Consultants Directory

ACQUAINT FINANCIAL

Contact: MOHAMMAD ASAF SHAD, PRESIDENT& CEO

Address: 4-2131 WILLIAMS PARKWAY, BRAMPTON, ON, L6X 5Z4

Phone: 905-595-1323

Fax:

Services

Group Benefit: Financial wellness program consulting, design & implementation. Digital, webinar, and hotline services offered.

Health Services: Employee Assistance Program, Financial wellness program consulting, design & implementation. Digital, webinar, and hotline services offered.

Software & Technology: Financial wellness program consulting, design & implementation. Digital, webinar, and hotline services offered.

Record-keeping & Third-party Administration: Employee Assistance, Financial wellness program consulting, design & implementation. Digital, webinar, and hotline services offered.


ACT Benefits Consulting

Contact: Chantel Seib, Owner

Address: Box 155, Chestermere, AB, T1X 1K8

Phone: 403-724-0208

Fax:

Services

Group Benefit: Group Benefit Plans

Health Services: Drug Cost Management, Employee Assistance Program, Health and Wellness Spending Accounts


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

Services

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

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


Advisory Capital Group Canada Inc.

Contact: Mary Linton, Managing Partner

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

Phone: 416-322-3335

Fax: 416-322-1440

Services

Group Benefit: 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


Aptus Benefits Inc.

Contact: William Watt, Principal

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

Phone: 604-424-8032

Fax: 604-424-8031

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


Arbutus Financial

Contact: Derrek Quon, Partner and Benefits Consultant

Address: 304-1755 W. Broadway, Vancouver, BC, V6J 4S5

Phone: 604-731-1100

Fax: 604-731-2001

Services

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

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

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

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


Aria Benefits

Contact: Robin Bailey, Partner

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

Phone: 905-829-9008

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


Atlantic Benefits Collaborative

Contact: Robert McGuire, President, BPHA

Address: 44 Ashgrove Crescent, Saint John, NB, E2M 5Y9

Phone: 506-652-9121

Fax: 506-652-9122

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Risk Assessment/Management

Health Services: Employee Assistance Program

Software & Technology: Benefits Administration

Record-keeping & Third-party Administration: Administrative Support, Healthcare Spending Account Administration


AUTOMATED ADMINISTRATION SERVICES INC

Contact: KEITH FOOT, PRESIDENT

Address: 10520 YONGE St., UNIT 35B, Ste. 143, RICHMOND HILL, ON, L4C 3C7

Phone: 905-513-9868

Fax: 905-513-9893

Services

Group Benefit: Group Benefit Plans, Administration Outsourcing, EMPLOYEE EDUCATION PROGRAMMMES, MENTAL HEALTH AND SUBSTANCE ABUSE EDUCATION PROGRAMMES

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

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


Baynes & White Inc.

Contact: June Smyth, Senior Consulting Actuary

Address: 20 Eglinton Ave W., Ste. 1006, Toronto, ON, M4K 1R8

Phone: 416-863-9159

Fax: 416-863-9158

Services

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

Investment: Manager Search, CAP Governance

Record-keeping & Third-party 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


Benchmark Benefit Solutions Inc.

Contact: Giorgio Follegati, Senior Consultant

Address: 10 Richmond St. Ste. 301, Maple, ON, L6A 1P6

Phone: 416-270-5398

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, HR Workshops, Employee Wellness

Investment: Investment Consulting, Asset Allocation, 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:

Email:

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

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

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


benefitsConnect Inc.

Contact: Paul Crossdale, CEO and President

Address: 42 St. Clair Ave.E., Toronto, ON, M4T 1M9

Phone: 416-471-3566

Fax:

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: 519-453-5024

Fax: 519-690-1463

Services

Group Benefit: Administration Outsourcing

Software & Technology: Benefits Administration, Employee Benefits Agent/Broker Operations System. RFP/Quote System, Renewal Analysis Calculator, Insurance Markets, and more.


