Accurate Design Benefits
Contact: Krista Barzso, Client Experience Manager
Address: 2359 Royal Windsor Dr., Unit 23, Ste. 211, Mississauga, ON, L5J 4S9
Phone: 905-855-0188
Fax:
Email: krista@accdesign.com
Website: www.accdesign.com
Services
Group Benefit: Group Benefit Plans, Risk assessment/Management
ACQUAINT FINANCIAL
Contact: ASAF SHAD, PRESIDENT & CEO
Address: 2131 WILLIAMS PARKWAY, SUIT 4, BRAMPTON, ON, L6S 5Z4
Phone: 905-595-1323
Fax:
Email: ashad@acquaintfinancial.com
Website: WWW.ACQUAINTFINANCIAL.COM
Services
Group Benefit: Financial literacy, education, planning, wellness & FinTech solutions.
Investment: Financial literacy, education, planning, wellness & FinTech solutions.
Health Services: Financial literacy, education, planning, wellness & FinTech solutions.
Software & Technology: Financial literacy, education, planning, wellness & FinTech solutions.
Record-keeping & Third-party Administration: Employee Assistance, Financial literacy, education, planning, wellness & FinTech solutions.
Actuarial Solutions Inc.
Contact: Jason Vary, President
Address: 19 Amy Croft Dr., Ste. 203, Lakeshore, ON, N9K 1C7
Phone: 905-257-2038
Fax: 519-979-4699
Email: Jason@ActuarialSolutionsInc.com
Website: www.actuarialsolutionsinc.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Record-keeping & Third-party Administration: DB Pension Plan Administration
Advisory Capital Group
Contact: Mary Linton, Managing Partner
Address: 110 Yonge St., Ste. 1702, Ste. 1702, Toronto, ON, M5C 1T4
Phone: 416-322-3339
Fax: 416-322-1440
Email: mlinton@advisorycanada.com
Website: www.advisorycanada.com
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
AGA Benefit Solutions
Contact: Alexandre Timothy, Sales Director
Address: 3500 De Maisonneuve bld W., Ste. 2200, Westmount, QC, H3Z 3C1
Phone: 800-363-6217
Fax:
Email: alexandre.timothy@aga.ca
Website: www.aga.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Performance Measurement, Compliance Investment, Education & Communication
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
Aon
Contact: Howard Lyons, Partner
Address: 20 Bay St, #1600, Toronto, ON, M5V 3M2
Phone: 416-225-5001
Fax:
Email: howard.lyons@aon.com
Website: aon.com/canada
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: Claims Management, Drug Cost Management
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension
Record-keeping & Third-party Administration: DC Pension Plan Administration, DB Pension Plan Administration
Aptus Benefits Inc.
Contact: William Watt, Principal
Address: 205 - 409 Granville St., Vancouver, BC, V6C 1T2
Phone: 604-424-8032
Fax: 604-424-8031
Email: bwatt@aptusbenefits.ca
Website: www.aptusbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Manager Search, Performance Measurement, Compliance Investment, Policy Development, Education & Communication
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Aria Benefits
Contact: Robin Bailey, Partner
Address: 2-2390 Bristol Circle, Oakville, ON, L6H 6M5
Phone: 905-829-9008
Fax:
Email: rbailey@ariabenefits.ca
Website: www.ariabenefits.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
AUTOMATED ADMINISTRATION SERVICES INC
Contact: KEITH FOOT, PRESIDENT
Address: 200 TOWN CENTER BLVE, Ste. 102, MARKHAM, ON, L3R 8G5
Phone: 905-513-9868
Fax: 905-513-9893
Email: INFO@AASINC.CA
Website: WWW.AASINC.CA
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Health Services: Claims Management, Drug Cost Management
Software & Technology: Benefits Administration
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
BAYNES & WHITE INC.
Contact: Pam Martin, Senior Consultant, Group Benefits, June Smyth, Senior Actuary, Pension/Retirement
Address: 20 Eglinton Ave. W., Ste. 1006, Toronto, ON, M4R 1K8
Phone: 416-863-9159
Fax: 416-863-9158
Email: info@bayneswhite.com
Website: www.bayneswhite.com
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, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, DB Pension Plan Administration
BAYVIEW FINANCIAL GROUP
Contact: Rob Anderson, President
Address: 220-1120 Grant Ave., Winnipeg, MB, R3M 2A6
Phone: 204-515-4000
Fax:
Email: rob@bayviewfinancial.ca
Website: bayviewfinancial.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Asset Allocation, Risk Management
Belay Advisory
Contact: John Goode, Partner
Address: 2111, 10088 - 102 Ave., Edmonton, AB, T5J 2Z1
Phone: 780-409-8900
Fax:
Email: contact@belay.ca
Website: www.belay.ca
Services
Group Benefit: Employee Benefit Plans, Employee Retirement Plans, Employee Assistance Plans, Employee Financial Plans, Executive Benefit Plans, International Benefit Plans
Benchmark Benefit Solutions Inc.
