AGA BENEFIT SOLUTIONS
Contact: Massimo Nini, Senior Vice President, Consulting, Underwriting and Actuarial Services
Address: 675 Cochrane Drive, Suite 301E, Markham, Ontario, L3R 0B8
PH: 647-689-8277
Fax: 514-935-1147
Email: [email protected]
Web: aga.ca
Products/Services: Group Benefits; Group Retirement; Third-Party Administration Services; Third-Party Payor Services
ALBERTA BLUE CROSS
Contact: Stephanie Carlson, Senior Vice President, Group
Address: 10009 108 Street NW, Edmonton, Alberta, T5J 3C5
PH: 587-735-7277
Fax: 403-266-5644
Email: [email protected]
Web: ab.bluecoss.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $87M; Group Health, $193M; ASO Premiums, $1,380M
Products/Services: Prescription Drugs; Dental; Extended Health Benefits; Employee Assistance; Second Opinion; Travel Coverage; Virtual Care; Vision; Health Spending Accounts; Wellness Spending Accounts; Critical Illness Benefits; Life and Disability Insurance
BENEFITSCONNECT
Contact: Marcus Crossdale, Director of Operations
Address: 36 York Mills Rd, Unit 201, Toronto, ON, M2P 2E9
PH: 905-952-9870
Email: [email protected]
Web: benefitsconnect.ca
Products/Services: Group Benefit Consulting; Group Retirement Services; Employee App/HR Portal
BENEVA
Contact: Sunil Hirjee, Vice President, Sales & Partner Experience
Address: 7150 Derrycrest Drive, Mississauga, ON, L5W 0E5
PH: 416-580-7004
Email: [email protected]
Web: beneva.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $258M; Group Health, $3,454M; ASO Premiums, $182M
Products/Services: Dental; Drug; Extended Health; LTD & STD; Life Insurance; AD&D; Flexible Benefits Plan; Critical Illness Insurance; Co-ordination of Benefits; Communication Material; Drugs & Dental Cards; Rehabilitation Services; Health & Wellness Programs; Income Insurance; Early Intervention Programs; Direct Deposit; In-house Medical Expertise; Telemedicine; Pharmacogenomics; Travel Benefits; Health Spending Accounts; Transition Services; Organizational Health Consulting; Employee and Employer Assistance Programs; Insurance for Plan Members Working Abroad; Insurance for Temporary Residents; Mobile Applications
CO-OPERATORS LIFE INSURANCE COMPANY
Contact: Joan Ganas, VP Group Benefits Operations
Address: 1900 Albert Street, Regina, SK, S4P 4K8
PH: 306-347-6760
Email: [email protected]
Web: cooperators.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $41M; Group Health, $282M; ASO Premiums, $116M
Products/Services: Life; Dependent Life; AD&D; Short Term Disability; Long Term Disability; Extended Health Care; Vision Care; Dental Care; Critical Illness; Optional Products (Life, AD&D, CI); Employee Assistance Program; Manager Assistance Program; Second Opinion Consult; Virtual Health Care; Health Care Spending Account; Personal Spending Account; Flexible Spending Account; Early Intervention Services; Rehabilitation Services; Wellness Now; CareNow; Web/Mobile Services; Drug Formulary Management; Medication Management; Gender Affirmation; Family Building; Indigenous Benefits; Online Enrolment; Digital Disability Claims Submission; CPP Advocate; Biosimilar Drug Strategy
DESJARDINS INSURANCE
Contact: Amy Ferguson, Vice President, Business Development, Group Benefits
Address: 95 St. Clair Ave. West, Toronto, ON, M4V 1N7
PH: 416-926-2626
Email: [email protected]
Web: desjardinslifeinsurance.com
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $289M; Group Health, $3,798M; ASO Premiums, $471M