Beneplan Inc

Contact: Yafa Sakkejha, CEO

Address: 500-150 Ferrand Dr, North York, ON, M3C 3E5

Phone: 647-943-0252

Fax: 416-863-5157

Services


bfinance Canada Inc

Contact: Les Marton, Managing Director

Address: 88 Queens Quay W., Ste. 2500, Toronto, ON, M5J 0B8

Phone: 514-393-4899

Fax:

Services

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


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


BGY, Integrated Financial Services

Contact: Miguel Yargeau, Partner

Address: 2065, Frank-Carrel St., 1st floor, Quebec, QC, G1N 2G1

Phone: 418-682-5853

Fax: 418-682-3534

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Total rewards and benefits

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

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: Administrative Support, Call Centre, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


Bilsland Griffith Benefit Administrators

Contact: Janice Young, Executive Assisstant

Address: 1000-4445 Lougheed Hwy, Burnaby, BC, V5C 0E4

Phone: 604-433-8899

Fax: 604-433-8894

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


Bridgewell

Contact: Michael Wortsman, Partner

Address: 33 Hillsdale Ave. W., Toronto, ON, M5P 1E9

Phone: 416-479-4401

Fax:

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, individual and corporate life, disability, critical insurance solutions, fee based financial planning & wealth planning


C & C Insurance Consultants Ltd

Contact: Jacob Campbell, Employee Benefits & Pension Consultant

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, DC Pension Plan Administration


Capital Estate Planning Corporation

Contact: Rick Harcourt, PFA, Manager, Group and Voluntary Benefits

Address: 4222 97 St., Edmonton, AB, T6E 5Z9

Phone: 780-463-6128

Fax:

Services

Group Benefit: Group Benefit Plans, Group RRSP, Group TFSA, Group RRIF, Group RESP

Investment: Investment Consulting

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


CARTESIA

Contact: Nathalie Charette, Consultant

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

Phone: 514-258-5502

Fax:

Services

Group Benefit: DC Pension Plans

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


Cartin & Associates

Contact: Darren Cartin, Principal

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

Phone: 403-266-2816

Fax: 403-265-9895

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Manager Search, Performance Measurement, 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:

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

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, 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

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 Consulting

Contact: Denise Balch, Principal Consultant and President

Address: 7603 Sideroad 10 W., Arthur, ON, N0G 1A0

Phone: 905-220-4260

Fax:

Services

Group Benefit: Private payer stakeholder consulting and advisory services


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

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: PO Box 15578 Royal York Bloor PO, Toronto, ON, M8X 0A4

Phone: 416-967-0252

Fax: 416-967-2711

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: Marc Benoit, Vice-president Business Development

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

Phone: 519-650-6360

Fax: 519-650-6366

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, CEO

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

Phone: 416-203-3078

Fax:

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

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, Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration


David McCallum Financial, Insurance, and Benefits

Contact: David McCallum, Financial & Group Benefits Advisor

Address: 431 Woodhaven Dr., Nanaimo, BC, V9T 5M2

Phone: 250-668-6387

Fax:

Services

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

Investment: Education & Communication, Risk Management, Transition Management


Duggan Financial Services Inc

Contact: Michael J Duggan, President

Address: 2680 Misener Crescent, Mississauga, ON, L5K 1N1

Phone: 416-617-4081

Fax:

Services

Group Benefit: Group Benefit Plans, All Group and Individual insurance services provided through Duggan Benefits Ins. Ags. Inc.

Investment: Investment Consulting, Risk Management, Retirement Planning services provided through Money Moods Inc.

Health Services: Drug Cost Management, Employee Assistance Program

Software & Technology: Individual Retirement Planning services.


Eckler Ltd.

Contact: Jill Wagman, Managing Partner

Address: 5140 Yonge St., Toronto, ON, M2N 6L7

Phone: 416-696-3021

Fax: 416-429-3794

Services

Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Investment consulting Financial wellness Communication Financial Modelling Risk Management Technology Solutions Insurance 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: Disability Management, Drug Cost Management, Strategic guidance on benefit plan design and financing arrangements, Vendor management, Renewals, experience rating, stop loss modelling, collective bargaining, plan management, governance, risk mitigation, valuations

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

Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


Elegant Investment Solutions, Inc.

Contact: Colin Ripsman, President

Address: 7 Nathan Court, Thornhill, ON, L4J 6Z7

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.