Contact: Giorgio Follegati, Benefits Consultant
Address: 10 Richmond St. Ste. 301, Maple, ON, L6A 1P6
Phone: 416-270-5398
Fax:
Email: giorgio@benchmarkbenefits.ca
Website: www.benchmarkbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, HR Workshops, Employee Wellness
Investment: Investment Consulting, Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration
BeneCare Consulting Inc
Contact: Nicholas Chu, Principal
Address: 205-2550 Shaughnessy St, Port Coquitlam, BC, V3C 3G2
Phone: 604-200-9301
Fax:
Website: www.benecare.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
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
Email: tadams@bpagroup.com
Website: www.bpagroup.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Health Services: Disability Management, Claims Management, Drug Cost Management
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
Benefits Alliance Group Inc., The
Contact: Jim Edmands, President
Address: 8800 Dufferin St., Ste. 304, Concord, ON, L4K 0C5
Phone: 905-669-5577
Fax:
Email: jim.edmands@benefitsalliance.ca
Website: www.benefitsalliance.ca
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 Authority
Contact: Rachel Wolters CHS, Group Benefits Consultant
Address: 4809 114 Ave NW, Edmonton, AB, T5W 0T7
Phone: 780-224-7805
Fax:
Email: rachel@benefitsauthority.ca
Website: benefitsauthority.ca
Services
Group Benefit: Group Benefit Plans
benefitsConnect Inc.
Contact: Paul Crossdale, President
Address: 42 St. Clair Ave.E., Toronto, ON, M4T 1M9
Phone: 416-471-3566
Fax:
Email: info@benefitsconnect.ca
Website: www.benefitsconnect.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, benefitsConnect OS, benefitsConnect Pay, Fully integrated HCM & Payroll system
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management
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, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, benefitsConnect OS, benefitsConnect Pay, Fully integrated HCM & Payroll system
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
BeneOffice Canada Inc.
Contact: BeneOffice Sales Team, Broker & Insurer Support
Address: PO Box 173 London Station B PO, London, ON, N6A 4V6
Phone: 888-231-7489
Fax: 519-690-1463
Email: sales@beneoffice.com
Website: www.beneoffice.com
Services
Group Benefit: Administration Outsourcing
Software & Technology: Benefits Administration, Electronic Employee Benefits Broker built for Canadian Brokers.
Beneplan Inc
Contact: Vince Principato, President
Address: 150 Ferrand Dr., Ste. 500, Toronto, ON, M3C 3E5
Phone: 416-863-6718
Fax: 416-863-5157
Email: vprincipato@beneplan.ca
Website: www.beneplan.ca
Services
Group Benefit: Group Benefit Plans
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration, Claims Advocacy
BFL CANADA CONSULTING SERVICES INC.
Contact: David Vanasse, President
Address: 3448 Stanley, Montreal, QC, H3A 1R8
Phone: 514-315-3335
Fax: 514-843-3842
Email: dvanasse@bflcanada.ca
Website: www.bflcanada.ca
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
Bilsland Griffith Benefit Administrators
Contact: Janice Young, Executive Assisstant
Address: 1000-4445 Lougheed Hwy, Burnaby, BC, V5C 0E4
Phone: 604-433-8894
Fax: 604-433-8899
Email: janice.young@bgbenefitsadmin.com
Website: www.bgbenefitsadmin.com
Services
Group Benefit: Administration Outsourcing, Trustee Services
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Negotiated Cost Pension & Benefit Plan Administration
Brassard Goulet Yargeau, Services financiers intégrés
Contact: Miguel Yargeau, Partner
Address: 686, Grande Allée Est, bureau100, Quebec, QC, G1R 2K5
Phone: 418-682-5853
Fax: 418-682-3534
Email: contact@bgy.ca
Website: www.brassardgouletyargeau.com/
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: Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, 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, Group RRSP 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
Email: sharon.stevenson@ccinsurance.ca
Website: www.ccinsurance.ca
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, DC Pension Plan Administration
CanTrust Financial
Contact: Simon Marples, Vice-president
Address: 3237 King Geoge Blvd Ste. 205, Surrey, BC, V4P 1B7
Phone: 604-664-8900
Fax: 604-664-8987
Email: info@cantrustfinancial.ca
Website: cantrustfinancial.ca
Services
Group Benefit: Group Benefit Plans
Investment: Investment Consulting
CARTESIA
Contact: Nathalie Charette, Consultant
Address: 318 Royal, Beaconsfield, QC, H9W 5W5
Phone: 514-258-5502
Fax:
Email: nathalie@cartesia.ca
Website: www.cartesia.ca
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
Email: james.cartin@shaw.ca
Website: www.cartin.ca
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
CEM BENCHMARKING INC.
