actuarial solutions inc. aon hewitt aptus benefits inc ... · 8/8/2014 · aon hewitt 225 king st....
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CONSULTANTS DirectoryCONSULTANTS Directory
A D V E R T I S I N G S U P P L E M E N T A D V E R T I S I N G S U P P L E M E N T
Actuarial Solutions Inc.Ste. 202, 1695 Manning Rd., Tecumseh, ON N8N 2L9
CONTACT Joe Nunes
TEL 519-979-4600 FAX 519-979-4699
EMAIL [email protected]
WEBSITE www.actuarialsolutionsinc.com
SERVICES Actuarial Solutions Inc. (ASI) provides quality actuarial, consulting and pension administration services
DESCRIPTION Actuarial Solutions Inc. has built up a base of loyal clients, including sponsors of DB plans, hybrid plans, capital accumulation plans, executive programs and retiree health plans. Our clients range from small businesses to multi-national corporations and span many industries, including manufacturing, transportation, social services, financial services and regulatory agencies.
TOTAL CLIENTS 50
TOTAL EMPLOYEES IN CANADA 12
Aon Hewitt225 King St. W., Toronto, ON M5V 3M2
CONTACT Nicolle Guillen
TEL 416-225-5001 FAX 416-227-5749
EMAIL [email protected]
WEBSITE www.aonhewitt.com/canada
SERVICES Talent, retirement and health consulting; benefits and pension administration; HR business process outsourcing
DESCRIPTION Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, and navigate retirement risk while providing new levels of financial security, and redefining health solutions for greater choice, affordability and wellness.
TOTAL EMPLOYEES IN CANADA 1,800
Aptus Benefits Inc.Ste. 205, 409 Granville St., Vancouver, BC V6C 1T2
CONTACT William Watt, Principal
TEL 604-424-8030 FAX 604-424-8031
EMAIL [email protected]
WEBSITE www.aptusbenefits.ca
SERVICES Aptus Benefits Inc. designs employee benefit and retirement plans for clients who tend to have more complex issues to solve
DESCRIPTION Aptus Benefits Inc. is a Vancouver-based firm that takes a design approach to solving complex employee benefit and retirement plans. Working with clients across the country, Aptus takes a fresh approach to benefits—it designs optimal plans that serve the needs of everyone involved.
TOTAL EMPLOYEES IN CANADA 5
Baynes & White Inc. Ste. 1006, 20 Eglinton Ave. W., Toronto, ON M4R 1K8
CONTACT James White, Managing Partner
TEL 416-863-9159 FAX 416-863-9158
EMAIL [email protected]
WEBSITE www.bayneswhite.com
SERVICES Pension consulting (including actuarial and pension administration) and group benefits consulting
DESCRIPTION Baynes & White provides full in-house actuarial pension administration and traditional consulting services to corporate clientele. The firm has developed cost-effective valuation software and systems to serve small and mid-size pension and post-retirement (non-pension) plans.
TOTAL CLIENTS 103
TOTAL EMPLOYEES IN CANADA 11
Benecaid Health Benefits Solutions Inc.Ste. 1700, 185 The West Mall, Toronto, ON M9C 5L5
CONTACT Marla Schwartz, President
TEL 416-626-8786 FAX 416-622-5312
EMAIL [email protected]
WEBSITE www.benecaid.com
SERVICES Customized group benefit solutions, health spending accounts
DESCRIPTION Benecaid is a Toronto-based financial services company that delivers simple, customized health benefit plans to small businesses. Our innovative solutions are designed to put control of health benefit costs back into the hands of the employer.
TOTAL EMPLOYEES IN CANADA 45
The Beneplan Co-operativeSte. 500, 150 Ferrand Dr., Toronto, ON M3C 3E5
CONTACT Yafa Sakkejha, General Manager
TEL 1-800-387-1670 ext. 252 FAX 416-863-5157
EMAIL [email protected]
WEBSITE http://beneplan.ca
SERVICES Group benefits consulting and purchasing. Short-term disability adjudication. Nutritionist on staff for clients at no charge. Brokers welcome.
