CONSULTANTS Directory

Transcription

1 CONSULTANTS Directory Accompass 1052 Yonge St., Toronto M4W 2L1 CONTACT Sarah Beech, president or Christopher Lee, vice-president, marketing TEL FAX WEBSITE accompass.com SERVICES Benefits and health, investment and retirement, compensation and incentives. DESCRIPTION Founded as Pal Benefits in 1997, Accompass is a leading independent firm that designs and manages its clients programs from the biggest picture to the smallest detail. Our clients expect more than periodic meetings and fair value from their plans they expect a level of attention, proactive preparation and expertise that is all-encompassing. Actuarial Solutions Inc. Ste. 203, 19 Amy Croft Dr., Lakeshore, ON N9K 1C7 CONTACT Joe Nunes, president TEL FAX [email protected] WEBSITE actuarialsolutionsinc.com SERVICES Actuarial Solutions Inc. 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 11 Aon 20 Bay Street, Toronto M5J 2N9 CONTACT Réjean Tremblay, chief commercial officer, Canada and market director, East or George Shipley, vice-president and Canadian national commercial leader TEL Réjean: or George: FAX Réjean: or George: [email protected] or [email protected] WEBSITE aonhewitt.com/canada SERVICES Talent, retirement and health consulting; benefits and pension administration; HR business process outsourcing. DESCRIPTION Aon empowers organizations to secure a better future through innovative talent, retirement and health solutions. We offer a range of products and services that drive performance and growth, navigate retirement risk to provide new levels of financial security, and redefine health solutions for greater choice, affordability and wellness. Aptus Benefits Inc. Ste. 205, 409 Granville St., Vancouver V6C 1T2 CONTACT William Watt, principal TEL FAX [email protected] WEBSITE 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 Vancouverbased 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 M4R 1K8 CONTACT James White, managing partner TEL FAX [email protected] WEBSITE 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 M9C 5L5 CONTACT Darren Sacks, vice-president, sales TEL FAX [email protected] WEBSITE benecaid.com SERVICES employee health benefit plans, health spending accounts. DESCRIPTION Benecaid is an administrator of employee health benefit plans, focusing on providing customizable and sustainable solutions for brokers and their clients. Since 2000, we ve been providing solutions and innovation designed to make health benefits accessible to all-sized businesses. TOTAL EMPLOYEES IN CANADA 50

2 The Beneplan Co-operative Ste. 500, 150 Ferrand Dr., Toronto M3C 3E5 CONTACT Yafa Sakkejha, general manager TEL ext. 252 FAX WEBSITE 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 350 TOTAL EMPLOYEES IN CANADA 10 bfinance Canada Ste. 2200, 1250 René Lévesque Blvd. W., Montréal H3B 4W8 CONTACT Brian Cyr, managing director TEL FAX [email protected] WEBSITE 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, A Xerox Company Ste. 3000, 155 Wellington St. W., Toronto M5V 3H1 CONTACT David McCullagh TEL FAX [email protected] WEBSITE xerox.ca/hrconsulting SERVICES We offer strategic advice and innovative technology to help businesses effectively manage their HR programs while engaging employees in their health, wealth and careers. DESCRIPTION The alignment of your business needs with the needs of your employees is critical to improving engagement and, as a result, your business success. We look at your needs across the career, health and wealth spectrum because that s how your employees view your investment in them. Corporate Benefit Analysts Ste. 102, 515 Riverbend Dr., Kitchener, ON N2K 3S3 CONTACT Rob Crofts, executive vice-president, corporate development TEL FAX [email protected] WEBSITE corpben.com SERVICES Integrated group retirement (DB, DC), 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. Helping clients make great decisions is what we do very well. TOTAL CLIENTS 250 TOTAL EMPLOYEES IN CANADA 35 Cowan Insurance Group 705 Fountain St. N., Cambridge, ON N1R 5T2 CONTACT Teresa Norris-Lue, vice-president, group benefits & retirement and individual life & wealth TEL FAX [email protected] WEBSITE 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 and retirement division Dehoney Financial Group 1777 West 8th Ave., Vancouver V6J 1V8 CONTACT Jim Dehoney, president TEL FAX [email protected] WEBSITE 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 fullservice 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 EMPLOYEES IN CANADA 28

