gorham, President & Actuary

Address: 313 Powell Rd., Whitby, ON, L1N 2H5

Phone: 905-999-4763

Fax: 905-438-1330

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Expert Testimony, Consultant Search, Governance


Johannink Financial Solutions Inc.

Contact: Melanie Johannink, President

Address: 3300 Highway 7, Ste. 401, Vaughan, ON, L4K 4M3

Phone: 416-998-5671

Fax:

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Asset Allocation, Compliance Investment, Education & Communication, Institutional Brokerage

Health Services: Employee Assistance Program


Jones Brown Inc.

Contact: Nicholas Landry, Partner, Life & Benefits Practice

Address: 1200-145 Wellington St. W., Toronto, ON, M5J 1H8

Phone: 416-408-5650

Fax: 416-408-4517

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Education & Communication

Health Services: Disability Management, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, HRIS

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration


JONES DesLauriers Blevins

Contact: Robert Jones, CEO

Address: 30 Kelfield St., Toronto, ON, M9W 5A2

Phone: 416-240-7686

Fax: 289-304-9052

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Compliance Investment, Policy Development, Education & Communication, Risk Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, DC Pension

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


JSL, a People Corporation company

Contact: Tom Lowden, Practice Leader

Address: 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON, M2J 5C2

Phone: 905-264-2410

Fax: 905-264-2401

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication, Portfolio Style Analysis, Investment Manager Selection

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration


LENNOX FINANCIAL GROUP INC.

Contact: Chris Lennox, President

Address: #23-1730 McPherson Ct., Pickering, ON, L1W 3E6

Phone: 905-492-7888

Fax: 888-883-8427

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group DPSP, Group RRSP, Group TFSA

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management

Health Services: Claims Management, Drug Cost Management

Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension


LESLIE GROUP LIMITED, THE

Contact: Rob Campbell, Vice-president, Consulting

Address: 40 Wynford Dr., Ste. 220, Toronto, ON, M3C 1J5

Phone: 416-510-8966

Fax: 416-510-8964

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Occupational Accident Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program


Lesniewski Moore Consulting Group Inc.

Contact: Lindsey McKinnon, Regional Vice-president

Address: 140 4th Ave. S.W., Calgary, AB, T2P 3N3

Phone: 403-228-9024

Fax: 403-245-4229

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Risk Management


Life & Legacy Advisory Group

Contact: Robin Bailey, Managing Partner

Address: 2-2390 Bristol Circle, Oakville, ON, L6H 6M5

Phone: 905-277-1234

Fax:

Services

Group Benefit: Group Benefit Plans, DC Pension Plans


Lounsbury Life & Group Insurance Services

Contact: Doug Lounsbury, Director

Address: 8 Guelph St., Georgetown, ON, L7G 3Y9

Phone: 289-891-7816

Fax:

Services

Group Benefit: Group Benefit Plans

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program


Mainstay Insurance Brokerage Inc.

Contact: Dave Patriarche, President

Address: 10 Linton Ct., Thornhill, ON, L3T 5M9

Phone: 905-886-9203

Fax: 905-707-0216

Services

Group Benefit: Group Benefit Plans, Provides Educational Events, Speaker to Insurer, TPA, Pharma, & Broker Audiences

Health Services: Expert Witness (for Employee Benefits/Group Insurance), Educational Seminar Provider, Speaker on Employee Benefit Benefit Topics


Manion Wilkins & Associates Ltd.

Contact: Mike Neheli, President

Address: 500-21 Four Seasons Place, Etobicoke, ON, M9B 0A5

Phone: 416-234-5044

Fax: 416-234-2071

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management

Software & Technology: Benefits Administration, Health Claims Adjudication, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, DC Pension Plan Administration, DB Pension Plan Administration


Matheis Financial Group

Contact: Mary-Anne Rogers, Manager, Executive Support Services

Address: 1101 Kingston Rd., Ste. 150, Pickering, ON, L1V 1B5

Phone: 905-837-2600

Fax: 905-837-2598

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Risk Management

Health Services: Disability Management, Return To Work, Employee Assistance Program

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


MCFBedard Group Inc.