DESCRIPTION The Beneplan Co-operative is a member-owned buying group for employee benefits. Beneplan pays patronage dividends on life insurance, health benefits, dental benefits and retail sales tax rebates to its members. Beneplan is also one of the few access points to the Reformulary drug plan, which provides rebates on prescription drugs.
TOTAL CLIENTS 250
TOTAL EMPLOYEES IN CANADA 10
bfinance Canada Ste. 2200, 1250 René Lévesque Blvd. W., Montréal, QC H3B 4W8
CONTACT Brian Cyr, Managing Director
TEL 514-393-4899 FAX 514-934-4640
EMAIL [email protected]
WEBSITE www.bfinance.com
SERVICES Bfinance’s investment consulting practice focuses on search and selection of investment managers
DESCRIPTION Founded in 1999, bfinance has served more than 400 individual clients (excluding repeat business) from 25 countries and has more than 70 employees located in offices in London (headquarters), Paris, Munich, Amsterdam, Dubai, New York and Montréal. Bfinance is staffed by practitioners with a wealth of complementary investment, transaction banking and consultancy experience.
Buck Consultants at XeroxSte. 3000, 155 Wellington St. W., Toronto, ON M5V 3H1
CONTACT David McCullagh, Growth Leader
TEL 416-644-9276 FAX 416-865-1099
EMAIL [email protected]
WEBSITE www.xerox.ca/hrconsulting
SERVICES Engaging employees in career, health and wealth, including pension, benefit, wellness and investment consulting, administration solutions and technology innovations
DESCRIPTION Within Xerox, Buck is the consulting strength of the human resource services division. Buck offers advisory, technology and administration solutions to help manage talent programs while engaging employees in their health, wealth and careers. By integrating HR consulting with HR offerings, we provide innovative solutions to overcome HR challenges. Together, we ensure you have the right strategies to develop, reward and deploy talent.
Corporate Benefit AnalystsSte. 102, 515 Riverbend Dr., Kitchener, ON N2K 3S3
CONTACT Dean Howard, President and CEO
TEL 519-804-9677 FAX 519-579-4422
EMAIL [email protected]
WEBSITE www.corpben.com
SERVICES Integrated group retirement, actuarial, benefit, wellness consulting services and solutions; individual wealth management services
DESCRIPTION Group retirement and group benefit plans are important investments for plan sponsors. Corporate Benefit Analysts helps plan sponsors get the most from their investments. We understand the pressures for change. We believe big change deserves great strategy. That’s what we do very well.
TOTAL CLIENTS 220
TOTAL EMPLOYEES IN CANADA 35
Coughlin & Associates Ltd.466 Tremblay Rd., Ottawa, ON K1G 3R1
CONTACT Brian Bockstael, President
TEL 613-231-2266 FAX 613-231-2345
EMAIL [email protected]
WEBSITE www.coughlin.ca
SERVICES Benefits and pension consulting, plan design, claims adjudication, plan administration, individual financial services, pension administration
DESCRIPTION Since 1958, Coughlin has worked with public- and private-sector employers, unions, employee groups and jointly trusteed multi-employer trust funds, providing group benefits and pension consulting services, claims adjudication and third-party administration. Coughlin serves clients throughout Canada from offices in Ottawa and Winnipeg.
TOTAL EMPLOYEES IN CANADA 140
Cowan Insurance Group705 Fountain St. N., Cambridge, ON N1R 5T2
CONTACT Teresa Norris-Lue, Vice-president, Group Benefits & Retirement and Individual Life & Wealth
TEL 519-650-6363 FAX 519-650-6366
EMAIL [email protected]
WEBSITE www.cowangroup.ca
SERVICES Benefits consulting, DC/CAP consulting, health and disability management, group benefits third-party administration and international programs. Offices in Cambridge, Ottawa and Hamilton
DESCRIPTION For 30 years, Cowan has assisted plan sponsors in managing their pension and benefits plans, helping with administrative challenges and providing health and disability management solutions and international programs.