Contact: Michael Reid, Vice-president
Address: 372 Bay St., Ste. 1000, Toronto, ON, M5H 2W9
Phone: 416-644-2516
Fax:
Email: michael@cembenchmarking.com
Website: www.cembenchmarking.com
Services
Investment: Cost effectiveness benchmarking.
Record-keeping & Third-party Administration: DB Pension administration cost effectiveness benchmarking.
Cindy Bowden Insurance and Benefits
Contact: Cindy Bowden, President
Address: 7030 Woodbine Ave., Ste. 100, Markham, ON, L3R 6G2
Phone: 905-477-8029
Fax: 905-604-8029
Email: cbowden@cindybowden.com
Website: www.cindybowden.com
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
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
Email: doreilly@compben.com
Website: www.compben.com
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
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy
Connex Health
Contact: Denise Balch, Principal Consultant and President
Address: 7603 Sideroad 10 W., Arthur, ON, N0G 1A0
Phone: 905-220-4260
Fax:
Email: denisebalch@connexhc.com
Website: www.connexhc.com
Services
Group Benefit: Group Benefit Plans, Private payer consulting, plus strategic advice on employee health and wellbeing
Conte Financial Services Inc. (CFS)
Contact: Tony Conte, President
Address: 205-460 W. Hunt Club Rd., Ottawa, ON, K2E 0B8
Phone: 613-667-3667
Fax: 613-667-4667
Email: tconte@cfservices.ca
Website: www.cfservices.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Special Risk, Business Travel and Expatriate Group Benefits, including war Risk
Investment: Investment Consulting, Education & Communication
Record-keeping & Third-party Administration: Premium Billing & Collection
Cortex Applied Research Inc.
Contact: Tom Iannucci, President
Address: 304-2489 Bloor St. W, Toronto, ON, M6S 1R6
Phone: 416-967-0252
Fax: 416-967-2711
Email: tiannucci@cortexconsulting.com
Website: www.cortexconsulting.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans
Investment: Education & Communication, Risk Management, Outsourced Chief Investment Officer (OCIO) Searches
COWAN INSURANCE GROUP LTD.
Contact: Moe Renaud, Vice President, Operations and Product Development, Group Benefits
Address: 705 Fountain St. N., Cambridge, ON, N1R 5T2
Phone: 519-650-6360
Fax: 519-650-6366
Email: moe.renaud@cowangroup.ca
Website: www.cowangroup.ca
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
Cremasco Partners Inc.
Contact: Jeff Snyder, Principal
Address: 585 Scottsdale Dr., Guelph, ON, N1G 3E7
Phone: 519-837-1530
Fax: 519-836-8099
Email: jeff@cremasco.com
Website: www.cremasco.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Group Brokerage & Consulting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management, Investment & Retirement Counselling
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy, DB Pension Plan Administration
CUBIC HEALTH INC.
Contact: Mike Sullivan, CEO
Address: 26 Soho St., Ste. 390, Toronto, ON, M5T 1Z7
Phone: 416-203-3078
Fax:
Email: msullivan@cubic.ca
Website: www.cubic.ca
Services
Group Benefit: Group Benefit Plans, Plan Analytics, Predictive Analytics, Prior Authorization, Clinical Plan Management, Machine Learning-as-a-Service
Health Services: Claims Management, Drug Cost Management, Plan Analytics, Predictive Analytics, Prior Authorization, Formulary Management, Drug-EHC-Disability Data Integration, Population Health Analytics
Software & Technology: Machine Learning-as-a-Service, Data Warehousing
Curry Financial Group LTD.
Contact: Lorne Curry, President
Address: 223 Aylmer St. N Unit A, Peterborough, ON, K9J 3K3
Phone: 705-749-1131
Fax: 866-283-5290
Email: lorne@curryfinancialgroup.com
Website: www.curryfinancialgroup.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Risk Management, Transition Management
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
DT&A
Contact: Don Tettmar, President
Address: 1205 Cameron Ave. SW, Calgary, AB, T2T 0K8
Phone: 403-244-9663
Fax:
Email: don@dtanda.onmicrosoft.com
Website: not applicable
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
Contact: Scott Beckett, President
Address: 67 Yonge St, Ste. 1101, Toronto, ON, M5E 1J8
Phone: 905-725-7100
Fax: 416-363-2819
Email: scott@edgewaterfinancial.ca
Website: www.dugganbenefits.com
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Investment: Asset Allocation
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Healthcare Spending Account Administration
Eckler Ltd
Contact: Chris Brisebois, Principal
Address: 5140 Yonge St., Ste. 1700, Toronto, ON, M2N 6L7
Phone: 416-696-3053
Fax: 416-429-3794
Email: cbrisebois@eckler.ca
Website: www.eckler.ca
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, Policy Development, Education & Communication, Risk 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: DC Pension Plan Administration, DB Pension Plan Administration
Elegant Investment Solutions, Inc.