Products/Services: Life Insurance; AD&D; Extended Healthcare Insurance – Prescription Drugs, Vision Care, Travel Insurance & Assistance, Virtual Healthcare, Dental Care; Health Spending Account; Wellness Account; Healthy Weight Initiative; Gender Affirmation Coverage; Insurance for Expatriate Employees; Insurance for Temporary Resident; Drug Cards & Drug Management Programs (Patient Support Program for Specialty Drugs, Prior Authorization Drug List, Tiered Plan with Dynamic Therapeutic Formulary, Active Pharmacy, Preferred Provider Network, Medical Cannabis Option); Biosimilar Strategy; Family Focus (fertility, surrogacy, adoption support). Short-Term Disability; Long-Term Disability; Disability Management Advisory Services; Critical Illness Insurance; Second Medical Opinion; Health & Wellness (Health is Cool 360 platform, Employee & Employer Assistance Programs [including Digital Cognitive Behavioural Therapy], Health Assistance Service, Health PACT, Sleep Disorder Solutions); Pharmacogenetics. HR Outsourcing; Secure Sites for Plan Administrators & Plan Members; Omni mobile app; Transfer of Electronic Data; Flexible Benefits; Self-insured Benefits (ASO, BASO, Cost Plus)
EMPIRE LIFE
Contact: Christine Wyatt, Vice President, Group Distribution
Address: 259 King Street East, Kingston, ON, K7L 3A8
PH: 905-630-4864
Email: [email protected]
Web: empire.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $56M; Group Health, $633M; ASO Premiums, $56M
Products/Services: Life; AD&D; Dependant Life; Critical Illness; Vital Assist Critical Illness; Optional Life; Optional Critical Illness; Optional AD&D; Short Term Disability; Long-Term Disability; Extended Health Benefits; Prescription Drug Coverage; Vision; Dental; Employee Assistance Program; Medical Second Opinion; Mental Health Navigation; Telemedicine; Health Spending Accounts; ASO Health and Dental; Emergency Medical Travel; Cost Plus; Mobile App; Portals for Plan Members and Plan Administrators
EQUITABLE
Contact: Marc Avaria, Executive Vice-President, Group Insurance Division
Address: One Westmount Road North, Waterloo, ON, N2J 4C7
PH: 519-904-8011
Fax: 519-883-7400
Email: [email protected]
Web: equitable.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $49M; Group Health, $409M; ASO Premiums, $179M
Products/Services: Equitable® provides a range of group benefits solutions designed to meet clients’ unique needs, including: Life, Accident and Critical Illness Insurance; Extended Health Care; Dental Care; Pharmaceutical Benefits; Pharmacogenomics Testing; Vision Care; Disability Management Solutions; Health Care Spending Accounts and Taxable Spending Accounts; EZBenefits™ for small business; myFlex™ flexible benefits plans; Personal Health and Dental Coverage (for plan members exiting their employee benefits plan); Emergency Medical Travel Assistance; Provincial Plan Replacement Coverage for Inpats and a suite of HealthConnector™ health and wellness services, including Employee and Family Assistance Programs, Virtual Healthcare, Medical Second Opinion Services, Cancer Support, and Online Mental Health Assistance
GREENSHIELD
Contact: Carmen Hogan, Senior Vice President – Client Experience & Enterprise Growth
Address: 8677 Anchor Drive, Windsor, ON,
N9A 6W1
PH: 416-770-5997
Fax: 416-733-1955
Email: [email protected]
Web: greenshield.ca/en-ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Health, $910M; ASO Premiums, $2,656M