Contact: Charles Bedard, President

Address: 200 - 465 Richmond St., London, ON, N6A 5P4

Phone: 519-690-1452

Fax: 519-690-1463

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Quote & Renewal Analysis Technology

Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Claims Advocacy, Group RRSP Administration


MDM INSURANCE SERVICES INC.

Contact: Michael D. McKay, President & COO

Address: 834 Gordon St., Guelph, ON, N1G 1Y7

Phone: 519-837-1531

Fax: 519-836-4909

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, Administration Outsourcing

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration


Meldrum Horne & Associates

Contact: Michael Horne, Partner

Address: 220 Laurier Ave. W., Ste. 520, Ottawa, ON, K1P 5Z9

Phone: 613-233-9015

Fax: 613-233-7270

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration


Mercer

Contact: Eric Hachmer, Market Growth Leader Canada

Address: 120 Bremner Blvd., Toronto, ON, M5J 0A8

Phone: 416-868-2551

Fax: 416-868-2136

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Client Server Technology

Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration


Mercer Canada

Contact: Eric Hachmer, Market Growth Leader - Canada

Address: 120 Bremner Blvd., Toronto, ON, M5J 0A8

Phone: 416-868-2551

Fax: 416-868-2136

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Delegated Solutions, Operational Reviews, Fee Consulting

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration


Mondelis Actuarial Services Corp

Contact: Kathy Licata, President

Address: 515 Riverbend Dr., Ste. 102, Kitchener, ON, N2K 3S3

Phone: 519-579-1255

Fax: 519-579-5010

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Post Employment Benefit Valuations

Record-keeping & Third-party Administration: DB Pension Plan Administration


Morneau Shepell

Contact: Randal Phillips, Executive Vice-president & Chief Client Officer

Address: 895 Don Mills Rd., Tower One, Ste. 700, Toronto, ON, M3C 1W3

Phone: 416-445-2700

Fax: 416-445-7989

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Asset & Risk Management, Total Pension Outsourcing, DC Consulting, Legal Services - Governance & Plan Restatements, Retirement Planning Services, Benefits Communications, Shared Risk Pension Plans, Target Benefit Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Health & Productivity Solutions, Integrative Health & Wellness Solutions, Full Health & Productivity Support, Health Risk Assessment, Attendance & Disability Management, Plan Implementation & Maintenance, Counselling, Training, Worker's Compensation Management

Software & Technology: Benefits Administration, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, DB Pension, DC Pension, Health & Welfare Admin

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


MORROW, CROSSDALE & ASSOCIATES INC.

Contact: Paul Crossdale, President

Address: 10 Station Lane, Unionville, ON, L3R 1R3

Phone: 877-953-1066

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Performance Measurement, Education & Communication

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program


MOSEY & MOSEY INSURANCE AGENCY LTD.

Contact: John Mosey Jr., Vice-president

Address: 100 Milverton Dr., #604, Mississauga, ON, L5R 4H1

Phone: 505-361-2014

Fax: 905-361-2015

Services

Group Benefit: Group Benefit Plans, Plan Design Consulting, Financial Management & Renewal Negotiation, Effective Risk Management Strategies, Provider Audit, Flexible Benefits/Healthcare Spending Accounts, Collective Bargaining Support, Claims Monitoring/Management, Formulary Drug Management, Employee Education & Communication Services, Absence & Disability Solutions, Comprehensive Market Survey & Analysis, Benchmarking & Data Analysis, Innovative Cost Containment Strategies, Human Resource Consulting, Workplace Wellness Strategies

Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program


MyBenetech Inc.

Contact: Jason Robinson, Director of Operations

Address: 124 Main St. S., Georgetown, ON, L7G 3E6

Phone: 416-642-1355

Fax:

Services

Software & Technology: Benefits Administration, Client Server Technology

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration


Optimum Consultants & Actuaries Inc.

Contact: Natalie Colpron, Executive Vice-president

Address: 425 Boul. de Maisonneuve W., Montreal, QC, H3A 3G5

Phone: 514-288-1620

Fax: 514-288-3317

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Compliance Investment, Policy Development, Education & Communication, Risk Management


ORGANIZATIONAL SOLUTIONS INC.

