ACQUAINT FINANCIAL
Contact: MOHAMMAD ASAF SHAD, PRESIDENT& CEO
Address: 4-2131 WILLIAMS PARKWAY, BRAMPTON, ON, L6X 5Z4
Phone: 905-595-1323
Fax:
Email: ASHAD@ACQUAINTFINANCIAL.COM
Website: WWW.ACQUAINTFINANCIAL.COM
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:
Email: chantel@actbenefits.ca
Website: www.actbenefits.ca
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
Email: Jason@ActuarialSolutionsInc.com
Website: www.ActuarialSolutionsInc.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Record-keeping & Third-party Administration: DB Pension Plan Administration
Advisory Capital Group 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
Email: mlinton@advisorycanada.com
Website: www.advisorycanada.com
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
Email: bwatt@aptusbenefits.ca
Website: www.aptusbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Manager Search, Performance Measurement, Compliance Investment, Policy Development, Education & Communication
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
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
Email: dquon@arbutusfinancial.com
Website: www.arbutusfinancial.com
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:
Email: rbailey@ariabenefits.ca
Website: www.ariabenefits.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
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
Email: info@atlanticbenefits.ca
Website: www.atlanticbenefits.ca
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
Email: INFO@AASINC.CA
Website: WWW.AASINC.CA
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
Email: info@bayneswhite.com
Website: www.bayneswhite.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management, Transition Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: DB Pension
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, DB Pension Plan Administration
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
Email: info@bayneswhite.com
Website: bayneswhite.com
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:
Email: contact@belay.ca
Website: www.belay.ca
Services
Group Benefit: Employee Benefit Plans, Employee Retirement Plans, Employee Assistance Plans, Employee Financial Plans, Executive Benefit Plans, International Benefit Plans
Benchmark Benefit Solutions Inc.
Contact: Giorgio Follegati, Senior Consultant
Address: 10 Richmond St. Ste. 301, Maple, ON, L6A 1P6
Phone: 416-270-5398
Fax:
Email: giorgio@benchmarkbenefits.ca
Website: www.benchmarkbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, HR Workshops, Employee Wellness
Investment: Investment Consulting, 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:
Website: www.benecare.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
BENEFIT PLAN ADMINISTRATORS LIMITED
Contact: Tim Adams, Vice-president, Client Services
Address: 90 Burnhamthorpe Rd. W., Ste. 300, Mississauga, ON, L4B 3C3
Phone: 905-275-6466
Fax: 905-275-6461
Email: tadams@bpagroup.com
Website: www.bpagroup.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Health Services: Disability Management, Claims Management, 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:
Email: info@benefitsconnect.ca
Website: www.benefitsconnect.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, benefitsConnect OS, benefitsConnect Pay, Fully integrated HCM & Payroll system
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, benefitsConnect OS, benefitsConnect Pay, Fully integrated HCM & Payroll system
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
BeneOffice Canada Inc.
Contact: BeneOffice Sales Team, Broker & Insurer Support
Address: PO Box 173 London Station B PO, London, ON, N6A 4V6
Phone: 519-453-5024
Fax: 519-690-1463
Email: sales@beneoffice.com
Website: www.beneoffice.com
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
Email: yafa@beneplan.ca
Website: www.beneplan.ca
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:
Email: lmarton@bfinance.com
Website: www.bfinance.ca
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
Email: dvanasse@bflcanada.ca
Website: www.bflcanada.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, DB Pension Plan Administration
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
Email: contact@bgy.ca
Website: www.bgy.com
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
Email: janice.young@bgbenefitsadmin.com
Website: www.bgbenefitsadmin.com
Services
Group Benefit: Administration Outsourcing, Trustee Services
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Negotiated Cost Pension & Benefit Plan Administration
Bridgewell
Contact: Michael Wortsman, Partner
Address: 33 Hillsdale Ave. W., Toronto, ON, M5P 1E9
Phone: 416-479-4401
Fax:
Email: michaelw@bridgewellfinancial.com
Website: bridgewellfinancial.com
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
Email: jacob.campbell@ccinsurance.ca
Website: www.ccinsurance.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Manager Search, Education & Communication, Institutional Brokerage, Transition Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Health Claims Adjudication, Fund Reporting, DC Pension
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration
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:
Email: rharcourt@capitalplanning.ca
Website: www.capitalplanning.ca
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:
Email: nathalie@cartesia.ca
Website: www.cartesia.ca
Services
Group Benefit: DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management
Cartin & Associates
Contact: Darren Cartin, Principal
Address: 101, 1100 - 8th Ave. SW, Calgary, AB, T2P 3T8
Phone: 403-266-2816
Fax: 403-265-9895
Email: darren.cartin@cartin.ca
Website: www.cartin.ca
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:
Email: michael@cembenchmarking.com
Website: www.cembenchmarking.com
Services
Investment: Cost effectiveness benchmarking.