Contact: Colin Ripsman, President
Address: 7 Nathan Court, Thornhill, ON, L4J 6Z7
Phone: 647-904-9892
Fax:
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Investment Consulting, Governance Consulting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Design and implementation of governance structures, OCIO searches and monitoring.
EXPRESS SCRIPTS CANADA
Contact: Nancy Tibbo, Senior Manager, Marketing & Communications
Address: 5770 Hurontario St., Mississauga, ON, L5R 3G5
Phone: 905-712-8615
Fax: 905-712-9986
Email: ntibbo@express-scripts.com
Website: www.express-scripts.ca
Services
Group Benefit: Health Benefits Management
Investment: Health Benefits Management
Health Services: Claims Management, Drug Cost Management, Health Benefit Management
Software & Technology: Benefits Administration, Health Claims Adjudication
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre
Fairway Benefit Solutions
Contact: Simon Reyers, Employee Benefit Specialist
Address: 688 Harrow Place, Kingston, ON, K7M 5L9
Phone: 613-532-2255
Fax:
Email: simon@fairwaybenefitsolutions.ca
Website: www.fairwaybenefitsolutions.ca
Services
Group Benefit: Group Benefit Plans
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Farrow Pension & Benefits
Contact: Joel Farrow, Partner
Address: 80 king st, St catharines, ON, L2R 7G1
Phone: 905-641-0028
Fax:
Email: Joel@farrowpension.ca
Website: www.farowpension.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Fraser Group
Contact: Ken Fraser, President
Address: 459 Roncesvalles Ave., Toronto, ON, M6R 2N4
Phone: 416-537-8687
Fax:
Email: ken@frasergroup.com
Website: www.frasergroup.com
Services
Group Benefit: Expense Benchmarking of Registered Pension Plans
Gallagher
Contact: Ezaque Lopez, National Growth Leader, Canada
Address: 181 University Ave., Ste. 1200, Toronto, ON, M5H 3M7
Phone: 647-475-9551
Fax:
Email: ezaque_lopes@ajg.com
Website: ajgcanada.com
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
Health Services: Disability Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Investment Manager Selection, Fund Reporting, DC Pension
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
George & Bell Consulting Inc.
Contact: Brendan George, Jeremy Bell, Greg Heise, Mike Greschner, Partners
Address: M2-601 W. Broadway, Vancouver, BC, V5Z 4C2
Phone: 604-871-4151
Fax: 888-800-1450
Email: info@georgeandbell.com
Website: www.georgeandbell.com
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 Manager Research
Contact: Craig Harrison, President
Address: 208 Wyecroft Rd, Oakville, ON, L6K 3T8
Phone: 905-842-4242
Fax:
Email: charrison@gmr.ca
Website: www.gmr.ca
Services
Investment: Performance Measurement
Software & Technology: Investment Management, Investment Manager Selection
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, Workplace Health Strategy, Integrating Health Benefits & Health Promotion, Drug policy
Hart Actuarial Consulting Ltd.
Contact: David C. Hart, Consulting Actuary
Address: 2851 Rainbow Cres., Mississauga, ON, L5L 2H7
Phone: 905-820-2662
Fax:
Email: dhart@an-actual-actuary.com
Website: www.an-actual-actuary.com
Services
Group Benefit: DB Pension Plans, Actuarial Services
HUB International
Contact: Mike Barone, North American president, employee benefits
Address: Ste. 900, 595 Bay St., Toronto, ON, M5G 2E3
Phone: 858-373-6920
Fax: 416-597-2313
Email: mike.barone@hubinternational.com
Website: www.hubinternational.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Group Benefits, Group Retirement and Pension, Voluntary Benefits, Health & Performance, Cost Management, Employee Communications, Data Analytics, Compliance & Governance, Actuarial Services
Investment: Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
HUB International Limited
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
Human Capital Benefits Inc.