Ellement Consulting Group

Contact: Laura Lomow, Executive Vice-president, Business Development & Marketing

Address: 1345 Taylor Ave., Winnipeg, MB, R3M 3Y9

Phone: 204-560-0244

Fax: 204-954-7310

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

Software & Technology: Benefits Administration, 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, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration


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

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


Farrow Pension & Benefits

Contact: Joel Farrow, Partner

Address: 855 twenty re, Fenwick, ON, L7G 1C0

Phone: 905-531-8796

Fax:

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:

Services

Group Benefit: Expense Benchmarking of Registered Pension Plans


Gene Meyer Insurance Agencies Limited

Contact: Gene Meyer, Pre.

Address: 315 Oxbow Cres, Mississauga, ON, L4Z 2S4

Phone: 905-890-1998

Fax: 905-890-8340

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

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

Software & Technology: Benefits Administration

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


George & Bell Consulting

Contact: Brendan George, Partner

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

Phone: 604-633-2114

Fax: 888-800-1450

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, Education & Communication, Risk Management, Transition Management


Global Manager Research

Contact: Craig Harrison, President

Address: 208 Wyecroft Rd, Oakville, ON, L6K 3T8

Phone: 905-842-4242

Fax:

Services

Investment: Performance Measurement

Software & Technology: Investment Management, Investment Manager Selection



H3 CONSULTING

Contact: Chris Bonnett, MHSc, PhD, Principal Consultant

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

Services

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


Holden + Taylor Advisory Group

Contact: Scott Holden, Director, Employee Benefit Plans

Address: 431 58 Ave SE, Calgary, AB, T2H 0P5

Phone: 403-273-8660

Fax: 403-273-3005

Services

Group Benefit: Group Benefit Plans, DC Pension Plans


HUB International

Contact: Faizal Mitha, Chief Sales & Innovation Officer - Canada, Employee Benefits & Retirement Practice

Address: 1900 - 505 Burrard St., Vancouver, BC, V7X 1M6

Phone: 604-714-4400

Fax: 604-714-4401

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Group Benefits, Group Retirement and Pension, Voluntary Benefits, Health & Performance, Cost Management, Employee Communications, Data Analytics, Compliance & Governance

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

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


HUB | Proteus

Contact: Gord Lewis, 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, 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


HUB|Proteus

Contact: Gord Lewis, 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, 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


Human Capital Benefits Inc.

Contact: Chris Pryce, CEBS, Managing Director

Address: 3080 Yonge St., Ste. 6060, Toronto, ON, M4N 3N1

Services

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

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


IA FINANCIAL GROUP

Contact: Rick Holinshead, National Vice-president & Growth Leader, Group Benefits & Retirement Solutions

Address: 522 University Ave, Toronto, ON, M5G 1Y7

Phone: 416-585-5743

Fax:

Services

Products/Services: Defined Contribution Plans, Registered Pension Plans, Simplified Pension Plans, Registered Retirement Savings Plans, Deferred Profit Sharing Plans, Tax-free Savings Accounts, Defined Benefit Plans, Registered Pension Plans, Individual Pension Plans (IPPs), Retirement Compensation Arrangements, Annuity Products, Insured or Guaranteed Annuities, Registered Retirement Income Funds, Life Income Funds, Investment-only Services, Dynamic Asset Management, Pooled Funds & Guaranteed Investments, Life Cycle Portfolios, Customized Life Cycle Portfolios Client Profile (By # of Employees) – 1 to 100: 11,834 101 to 500: 603,501 501 to 1,000: 52 1,000+: 49


Insure your Freedom

Contact: Heather Freed, Ms

Address: 1A - 1881 Steeles Ave. W. #143, Toronto, ON, M3H 0A1

Phone: 416-806-5478

Fax:

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

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:

Services

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


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: Matthieu Bedard, Director of Employee Benefits

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

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

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, Benefits Broker

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

Phone: 289-891-7816

Fax:

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:

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 ext. 23528

Fax: 416-234-2071

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


Maritime Group Benefits

Contact: Dean Clark, CEBS, Advisor

Address: 389 Connell St., Woodstock, NB, E7M 5G5

Phone: 506-323-0099

Fax:

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Health Services: Claims Management, Drug Cost Management