Record-keeping & Third-party Administration: DB Pension administration cost effectiveness benchmarking.
Cindy Bowden Insurance and Benefits
Contact: Cindy Bowden, President
Address: 7030 Woodbine Ave., Ste. 100, Markham, ON, L3R 6G2
Phone: 905-477-8029
Fax: 905-604-8029
Email: cbowden@cindybowden.com
Website: www.cindybowden.com
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Group Life and Health Plans - Design, Implementation, Negotiation; Long-term Disability Claims Support
Investment: Investment Consulting, Policy Development, Education & Communication
Record-keeping & Third-party Administration: Claims Advocacy
Comprehensive Benefit Solutions Limited
Contact: Diana O'Reilly, Executive Vice-president
Address: 2020 Winston Park Dr., Ste. 102, Oakville, ON, L6H 6X7
Phone: 905-896-2022
Fax: 905-896-2108
Email: benefits@compben.com
Website: www.compben.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy
Connex Health Consulting
Contact: Denise Balch, Principal Consultant and President
Address: 7603 Sideroad 10 W., Arthur, ON, N0G 1A0
Phone: 905-220-4260
Fax:
Email: denisebalch@connexhc.com
Website: www.connexhc.com
Services
Group Benefit: 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
Email: tconte@cfservices.ca
Website: www.cfservices.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Special Risk, Business Travel and Expatriate Group Benefits, including war Risk
Investment: Investment Consulting, Education & Communication
Record-keeping & Third-party Administration: Premium Billing & Collection
Cortex Applied Research Inc.
Contact: Tom Iannucci, President
Address: PO Box 15578 Royal York Bloor PO, Toronto, ON, M8X 0A4
Phone: 416-967-0252
Fax: 416-967-2711
Email: tiannucci@cortexconsulting.com
Website: www.cortexconsulting.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans
Investment: Education & Communication, Risk Management, Outsourced Chief Investment Officer (OCIO) Searches
COWAN INSURANCE GROUP LTD.
Contact: Marc Benoit, Vice-president Business Development
Address: 705 Fountain St. N., Cambridge, ON, N1R 5T2
Phone: 519-650-6360
Fax: 519-650-6366
Email: marc.benoit@cowangroup.ca
Website: www.cowanbenefits.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Health Claims Adjudication
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
CUBIC HEALTH INC.
Contact: Mike Sullivan, CEO
Address: 26 Soho St., Ste. 390, Toronto, ON, M5T 1Z7
Phone: 416-203-3078
Fax:
Email: msullivan@cubic.ca
Website: www.cubic.ca
Services
Group Benefit: Group Benefit Plans, Plan Analytics, Predictive Analytics, Prior Authorization, Clinical Plan Management, Machine Learning-as-a-Service
Health Services: Claims Management, Drug Cost Management, Plan Analytics, Predictive Analytics, Prior Authorization, Formulary Management, Drug-EHC-Disability Data Integration, Population Health Analytics
Software & Technology: Machine Learning-as-a-Service, Data Warehousing
Curry Financial Group LTD.