TOTAL CLIENTS 500+
TOTAL EMPLOYEES IN CANADA 150 – Group Benefits & Retirement Division
Dehoney Financial Group1777 West 8th Ave., Vancouver, BC V3E 1T1
CONTACT James H. Dehoney, President
TEL 604-684-2300 FAX 604-688-3515
EMAIL [email protected]
WEBSITE www.dehoney.com
SERVICES Group benefit plans, third-party administration, pension, RRSPs, investments and mutual funds, life, disability, integrated disability, individual health and dental plans
DESCRIPTION Dehoney Financial Group is a full-service consulting firm that offers group life and health, integrated disability plans, group pension, flexible benefits and third-party administration. We offer financial planning, mutual funds, wealth management, estate planning, individual life and disability sales and service.
TOTAL CLIENTS 160
TOTAL EMPLOYEES IN CANADA 28
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Eckler Ltd.Ste. 900, 110 Sheppard Ave. E., Toronto, ON M2N 7A3
CONTACT Greg Malone, Principal
TEL 416-696-3098 FAX 416-429-3794
EMAIL [email protected]
WEBSITE www.eckler.ca
SERVICES Our select group of advisors offers excellence in a wide range of areas, including financials, pensions, benefits, communication, investment management, pension administration and change management
DESCRIPTION Owned and operated by its active principals, Eckler has earned a reputation for service continuity and high professional standards. Our advisors offer excellence in managing the financial and governance aspects of pension and benefits programs, and are focused on plan sustainability and maximizing member value.
Express Scripts Canada5770 Hurontario St., 10th Floor, Mississauga, ON L5R 3G5
CONTACT Nancy Tibbo, Manager, Marketing & Communications
TEL 905-712-8615 FAX 905-712-9986
EMAIL [email protected]
WEBSITE www.express-scripts.ca
SERVICES Express Scripts Canada (ESC) offers a range of services and helps benefits providers address affordability concerns while helping to improve health outcomes
DESCRIPTION ESC transforms the way organizations and employees think about and participate in their drug benefit plan. Through its proprietary consumer intelligence, clinical expertise, and patients-first approach, ESC promotes better health decisions for plan members, while managing and reducing drug benefit costs for plan sponsors.
George & Bell Consulting Inc. Ste. 400, 601 West Broadway Ave., Vancouver, BC V5Z 4C2
CONTACT Brendan George, Partner or Jeremy Bell, Partner
TEL 604-871-4151 FAX 604-871-4150
EMAIL [email protected]; [email protected]
WEBSITE www.georgeandbell.com
SERVICES Pension, benefits and investment consulting, actuarial services and pension administration
DESCRIPTION George & Bell consults to sponsors, participants and other stakeholders of pension and benefit plans. Clients include unions, management and jointly governed plans in the public and private sectors. We are innovative and provide customized and practical client solutions, backed by our client satisfaction guarantee.
TOTAL CLIENTS 30
TOTAL EMPLOYEES IN CANADA 9
Homewood HealthSte. 500, 1050 West Pender St., Vancouver, BC V6E 3S7
CONTACT Sean Slater, Executive Vice-president, Sales & Marketing
TEL 1-888-689-8604 FAX 604-689-9442
EMAIL [email protected]
WEBSITE http://www.homewoodhealth.com
SERVICES Employee and family assistance programs, organizational wellness, disability management and return-to-work services, specialized medical and psychiatric services
DESCRIPTION Homewood Health is the Canadian leader in redefining treatment for mental health and addictions. We offer a suite of support services to organizations including specialized end-to-end assistance through our comprehensive wellness, employee and family assistance programs, in-patient and out-patient care, and return-to-work services.
TOTAL CLIENTS 3,200
TOTAL EMPLOYEES IN CANADA 4,000
Manion Wilkins & Associates Ltd.Ste. 500, 21 Four Seasons Pl., Toronto, ON M9B OA5
CONTACT Michael Neheli
TEL 416-234-3528 FAX 416-234-2058
EMAIL [email protected]
WEBSITE www.manionwilkins.com
SERVICES Third-party administration, benefit payment and trust fund consulting, personal financial consulting
DESCRIPTION Manion is an independent Canadian owned firm that specializes in administration, benefit payments and consulting services for corporations and multi-employer plans. This includes pension, life, LTO and STD, health and dental, SUB, vacation pay and legal assistance plans, as well as personal benefit/financial consulting.