Contact: Liz R. Scott, Principal & CEO

Address: 2186 Mountain Grove Ave., #253, Burlington, ON, L7P 4X4

Phone: 866-674-7656

Fax: 905-315-7945

Services

Health Services: Disability Management, Claims Management, Return To Work

Software & Technology: Benefits Administration

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment


PATON CONSULTING INC.

Contact: Hugh Paton, President

Address: 109 Richmond St., Charlottetown, PE, C1A 1H7

Phone: 902-894-5256

Fax: 902-894-3863

Services

Group Benefit: Group Benefit Plans, Administration Outsourcing

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Prescription Drug Benefit Expertise, Communications, Legal/ Legislation & Taxation Implications


Pavilion Advisory Group Ltd.

Contact: Eric Bolduc, Chief Operating Officer, Institutional Advisory

Address: 1250 Rene-Levesque Blvd. W., Ste. 4030, Montreal, QC, H3B 4W8

Phone: 514-932-1548

Fax: 514-846-1159

Services

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Alternatives


PBAS GROUP, THE

Contact: Terry Crawley, Director, Marketing

Address: 110 - 61 International Blvd., Toronto, ON, M9W 6K4

Phone: 416-674-3350

Fax: 416-674-8018

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Manager Search, Performance Measurement, Portfolio Modelling, Attribution Analysis, Policy Development

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Fund Valuation, Fund Reporting, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


PBI ACTUARIAL CONSULTANTS LTD.

Contact: Riley St. Jacques, Partner & Consulting Actuary

Address: Ste. 1070, One Bentall Centre, 505 Burrard St., Box 42, Vancouver, BC, V7X 1M5

Phone: 604-647-3206

Fax: 604-687-8074

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Risk Management, Target Benefit Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Portable Alpha Overlay Strategies, Alternative Assets Investment (Real Estate, Hedge Funds, Infrastructure)

Health Services: Health & Welfare Plan Design, Plan Implementation, Insurer Selection, Service Integration, Service Provider Performance Monitoring, Funding & Claim Risk Analysis, Retiree Valuation

Software & Technology: Pension Benefit Calculation Tools, Web-based Pension Administration System

Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration, Record-keeping Services, Benefit Calculations, One-on-one Member Meetings, Marriage Breakdown Calculations, Research & Advice regarding Pension Legislation, Government Filings, Educational Seminars, Annual Member Statements, Reconciliation of Expenses, Contributions, Hours Reported & Benefit Payments, Organization & Attendance at Trustee Meetings, Preparation of Meeting Minutes, Annual Member Meetings, Member Communications


Pelorus Benefits Plus

Contact: Michael Greenwood, Partner

Address: 301-3700 Steeles Ave. W., Vaughan, ON, L4L 8K8

Phone: 905-850-3330

Fax: 905-850-3329

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing

Investment: Education & Communication, Institutional Brokerage, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Integrated wellness


PENAD PENSION SERVICES LIMITED

Contact: Matthew Price, President

Address: 194 Weber St. E., Kitchener, ON, N2H 1E4

Phone: 519-743-9000

Fax: 519-743-8346

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Manager Search

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension, DC Pension, Group Health and Welfare Benefits Administration Software solutions; Social Security/Insurance & Civil Servant Software Systems

Record-keeping & Third-party Administration: Premium Billing & Collection, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


PENMORE

Contact: Lio Spagnuolo, Managing Partner

Address: 8800 Dufferin St., Ste. 304, Concord, ON, L4K 0C5

Phone: 905-669-5577

Fax: 905-669-5738

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Executive Planning

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Administrative Support, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


People Corporation

Contact: Lisa Villani, Executive Vice-president, Consulting Solutions

Address: 2225 Sheppard Ave.E., Ste. 1400, Toronto, ON, M2J 5C2

Phone: 416-445-0000

Fax: 416-445-2222

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Group Retirement Solutions, Plan Governance, Plan Oversight & Benefit Optimization, HR Services and Wellness Solutions

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness & Work Life Balance Programs

Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


ProBenefits

Contact: Norm Hounsell, President

Address: 201- 5705 Cancross Court, Mississauga, ON, L5R 3E9

Phone: 647-208-1586

Fax: 905-366-3833

Services

Group Benefit: Group Benefit Plans, Group RRSP's


ProBenefits/NFH Insurance Services Inc.