Contact: Chris Pryce, CEBS, Managing Director
Address: 3080 Yonge St., Ste. 6060, Toronto, ON, M4N 3N1
Phone: 647-352-9777
Fax:
Email: chrispryce@humancapitalbenefits.com
Website: www.humancapitalbenefits.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
HumanaCare
Contact: Jamie Marcellus, President
Address: 102-7030 Woodbine Ave., Markham, ON, L3R 6G2
Phone: 800-661-8193
Fax:
Email: jmarcellus@humanacare.com
Website: www.humanacare.com
Services
Health Services: Disability Management, Claims Management, Return To Work, Employee Assistance Program, Medical Second Opinion, Eldercare, Chronic Disease, Virtual Care
Software & Technology: Virtual Care, Health Portals
Record-keeping & Third-party Administration: Employee Assistance, Call Centre
Insure your Freedom
Contact: Heather Freed, Ms
Address: 1A - 1881 Steeles Ave. W. #143, Toronto, ON, M3H 0A1
Phone: 416-806-5478
Fax:
Email: heather@freed.ca
Website: www.freed.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Software & Technology: Lunch and Learns on benefits and estate planning
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
Email: sbird@mcateer.ca
Website: www.mcateer.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Governance systems design and education
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
JDM Actuarial Expert Services Inc
Contact: Peter Gorham, President & Actuary
Address: 313 Powell Rd., Whitby, ON, L1N 2H5
Phone: 905-999-4763
Fax:
Email: pgorham@jdmactuarial.com
Website: www.jdmactuarial.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Expert Testimony, Consultant Search, Governance
JONES DesLauriers Blevins
Contact: Ashley Nastasi, Marketing Manager
Address: 30 Kelfield St., Toronto, ON, M9W 5A2
Phone: 855-532-4768
Fax: 289-304-9052
Email: anastasi@jdbgroup.ca
Website: www.jdbgroup.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Human Resources, Consulting, Mergers & Acquisitions, Health & Wellness Plans, Executive Health Assessments
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: Benefits Administration, Investment Management, 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
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
Email: info@lennoxfinancial.ca
Website: www.lennoxfinancial.ca
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: Matthieu Bedard, Director or Employee Benefits
Address: 40 Wynford Dr., Ste. 220, Toronto, ON, M3C 1J5
Phone: 416-510-8966
Fax: 416-510-8964
Email: matthieu@lesliegroup.com
Website: www.lesliegroup.com
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
Software & Technology: Benefits Administration, Investment Manager Selection
Record-keeping & Third-party Administration: Administrative Support
Lesniewski Moore Consulting Group Inc.
Contact: Mark A. Lesniewski, President & CEO
Address: 1500, 205 - 5th Ave. SW, Calgary, AB, T2P 2V7
Phone: 403-228-9024
Fax: 403-245-4229
Email: mark@lmcgroup.ca
Website: www.lmcgroup.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Designated Pension Plans (IPPs) – design, implementation and administration for small business owners, Retirement Compensation Arrangements (RCA), Insurance Valuations
Software & Technology: DB Pension, DC Pension
Record-keeping & Third-party Administration: DC Pension Plan Administration, DB Pension Plan Administration, Retirement Compensation Arrangement Trust Returns
Lounsbury Life & Group Insurance Services
Contact: Doug Lounsbury, Consultant
Address: 8 Guelph St, Georgetown, ON, L7G 3Y9
Phone: 289-891-7816
Fax:
Email: info@lounsburylife.com
Website: www.lounsburylife.com
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing, Business Life and Critical Illness Insurance
Health Services: Disability Management, 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:
Email: dave@mainstayinsurance.ca
Website: www.mainstayinsurance.ca
Services
Group Benefit: Group Benefit Plans, Organizes Educational Events, Educational Content Speaker for Insurer, TPA, GMGA, Pharma, & Broker Audiences, Expert Witness in Employee Benefits
Health Services: Expert Witness (for Employee Benefits/Group Insurance), Educational Seminar Provider, Speaker on Employee Benefit Topics
Manion Wilkins & Associates Ltd.
Contact: Mike Neheli, President
Address: 500-21 Four Seasons Place, Toronto, ON, M9B 0A5
Phone: 416-234-5044
Fax: 416-234-2071
Email: mneheli@manionwilkins.com
Website: manionwilkins.com
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, Attribution Analysis, 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, 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, Employee Assistance, 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, Vice-president, Corporate Services
Address: 1101 Kingston Rd., Ste. 150, Pickering, ON, L1V 1B5
Phone: 905-837-2600
Fax: 905-837-2598
Email: info@matheisteam.com
Website: www.matheisteam.com
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, 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, 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
Email: cbedard@mcfbedard.com
Website: www.mcfbedard.com
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Executive Benefits, Group RRSP/DPSP/TFSA, Non-Registered Investments
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: Rebecca Lopers, Director, Operations
Address: 834 Gordon St., Guelph, ON, N1G 1Y7
Phone: 519-837-1531
Fax: 519-836-4909
Email: rebecca@mdm-insurance.com
Website: www.mdm-insurance.com
Services
Group Benefit: Group Benefit 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
Mercer
Contact: Heather Nairn, Chief Marketing Officer
Address: 120 Bremner Blvd., Toronto, ON, M5J 0A8
Phone: 416-868-2638
Fax: 416-868-2136
Email: heather.nairn@mercer.com
Website: www.mercer.ca
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: Benefits Administration, Client Server Technology, Investment Management, DB Pension, DC Pension
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
Contact: Kathy Licata, President
Address: 540 Bingemans Centre Dr., Ste. 603, Kitchener, ON, N2B 3X9
Phone: 519-804-2895
Fax: 519-579-5010
Email: kathy.licata@mondelis.com
Website: www.mondelis.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Post Employment Benefit Valuations
Record-keeping & Third-party Administration: DB Pension Plan Administration
Mosley Group Benefits
Contact: Gavin Mosley, Group Benefits Consultant
Address: 80 Bridle Park Dr., Ottawa, ON, K2M 2W9
Phone: 613-864-2639
Fax:
Email: gavin@groupbenefitz.ca
Website: www.groupbenefitz.ca
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration
Naviguide Corp
Contact: Jay Nadler, Insurance Guide
Address: 213 2459 Cousins Ave, Courtenay, BC, V9N 3N6
Phone: 250-871-6284
Fax:
Email: jay@naviguideins.ca
Website: naviguideinsurance.ca/
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Group RSP & TFSA
NFH Insurance Services Inc.