Products/Services: Greenshield is Canada’s only national non-profit health and benefits company. Through its unique integrated payer-provider (“payvider”) model, Greenfield offers insurance, administers benefits and pays claims as a “payer” while offering health services such as mental health, pharmacy, telemedicine and chronic disease management as a “provider.” Full services list: Extended Health Services; Vision; Dental; Drug (including Specialty Care Program and Pay-Direct and Deferred Services); Emergency Travel Benefits and Assistance; Health Care Spending Account; Personal Spending Account; Individual Health and Dental; Group Conversion Program; Proprietary Adjudication System; Business Travel – Global Medical Coverage; Gender Affirming Coverage and Care; Family Building Support; Employee Assistance Programs; Digital Pharmacy Services; Virtual/In-person Mental Health Services; Telemedicine; Comprehensive Well-being Support; Substance Use Management; Specialized Clinical Services; Peer-to-Peer Support; Culturally Appropriate Care including Indigenous Mental Health Services; Workplace Health Education; Chronic Disease Management Program (including support for diabetes/pre-diabetes management); Personalized Nutrition Support; Care Navigation
MANITOBA BLUE CROSS
Contact: David Tompkins, Vice President, Sales
Address: Box 1045 Stn Main, Winnipeg, MB,
R3C 2X7
PH: 204-784-6484
Fax: 204-774-1761
Email: [email protected]
Web: mb.bluecross.ca
Net premiums (as of Jan. 31, 2024, based on OSFI): Group Life, $27.62M; Group Health, $109.47M; ASO Premiums, $294.5M
Products/Services: Group Products/Services: Group Health Benefit Plans, including Prescription Drugs; Extended Health; Vision; Dental; Travel; Ambulance/Hospital; Health and Wellness Spending Accounts; Wellness; Virtual Care; Employee Assistance Program; Critical Illness; Accidental Death and Dismemberment; Life Insurance; Short and Long-Term Disability. Organizational Wellness Benefits include Organizational Assistance; Trauma Response; Crisis Event Management; Workplace Interventions; Conflict Resolution. Individual Products/Services: Individual Health and Dental Plans (including family, retiree and conversion plans); Travel Coverage
MEDAVIE BLUE CROSS
Contact: David Adams, Senior Vice-President, Insurance Business
Address: 644 Main St., Moncton, NB, E1C 8L3
PH: 506-867-4720
Fax: 506-867-4651
Email: [email protected]
Web: medaviebc.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $554M; Group Health, $960M; ASO Premiums, $45M
Products/Services: Canada’s only fully integrated health, disability, and pharmacy benefit carrier, with in-house pharmacy benefit management technology. Full group insurance offering includes Life, Income Replacement, Extended Health, Dental, and Travel Products, as well as a wide range of Digital Health, Mental Health, Women’s Health, Chronic Disease Management, Health Coaching, Optional Benefit, Health Spending Accounts and more. Top-rated Blue Cross mobile app, Member Services Site, Connected Care platform, provider ePay, and feedback-driven Total Experience Program.
NFP, an Aon company
Contact: Sally Hagan, Managing Director, Group Benefits & Retirement
Address: 100 King Street West, Suite 5140, Toronto, ON, M5X 1E1
PH: 647-556-5343
Email: [email protected]
Web: nfp.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): $500M combined (Life, Health, and ASOS)
Products/Services: Group Benefits Consulting; Group Retirement Consulting; Actuarial Services
ONTARIO TEACHERS INSURANCE PLAN (OTIP)
Contact: Jenny Leis, Director, Employee Experience Operations
Address: 125 Northfield Drive West, Waterloo, ON, N2L 6K4
PH: 1-800-267-6847
Email: [email protected]
Web: otip.com
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $40M; ASO Premiums, $990M
Products/Services: Auto and Home; Leisure; Retiree Health & Dental; Travel; Life.