TOTAL CLIENTS 120
TOTAL EMPLOYEES IN CANADA 115
Mercer161 Bay St., P.O. Box 501, Toronto, ON M5J 2S5
CONTACT Stephen Lee, Canada Sales Leader
TEL 416-868-2882 FAX 416-868-2136
EMAIL [email protected]
WEBSITE www.mercer.ca
SERVICES Consulting products and solutions in retirement, health and benefits, compensation, performance management, workforce analytics, executive remuneration, wellness, investment, investment management, communication, change management, HR operations and information products
DESCRIPTION Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset: their people.
TOTAL CLIENTS 3,100
TOTAL EMPLOYEES IN CANADA 1,300
Microtrends Computing Services Ste. 610, 100 York Boulevard, Richmond Hill, ON L4B 1J8
CONTACT Tony Gouveia, Director, Sales and Marketing
TEL 905-882-9844 ext. 110 FAX 905-882-9845
EMAIL [email protected]
WEBSITE www.flextpa.com
SERVICES Group administration/billing software
DESCRIPTION Microtrends has developed FlexTPA, a leading-edge software solution for TPAs that allows them to automate all aspects of group benefits administration/billing, enhance service to their group clients and gain valuable insight into how to grow a successful business. With FlexTPA, group benefits administrators have full control over the design of flexible benefits cafeteria plans, integration services with carriers/claims payers and a group Web portal for client self-service.
TOTAL EMPLOYEES IN CANADA 5
Morneau ShepellSte. 700, 895 Don Mills Road, Tower One, Toronto, ON M3C 1W3
CONTACT Tina Giontsis, Director, Corporate Marketing
TEL 416-383-6448 FAX 416-445-7989
EMAIL [email protected]
WEBSITE www.morneaushepell.com
SERVICES Health, benefits, employee assistance, retirement and administrative solutions. Morneau Shepell helps clients reduce costs, increase employee productivity and improve their competitive position through health, productivity, administrative and retirement solutions.
DESCRIPTION Morneau Shepell is the largest company in Canada offering human resources consulting and outsourcing services, a leading provider of employee and family assistance programs, the largest administrator of pension and benefits plans and the largest provider of integrated absence management solutions in Canada.
TOTAL CLIENTS 20,000
TOTAL EMPLOYEES IN CANADA 3,500
Morrow, Crossdale & Associates Inc.10 Station Lane, Unionville, ON, L3R 1R3
CONTACT Paul Crossdale, Consultant
TEL 416-471-3566
EMAIL [email protected]
WEBSITE www.morcro.ca
SERVICES Employee benefits, retirement and workplace solutions
DESCRIPTION Morrow, Crossdale & Associates Inc. specializes in plan design, funding levels and underwriting of group life, disability, health and dental programs. The firm also provides consultation in the area of pensions, deferred profit sharing plans and RRSPs. We strive to enhance our trust relationships with clients by “Earning your trust and making a difference.”
TOTAL EMPLOYEES IN CANADA 6
NexgenRx Inc.Ste. 600, 185 The West Mall, Toronto, ON M9C 5L5
CONTACT Ronald C. Loucks, President and CEO
TEL 416-695-3393 ext. 801 FAX 416-695-1635
EMAIL [email protected]
WEBSITE www.nexgenrx.com
SERVICES NexgenRx is an ASO health, drug, dental and HCSA claims adjudicator with a benefit administration solution for our clients that allows for a one-entry-point administration approach regardless of how many carriers you work with. NexgenRx handles flex benefits and offers an online flex enrollment solution.
DESCRIPTION NexgenRx is an independent pharmacy benefit manager. Our drug card is recognized by 99.9% of all pharmacies in Canada, 67,000 pharmacies in the U.S.A. and 100% of all dentists in Canada. Through leading-edge claims adjudication technology, NexgenRx can manage the simplest to the most complex of plan designs. We work with advisors and plan sponsors to meet their clients’ needs.