Contact: Lorne Curry, President
Address: 223 Aylmer St. N Unit A, Peterborough, ON, K9J 3K3
Phone: 705-749-1131
Fax: 866-283-5290
Email: lorne@curryfinancialgroup.com
Website: www.curryfinancialgroup.com
Services
Group Benefit: Group Benefit Plans
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:
Email: david.mccallum@freedom55financial.com
Website: www.davidmccallum.ca
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:
Email: mike@dugganfinancial.com
Website: www.dugganfinancial.com
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
Email: jwagman@eckler.ca
Website: eckler.ca
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
Phone: 647-904-9892
Fax:
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Investment Consulting, Governance Consulting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Design and implementation of governance structures, OCIO searches and monitoring.
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
Email: laura.lomow@ellement.ca
Website: www.ellement.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Health Services: Disability Management, Claims Management
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
Email: ntibbo@express-scripts.com
Website: www.express-scripts.ca
Services
Group Benefit: Health Benefits Management
Investment: Health Benefits Management
Health Services: Claims Management, Drug Cost Management, Health Benefit Management
Software & Technology: Benefits Administration, Health Claims Adjudication
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre
Farrow Pension & Benefits
Contact: Joel Farrow, Partner
Address: 855 twenty re, Fenwick, ON, L7G 1C0
Phone: 905-531-8796
Fax:
Email: Joel@farrowpension.ca
Website: www.farowpension.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Fraser Group
Contact: Ken Fraser, President
Address: 459 Roncesvalles Ave., Toronto, ON, M6R 2N4
Phone: 416-537-8687
Fax:
Email: ken@frasergroup.com
Website: www.frasergroup.com
Services
Group Benefit: Expense Benchmarking of Registered Pension Plans
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
Email: gmeyer@gmeyer.com
Website: www.gmeyer1.com
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
Email: info@georgeandbell.com
Website: georgeandbell.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, 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:
Email: charrison@gmr.ca
Website: www.gmr.ca
Services
Investment: Performance Measurement
Software & Technology: Investment Management, Investment Manager Selection
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Address: Kakamega, Kakamega, ,
Phone: 83917418622
Fax: 84515121581
Email: geveMycle@addisonn.xyz
Services
Group Benefit: generic 5mg cialis best price
Investment: generic 5mg cialis best price
Health Services: generic 5mg cialis best price
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H3 CONSULTING
Contact: Chris Bonnett, MHSc, PhD, 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
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
Email: scott@holdentaylor.ca
Website: www.holdentaylorfinancial.ca
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
Email: faizal.mitha@hubinternational.com
Website: www.hubinternational.com
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
Email: glewis@proteusperformance.com
Website: www.proteusperformance.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation & Search, Executive Retirement Plans, Performance Reporting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management, Pension Governance, Foundation Governance, OCIO Search, Retirement Planning Workshops/Seminars, Administration Review & Search, Executive Retirement Plans, Investment Compliance, Performance Reporting
Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, Performance Reporting
Record-keeping & Third-party Administration: Recordkeeping and Third-Party Administration search
HUB|Proteus
Contact: Gord Lewis, President
Address: 250 Ferrand Dr., Ste. 303, Toronto, ON, M3C 3G8
Phone: 416-421-3557
Fax: 416-421-1348
Email: glewis@proteusperformance.com
Website: www.proteusperformance.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation & Search, Executive Retirement Plans, Performance Reporting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management, Pension Governance, Foundation Governance, OCIO Search, Retirement Planning Workshops/Seminars, Administration Review & Search, Executive Retirement Plans, Investment Compliance, Performance Reporting
Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, Performance Reporting
Record-keeping & Third-party Administration: Recordkeeping and Third-Party Administration search
Human Capital Benefits Inc.
