Acquaint Financial
Contact: Mohammad Asaf Shad, President & CEO
Address: 4-2131 Williams Parkway, Brampton, ON, L6S 5Z4
Phone: 905-595-1323
Fax:
Email: [email protected]
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.
Actuarial Solutions Inc.
Contact: Jason Vary, President
Address: 466 Speers Rd, Oakville, ON L6K 3W9
Phone: 905-257-2038
Fax: 519-979-4699
Email: [email protected]
Website: www.ActuarialSolutionsInc.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Record-keeping & Third-party Administration: DB Pension Plan Administration
ACT Benefits Consulting
Contact: Chantel Seib, Owner
Address: Box 155, Chestermere, AB, T1X 1K8
Phone: 403-724-0208
Fax:
Email: [email protected]
Website: www.actbenefits.ca
Services
Group Benefit: Group Benefit Plans
Health Services: Drug Cost Management, Employee Assistance Program, Health and Wellness Spending Accounts
Actuarial Analytics
Contact: Kyle McWhinnie, Principal
Address: 37 Marco Lane, Ottawa, ON, K1S 5A1
Phone: 613-854-1363
Fax:
Email: [email protected]
Website: www.actuarialanalytics.com
Services
Group Benefit: Group Benefit 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
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
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: [email protected]
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
Aria Benefits
Contact: Robin Bailey, Partner
Address: 2-2390 Bristol Circle, Oakville, ON, L6H 6M5
Phone: 905-829-9008
Fax:
Email: [email protected]
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: [email protected]
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: [email protected]
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, Vice President/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: [email protected]
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
Belay Advisory
Contact: John Goode, Partner
Address: 2111, 10088 - 102 Ave., Edmonton, AB, T5J 2Z1
Phone: 780-409-8900
Fax:
Email: [email protected]
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
BeneCare Consulting Inc
Contact: Nicholas Chu, Principal
Address: 205-2550 Shaughnessy St, Port Coquitlam, BC, V3C 3G2
Phone: 604-200-9301
Fax:
Email:
Website: www.benecare.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Health Services: Employee Assistance Program
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: [email protected]
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, DB Pension
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration
Benefits Alliance
Contact: Sarah Toth, Executive Assistant
Address: 8800 Dufferin St., Ste. 304, Concord, ON, L4K 0C5
Phone: 905-669-5577
Fax:
Email: [email protected]
Website: benefitsalliance.ca/
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Compliance Investment, Policy Development, Education & Communication, Risk Management
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Employee Assistance, Healthcare Spending Account Administration
benefitsConnect Inc.
Contact: Paul Crossdale, CEO and President
Address: 42 St. Clair Ave.E., Toronto, ON, M4T 1M9
Phone: 416-471-3566
Fax:
Email: [email protected]
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, Employee Benefits InsurTech
Address: PO Box 173 London Station B PO, London, ON, N6A 4V6
Phone: 519-453-5024
Fax: 519-690-1463
Email: [email protected]
Website: www.beneoffice.com
Services
Group Benefit: Administration Outsourcing
Software & Technology: Benefits Administration, InsurTech: Employee Benefits Agent/Broker Operations System. RFP/Quote System, Renewal Analysis Calculator, Insurance Markets, and more.