3 CONSULTANTS Directory CMYK multia design 1 T Eckler Ltd. Ste. 900, 110 Sheppard Ave. E., Toronto M2N 7A3 CONTACT Greg Malone, principal TEL FAX [email protected] WEBSITE 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. George & Bell Consulting Inc. flextpa cmyk color logotype Ste. 400, 601 West Broadway Ave., Vancouver V5Z 4C2 Pantone CONTACT Brendan George or Jeremy Bell or Greg Heise TEL FAX [email protected] or [email protected] or [email protected] WEBSITE georgeandbell.com SERVICES Pension, benefits and investment consulting, actuarial services and pension administration. DESCRIPTION Led by partners Brendan George, Jeremy Bell and Greg Heise, George & Bell consults to sponsors, participants and other stakeholders of pension and benefit plans. Clients include unions, management and jointly Font governed Family: Jeunesse plans in the public and private sectors. TOTAL CLIENTS 40 TOTAL EMPLOYEES IN CANADA 11 Pantone 167 C Pantone Warm Gray 10 C CMYK: 18C 80M 100Y 7K CMYK: 10M 15Y 60K Johnson Inc. Ste. 700, th Ave., Richmond Hill, ON L4B 3S5 CONTACT Denise Balch, business development manager TEL FAX [email protected] WEBSITE johnson.ca SERVICES National benefits, wellness and pension consulting, third-party administrator and pharmacy benefits manager. Voluntary home, auto, travel and pet insurance programs. DESCRIPTION Johnson is one of the country s leading providers of insurance products and benefits. A unique mix of mandatory and voluntary insurance, health and retirement solutions to employee and member groups is supported by an experienced consulting, claims, administration and award-winning marketing team. TOTAL CLIENTS 400+ TOTAL EMPLOYEES IN CANADA 1,500 Skunkworks Creative Group Inc. George & Bell Consulting Logo May 17, 2012 FINAL Manion Wilkins & Associates Ltd. Ste. 500, 21 Four Seasons Pl., Toronto M9B OA5 CONTACT Michael Neheli TEL FAX [email protected] WEBSITE manionwilkins.com SERVICES Third-party administration, benefit payment and trust fund consulting, personal financial consulting. DESCRIPTION Manion is an independent Canadianowned 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 Mercer Ste. 800, 120 Bremner Blvd., Toronto M5J 0A8 CONTACT Stephen Lee, Canada sales leader TEL FAX [email protected] WEBSITE 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 health, wealth and careers. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset: their people. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies. TOTAL CLIENTS 3,000 TOTAL EMPLOYEES IN CANADA 1,200 Microtrends Computing Services Ste. 610, 100 York Boulevard, Richmond Hill, ON L4B 1J8 CONTACT Tony Gouveia, director, sales and marketing TEL ext. 110 FAX [email protected] WEBSITE 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