Contact: Norm Hounsell, President
Address: 45 Kendleton Dr., Toronto, ON, M9V 1T9
Phone: 647-208-1586
Fax:
Email: norman.hounsell@sympatico.ca
Website: N/A
Services
Group Benefit: Group Benefit Plans, Group RRSP Plans; Health Spending Accounts;
Investment: Education & Communication
Health Services: Employee Assistance Program
NFP Canada
Contact: Dean Howard, Managing Director, Canada
Address: 540 Bingemans Centre Dr., Ste. 603, Kitchener, ON, N2B 3X9
Phone: 519-804-9677
Fax:
Email: dean.howard@nfp.com
Website: www.nfp.com/canada
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Outsourced DB Pension Administration & Benefit Processing Services
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
Oak House Benefits
Contact: Don Williamson, President
Address: 18 Holiday Dr., Brantford, ON, N3R 7J4
Phone: 226-400-9410
Fax:
Email: don@oakhouse.com
Website: www.oakhouse.com
Services
Group Benefit: Group Benefit Plans, Traditional and Flex Plan Design, Implementation, Renewal Negotiation, Drug Plan Redesign, Funding Model Audits, Merger and Acquisition Analysis & Integration, Data Analytics, Dashboard Reporting, Plan Governance and Oversight, Member Communications, Vendor Management, Claims Advocacy, Benefits Philosophy Review
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program, Cost Effective Wellness Tools, Virtual Care Options, Manager and Employee Mental Health Training
OMG Benefits Consulting Inc.
Contact: Todd Stephen, President
Address: 1400-44 Chipman Hill, Saint John, NB, E2L 2A9
Phone: 506-649-6400
Fax: 506-649-6410
Email: todd.stephen@omg.ca
Website: www.omg.ca
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
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Organizational Solutions Inc.
Contact: Dr. Liz Scott, CEO and Principal
Address: 2186 Mountain Grove Ave., #253, Burlington, ON, L7P 4X4
Phone: 866-674-7656
Fax: 866-511-0008
Email: lscott@orgsoln.com
Website: www.orgsoln.com
Services
Health Services: Disability Management, Claims Management, Return To Work, Early intervention and abiity-focused return-to-work, Workplace Disability Management, Workers' Compensation Claims Management, Tribunal Assistance and Appeals, CognabilityTM our psychological assessment and treatment program, Attendance Management, Ergonomic Assessments, Physical Demands Analysis (PDA), Cognitive Demands Analysis (CDA), Independent Medical Evaluation (IME), Functional Abilities Evaluation (FAE)
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support
PATON CONSULTING INC.
Contact: Hugh Paton, President
Address: 109 Richmond St., Charlottetown, PE, C1A 1H7
Phone: 902-894-5256
Fax: 902-894-3863
Email: hugh@patonconsulting.ca
Website: www.patonconsulting.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
PBAS GROUP, THE
Contact: Terry Crawley, Director, Client Development & Relations
Address: 110 - 61 International Blvd., Toronto, ON, M9W 6K4
Phone: 416-674-3350
Fax: 416-674-8018
Email: terry_crawley@pbas.ca
Website: www.pbas.ca
Services
PBI ACTUARIAL CONSULTANTS LTD.
Contact: Riley St. Jacques, Partner & Senior Consulting Actuary
Address: Ste. 1070, One Bentall Centre, 505 Burrard St., Box 42, Vancouver, BC, V7X 1M5
Phone: 604-647-3206
Fax:
Email: riley.stjacques@pbiactuarial.ca
Website: pbiactuarial.ca/
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Health & Welfare Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Asset/liability modelling, Portable Alpha Overlay Strategies, Alternative Assets Investment (Real Estate, Hedge Funds, Infrastructure)
Health Services: Funding & Claim Risk Analysis
Software & Technology: DB Pension, DC Pension, Pension Benefit Calculation Tools, Web-based Pension Administration System, Member Education Websites, Member Education Videos
Record-keeping & Third-party Administration: Administrative Support, DC Pension Plan Administration, 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 Communication
Pelorus Benefits
Contact: Glenn Fabello, Principal
Address: 301-3700 Steeles Ave W., Vaughan, ON, L4L 8K8
Phone: 905-850-3330
Fax: 905-850-3329
Email: gfabello@thinkpelorus.ca
Website: www.pelorusbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Manager Search, Asset Allocation, Policy Development, Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
PENMORE
Contact: Lio Spagnuolo, Managing Partner
Address: 8800 Dufferin St., Ste. 304, Concord, ON, L4K 0C5
Phone: 905-669-5577
Fax: 905-669-5738
Email: lio@penmore.com
Website: www.penmore.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Education & Communication, Risk Management
Health Services: Employee Assistance Program
People Corporation
Contact: Adam Greig, Director, Business Development
Address: 2225 Sheppard Ave E, Toronto, ON, M2J 5C2
Phone: 437-231-8956
Fax:
Email: adam.greig@peoplecorporation.com
Website: www.peoplecorporation.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, 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: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Manager Selection, 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, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
ProBenefits/NFH Insurance Services Inc.