bespoke benefit solutions
Contact: Valerie Travis, founder
Address: 1451 Highlands Blvd, Agassiz, BC, V0M 1A1
Phone: 604-790-0108
Fax:
Email: [email protected]
Website: wwww.bespokebenefitsolutions.com
Services
Group Benefit: Group Benefit Plans, Strategy & program design (incl flex benefits), Employee surveys, Governance & disability process audits, Implementations & transitions, Communication & education
bfinance Canada
Contact: Les Marton, Managing Director
Address: 1250 René Lévesque Boul Ouest, Ste. 2200, Montréal, QC, H3B 4W8
Phone: 416-560-7275
Fax:
Email: [email protected]
Website: www.bfinance.ca
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management
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: [email protected]
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
Blessed Financial Group
Contact: William Snodgrass, Benefits Consultant
Address: 2360 Haldimand Rd 9, York, ON, N0A 1R0
Phone: 833-912-6399
Fax: 905-974-9896
Email: [email protected]
Website: www.blessedfinancialgroup.ca
Services
Group Benefit: Group Benefit Plans, Freelancer Benefit Plans
Investment: Group RRSP’s
Bridgewell Financial
Contact: Michael Wortsman, Partner
Address: 33 Hillsdale Ave. W., Toronto, ON, M5P 1E9
Phone: 416-479-4401
Fax:
Email: [email protected]
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
CanTrust Financial
Contact: Simon Marples, CEO
Address: Suite 205, 3232 King George Blvd., Surrey, BC, V4P 1B7
Phone: 604-664-8900
Fax: 604-664-8987
Email: [email protected]
Website: www.cantrustfinancial.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Risk Management
CARTESIA
Contact: Nathalie Charette, Group annuity advisor
Address: 318 Royal, Beaconsfield, QC, H9W 5W5
Phone: 514-258-5502
Fax:
Email: [email protected]
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: [email protected]
Website: www.cartin.ca
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Education & Communication
CEM BENCHMARKING INC.
Contact: Michael Reid, Relationship Manager
Address: 372 Bay St., Ste. 1000, Toronto, ON, M5H 2W9
Phone: 416-644-2516
Fax:
Email: [email protected]
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: [email protected]
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: [email protected]
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: [email protected]
Website: www.connexhc.com
Services
Group Benefit: Provider of benefits education, private payer stakeholder consulting, and advisory services
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: [email protected]
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
Contact: Marc Benoit, Executive Vice-president, Cowan Insurance Ltd.
Address: 705 Fountain St. N., Cambridge, ON, N1R 5T2
Phone: 519-650-6360
Fax: 519-650-6366
Email: [email protected]
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: [email protected]
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, 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: [email protected]
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
Duggan Financial Services Inc
Contact: Michael J Duggan, President
Address: 2680 Misener Crescent, Mississauga, ON, L5K 1N1
Phone: 416-617-4081
Fax:
Email: [email protected]
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: 416-429-3330
Fax:
Email: [email protected]
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:
Email: [email protected]
Website: elegantinvestmentsolutions.com/
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: Brandon Ellement, Chief Executive Officer
Address: 1345 Taylor Ave., Winnipeg, MB, R3M 3Y9
Phone: 204-560-0244
Fax: 204-954-7310
Email: [email protected]
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: [email protected]
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: [email protected]
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
Gallagher
Contact: Jason Bell, National Growth Leader, Canada
Address: 181 University Ave., Ste. 1200, Toronto, ON, M5H 3M7
Phone: 905-531-8796
Fax:
Email:
Website: ajg.com/ca
Services
Group Benefit: Group Benefit Plans, Actuarial Services, Administration Outsourcing, Retirement Plan Consulting, Multinational Benefits & HR Resources, Executive Search, Career Transition, Leadership Assessment & Development, Employee Wellbeing
Investment: Risk Management, Executive Benefits
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Healthcare Spending Account Administration, Claims Advocacy, 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: [email protected]
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: [email protected]
Website: www.gmr.ca
Services
Group Benefit: Performance Measurement
Investment: Performance Measurement
Software & Technology: Investment Management, Investment Manager Selection
H3 CONSULTING
Contact: Chris Bonnett, MHSc, PhD, Principal Consultant
Address: 30 Dean Ave., Guelph, ON, N1G 1K7
Phone: 416-458-5468
Fax:
Email: [email protected]
Website: hthree.ca
Services
Health Services: Disability Management, Drug Cost Management, Employee Assistance Program, Workplace Health Strategy, Integrating Health Benefits & Health Promotion, Drug Policy
HUB Proteus
Contact: Ryan Kuruliak, President
Address: 250 Ferrand Dr., Ste. 303, Toronto, ON, M3C 3G8
Phone: 416-619-8468
Fax: 416-421-1348
Email: [email protected]
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: Record keeping and Third-Party Administration search
Insure your Freedom
Contact: Heather Freed, Ms
Address: 1A - 1881 Steeles Ave. W. #143, Toronto, ON, M3H 0A1
Phone: 416-806-5478
Fax:
Email: [email protected]
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: [email protected]
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: [email protected]
Website: www.jdmactuarial.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Expert Testimony, Consultant Search, Governance
JONES DesLauriers Blevins
Contact: Robert Jones, CEO
Address: 30 Kelfield St., Toronto, ON, M9W 5A2
Phone: 855-532-4768
Fax:
Email:
Website: www.jdbgroup.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, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Health Claims Adjudication, Investment Management, Portfolio Style Analysis, Fund Valuation, Fund Reporting, DB Pension, DC Pension
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
LENNOX FINANCIAL GROUP INC.
