Canada Life Assurance Company
Contact: Derrick March, Vice-president, Business Development, Sales
Address: 330 University Ave., U10, Toronto, ON
Phone: 416-552-3000
Fax:
Email: Derrick.March@gwl.ca
Website: www.grsaccess.com
Group Pension Premiums & Deposits: 6938M
Group Pension Assets: 55171M
Products/Services
Products - RPP/SPP, DPSP, EPSP, RRSP, PRPP, VRSP, TFSA, NRSP, Investment-only, Group LIF, Group RRIF, Annuities, Deferred Salary Leave Plan, Employee Benefit Plans; Longevity Insurance Services - CAP Recordkeeping; Customizable Communication Materials; Online Enrollment; Educational & Transactional Websites for Members, Plan Sponsors, Advisors; Bilingual Toll-free Client Service Centre; Customizable Education Seminars & Videos; Sponsor Safeguards & Compliance Program; Third-party Financial Planning Website & Seminars; Retirement Income Planning; Member Investment Selection Service; Personalized Member Statement Illustrations
Client Profile (By Number of Clients)
Desjardins Insurance
Contact: David Charbonneau, Vice-president, Group Retirement Savings
Address: 1050 Beaver Hall, 16th Floor, Montreal, QC
Phone: 514-350-8700
Fax: 514-285-8766
Email: david.charbonneau@dfs.ca
Website: www.desjardinslifeinsurance.com
Group Pension Premiums & Deposits: 2016.2M
Group Pension Assets: 13815.5M
Products/Services
Participant Education; Plan Management Services, Investment Solutions; DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, Defined Benefits Plans, Investment-only Plans, Single Premium Annuities, TFSA, VRSP, and RIF/LIF/Annuities
Client Profile (By Number of Clients)
Industrial Alliance Insurance and Financial Services Inc.
Contact: Andree-Anne Bourgeois , Director,Products,Communications & Marketing Group Benefits & Retirement Solutions
Address: 2200 McGill College, Montreal, QC
Phone: 514-499-3737
Fax:
Email: Andree-Anne.Bourgeois@ia.ca
Website: www.ia.ca
Group Pension Premiums & Deposits: 1M
Group Pension Assets: 10M
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 Number of Clients)
La Capitale assureur de l'administration publique inc.
Contact: Carl Laflamme, Vice-president - Sales & Marketing - Group Insurance
Address: 625, Jacques-Parizeau St., Quebec City, QC
Phone: 418-266-9510
Fax: 418-266-3520
Email: carl.laflamme@lacapitale.com
Website: www.lacapitale.com
Group Pension Premiums & Deposits: 2.3M
Group Pension Assets: 9.423M
Products/Services
Group Annuities, Group RRSP
Client Profile (By Number of Clients)
Manulife Financial
Contact: Olga Treiger, Manager, Shared Services
Address: 200 Bloor StE., Toronto, ON
Phone: 416-852-9057
Fax:
Email: olga_treiger@manulifeam.com
Website: na
Group Pension Premiums & Deposits: 8332M
Group Pension Assets: 68307M
Products/Services
Defined Contribution Registered Pension Plans (DCRPP) Defined Benefit Pension Plans (DBRPP) Simplified Pension Plan (SPP) (Quebec) Simplified Pension Plan (SMPPP) (Manitoba) Registered Retirement Savings Plans (RRSP) Supplemental Executive Retirement Plan (SERP) Retirement Compensation Arrangement (RCA) Employee Profit Sharing Plan (EPSP) Employee Savings Plan (ESP) Deferred Profit Sharing Plans (DPSP) Tax Free Savings Accounts (TFSA) Stock Plans FutureStepTM RRSP ( Small Business Product) FutureStep™ DPSP (Small Business Product)Voluntary Retirement Savings Plan (VRSP) Pooled Registered Pension Plan (PRPP) Defined BenefitInvestment-Only Plan (DB/IO) Non-Registered Investment Only Plan (Non-Reg IO) Individual Pension Plan (IPP) Employee Benefit Plan (EBP) Flexible Pension Plans (FLEX) Locked-in Retirement Account (LIRA) Defined Benefit / Defined Contribution Combo Plans Registered Retirement Income Fund (RRIF) Group Retirement Solutions offers innovative solutions for members, sponsors and advisors.
Client Profile (By Number of Clients)
Sun Life Financial
Contact: Ted Singeris, Vice-president, Client Relationships & Business Development
Address: 225 King St. W., 5th Floor, Toronto, ON
Phone: 416-408-7669
Fax: 416-595-3693
Email: ted.singeris@sunlife.com
Website: www.sunlife.ca
Group Pension Premiums & Deposits: 11504M
Group Pension Assets: 89104M
Products/Services
Products include: Defined Contribution Pension Plan (DCPP), Group Registered Retirement Savings Plan (RRSP), Deferred Profit Sharing Plan (DPSP), Tax-free Savings Account (TFSA), Non-registered Plan, Stock Plan, DB Investment-only Plan (INVO), Sun Advantage (small business only), Voluntary Retirement Savings Plan (VRSP) (Quebec), and tailored solutions for DB plan risk management Services include: Group Retirement Income Solutions, Integrated Group Retirement Services and Group Benefits Access, Investment Solutions, Group Choices plan for transitioning plan members, Retirement Income Products, In-plan Investment Advice Service, Call Centre and Automated Telephone Systems, Online Member Education and Financial Planning Tools and Services, Onsite Enrollment, Custom Education, Communication, and Design Services, Pensioner Payroll Services and Online Reporting
Client Profile (By Number of Clients)