TOTAL CLIENTS 1000+
TOTAL EMPLOYEES IN CANADA 30
Normandin Beaudry 630 René-Lévesque Blvd. W., 30th Floor, Montréal, QC H3B 1S6
CONTACT Éric Montminy, President
TEL 514-285-1122 FAX 514-285-1199
EMAIL [email protected]
WEBSITE www.normandin-beaudry.ca
SERVICES Pension and savings, asset management consulting, group benefits, compensation and performance, communication and organizational development
DESCRIPTION Normandin Beaudry focuses its efforts on a comprehensive service offering that will create an “employee experience” to benefit all players. Normandin Beaudry’s dedicated and visionary teams support organizations at each step of the cycle, delivering products and services backed by relevant, incisive and diverse communications.
TOTAL EMPLOYEES IN CANADA 140
Pal Benefits Inc.1052 Yonge St. Toronto, ON M4W 2L1
CONTACT Sarah J. Beech, President, or Mark Dowdell, Vice-president, Retirement & Investment Services, or Steven Osiel, Vice-president, Total Rewards & Compensation
TEL 416-969-8588 or 1-866-969-8588
FAX 416-962-1711
EMAIL [email protected] or [email protected] or [email protected]
WEBSITE www.palbenefits.com
SERVICES Providing consultation, service, perspective and benchmarking for group benefits, retirement and investment programs, compensation and incentives, and communications
DESCRIPTION As a leading benefits, retirement and investment, and compensation firm, Pal is distinct in its approach, designing and managing clients’ programs from the biggest picture to the smallest detail. Sensitive to clients’ individuality, Pal’s creative and unique talent for resolving employee issues provides both employers and employees with superior results.
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Robertson, Eadie & Associates Ltd.Ste. 210, 481 Morden Road, Oakville, ON L6K 3W6
CONTACT John Deinum
TEL 905-338-7002 FAX 905-338-7022
EAMIL [email protected]
WEBSITE www.re-a.com
SERVICES Pension consulting, pension actuarial and pension administration services
DESCRIPTION Robertson, Eadie & Associates Ltd. is a firm of actuaries and pension consultants incorporated in 1991. We specialize in providing pension actuarial and administrative services to small to mid-size clients whose primary concern is high-quality, cost -effective advice. Our clients have pension plans ranging in size from under 100 members to several thousand members. We are committed to the long-term viability of the pension arrangements sponsored by our clients.
TOTAL CLIENTS 112
TOTAL EMPLOYEES IN CANADA 21
Russell Investments Canada LimitedSte. 5900, 100 King St. W., Toronto, ON M5X 1E4
CONTACT Tom Lappalainen, Director, Strategic Advice
TEL 416-640-2472 or 866-737-2228 FAX 416-4211348
EMAIL [email protected]
WEBSITE www.russell.com/ca/institutional
SERVICES Consulting and customized outsourcing solutions that would typically include governance advice, tailored strategic asset/liability analysis, strategic advice informed by practical implementation experience, risk analysis and investment policy advice
DESCRIPTION We are a global financial services company serving institutional investors, financial advisors and individuals. Russell’s core capabilities encompass capital markets insights, manager research, portfolio construction, portfolio implementation and indices. We provide worldwide institutions with investment advice and have $2.5 trillion in global assets under advisement.
TOTAL CLIENTS 22
TOTAL EMPLOYEES IN CANADA 151
The Segal GroupSte. 802, 45 St. Clair Avenue W., Toronto, ON M4V 1K9
CONTACT Cameron McNeill, FFA, FCIA, Senior Vice-president
TEL 416-969-3963 FAX 416-961-2101
EMAIL [email protected]
WEBSITE www.segalco.ca
SERVICES Group benefit plans, DB pension plans, DC pension plans, actuarial services, asset liability modelling, participant communications, investment consulting, manager search, performance measurement, asset allocation
DESCRIPTION The Segal Group is a leading employee benefits, compensation, human resources, actuarial and investment consulting firm in Canada, headquartered in New York with nearly 1,000 employees throughout North America. Clients include state and local governments, multi-employer pension and health and welfare plans, corporate and non-profit employers, and professional service firms.