Matheis Financial Group

Contact: Kimberley Maxwell, Vice-president, Employer Benefits & Savings Strategies

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, Actuarial Services

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, 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, Healthcare Spending Account Administration, Claims Advocacy, 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, 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, 2nd Medical Opinion, Virtual Doctor

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: 160 Research Lane, Unit 206, Guelph, ON, N1G 5B2

Phone: 519-837-1531

Fax: 519-836-4909

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


Mondelis Actuarial Services

Contact: Kathy Licata, President

Address: 550 Bingemans Centre Dr., Ste. 200, Kitchener, ON, N2B 3X9

Phone: 519-804-2895

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


Mosley Group Benefits

Contact: Gavin Mosley, Group Benefits Consultant

Address: 80 Bridle Park Dr., Ottawa, ON, K2M 2W9

Phone: 613-864-2639

Fax:

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, Employee benefits communication, employee perks

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:

Services

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

Investment: Performance Measurement, Policy Development, Education & Communication, Transition Management, Group RSP & TFSA


NewGround Financial Inc.

Contact: Nick Mombourquette, President

Address: 33-1 Thorne Ave, Dartmouth, NS, B3B 2E7

Phone: 902-223-3334

Fax: 902-223-3334

Services

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

Investment: Investment Consulting, Education & Communication


NFH Insurance Services Inc.

Contact: Norm Hounsell, President

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

Phone: 647-208-1586

Fax:

Services

Group Benefit: Group Benefit Plans, DC Pension Plans


NFP Canada

Contact: Dean Howard, Managing Director, Canada

Address: 540 Bingemans Centre Dr., Ste. 603, Kitchener, ON, N2B 3X9

Phone: 519-804-9677

Fax:

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, 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:

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Traditional and Flex Plan Design, Implementation, Renewal Negotiation, Drug Plan Redesign, Funding Model Audits, Merger & Acquisition Analysis and Integration, Data Analytics, Dashboard Reporting, Plan Governance and Oversight, Member Communications, Vendor Management, Claims Advocacy, Benefits Philosophy Review, Group Retirement, Group TSFA, Group DPSP, Strategic and Customized Plan Design, Implementation, Financial Literacy, Member Education Sessions (virtual and in person), Plan Reviews, Union Negotiation Support

Investment: Communication to Employees, Data Analytics, Investment Reviews for Committee, Support Line for Employees

Health Services: Claims Management, Drug Cost Management, Employee Assistance Program, Cost Effective Wellness Tools, Manager and Employee Mental Health Training, Virtual Care Options


Optimum Strategies

Contact: Matt Grossholz, Employee Benefits Specialist

Address: 1200-1111 W. Georgia St., VANCOUVER, BC, V6E 4M3

Phone: 604-689-1777

Fax:

Services

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

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


Organizational Solutions Inc.

Contact: Dr. Liz Scott, CEO

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

Phone: 866-674-7656

Fax: 866-511-0008

Services

Group Benefit: Administration Outsourcing, Returning your employees to work swiftly, safely and sustainably after an accident or illness. Claims management for Short term disability, Workers' Compensation, plus managing Leaves, Consulting Services and more.

Investment: ROI for managed care of disability claims in the workplace

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

Software & Technology: Real time case status updates; extensive reporting and analytics around absences.

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


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, 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

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

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


PBI ACTUARIAL CONSULTANTS LTD.

Contact: Riley St. Jacques, Partner & Senior Consultant

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

Phone: 604-647-3206

Fax:

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:

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, Employee Assistance Program

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension, Trading Workstations

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


Penad

Contact: Matthew Price, President

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

Phone: 519-743-9000

Fax: 519-743-8346

Email: info@penad.ca

Website: penad.com

Services

Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension, DC Pension, Disability Claims processing and management

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


Penmore Benefits Inc.

Contact: Lio Spagnuolo, President

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

Phone: 905-669-5577

Fax: 905-669-5738

Services

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

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

Health Services: Employee Assistance Program


Premier Health & Benefits

Contact: Chuck Boldt, President

Address: 110-65 Cedar Pointe Dr, Barrie, ON, L4N 9R3

Phone: 705-733-4492

Fax:

Services

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

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


Prime Benefits Group Inc.