Third-Party Administration: Health; Dental; Disability
SASKATCHEWAN BLUE CROSS
Contact: Kelly Sanheim, Senior Vice President, Chief Financial & Risk Officer
Address: 516 2nd Avenue North, Saskatoon, SK, S7K 2C5
PH: 306-244-1192
Fax: 306-652-5751
Email: [email protected]
Web: sk.bluecross.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $31M; Group Health, $59M; ASO Premiums, $48M
Products/Services: Health; Dental; Drugs; Travel; Drug Card; EFAP & Virtual Care; Medical Second Opinion; Health Spending Account; Personal Wellness Account; Vision Care; ASO; Life Insurance; AD&D; LTD; Critical Illness; Protection Plus; Cost Plus
SUN LIFE CANADA
Contact: Sophie Ouellet, Vice-President, Business Development, Group Benefits
Address: 1155 Metcalfe St., Montreal, QC,
H3B 2V9
PH: 514-866-3967
Email: [email protected]
Web: sunlife.ca
Net premiums (as of Dec. 31, 2024, based on OSFI): Group Life, $792M; Group Health, $6,520M; ASO Premiums, $5,353M
Products/Services: Extended Health Care & Dental; Pharmaceutical Benefits; Travel Benefits; Vision; Drug Intervention Programs; Pay-direct & Deferred Drug Plans; Health Spending Accounts & Personal Spending Accounts; International Benefits; Voluntary Benefits (Mandatory & Optional Critical Illness, Optional Life & AD&D); Transition Services (Life, Critical Illness & Health & Dental for Group Plan Members exiting their employee group benefits plan); Organizational Health Consulting; Mental Health Solutions; Virtual Care; Absence & Disability Management Services (for Disability Benefit & Salary Continuance Programs); Employee Assistance Programs; Total Benefits (Integrated Benefits & Retirement Services)
SUTTON SPECIAL RISK
Contact: Chris Carr, Senior Vice President, Special Risk
Address: 400 – 33 Yonge Street, Toronto, ON, M5E 1G4
PH: 416-366-2223
Email: [email protected]
Web: suttonspecialrisk.com
Products/Services: Group AD&D/Personal Accident; Critical Illness; Life; Disability; Temporary and Permanent Total Disability; Expatriate Benefits; Out of Country/Inpatriate Medical & Dental; Global Business Travel; Occupational AD&D; Kidnap, Ransom & Extortion; War Risk & Terrorism; Professional Sports; Contingency
THE WAWANESA LIFE INSURANCE COMPANY
Contact: S. Scott Knight, Vice President, Group Benefits Distribution
Address: 236 Carlton Street, Winnipeg, MB,
R3C 1P5
PH: 905-399-1462
Fax: 1-888-985-3872
Email: [email protected]
Web: wawanesalife.com
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $22M; Group Health, $98M; ASO Premiums, $2M
Products/Services: Employee Life; Dependent Life; Optional Life; Accidental Death and Dismemberment; Short-term Disability; Long-term Disability; Hybrid Disability; Accident and Serious Illness Disability; Critical Illness; Extended Health; Vision; Emergency Out of Country; Dental; Health Care Spending Account; Personal Spending Account; Cost Plus; Business Assistance Program; Employee Assistance Program; Telemedicine; Expert Medical Services; Optional Critical Illness; Optional Accidental Death and Dismemberment
WORKING ENTERPRISES CONSULTING & BENEFITS SERVICES LTD.
Contact: Michael Porteous, President
Address: 251 Lawrence Avenue, Unit 105, Kelowna, BC, V1Y 6L2
PH: 250-861-5200
Fax: 250-861-5201
Email: [email protected]
Web: weconsultants.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Life, $1M; Group Health, $1M; ASO Premiums, $1M
VIVER HEALTH INC.