TOTAL CLIENTS 65
TOTAL EMPLOYEES IN CANADA 25
Westcoast Actuaries Inc. Ste. 908, 1166 Alberni St., Vancouver, BC V6E 3Z3
CONTACT Stephen Cheng, Managing Director
TEL 604-730-1898 ext. 128 FAX 604-730-1886
EMAIL [email protected]
WEBSITE www.westcoast-actuaries.com
SERVICES Actuarial consulting, communication and administration services for employee and executive pension plans, and post-employment (non-pension) benefit plans
DESCRIPTION Westcoast Actuaries Inc. provides optimum pension solutions through innovative pension plan design and quality actuarial advice. We deliver exceptional value in consulting and administration services to clients across Canada by exercising prudent and responsible fiscal management and development of leading-edge systems. Experts in DB and CAP plans, IPPs, SERPs and RCAs.
TOTAL CLIENTS 1000 +
TOTAL EMPLOYEES IN CANADA 18
Western Compensation & Benefits ConsultantsSte. 2000, 1188 West Georgia St., Vancouver, BC V6E 4A2
CONTACT Barry D. Cook
TEL 604-683-9155 FAX 604-687-2315
EMAIL [email protected]
WEBSITE www.wcbc.ca
SERVICES Compensation, group benefits, executive remuneration, pension, investment and actuarial consulting
DESCRIPTION For over 30 years, Western Compensation & Benefits Consultants has helped Canadian employers pay employees appropriately by providing customized solutions, professional advice and market-based research. Our expertise in the design, evaluation and management of compensation, group benefits and retirement programs results in high-quality, practical solutions tailored to your needs.
The Williamson Group225 King George Rd., Brantford, ON N3R 7N7
CONTACT Colleen Baker, Director, Business Development & Global Benefits
TEL 800-265-9973 FAX 519-756-9914
EMAIL [email protected]
WEBSITE http://www.williamsongroup.com
SERVICES Integrated corporate solutions within group benefits consulting, global benefits consulting, group pension consulting, disability management and individual financial planning
DESCRIPTION The Williamson Group provides integrated solutions for employer sponsored benefits, pensions, disability management and individual financial services. We provide employers with custom solutions that foster healthier and more productive work environments. Experience the difference between being listened to, and being heard.
TOTAL CLIENTS ~300
TOTAL EMPLOYEES IN CANADA 72
Pavilion Advisory GroupSte. 4030, 1250 René-Lévesque Blvd. W. Montréal, QC H3B 4W8
CONTACT Eric Bolduc, Vice-president
TEL 514-227-7714 FAX 514-846-1159
EMAIL [email protected]
WEBSITE www.pavilioncorp.com
SERVICES Investment policy development, asset allocation, risk management, manager research, manager monitoring, alternative investing, socially responsible investing and implemented consulting
DESCRIPTION As a full-service investment consulting and advisory firm, Pavilion serves a wide range of institutional investors, from endowments and foundations to some of the largest, most sophisticated pension funds and other institutions. We aim to create value for our clients through in-depth research on investment strategies, fulfilled through customized recommendations and service.
PBI Actuarial Consultants Ltd.Ste. 1070, One Bentall Centre, 505 Burrard St., Vancouver, BC V7X 1M5
CONTACT Riley St. Jacques
TEL 604-647-3206 FAX 604-687-8074
EMAIL [email protected]
WEBSITE www.pbiactuarial.ca
SERVICES Actuarial services, pension consulting, group benefits consulting, investment consulting and pension plan administration
DESCRIPTION Associate-owned consulting firm with offices in Vancouver, Montreal and Toronto. Leading experts in asset-liability management for defined benefit and target benefit plans. Trusted advisors to unions, joint boards of trustees, municipalities, non-profits and private sector plan sponsors across Canada. PBI’s client-centred teams develop and deliver customized solutions with a collaborative work approach.
TOTAL CLIENTS 68
TOTAL EMPLOYEES IN CANADA 70
Proteus Performance Management Inc.Ste. 303, 250 Ferrand Dr., Toronto, ON M3A 3G3
CONTACT Ryan Kuruliak, Vice-president
TEL 416-421-3557 FAX 416-421-1348
EMAIL [email protected]
WEBSITE www.proteusperformance.com
SERVICES Pension governance consulting, investment consulting, investment management search, recordkeeper search, retirement education services
DESCRIPTION Proteus delivers a comprehensive process of pension governance and investment consulting. The six critical elements of governance covered are plan design, investment policy, performance measurement, employee communications and cost/benefit analysis. The implementation and ongoing maintenance of the process helps ensure compliance and mitigates the risk of liability. Proteus also provides retirement planning services.