Contact: Chris Pryce, CEBS, Managing Director
Address: 3080 Yonge St., Ste. 6060, Toronto, ON, M4N 3N1
Phone: 647-352-9777
Fax:
Email: chrispryce@humancapitalbenefits.com
Website: www.humancapitalbenefits.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
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:
Email: Roderick.Holinshead@ia.ca
Website: www.ia.ca
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:
Email: heather@freed.ca
Website: www.freed.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Software & Technology: Lunch and Learns on benefits and estate planning
J.J. MCATEER & ASSOCIATES INCORPORATED
Contact: Susan Bird, President
Address: 45 McIntosh Dr., Markham, ON, L3R 8C7
Phone: 905-946-8655
Fax: 905-946-2535
Email: sbird@mcateer.ca
Website: www.mcateer.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Governance systems design and education
Investment: Manager Search, Performance Measurement, Compliance Investment, Policy Development, Education & Communication
Health Services: Disability Management, Claims Management
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
JDM Actuarial Expert Services Inc
Contact: Peter Gorham, President & Actuary
Address: 313 Powell Rd., Whitby, ON, L1N 2H5
Phone: 905-999-4763
Fax:
Email: pgorham@jdmactuarial.com
Website: www.jdmactuarial.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Expert Testimony, Consultant Search, Governance
LENNOX FINANCIAL GROUP INC.
Contact: Chris Lennox, President
Address: #23-1730 McPherson Ct., Pickering, ON, L1W 3E6
Phone: 905-492-7888
Fax: 888-883-8427
Email: info@lennoxfinancial.ca
Website: www.lennoxfinancial.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group DPSP, Group RRSP, Group TFSA
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Health Services: Claims Management, Drug Cost Management
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension
LESLIE GROUP LIMITED, THE
Contact: Matthieu Bedard, Director of Employee Benefits
Address: 40 Wynford Dr., Ste. 220, Toronto, ON, M3C 1J5
Phone: 416-510-8966
Fax: 416-510-8964
Email: matthieu@lesliegroup.com
Website: www.lesliegroup.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Occupational Accident Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Investment Manager Selection
Record-keeping & Third-party Administration: Administrative Support
Lesniewski Moore Consulting Group Inc.
Contact: Mark A. Lesniewski, President & CEO
Address: 1500, 205 - 5th Ave. SW, Calgary, AB, T2P 2V7
Phone: 403-228-9024
Fax: 403-245-4229
Email: mark@lmcgroup.ca
Website: www.lmcgroup.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Designated Pension Plans (IPPs) – design, implementation and administration for small business owners, Retirement Compensation Arrangements (RCA), Insurance Valuations
Software & Technology: DB Pension, DC Pension
Record-keeping & Third-party Administration: DC Pension Plan Administration, DB Pension Plan Administration, Retirement Compensation Arrangement Trust Returns
Lounsbury Life & Group Insurance Services
Contact: Doug Lounsbury, Benefits Broker
Address: 8 Guelph St, Georgetown, ON, L7G 3Y9
Phone: 289-891-7816
Fax:
Email: info@lounsburylife.com
Website: www.lounsburylife.com
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing, Business Life and Critical Illness Insurance
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Mainstay Insurance Brokerage Inc.
Contact: Dave Patriarche, President
Address: 10 Linton Ct., Thornhill, ON, L3T 5M9
Phone: 905-886-9203
Fax:
Email: dave@mainstayinsurance.ca
Website: www.mainstayinsurance.ca
Services
Group Benefit: Group Benefit Plans, Organizes Educational Events, Educational Content Speaker for Insurer, TPA, GMGA, Pharma, & Broker Audiences, Expert Witness in Employee Benefits
Health Services: Expert Witness (for Employee Benefits/Group Insurance), Educational Seminar Provider, Speaker on Employee Benefit Topics
Manion Wilkins & Associates Ltd.