Contact: Jorge Ramos, President
Address: 5500 Explorer Dr., Mississauga, ON, L4W 5C7
PH: 647-628-9133
Email: [email protected]
Web: viver.ca
Products/services: Fully insured Group Benefit Plans
GROUP RETIREMENT
BENEFITSCONNECT
Contact: Andrew Noble, Managing Director of Group Savings
Address: 36 York Mills Rd, Suite 201, Toronto, ON, M2P 2E9
PH: 416-779-5990
Email: [email protected]
Web: benefitsconnect.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits: $15M; Group Pension Assets: $105M
Products/Services: Plan design, benchmarking, investment monitoring, brokering, carrier negotiations, compliance certification, governance reviews, member communication strategy & materials, financial education, plan administration
CO-OPERATORS LIFE INSURANCE COMPANY
Contact: Brian Will, AVP, Group Retirement & Savings Sales
Address: 1900 Albert Street, Regina, SK, S4P 4K8
PH: 1-800-263-9120 ext 615005
Fax: 1-844-808-2909
Email: [email protected]
Web: cooperators.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits: $463M; Group Pension Assets: $3,513M
Products/Services: Products include: Group Registered Retirement Savings Plans; Deferred Profit-Sharing Plans; Defined Contribution Pension Plans; Simplified Money Purchase Plans; Tax-Free Savings Accounts; Investment-Only Plans; Group Retirement Income Payout Plans; Deferred Salary Leave Plans; Defined Benefit Pension Plans; Group Annuities. Services include: Admin/Record-keeping; Diversified Investment Solutions; Member Education (in-person/online); Virtual Retirement Planning & Investment Advice; Sponsor Governance Support
COMMON WEALTH
Contact: Matt Iannuzzi, Senior Manager, Partnerships
Address: 77 King Street West, Suite 2130, Toronto, ON, M5K 1E7
PH: 855-683-2030
Email: [email protected]
Web: commonwealthretirement.com
Products/Services: Innovative Products: Common Wealth is Canada’s fastest-growing group retirement provider. Winner of the Pensions & Investments Innovation in Technology award, the modern platform offers a superior digital experience with fast, easy set-up and administration of group plans. Integrated Group RRSP, Group TFSA, DPSP, RRIF, DCPP and highly flexible matching options. High-quality institutional investments from BlackRock®,
RBC Global Asset Management, and Mackenzie Investments, and annuity options from Blumont Annuity with modern record-keeping technology. Members benefit from low fees for life, built-in personalized retirement planning that projects retirement income, including government benefits, automatic investing, and a mobile app to track retirement readiness. Superior Services: Online education, dedicated access to retirement specialists for sponsors and members, customizable enrolment materials, team education. Advisors: Full-service sales and marketing programs, seamless sponsor transfers and guided onboarding. Client Profile: All company sizes.
DESJARDINS INSURANCE
Contact: Chris Walker, Regional Vice-President – Business Development and Investment Strategy
Address: 95 St. Clair Ave. West, Toronto, ON, M4V 1N7
PH: 416-938-9359
Email: [email protected]
Web: desjardinslifeinsurance.com
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits, $4,243M; Group Pension Assets, $31,899M
Products/Services: Plan Member Education; Financial Planning; In-Plan Advice & Guidance; Plan Management Services; Transfer-in; Investment Solutions; DC Plans; Group RRSPs; DPSPs; First Home Savings Account (FHSA); Non-Registered Plans; Simplified Pension Plans; Individual Pension Plans; Defined Benefit Plans; Investment-only Plans; Single Premium Annuities; TFSA, VRSP, and RIF/LIF/Annuities; Variable Benefits; Supplemental Executive Retirement Plan; Delegated DC; Financial Wellness Centre; Retirement Simulator; Online Investment Advice; Online and Virtual Education Session; Onsite Education; Contribution Limit Monitoring: Online Contribution Rate Management; Customer Service Centre; Transactional & Mobile Secured Plan Member Website: Personalized Member Communication; Secured Plan Sponsor Website; Online Sponsor Reports; Personalized Sponsor Dashboards; Electronic Data Exchange; Eligibility Management
MONDELIS CORPORATION
Contact: Kathy Licata, President & Consulting Actuary
Address: 550 Bingemans Centre Drive, Suite 200, Kitchener, ON, N2B 3X9
PH: 519-804-2895
Fax: 519-579-5010
Email: [email protected]
Web: mondelis.com
Products/Services: Actuarial Services; DB Pension Plans; DB Pension Administration; DC Pension Administration
SUN LIFE
Contact: Ted Singeris, Vice-President, Client Relationships and Business Development and Head of Western Canada
Address: 140–4th Ave SW, Suite 1200, Calgary, AB, T2P 3N3
PH: 416-587-0878
Email: [email protected]
Web: sunlife.ca/workplace/en/group-retirement-services
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits, $15,052M; Group Pension Assets: $144B
Products/Services: Group Products: DCPP, RRSP, TFSA, DPSP, NREG, EPSP, VRSP, SPP; SunAdvantage mysavings program; DB-INVO; Group LIF/RIFF; DB offerings and derisking solutions. Services: CAP Record-keeping; Customizable Communication Materials; Online and mobile enrolment; Educational and transactional website for members, plan sponsors and advisors; Mobile app for plan members; Self-serve or assisted online goal-based planning tool for members (Sun Life One Plan); Personalized plan member advice offered at no additional cost; Small Business Centre for sponsors and advisors; Member servicing centre; Customizable education and advice materials; Free Financial Wellness webinar series for members; Sponsor DC delegated program; Transition and Retirement Income Planning and products for members; Onboarding and welcome program for plan members; Access to health resources for members.