Contact: Norm Hounsell, B. Comm., President
Address: 45 Kendleton Dr., Toronto, ON, M9V 1T9
Phone: 647-208-1586
Fax:
Email: norman.hounsell@sympatico.ca
Website: N/A
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Health Spending Accounts
Health Services: Employee Assistance Program
Proteus
Contact: Gord Lewis, President
Address: 250 Ferrand Dr., Ste. 303, Toronto, ON, M3C 3G8
Phone: 416-421-3557
Fax: 416-421-1348
Email: glewis@proteusperformance.com
Website: www.proteusperformance.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation & Search, Executive Retirement Plans, Performance Reporting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management, Pension Governance, Foundation Governance, OCIO Search, Retirement Planning Workshops/Seminars, Administration Review & Search, Executive Retirement Plans, Investment Compliance, Performance Reporting
Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, Performance Reporting
Record-keeping & Third-party Administration: Recordkeeping and Third-Party Administration search
RALPH MOSS LIMITED
Contact: JEANNE D. FOOT, PRESIDENT
Address: 102-200 TOWN CENTER BLVD, MARKHAM, ON, L3R 8G5
Phone: 905-513-9868
Fax: 905-513-9893
Email: INFO@RALPHMOSS.CA
Website: WWW.RALPHMOSS.CA
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Group MGA
Software & Technology: Benefits Administration
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
Russell Investments Canada
Contact: Andrew Kitchen, Managing Director, Canada Institutional
Address: 100 King St. W., Ste. 4510, Toronto, ON, M5E 1E4
Phone: 866-737-2228
Fax: 416-362-4494
Services
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
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
Email: dan.galloway@rwam.com
Website: www.rwam.com
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:
Email: jgsaur@seclon.com
Website: www.seclonlogic.com
Services
Software & Technology: Benefits Administration, DB Pension, DC Pension
Segal
Contact: Cameron McNeill, FFA, FCIA, Senior Vice-president and Canadian Business Leader
Address: 45 St. Clair Ave. W., Ste. 802, Toronto, ON, M4V 1K9
Phone: 416-961-2101
Fax: 416-961-2101
Email: cmcneill@segalco.com
Website: www.segalco.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, DB and DC compliance consulting, Compensation consulting, Organizational effectiveness consulting
Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication, Risk Management, Investment policy development, Asset allocation and investment strategy, Asset liability modeling, Performance measurement, Alternative investment research, Corporate governance
Health Services: Drug Cost Management, Health and Rx plan design and strategy, Healthcare compliance consulting, Vendor management
Software & Technology: Investment Management, Investment Manager Selection, Fund Valuation, DB Pension, DC Pension, Cyber security assessments, retirement system technology implementation assistance
Selectpath Benefits and Financial Inc.
Contact: Gordon Hart, President
Address: 310 - 700 Richmond St., London, ON, N6A 5C7
Phone: 519-675-1177
Fax: 519-675-1331
Email: gord@selectpath.ca
Website: www.selectpath.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Education & Communication, Risk Management
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration
Sharkey Group Insurance
Contact: Jay Sharkey, Owner
Address: 103 Dressage Trail, Cambridge, ON, N3E 0C1
Phone: 226-218-6867
Fax:
Email: jay@sharkeygroupinsurance.com
Website: www.sharkeygroupinsurance.com
Services
Group Benefit: Group Benefit Plans
SmartChoice Benefits Inc.
Contact: Don Hiltz, Vice-president, Sales & Marketing
Address: 25 N. Rivermede Rd., Unit 19, Concord, ON, L4K 5V4
Phone: 905-660-0572
Fax:
Email: don@smartchoicebenefits.com
Website: www.smartchoicebenefits.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Third Party Administration, Group Retirement Plans, Individual Insurance
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Resources
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Smith Pension & Actuarial Consultants Inc.