Contact: Mike Neheli, President
Address: 500-21 Four Seasons Place, Toronto, ON, M9B 0A5
Phone: 416-234-5044 ext. 23528
Fax: 416-234-2071
Email: mneheli@manionwilkins.com
Website: manionwilkins.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Health Claims Adjudication, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, DC Pension Plan Administration, DB Pension Plan Administration
Maritime Group Benefits
Contact: Dean Clark, CEBS, Advisor
Address: 389 Connell St., Woodstock, NB, E7M 5G5
Phone: 506-323-0099
Fax:
Email: dean@maritimebenefits.ca
Website: www.maritimebenefits.ca
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
Email: kim@matheisteam.com
Website: www.matheisteam.com
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
Email: cbedard@mcfbedard.com
Website: www.mcfbedard.com
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Executive Benefits, Group RRSP/DPSP/TFSA, Non-Registered Investments
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, 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
Email: rebecca@mdm-insurance.com
Website: www.mdm-insurance.com
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
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
Email: kathy.licata@mondelis.com
Website: www.mondelis.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Post Employment Benefit Valuations
Record-keeping & Third-party Administration: DB Pension Plan Administration
Mosley Group Benefits
Contact: Gavin Mosley, Group Benefits Consultant
Address: 80 Bridle Park Dr., Ottawa, ON, K2M 2W9
Phone: 613-864-2639
Fax:
Email: gavin@mosleygroupbenefits.ca
Website: www.mosleygroupbenefits.ca
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, 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:
Email: jay@naviguideins.ca
Website: naviguideinsurance.ca/
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
Email: info@newgroundfinancial.com
Website: www.newgroundfinancial.com
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:
Email: norman.hounsell@sympatico.ca
Website: N/A
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:
Email: dean.howard@nfp.com
Website: www.nfp.com/canada
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Outsourced DB Pension Administration & Benefit Processing Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Health Services: Disability Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: DB Pension Plan Administration
Oak House Benefits
Contact: Don Williamson, President
Address: 18 Holiday Dr., Brantford, ON, N3R 7J4
Phone: 226-400-9410
Fax:
Email: don@oakhouse.com
Website: www.oakhouse.com
Services
Group Benefit: Group Benefit Plans, 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:
Email: matt@optimumstrategies.ca
Website: optimumstrategies.ca
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
Email: sales@orgsoln.com
Website: www.orgsoln.com
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
Email: hugh@patonconsulting.ca
Website: www.patonconsulting.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
PBAS GROUP, THE
Contact: Terry Crawley, Director, Client Development & Relations
Address: 110 - 61 International Blvd., Toronto, ON, M9W 6K4
Phone: 416-674-3350
Fax: 416-674-8018
Email: terry_crawley@pbas.ca
Website: www.pbas.ca
Services
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:
Email: riley.stjacques@pbiactuarial.ca
Website: pbiactuarial.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Health & Welfare Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Asset/liability modelling, Portable Alpha Overlay Strategies, Alternative Assets Investment (Real Estate, Hedge Funds, Infrastructure)
Health Services: Funding & Claim Risk Analysis
Software & Technology: DB Pension, DC Pension, Pension Benefit Calculation Tools, Web-based Pension Administration System, Member Education Websites, Member Education Videos
Record-keeping & Third-party Administration: Administrative Support, DC Pension Plan Administration, DB Pension Plan Administration, Record-keeping Services, Benefit Calculations, One-on-one Member Meetings, Marriage Breakdown Calculations, Research & Advice regarding Pension Legislation, Government Filings, Educational Seminars, Annual Member Statements, Reconciliation of Expenses, Contributions, Hours Reported & Benefit Payments, Organization & Attendance at Trustee Meetings, Preparation of Meeting Minutes, Annual Member Meetings, Member Communication
Pelorus Benefits
Contact: Glenn Fabello, Principal
Address: 301-3700 Steeles Ave W., Vaughan, ON, L4L 8K8
Phone: 905-850-3330
Fax:
Email: gfabello@thinkpelorus.ca
Website: www.pelorusbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, 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
Email: lio@penmore.com
Website: www.penmore.com
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:
Email: cboldt@phbenefits.com
Website: www.phbenefits.com
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
Email: dave.dickinson@primebenefitsgroup.com
Website: www.primebenefitsgroup.com
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
Email: INFO@RALPHMOSS.CA
Website: WWW.RALPHMOSS.CA
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:
Email: c.marshall@realalts.com
Website: www.realalts.com
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
Email: dan.galloway@rwam.com
Website: www.rwam.com
Services
Group Benefit: Group Benefit Plans
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
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
Email: darren@scinsurance.ca
Website: www.scinsurance.ca
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:
Email: info@seclonlogic.com
Website: www.seclonlogic.com
Services
Software & Technology: Benefits Administration, DB Pension, DC Pension
Segal
Contact: Cameron McNeill, FFA, FCIA, Senior Vice-president and Canadian Business Leader
Address: 45 St. Clair Ave. W., Ste. 802, Toronto, ON, M4V 1K9
Phone: 416-961-2101
Fax: 416-961-2101
Email: cmcneill@segalco.com
Website: www.segalco.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, DB and DC compliance consulting, Compensation consulting, Organizational effectiveness consulting
Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication, Risk Management, Investment policy development, Asset allocation and investment strategy, Asset liability modeling, Performance measurement, Alternative investment research, Corporate governance
Health Services: Drug Cost Management, Health and Rx plan design and strategy, Healthcare compliance consulting, Vendor management
Software & Technology: Investment Management, Investment Manager Selection, Fund Valuation, DB Pension, DC Pension, Cyber security assessments, retirement system technology implementation assistance
Selectpath Benefits & Financial Inc.