Contact: Chris Lennox, President
Address: #23-1730 McPherson Ct., Pickering, ON, L1W 3E6
Phone: 905-492-7888
Fax: 888-883-8427
Email: [email protected]
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: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension
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: [email protected]
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
TELUS Health
Contact: Philip Mullen, Vice President EMEA & Retirement Consulting
Address: 25 York St., Suite 2900, Toronto, ON, M5J 2V5
Phone: 416.445.2700
Fax: 416-445-7989
Email: [email protected]
Website: https://www.telus.com/en/health/about-telus-health
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Asset and Risk Management, Total Pension Outsourcing, DC Consulting, Legal Services - Governance & Plan Restatements, Retirement Planning Services, Benefits Communications, Shared Risk Pension Plans, Target Benefit Pension Plans
Investment: Investment Consulting, Delegated Solutions & OCIO, 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, Health and Productivity Solutions, Integrative Health and Wellness Solutions, Full Health and Productivity Support, Risk Assessment, Attendance and Disability Management, Plan Implementation and Maintenance, Counselling, Training, Benefits, Crisis Situations, Worker's Compensation Targeted Health
Software & Technology: Benefits Administration, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, DB Pension, DC Pension, Health and Welfare Admin
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
Lounsbury Life & Group Insurance Services
Contact: Doug Lounsbury, Benefits Broker
Address: 8 Guelph St, Georgetown, ON, L7G 3Y9
Phone: 289-891-7816
Fax:
Email: [email protected]
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: 46 Wakeford Rd., Little Britain, ON, L3T 5M9
Phone: 905-886-9203
Fax:
Email: [email protected]
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: 416-234-3528
Fax: 416-234-2071
Email: [email protected]
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
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: [email protected]
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: [email protected]
Website: www.mcfbedard.com
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Executive Benefits, Group RRSP/DPSP/TFSA, Non-Registered Investments, Broker to Broker Consulting Services
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: [email protected]
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
Megson FitzPatrick Insurance
Contact: Keray Stott, Director, Life & Health Insurance
Address: 710 Redbrick St., Victoria, BC, V8T 5J3
Phone: 250-595-5212
Fax: 250-595-2900
Email: [email protected]
Website: www.megsonfitzpatrick.com/
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Mercer (Canada) Limited
Contact: Angus Finnigan, Marketing Specialist
Address: 120 Bremner Blvd., Ste. 800, Toronto, ON, M5J 0A8
Phone: 416-868-2000
Fax: 416-868-7671
Email: [email protected]
Website: www.mercer.ca
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, Compliance Investment, Education & Communication, Risk Management, Institutional Brokerage, Delegated solutions, sustainable investing
Health Services: Return To Work, Employee wellbeing, mental health, inclusive benefits
Software & Technology: Benefits Administration, Investment Management, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension, Investment research, digital benefits offering, Workday implementation
Record-keeping & Third-party Administration: DC Pension Plan Administration, DB Pension Plan Administration
Mosley Group Benefits Inc.
Contact: Gavin Mosley, Group Benefits Consultant
Address: 1000 Innovation Dr., Ste. 585, Kanata, ON, K2K 3E7
Phone: 343-655-2640
Fax:
Email: [email protected]
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
Contact: Jay Nadler, Senior Group Benefit Specialist
Address: 213-2459 Cousins Ave, Courtenay, BC, V9N 3N6
Phone: 250-871-6284
Fax:
Email: [email protected]
Website: naviguideinsurance.ca/
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Benefit Program Review HR Process Review Benefit Related Payroll Processes Review
Health Services: Drug Cost Management, Employee Assistance Program
NFH Insurance Services Inc.