Contact: Donald M. Smith, Partner
Address: Ste. 502, 595 Howe St., Vancouver, BC, V6C 2T5
Phone: 604-443-3712
Fax:
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
Special Benefits Insurance Servives
Contact: Gavin Prout, Vice-president
Address: 366 Bay St. - 7th floor, Toronto, ON, M5H 4B2
Phone: 800-667-0429
Fax: 416-601-0308
Email: gavin@sbis.ca
Website: www.sbis.ca
Services
Health Services: Individual Health, Dental and Travel Insurance Brokers
Stem Capital
Contact: Joseph Chan, Senior Vice-president
Address: 130 King St. W., Ste. 1800, Toronto, ON, M5X 1E3
Phone: 855-783-7836
Fax: 855-783-7836
Email: joseph@stemcapital.com
Website: stemcapital.com
Services
Group Benefit: Group Benefit 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, Employee Assistance Program
Software & Technology: Benefits Administration, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension, HRIS/HCM Technology Transformation
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification
Steven Cohen Insurance Agency Inc.
Contact: Steven R. Cohen & Darren Abrahams, Principals
Address: 2450 Victoria Park Ave. Ste. 100B, Toronto, ON, M2J 4A2
Phone: 416-259-1166
Fax: 416-259-5885
Email: steven@scinsurance.ca
Website: www.scinsurance.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Asset Allocation, Policy Development
Health Services: Claims Management, Employee Assistance Program
StoneRidge Insurance Brokers
Contact: Rosemary O'Brien, Benefits Advisor
Address: 3-1336 Sandhill Dr., Ancaster, ON, L9G 4V5
Phone: 905-648-6767
Fax:
Email: robrien@stoneridgeinsurance.ca
Website: stoneridgeinsurance.ca
Services
Group Benefit: Group Benefit Plans
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Synergy Benefits Consulting
Contact: Wayne Farrow, Senior Consultant
Address: 80 King St Ste. #602, St. Catharines, ON, L2R 7G1
Phone: 905-641-0028
Fax: 905-641-0056
Email: wfarrow@synergybenefits.ca
Website: www.synergybenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Manager Search, Asset Allocation, Education & Communication
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, DB Pension, DC Pension
The Benefits Trust
Contact: Robert J Crowder, President
Address: 3800 Steeles Ave W, Vaughan, ON, L4L 4G9
Phone: 905-251-4995
Fax:
Email: rcrowder@thebenefitstrust.com
Website: www.thebenefitstrust.com
Services
Group Benefit: Group Benefit Plans
Health Services: Disability Management, 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, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
The Employee Benefits Company
Contact: Michael Wortsman, President
Address: 33 Hillsdale Ave. W., Toronto, ON, M5P 1E9
Phone: 416-479-4404
Fax:
Email: michael@tebco.ca
Website: www.tebco.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
The Protectors Group Benefits
Contact: Mark Porter, President
Address: 254 Brock St., Ste. 200, Peterborough, ON, K9H 2P7
Phone: 705-874-5155
Fax: 705-874-1010
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Plan Audits
Investment: Investment Consulting, Performance Measurement, Policy Development, Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
The Winch Group
Contact: Davis Winch, Mr.
Address: 3027 Harvester Rd., Burlington, ON, L7N 3G7
Phone: 905-639-4287
Fax: 800-268-9297
Email: d.winch@winchgroup.com
Website: winchgroup.com/
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
THORPE BENEFITS
Contact: Roger Thorpe, President
Address: 1000 - 60 St. Clair Ave. E., Toronto, ON, M4T 1N5
Phone: 416-966-9229
Fax:
Email: mail@thorpebenefits.com
Website: www.thorpebenefits.com
Services
Group Benefit: Group Benefit Plans, Wellness Consulting, Onsite Wellness Programming
TLH Benefits Advisors
Contact: Thomas Hanes, Owner/Operator
Address: 26 Cranbrooke Ave., Toronto, ON, M5M 1M4
Phone: 647-268-3409
Fax:
Email: tlhbenefits@rogers.com
Website: www.tlhbenefits.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Policy Development, Risk Management
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, DB Pension
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Employee Assistance, Healthcare Spending Account Administration
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
Email: pgillis@unionbenefits.ca
Website: www.unionbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Victor Insurance Managers Inc.
Contact: Rhonda Sommerville, Managing Director, Group & Retiree Benefits
Address: 600-55 Standish Court, Mississauga, ON, L5R 4B2
Phone: 905-755-2063
Fax:
Email: rhonda.sommerville@victorinsurance.com
Website: www.victorinsurance.ca
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
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
Email: Stephen@WAInc.ca
Website: www.WAInc.ca
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
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
Email: deb.wiegers@wiegers.ca
Website: www.wiegers.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Coaching
Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management, Institutional Brokerage
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program, Health Spending Account Wellness Account
Record-keeping & Third-party Administration: Administrative Support, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Willis Towers Watson
Contact: Brian Parsons, Head of Canada
Address: 175 Bloor St. E., Ste. 1701, Toronto, ON, M4W 3T6
Phone: 416-960-2773
Fax: 416-960-2819
Email: brian.parsons@willistowerswatson.com
Website: www.willistowerswatson.com
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 Pharmacy Management
Software & Technology: DB Pension, DC Pension
Record-keeping & Third-party Administration: Administrative Support, Call Centre, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration