Group Benefits Directory

Canada Life Assurance Company

Contact: Derrick March, Vice-president, Business Development, Sales

Address: 330 University Ave., U10, Toronto, ON

Phone: 416-552-3000

Fax:

Group Pension Premiums & Deposits: 6938M

Group Pension Assets: 55171M

Products/Services

Products - RPP/SPP, DPSP, EPSP, RRSP, PRPP, VRSP, TFSA, NRSP, Investment-only, Group LIF, Group RRIF, Annuities, Deferred Salary Leave Plan, Employee Benefit Plans; Longevity Insurance Services - CAP Recordkeeping; Customizable Communication Materials; Online Enrollment; Educational & Transactional Websites for Members, Plan Sponsors, Advisors; Bilingual Toll-free Client Service Centre; Customizable Education Seminars & Videos; Sponsor Safeguards & Compliance Program; Third-party Financial Planning Website & Seminars; Retirement Income Planning; Member Investment Selection Service; Personalized Member Statement Illustrations

Client Profile (By Number of Clients)

1-100: 7921
100-500: 1164
500-1000: 149
1000+: 151

Desjardins Insurance

Contact: David Charbonneau, Vice-president, Group Retirement Savings

Address: 1050 Beaver Hall, 16th Floor, Montreal, QC

Phone: 514-350-8700

Fax: 514-285-8766

Group Pension Premiums & Deposits: 2016.2M

Group Pension Assets: 13815.5M

Products/Services

Participant Education; Plan Management Services, Investment Solutions; DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, Defined Benefits Plans, Investment-only Plans, Single Premium Annuities, TFSA, VRSP, and RIF/LIF/Annuities

Client Profile (By Number of Clients)

1-100: 9988
100-500: 500
500-1000: 73
1000+: 42

La Capitale assureur de l'administration publique inc.

Contact: Carl Laflamme, Vice-president - Sales & Marketing - Group Insurance

Address: 625, Jacques-Parizeau St., Quebec City, QC

Phone: 418-266-9510

Fax: 418-266-3520

Group Pension Premiums & Deposits: 2.3M

Group Pension Assets: 9.423M

Products/Services

Group Annuities, Group RRSP

Client Profile (By Number of Clients)

1-100: 4
100-500: N/A
500-1000: N/A
1000+: N/A

Manulife Financial

Contact: Olga Treiger, Manager, Shared Services

Address: 200 Bloor StE., Toronto, ON

Phone: 416-852-9057

Fax:

Group Pension Premiums & Deposits: 8332M

Group Pension Assets: 68307M

Products/Services

Defined Contribution Registered Pension Plans (DCRPP) Defined Benefit Pension Plans (DBRPP) Simplified Pension Plan (SPP) (Quebec) Simplified Pension Plan (SMPPP) (Manitoba) Registered Retirement Savings Plans (RRSP) Supplemental Executive Retirement Plan (SERP) Retirement Compensation Arrangement (RCA) Employee Profit Sharing Plan (EPSP) Employee Savings Plan (ESP) Deferred Profit Sharing Plans (DPSP) Tax Free Savings Accounts (TFSA) Stock Plans FutureStepTM RRSP ( Small Business Product) FutureStep™ DPSP (Small Business Product)Voluntary Retirement Savings Plan (VRSP) Pooled Registered Pension Plan (PRPP) Defined BenefitInvestment-Only Plan (DB/IO) Non-Registered Investment Only Plan (Non-Reg IO) Individual Pension Plan (IPP) Employee Benefit Plan (EBP) Flexible Pension Plans (FLEX) Locked-in Retirement Account (LIRA) Defined Benefit / Defined Contribution Combo Plans Registered Retirement Income Fund (RRIF) Group Retirement Solutions offers innovative solutions for members, sponsors and advisors.

Client Profile (By Number of Clients)

1-100: 8917
100-500: 1202
500-1000: 220
1000+: 245

Sun Life Financial

Contact: Ted Singeris, Vice-president, Client Relationships & Business Development

Address: 225 King St. W., 5th Floor, Toronto, ON

Phone: 416-408-7669

Fax: 416-595-3693

Group Pension Premiums & Deposits: 11504M

Group Pension Assets: 89104M

Products/Services

Products include: Defined Contribution Pension Plan (DCPP), Group Registered Retirement Savings Plan (RRSP), Deferred Profit Sharing Plan (DPSP), Tax-free Savings Account (TFSA), Non-registered Plan, Stock Plan, DB Investment-only Plan (INVO), Sun Advantage (small business only), Voluntary Retirement Savings Plan (VRSP) (Quebec), and tailored solutions for DB plan risk management Services include: Group Retirement Income Solutions, Integrated Group Retirement Services and Group Benefits Access, Investment Solutions, Group Choices plan for transitioning plan members, Retirement Income Products, In-plan Investment Advice Service, Call Centre and Automated Telephone Systems, Online Member Education and Financial Planning Tools and Services, Onsite Enrollment, Custom Education, Communication, and Design Services, Pensioner Payroll Services and Online Reporting

Client Profile (By Number of Clients)

1-100: 4594
100-500: 705
500-1000: 160
1000+: 205