Contact: Norm Hounsell, President

Address: 45 Kendleton Dr., Toronto, ON, M9V 1T9

Phone: 905-366-3821

Fax: 905-366-3833

Services

Group Benefit: Group Benefit Plans, Group RRSPs


Prosure Group, a People Corporation company

Contact: Brenda Brown, Manager, Client Services

Address: 1400 - 2225 Sheppard Ave. E., Toronto, ON, M2J 5C2

Phone: 416-609-0989

Fax: 416-609-9551

Services

Group Benefit: Group Benefit Plans, Administration Outsourcing, Wellness Solutions, Group Retirement Solutions, Health Spending Account Solutions

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication

Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy


Proteus

Contact: Gord Lewis, Senior Vice-president

Address: 250 Ferrand Dr., Ste. 303, Toronto, ON, M3C 3G8

Phone: 416-421-3557

Fax: 416-421-1348

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation & Search, Executive Retirement Plans, Retirement Planning

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Pension Governance, Foundation Governance, Retirement Planning Workshops/Seminars, Retirement Planning Counseling, Administration Review & Search, Executive Retirement Plans

Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension


RBC Investor & Treasury Services

Contact: Joanne Archambault, Associate Director, Global Client Coverage

Address: 155 Wellington St. W., 10th Floor, Toronto, ON, M5V 3L3

Phone: 416-955-6615

Fax:

Services

Investment: Performance Measurement, Attribution Analysis, Compliance Investment, Education & Communication, Risk Management


ROBERTSON, EADIE & ASSOCIATES LTD.

Contact: John Deinum, Partner

Address: 481 Morden Rd., Ste. 210, Oakville, ON, L6K 3W6

Phone: 905-338-7002

Fax: 905-338-7022

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management

Software & Technology: Investment Manager Selection, DB Pension, DC Pension

Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Call Centre, Healthcare Spending Account Administration, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


RUSSELL INVESTMENTS

Contact: Tom Lappalainen, Director, Strategic Advice

Address: 100 King St. W., Ste. 5900, Toronto, ON, M5X 1E4

Phone: 416-640-2472

Fax: 416-362-4494

Services

Group Benefit: DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication, Risk Management, Transition Management, Implemented Solutions, Governance Reviews, Asset Liability Studies


RWAM Insurance Administrators Inc.

Contact: Dan Galloway, Chief Operating Officer & President

Address: 49 Industrial Dr., Elmira, ON, N3B 3B1

Phone: 519-669-1632

Fax: 519-669-1923

Services

Group Benefit: Group Benefit Plans

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy


seclonLogic inc.

Contact: Jean-Guy Sauriol, President

Address: 309-85 Scarsdale Rd., North York, ON, M3B 2R2

Phone: 416-640-5795

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Pension and Benefits Technology

Software & Technology: Benefits Administration, Client Server Technology, DB Pension, DC Pension


Segal Group, The

Contact: Cameron McNeill, Senior Vice-president

Address: 45 St. Clair Ave. W., Ste. 802, Toronto, ON, M4V 1K9

Phone: 416-969-3963

Fax: 416-961-2101

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Asset Liability Modeling, Participant Communications

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Plan Design & Budgeting, Claims & Eligibility Audits, Plan Data Analysis, Wellness, Vendor Bidding

Software & Technology: Multi-employer Fund Website Development, Information Technology Assessment, Technology Acquisition & Implementation Operation & Organization Assessments, Feasibility Studies for Benefits Administration Options, Liability Driven Investing, Asset Liability Modeling


SEGAL ROGERSCASEY CANADA (Member of The Segal Group)

Contact: Ruo Tan, President

Address: 45 St Clair Ave W., Ste. 802, Toronto, ON, M4V 1K9

Phone: 416-642-7792

Fax: 416-304-0570

Services

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Portfolio Management, Investment Research, Investment Product Design

Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection


Selectpath Benefits and Financial Inc.

Contact: Wayne Koch, Sales Manager

Address: Ste. 310, 700 Richmond St., London, ON, N6A 5C7

Phone: 519-675-1177

Fax: 519-675-1331

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Financial Services, HR Outsourcing, HRIS Systems and Payroll

Investment: Investment Consulting, Education & Communication

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program


Smith Pension & Actuarial Consultants

Contact: Donald M. Smith, Partner

Address: Ste. 2000, 1188 W. Georgia St., Vancouver, BC, V6E 4A2

Phone: 604-443-3712

Fax: 604-687-2315

Email: don_smith@smithpac.ca

Website: n/a

Services

Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management

Software & Technology: Investment Manager Selection, Fund Valuation, DB Pension, DC Pension

Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration


Stem Capital

Contact: Joseph Chan, Vice-president

Address: 130 King St. W., Toronto, ON, M5X 1E3

Phone: 855-783-7836

Fax: 855-783-7836

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, HRIS/HCM Technology Transformation


Steven Cohen Insurance Agency Inc.

Contact: Steven R. Cohen, President

Address: 1 Eva Rd., Ste. 324, Toronto, ON, M9C 4Z5

Phone: 416-259-1166

Fax: 416-259-5885

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Asset Allocation, Compliance Investment, Policy Development, Education & Communication

Software & Technology: Investment Manager Selection, DC Pension


STRATEGIC BENEFITS & INSURANCE SERVICES LTD.

Contact: Debra Dobing, Owner & Employee Benefits Consultant

Address: P.O. Box 114- 945 Princess St., Kingston, ON, K7L 0E9

Phone: 877-507-4433

Fax: 613-507-4401

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Compliance Investment, Education & Communication


Strategic Income Security Services

Contact: David Lee, President

Address: M2 - 601 W. Broadway, Vancouver, BC, V5Z 4C2

Phone: 604-633-2114

Fax:

Email: info@siss.ca

Website: www.siss.ca

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial & Administration Services Provider Searches

Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication, Risk Management, Strategic Consulting, Plan Funding Rehabilitation Strategies, Liability-driven Investment Strategy Design and Implementation


SUSTAINALYTICS

Contact: Gary Hawton, Senior Director, Institutional Relations, Canada

Address: 215 Spadina Ave., Ste. 300, Toronto, ON, M5T 2C7

Phone: 647-317-3671

Fax: 416-861-0183

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Sustainability Research & ESG Analysis of Securities

Investment: Investment Consulting, Performance Measurement, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, ESG Portfolio Analysis, Carbon Portfolio Analysis, ESG & Corporate Governance Research Services, Screening Support Services, Responsible Investment Policy Development

Software & Technology: Investment Manager Selection


The Benefits Trust

Contact: Robert J. Crowder, President.

Address: 3800 Steeles Ave. W., 102W, ON, L4L 4G9

Phone: 905-251-4995

Fax:

Services

Group Benefit: Group Benefit Plans, Administration Outsourcing, Full Service Employee Benefits, TPA

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, Claims Advocacy


The Callery Group

Contact: Bill Zolis, Senior Employee Benefits Consultant

Address: 200-1032 Brock St. S., Whitby, ON, L1N 4L8

Phone: 905-430-7444

Fax: 905-430-9313

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program


The Human Well Inc.

Contact: Paul Pittman, Senior Consultant

Address: Village Common, Oakville, ON, L6M 0S2

Phone: 416-985-1153

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans

Investment: Policy Development, Risk Management, Transition Management

Health Services: Claims Management, Drug Cost Management


THE PROTECTORS GROUP BENEFITS

Contact: R. Brian Porter, President

Address: 215 George St. N., Peterborough, ON, K9J 3G7

Phone: 705-748-5181

Fax: 705-748-4831

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Group RRSP Administration


The Winch Group Inc.

Contact: Gary Winch, Principal

Address: 3027 Harvester Rd., Ste 302, Burlington, ON, L7N 3G7

Phone: 905-639-4287

Fax: 905-639-9352

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing

Investment: Investment Consulting, Performance Measurement, Asset Allocation, Policy Development, Education & Communication, Risk Management, Transition Management

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification


THORPE BENEFITS

Contact: Roger Thorpe, President

Address: 1000 - 60 St. Clair Ave. E., Toronto, ON, M4T 1N5

Phone: 416-966-9229

Fax: 416-966-1701

Services

Group Benefit: Group Benefit Plans, Wellness Consulting, Onsite Wellness Programming


TLH Benefits Advisors

Contact: Thomas L. Hanes, CLU, Owner/Operator

Address: 26 Cranbrooke Ave., Toronto, ON, M5M 1M4

Phone: 647-268-3409

Fax: 416-488-7590

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Health Services: Disability Management, Claims Management

Software & Technology: Benefits Administration

Record-keeping & Third-party Administration: Claims Adjudication, Healthcare Spending Account Administration, Claims Advocacy


TRG Group Benefits & Pensions Inc.