Contact: Dave Dickinson, Senior Partners and Co-Founders

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

Phone: 613-897-7463

Fax: 613-667-4667

Services

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

Investment: Investment Consulting, Education & Communication

Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection


RALPH MOSS LIMITED

Contact: JEANNE D. FOOT, PRESIDENT

Address: 10520 YONGE ST. UNIT 35B, Ste. 143, RICHMOND HILL, ON, L4C 3C7

Phone: 905-513-9868

Fax: 905-513-9893

Services

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

Health Services: MENTAL HEALTH & SUBSTANCE ABUSE EDUCATION

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


RealAlts Inc.

Contact: Catherine Ann Marshall, Principal Consultant

Address: 1438 Birchwood Dr., Toronto, ON, L5J 1T2

Phone: 416-839-7773

Fax:

Services

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


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

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


SC Insurance

Contact: Darren Abrahams, Advisor

Address: 2450 Victoria Park Ave., Ste. 100B, Toronto, ON, M2J 4A2

Phone: 416-259-1166

Fax: 416-259-5885

Services

Group Benefit: Group Benefit Plans, DC Pension Plans, Group Critical Illness Group LTD Virtual Medical Care Employee Assistance Plans

Investment: Policy Development, Education & Communication, Risk Management

Health Services: Drug Cost Management

Software & Technology: Benefits Administration


seclonLogic inc.

Contact: Matthew Price, President

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

Phone: 519-743-9000

Fax:

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

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 & Financial Inc.

Contact: Gordon Hart, President & CEO

Address: 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, Actuarial Services, Administration Outsourcing, Scalable HR services, HRIS and Payroll implementation and support

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

Health Services: Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Expert witness, member education and engagement, Wellness tools and education

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

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


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

Services

Group Benefit: Group Benefit Plans, DB Pension 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


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:

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 Virtual Health Care

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, 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 Brokerage


SPM Benefits

Contact: Chad Dawson, Director, Sales & Strategy

Address: 530 Oxford St W Ste. 19, London, ON, N6H 1T6

Phone: 800-265-1551

Fax:

Services

Group Benefit: Group Benefit Plans, DC Pension Plans

Investment: Investment Consulting, Performance Measurement, Asset Allocation, 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

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


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

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


The Benefit Source

Contact: Michael Nadler, President

Address: 6749 Gracefield Dr., Mississauga, ON, L5N 6T1

Phone: 905-785-0084

Fax:

Services

Group Benefit: Group Benefit Plans

Investment: Investment Consulting

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

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


The Benefits Trust

Contact: Robert J. Crowder, President

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

Phone: 905-264-8990

Fax: 905-264-1123

Services

Group Benefit: Group Benefit Plans, Administration Outsourcing

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 Winch Group Inc.

Contact: Gary Winch, President

Address: Harvester Rd., Burlington, ON, L7N 3G7

Phone: 905-639-4287

Fax: 905-639-9352

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, Employee Assistance Program

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

Record-keeping & Third-party Administration: 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


THORPE BENEFITS

Contact: Roger Thorpe, President

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

Phone: 416-966-9229

Fax:

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:

Services

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

Investment: Policy Development, Education & Communication, Risk Management

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

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

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


Union Benefits

Contact: Rob Andrews, President

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

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


Van Scheltinga Financial Services

Contact: Richard van Scheltinga, CEO

Address: 10-5230 Glen Erin Dr., Mississauga, ON, L5M 5Z7

Phone: 647-241-2737

Fax:

Services

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

Investment: Investment Consulting

Health Services: Employee Assistance Program


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:

Services

Group Benefit: Group Benefit Plans

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

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, Retirement Compensation Arrangements

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

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: Ofelia Isabel, Canada Co-Leader

Address: 130 King St. W., Ste. 1500, Toronto, ON, M5X 1E3

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 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


ZFS Benefit Solutions

Contact: Paul Scott, Certified Employee Benefit Specialist

Address: 271 Merritt St., St. Catharines, ON, L2T 1K1

Phone: 905-714-4134

Fax: 905-227-3028

Services

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

Investment: Investment Consulting, Education & Communication

Health Services: Drug Cost Management, Employee Assistance Program