Contact: Gordon Hart, President & CEO
Address: 310-700 Richmond St., London, ON, N6A 5C7
Phone: 519-675-1177
Fax: 519-675-1331
Email: gord@selectpath.ca
Website: www.selectpath.ca
Services
Group Benefit: Group Benefit Plans, 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
Email: gord@selectpath.ca
Website: www.selectpath.ca
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:
Email: don@smartchoicebenefits.com
Website: www.smartchoicebenefits.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Third Party Administration, Group Retirement Plans, Individual Insurance
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Resources 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:
Email: info@spmbenefits.ca
Website: www.spmbenefits.ca
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
Email: steven@scinsurance.ca
Website: www.scinsurance.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Asset Allocation, Policy Development
Health Services: Claims Management, Employee Assistance Program
The Benefit Source
Contact: Michael Nadler, President
Address: 6749 Gracefield Dr., Mississauga, ON, L5N 6T1
Phone: 905-785-0084
Fax:
Email: michael@benefitsource.ca
Website: www.benefitsourcecanada.com
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
Email: rcrowder@thebenefitstrust.com
Website: www.thebenefitstrust.com
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
Email: g.winchgroup@winchgroup.com
Website: www.winchgroup.com
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:
Email: mail@thorpebenefits.com
Website: www.thorpebenefits.com
Services
Group Benefit: Group Benefit Plans, Wellness Consulting, Onsite Wellness Programming
TLH Benefits Advisors
Contact: Thomas Hanes, Owner/Operator
Address: 26 Cranbrooke Ave., Toronto, ON, M5M 1M4
Phone: 647-268-3409
Fax:
Email: tlhbenefits@rogers.com
Website: www.tlhbenefits.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Policy Development, 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
Email: randrews@unionbenefits.ca
Website: www.unionbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Van Scheltinga Financial Services
Contact: Richard van Scheltinga, CEO
Address: 10-5230 Glen Erin Dr., Mississauga, ON, L5M 5Z7
Phone: 647-241-2737
Fax:
Email: groupbenefits@vanscheltinga.com
Website: www.vanscheltinga.com
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:
Email: rhonda.sommerville@victorinsurance.com
Website: www.victorinsurance.ca
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
Email: Stephen.Cheng@Westcoast-Actuaries.com
Website: www.westcoast-actuaries.com
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
Email: deb.wiegers@wiegers.ca
Website: www.wiegers.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Coaching
Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management, Institutional Brokerage
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program, Health Spending Account Wellness Account
Record-keeping & Third-party Administration: Administrative Support, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Willis Towers Watson
Contact: Ofelia Isabel, Canada Co-Leader
Address: 130 King St. W., Ste. 1500, Toronto, ON, M5X 1E3
Phone: 416-960-2773
Fax: 416-960-2819
Email: ofelia.isabel@willistowerswatson.com
Website: www.willistowerswatson.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Employee Opinion Surveys
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management, Delegated Investment Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employer Drug Purchasing Coalition Pharmacy Management
Software & Technology: DB Pension, DC Pension
Record-keeping & Third-party Administration: Administrative Support, Call Centre, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
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
Email: paul@zfsgroup.ca
Website: www.zfsgroup.ca
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