Contact: Norm Hounsell, President
Address: 45 Kendleton Dr, Toronto, ON, M9V 1T9
Phone: 647-208-1586
Fax:
Email: [email protected]
Website:
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Health Services: Employee Assistance Program
Nicholson Group Inc.
Contact: Chris Nicholson, Employee Benefits Advisor
Address: 530 Main St., Montague, PE, C0A 1R0
Phone: 902-838-3359
Fax: 902-838-3359
Email: [email protected]
Website: nicholsongroup.ca
Services
Group Benefit: Group Benefit Plans
Investment: Institutional Brokerage
Health Services: Employee Assistance Program
Software & Technology: Benefits Administration
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
Oak House Benefits
Contact: Don Williamson, President
Address: 18 Holiday Dr., Brantford, ON, N3R 7J4
Phone: 226-400-9410
Fax:
Email: [email protected]
Website: www.oakhouse.com
Services
Group Benefit: Group Benefit and Retirement Plans, Custom Plan Communications, Data Analytics, Employee Education, Employee Surveys, Financial Literacy, Plan Governance & Oversight, Claims Advocacy, Union Negotiation Strategy & Support, Merger & Acquisition Analysis and Integration, Global Benefit Support
Investment: Employee Education & Communication, Investment Reviews for Committee, Support Line for Employees
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Optimax Benefits
Contact: Earl Shindruk, President
Address: 6060-88 St. N.west, Unit 15, Edmonton, AB, T6E 6G4
Phone: 780-490-5945
Fax:
Email: [email protected]
Website: www.optimaxbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Health Services: Employee Assistance Program
Record-keeping & Third-party Administration: Healthcare Spending Account Administration
Organizational Solutions Inc.
Contact: Dr. Liz R. Scott, CEO
Address: 2186 Mountain Grove Ave., #253, Burlington, ON, L7P 4X4
Phone: 866-674-7656
Fax: 866-511-0008
Email: [email protected]
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, managing Leaves, Accommodation,COVID-19 tracking and adjudication, Consulting Services and more.
Investment: ROI for managed care of disability claims in the workplace
Health Services: Disability Management, Claims Management, Return To Work, Returning your employees to work swiftly, safely and sustainably after an accident or illness. Claims management for short term disability, Workers' Compensation, managing Leaves, Accommodation,COVID-19 tracking and adjudication, Consulting Services and more.
Software & Technology: Secure online portal that features real time case status and updates; extensive reporting and analytics around absences due to illness and injury.
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: [email protected]
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: [email protected]
Website: www.pbas.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search, Performance Measurement, Attribution Analysis
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: [email protected]
Website: pbiactuarial.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Health & Welfare Plans, Member Communication
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 Portal, 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: 310-200 Ronson Dr, Toronto, ON, M9W 5Z9
Phone: 905-850-3330
Fax: 905-850-3329
Email: [email protected]
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: [email protected]
Website: penad.com
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Administration Outsourcing
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension, DC Pension, Disability Claims Processing and Management, Premium Administration and Billing, Pension Payroll
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: [email protected]
Website: www.penmorebenefits.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
People Corporation
Contact: Marcelo Regen, Chief Client Officer
Address: 1403 Kenaston Blvd., Winnipeg, MB, R3P 2T5
Phone: 437-245-1476
Fax:
Email: [email protected]
Website: www.peoplecorporation.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, Education & Communication
Health Services: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Well-being rewards platform
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, Group RRSP Administration
Prime Benefits GroupContact: Dave Dickinson, Sr Partner
Address: 460 Hunt Club W., Ottawa, ON, K2E 0B8
Phone: 613 887 7463
Fax: 613 667 4667
Email: [email protected]
Website: primebenefitsgroup.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Portfolio Modelling, Policy Development, Education & Communication
Health Services: Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, Investment Manager Selection, DB Pension, DC Pension
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Claims Advocacy, DC Pension Plan Administration
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: 6905-513-9893
Email: [email protected]
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 Marshall, Principal
Address: 511 MapleGrove Village, Ste. 61014, Oakville, ON, L6J 6X0
Phone: 416-839-7773
Fax:
Email: [email protected]
Website: www.realalts.com
Services
Investment: Investment Consulting, Manager Search, Policy Development, Risk Management, ESG Real Asset Specialist
Rexall Pharmacy Group ULC
Contact: Darren Connolly, Director, Employer and Payor Partnerships
Address: 2300 Meadowvale Blvd, 4th Floor, Mississauga, ON, L5N 5P9
Phone: 416-786-7502
Fax:
Email: [email protected]
Website: www.rexall.ca/PPN
Services
Health Services: Claims Management, Drug Cost Management, In-Store and Online Prescription Services, Patient Focused Pharmacy Services, Virtual Pharmacist Services, Specialty Pharmacy Support, Compliance and Medication Adherence Support and Chronic Disease Management.
Rise People
Contact: Janine Melenka, Director of Marketing
Address: 3777 Kingsway 10th floor, Burnaby, BC, V5H 3Z7
Phone: 888-393-3483
Fax:
Email: [email protected]
Website: risepeople.com
Services
Group Benefit: Group Benefit Plans, Dental, Drugs, Extended Health, Vision, Long-term Disability, Short-term Disability, AD&D, Life & Optional Life, Critical Illness, Employee Assistance Program, Second Medical Opinion, Health Care Spending Account (HCSA), Wellness Spending Account (WSA), Second Medical Opinion, Electronic Enrolment.
Software & Technology: Benefits Administration, Payroll Software, HR Software.
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection
RWAM Insurance Administrators Inc.
Contact: Carole Yari, CEO
Address: 49 Industrial Dr., Elmira, ON, N3B 3B1
Phone: 519-669-1632
Fax: 519-669-1923
Email: [email protected]
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
seclonLogic inc.
Contact: Matthew Price, President
Address: 194 Weber St. E, Kitchener, ON, N0B 2T0
Phone: 519-743-9000
Fax:
Email: [email protected]
Website: www.seclonlogic.com
Services
Software & Technology: Benefits Administration, DB Pension, DC Pension
Segal
Contact: Kevin Rozek, FSA, FCIA, Senior Vice President, Canadian Business Leader
Address: 45 St. Clair Ave. W., Ste. 802, Toronto, ON, M4V 1K9
Phone: 437-994-4214
Fax: 437-994-4214
Email: [email protected]
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, Cybersecurity 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: [email protected]
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
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: [email protected]
Website:
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
Solertia + BGY
Contact: Jerome Dionne, Pension Plans Practice Leader
Address: 1411, rue Peel, bureau 500,, Montreal, QC, H3A 1S5
Phone: 514-395-2020
Fax: 418-682-3534
Email: [email protected]
Website: www.bgy.ca
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
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: [email protected]
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
Software & Technology: Benefits Administration, Investment Management, Fund Reporting, DC Pension
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: [email protected]
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: [email protected]
Website: www.benefitsourcecanada.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting
Health Services: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
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, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
The Winch Group Inc
Contact: Gary Winch, President
Address: Harvester Rd., Burlington, ON, L7N 3G7
Phone: 905-639-4287
Fax: 905-639-9352
Email: [email protected]
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: [email protected]
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: [email protected]
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, CEO
Address: 151 Frobisher Dr., E220, Waterloo, ON, N2V 2C9
Phone: 519-725-8818
Fax: 519-725-9362
Email: [email protected]
Website: www.unionbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Victor Insurance Managers Inc.
Contact: Rhonda Sommerville, Managing Director, Group & Retiree Benefits
Address: 600-55 Standish Court, Mississauga, ON, L5R 4B2
Phone: 905-755-2063
Fax:
Email: [email protected]
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: [email protected]
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
WTW
Contact: Martine Sohier, Canadian Client Management Leader
Address: 130 King St. W., Ste. 1500, Toronto, ON, M5X 1E3
Phone: 416-960-2773
Fax: 416-960-2819
Email: [email protected]
Website: www.wtwco.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: Investment Management, Investment Manager Selection, 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