Contact: Lisa Jandali, COO

Address: 800 - 1177 W. Hastings St., Vancouver, BC, V6E 2K3

Phone: 604-714-4400

Fax: 604-714-4401

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management, CAPSA Review & Compliance

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Preferred Provider Network, Choice Benefits

Record-keeping & Third-party Administration: Employee Assistance


TT Actuarial Inc.

Contact: Chris T. Tomev, FSA, FCIA, Partner and Actuary

Address: 206 Laird Drive, Suite 208, Toronto, ON, M4G 3W4

Phone: 416-424-1765

Fax: 416-406-4484

Services


Union Benefits

Contact: Paul A. Gillis, President & CEO

Address: 151 Frobisher Dr., E220, Waterloo, ON, N2V 2C9

Phone: 519-725-8818

Fax: 519-725-9362

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing

Health Services: Claims Management, Drug Cost Management

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DB Pension Plan Administration, Collection of remittances from contractors on behalf of multi-employer union locals


Waddell Financial Consultants Limited

Contact: Blake Waddell, Managing Director

Address: 110 Matheson Blvd. W., Mississauga, ON, L5R 4G7

Phone: 905-712-8400

Fax: 905-712-9400

Services

Group Benefit: Group Benefit Plans

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program


WESTCOAST ACTUARIES INC.

Contact: Stephen Cheng, Managing Director & Senior Consulting Actuary

Address: 908 - 1166 Alberni St., Vancouver, BC, V6E 3Z3

Phone: 604-730-1898

Fax: 604-730-1886

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Legal Evidence, Post-Employment Benefits Valuation, Post-Retirement Benefits Valuation

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Health Services: Disability Management, Claims Management, Drug Cost Management, Predictive Modelling

Record-keeping & Third-party Administration: Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, SERP Administration


WESTERN COMPENSATION & BENEFITS CONSULTANTS

Contact: Barry D. Cook, Partner

Address: 2000 - 1188 W. Georgia St., Vancouver, BC, V6E 4A2

Phone: 604-683-9155

Fax: 604-687-2315

Email: wcbc@wcbc.ca

Website: www.wcbc.ca

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing

Investment: Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

Software & Technology: Investment Manager Selection, Fund Valuation, DB Pension, DC Pension

Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration


White Willow Benefit Consultants, a People Corporation company

Contact: Glenna Chestnutt, Practice Leader

Address: 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON, M2J 5C2

Phone: 905-640-9142

Fax: 905-640-2349

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Group Retirement Solutions,

Health Services: Disability Management, Return To Work, Drug Cost Management, Employee Assistance Program

Record-keeping & Third-party Administration: Administrative Support, Employee Assistance


WIEGERS FINANCIAL & BENEFITS

Contact: Cliff & Deb Wiegers, Partners

Address: 120 33rd St. E., Saskatoon, SK, S7K 0S2

Phone: 306-244-0949

Fax: 306-244-4026

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, HR Solutions, Coaching

Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management, Institutional Brokerage

Health Services: Employee Assistance Program


Williamson Group, The - A Cowan Company

Contact: Don Williamson, Director & Principal, Benefits Consulting

Address: 225 King George Rd., Brantford, ON, N3R 7N7

Phone: 800-265-9973

Fax: 519-756-5773

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Commercial Insurance

Investment: Investment Consulting, Manager Search, Asset Allocation, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Programs

Software & Technology: Benefits Administration, Health Claims Adjudication, DC Pension

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration


Willis Towers Watson

Contact: Nicolas Crook, Managing Consultant

Address: 175 Bloor St. E., Ste. 1701, Toronto, ON, M4W 3T6

Phone: 416-960-2773

Fax: 416-960-2819

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Employee Opinion Surveys

Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management, Delegated Investment Management

Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employer Drug Purchasing Coalition

Software & Technology: DB Pension, DC Pension

Record-keeping & Third-party Administration: Administrative Support, Call Centre, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration