Consultants Directory

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:

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:

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

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

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:

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:

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

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:

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

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

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:

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:

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:

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:

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, 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:

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:

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:

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

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

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

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

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

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

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

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:

Services

Group Benefit: DC Pension Plans

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


CARTIN & ASSOCIATES

Contact: James Cartin, President

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

Phone: 403-266-2816

Fax: 403-265-9895

Services

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

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

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


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, 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

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:

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

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

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

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

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:

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, 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:

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

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

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

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

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

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:

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


Gallagher

Contact: Ezaque Lopez, National Growth Leader, Canada

Address: 181 University Ave., Ste. 1200, Toronto, ON, M5H 3M7

Phone: 647-475-9551

Fax:

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

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:

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:

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

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

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

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:

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:

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


JONES DesLauriers Blevins

Contact: Ashley Nastasi, Marketing Manager

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

Phone: 855-532-4768

Fax: 289-304-9052

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

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

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, Consultant

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

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


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

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

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

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

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

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

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: Group RSP & TFSA


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, 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:

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:

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

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

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

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


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:

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

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

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:

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:

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

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

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

Services

Group Benefit: Group Benefit Plans

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

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


seclonLogic inc.

Contact: Jean-Guy Sauriol, President

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

Phone: 416-640-5795

Fax:

Services

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 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, 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:

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:

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

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

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:

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

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:

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:

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

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:

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, 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

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:

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

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

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

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