TOTAL CLIENTS 106
TOTAL EMPLOYEES IN CANADA 15
Segal Rogerscasey Canada (Member of The Segal Group)Ste. 2020, 65 Queen St. W., Toronto, ON M5H 2M5
CONTACT Ruo Tan, CFA, President
TEL 416-642-7792 FAX 416-304-0570
EMAIL [email protected]
WEBSITE www.segalco.ca
SERVICES Investment consulting, manager search, performance measurement, asset allocation, portfolio modelling, compliance investment, investment product design, investment management, portfolio style analysis, investment manager selection
DESCRIPTION Segal Rogerscasey Canada, a global investment solutions firm, provides innovative, client-driven consulting advice and outsourcing solutions. Clients include corporations, non-profit organizations, and governments. We work with financial service firms through Rogerscasey, a division of Segal Advisors.
TOTAL CLIENTS 65
TOTAL EMPLOYEES IN CANADA 25
TRG Group Benefits & Pensions, Inc.Ste. 800, 1177 West Hastings St., Vancouver, BC V6E 2K3
CONTACT Greg Pallone, Managing Director
TEL 604-714-4400 FAX 604-714-4401
EMAIL [email protected]
WEBSITE www.trggroup.com
SERVICES Specialize in customized employee benefits and retirement plans for businesses of all types, including not-for-profit organizations
DESCRIPTION TRG is a close-knit group of experienced advisors and service professionals with over 300 years of combined experience in the employee benefits field. Our job is to make it easy for you and your HR team to navigate through the complexities of your employee benefits program.
TOTAL CLIENTS 1,000
TOTAL EMPLOYEES IN CANADA 39
Vital BenefitsSte. 301, 224 11 Avenue SW, Calgary, AB T2R 0C3
CONTACT Melanie Jeannotte, Managing Partner
TEL 403-209-3817 FAX 403-476-0909
EMAIL [email protected]
WEBSITE www.vitalbenefitsinc.com
SERVICES Domestic and international group benefits and retirement programs, individual insurance, communication and branding, benchmarking, total rewards statements and MyHSA
DESCRIPTION Vital Benefits specializes in designing, implementing and communicating innovative, competitive and cost-effective group benefits and retirement programs. We assist our clients in managing costs for long-term program sustainability and promote employee education. Our high-touch service model guarantees a half-day response to all customer inquiries.
TOTAL CLIENTS 150
TOTAL EMPLOYEES IN CANADA 17
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CONSULTANTS MarketplaceCONSULTANTS Marketplace
Homewood HealthTM
We provide medically focused in-patient and out-patient care, Return to Work Services, and Employee and Family Assistance Programs.
For more information, please contact us at:[email protected]
Growing to serve you better.
MONTREAL | TORONTO | WINNIPEG | CHICAGOwww.pavilioncorp.com
Pavilion Advisory GroupTM provides investment consulting and implemented solutions to pension plans, endowments, foundations and other investors.
We’ve recently added expertise in retirement benefit consulting and expanded our capabilities in alternative asset classes, particularly private equity.
Contact us to learn more.
Pavilion Advisory Group™ is a trademark of Pavilion Financial Corporation used under license by Pavilion Advisory Group Ltd. in Canada and by Pavilion Advisory Group Inc. in the United States. © 2014 Pavilion Advisory Group Ltd. All rights reserved.
Empower Results®[email protected] | aonhewitt.com/canada
Empowering organizations andindividuals to secure a betterfuture through innovative talent, retirement and health solutions.
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Group BenefitsGroup Pensions
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Cultivating a culture of caring for clients, colleagues, and community. It’s not a tag-line, it’s just who we are.
The Williamson Group225 King George RoadBrantford, ON, N3R 7N7williamsongroup.com
Colleen Baker, DirectorBusiness Development & Global Benefitst. 1-800-265-9973, ext. 260e. [email protected]