4 Morneau Shepell Ste. 700, 895 Don Mills Road, Tower One, Toronto M3C 1W3 CONTACT Tina Giontsis, director, corporate marketing TEL FAX WEBSITE 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, and 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 Mosey & Mosey Benefit Plan Consultants Ste. 604, 100 Milverton Dr., Mississauga, ON L5R 4H1 CONTACT Kevin Ashe, vice-president, corporate development TEL FAX [email protected] WEBSITE moseyandmosey.com SERVICES Group benefits consulting, audit, marketing. DESCRIPTION Ontario s leading public-sector employee benefit consulting firm offering proactive solutions to over 200 public-sector employers in Ontario. TOTAL CLIENTS TOTAL EMPLOYEES IN CANADA 30 Normandin Beaudry 630 René-Lévesque Blvd. W., 30th Floor, Montréal H3B 1S6 CONTACT Éric Montminy, president TEL FAX [email protected] WEBSITE normandin-beaudry.ca SERVICES Total rewards: pension and savings, asset management consulting, group benefits, compensation, health and performance, communication. DESCRIPTION Normandin Beaudry focuses its efforts on a comprehensive and articulated service offering that will create an employee experience to benefit all stakeholders. Normandin Beaudry s dedicated and visionary teams work together to support organizations at each step of the cycle, delivering products and services backed by relevant, incisive and diverse communications. TOTAL EMPLOYEES IN CANADA 150 Pavilion Advisory Group Ltd. Ste. 4030, 1250 René-Lévesque Blvd. W., Montréal H3B 4W8 CONTACT Eric Bolduc, vice-president TEL FAX [email protected] WEBSITE 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 V7X 1M5 CONTACT Riley St Jacques, market leader, senior consulting actuary TEL FAX [email protected] WEBSITE pbiactuarial.ca SERVICES Actuarial services, risk management, pension consulting, group benefits consulting, investment consulting and pension plan administration from offices in Vancouver, Montréal and Toronto. DESCRIPTION PBI is a national independent associate-owned consulting firm. With a focus on risk, we help you define and quantify objectives, then chart the course for sustainable results. We believe in the pooling of risk and are advocates for the protection and expansion of defined benefit plan structures. TOTAL CLIENTS 102 TOTAL EMPLOYEES IN CANADA 74 Porchlight Financial Ste. 1920, 1095 West Pender St., Vancouver V6E 2M6 CONTACT Christopher Forman, managing director TEL FAX [email protected] WEBSITE porchlightfinancial.ca SERVICES CAP consulting (including plan design, governance and investment monitoring), employee financial guidance. DESCRIPTION Porchlight Financial is a full-service CAP consultancy with over 25 years of experience. Our team works with employers on all aspects of their group retirement plans in an effort to achieve higher levels of member engagement and satisfaction, including available one-on-one employee meetings with a CFP professional. TOTAL CLIENTS 65 TOTAL EMPLOYEES IN CANADA 7

5 CONSULTANTS Directory PRL Benefits Limited Ste. 1500, 155 University Ave., Toronto M5H 3B7 CONTACT Gary Kawaguchi, president TEL FAX WEBSITE prlbenefits.com SERVICES Advisory and brokerage services for employee group benefits, retirement savings, business succession and insurance planning. DESCRIPTION PRL Benefits is an independently owned benefits advisor that partners with employers to maximize the well-being and financial security of employees across Canada. Our experienced professionals are dedicated to delivering value with transparency and excellence through superior consulting, plan performance and negotiating expertise that aligns financial solutions to client interests. TOTAL CLIENTS 120 TOTAL EMPLOYEES IN CANADA 10 Proteus Performance Management Inc. Ste. 303, 250 Ferrand Dr., Toronto M3A 3G3 CONTACT Ryan Kuruliak, vice-president TEL FAX WEBSITE 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 an extensive list of retirement planning services. TOTAL CLIENTS 110 TOTAL EMPLOYEES IN CANADA 16 Robertson, Eadie & Associates Ltd. Ste. 210, 481 Morden Road, Oakville, ON L6K 3W6 CONTACT John Deinum TEL FAX [email protected] WEBSITE 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 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 23 Russell Investments Canada Limited Ste. 5900, 100 King St. W., Toronto M5X 1E4 CONTACT Tom Lappalainen, director, strategic advice TEL or FAX [email protected] WEBSITE russell.com/ca/institutional SERVICES Consulting and customized outsourcing solutions that include governance advice, tailored strategic asset/liability analysis, strategic advice informed by practical implementation experience and risk analysis. 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, and portfolio construction and implementation. We provide worldwide institutions with investment advice and have $2.5 trillion in global assets under advisement. TOTAL CLIENTS 23 TOTAL EMPLOYEES IN CANADA 168 (Russell s global resources) The Segal Group Ste. 802, 45 St. Clair Avenue W., Toronto M4V 1K9 CONTACT Cameron McNeill, FFA, FCIA, senior vice-president TEL FAX [email protected] WEBSITE 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 78 TOTAL EMPLOYEES IN CANADA 26 Segal Rogerscasey Canada (Member of The Segal Group) Ste. 2020, 65 Queen St. W., Toronto M5H 2M5 CONTACT Ruo Tan, CFA, president TEL FAX [email protected] WEBSITE 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 78 TOTAL EMPLOYEES IN CANADA 26

6 TRG Group Benefits & Pensions, Inc. Ste. 800, 1177 West Hastings St., Vancouver V6E 2K3 CONTACT Lisa Jandali, chief operating officer TEL FAX WEBSITE trggroup.com SERVICES Employee benefit plans and wellness consulting, retirement plan consulting, employee communication. DESCRIPTION TRG is an independent, advisorowned firm that has been recognized for our innovation and thought leadership. Based in Vancouver, our team has over 300 years of combined experience in the employee benefits industry, and excels at designing customized employee benefits, wellness, and retirement plans for businesses and not-for-profit organizations. TOTAL CLIENTS 1,000 TOTAL EMPLOYEES IN CANADA 40 Westcoast Actuaries Inc. Ste. 908, 1166 Alberni St., Vancouver V6E 3Z3 CONTACT Stephen Cheng, managing director TEL ext. 128 FAX WEBSITE westcoast-actuaries.com SERVICES Actuarial consulting, valuation and administration services for employee pension and health and benefits (including post-employment) plans, health and benefits consulting, actuarial evidence and expert reporting. DESCRIPTION Experts in pension and benefits programs. We understand our clients needs and provide best solutions through innovative 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. TOTAL CLIENTS 1,000 + TOTAL EMPLOYEES IN CANADA 22 Western Compensation & Benefits Consultants Ste. 2000, 1188 West Georgia St., Vancouver V6E 4A2 CONTACT Barry D. Cook TEL FAX [email protected] WEBSITE wcbc.ca SERVICES Compensation, group benefits, executive remuneration, pension, investment and actuarial consulting. DESCRIPTION For over 30 years WCBC 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 Group A Cowan Company 225 King George Rd., Brantford, ON N3R 7N7 CONTACT Colleen Baker, director, business development & global benefits TEL FAX [email protected] WEBSITE 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 A Cowan Company (TWG) provides integrated solutions for employer sponsored benefits, retirement solutions, 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 ~400 TOTAL EMPLOYEES IN CANADA 80 Is your company missing from this section? CONTACT Francesca Gibson [email protected]

7 CONSULTANTS Marketplace OUR CLIENT LIST: YOU. We take pride in getting to know you and your business. We bring things to your attention and take things off your desk. From the biggest picture to the smallest detail. Because you are our only client. accompass.com Aon Risk Solutions Health and Benefits Health and Benefits Consulting At Aon, we deliver strategies and solutions to achieve better results. Our health and benefits professionals work closely with you to understand your organization s unique challenges, and provide tailored, cost-effective strategies to minimize your risk. aon.ca BENEFITS & HEALTH INVESTMENT & RETIREMENT COMPENSATION & INCENTIVES Risk. Reinsurance. Human Resources.

8 Global perspective. Customized solutions. Pavilion Advisory Group is a boutique investment services firm with global perspective and global reach. Serving institutional and other investors, we provide clients with customized, research-based solutions designed to maximize investment outcomes. Contact us to learn more. MONTREAL CHICAGO WINNIPEG INDIANAPOLIS TORONTO Pavilion Advisory Group is a registered trademark of Pavilion Financial Corporation, used under licence by Pavilion Advisory Group Ltd. in Canada and Pavilion Advisory Group Inc. in the United States Pavilion Advisory Group Ltd. All rights reserved. Even Better Together Two great companies join together for one great purpose caring for our clients, colleagues, and community. By coming together, Cowan Insurance Group and The Williamson Group have created even better collective strength, consultative advice, and multi-line products and services to meet the risk management and insurance needs of businesses and individuals. We are paving the way to market leadership with enhanced bench strength, access to specialized subject matter experts and partnerships with local, national and international markets providing even better advocacy on our clients behalf. Group Benefits & Retirement Disability Management Business Insurance Personal Insurance Wealth Management We care about what you care about.