Optional savings products offered to in-plan members to complement workplace program, sponsored by Sun Life Financial Trust. Rollover program (Choices) offering RRSP, TFSA, RESP, RRIF, FHSA, GICs, mutual funds, seg funds and annuities. Personalized advice offered to Choices members at no additional cost
CONSULTANTS
ACTUARIAL ANALYTICS
Contact: Kyle McWhinnie, Chief Actuary
Address: 37 Marco Lane, Ottawa, ON, K1S 5A1
PH: 613-854-1363
Email: [email protected]
Web: actuarialanalytics.com
Staff: 2
Services: Group Benefit: Group Benefit Plans; Actuarial Services; Group RRSP. Investment: Investment Consulting; Manager Search. Healthcare: Drug Cost Management; Claims Management. Other: RFPs to help clients select Group Insurers, TPA, and EAP
ACTUARIAL SOLUTIONS INC.
Contact: Jason Vary, President}
Address: 19 Amy Croft Drive, Suite 203, Lakeshore, ON, N9K 1C7
PH: 519-979-4600
Fax: 519-979-4699
Email: [email protected]
Web: actuarialsolutionsinc.com
Other offices: 466 Speers Road, 3rd Floor, Oakville, ON, L6K 3W9
Staff: 12
Services: Group Benefit: Actuarial Services; DB Pension Plans. Other: OPEB Plans; Expert Evidence. Record-keeping and Third-Party Administration: DB Pension Plan Administration
ACTUWIT INC.
Contact: Steve McShane, VP Business Development
Address: 21 Kirkpatrick St., Brampton, ON,
L6Z 4K3
PH: 416-662-9081
Fax: 416-662-9081
Email: [email protected]
Web: actuwit.com
Other offices: Brampton, ON
Staff: 5
Services: Group Benefit: Group Benefit Plans; Actuarial Services. Other: Employee Weather Hazard Pay. Record-keeping and Third-Party Administration: Administrative Support
AGA BENEFIT SOLUTIONS
Contact: Alexandre Timothy, Vice President, Business Development
Address: 3500 De Maisonneuve Blvd West, Suite 2200, Westmount, QC, H3Z 3C1
PH: 514-471-0568
Fax: 514-935-1147
Email: [email protected]
Web: aga.ca
Other offices: Quebec City, QC; Markham, ON, Kitchener, ON; Calgary, AB; Vancouver, BC
Staff: More than 300 employees
Services: Group Benefit: Group Benefit Plans; Administration Outsourcing; DC Pension Plans. Other: Trust Plans – Capital accumulation plan consulting. Investment: Investment Consulting; Asset Allocation; Manager Search; Portfolio Modelling; Policy Development; Performance Measurement; Education & Communication. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return to Work. Record-keeping and Third-Party Administration: Employee Assistance; Healthcare Spending Account Administration; Claims Payment; Call Centre; Administrative Support; Premium Billing & Collection. Software and Technology: Benefits Administration; DC Pension; Portfolio Style Analysis; Fund Reporting; Investment Manager Selection
ARIA BENEFITS
Contact: Robin Bailey, Partner
Address: 2390 Bristol Circle, Oakville, ON, L6H 6M5
PH: 905-829-9008
Fax: 905-829-3295
Email: [email protected]
Web: ariabenefits.ca
Staff: 15
Services: Group Benefit: Group Benefit Plans; DC Pension Plans. Investment: Education & Communication. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return to Work
ATLAS YORK INSURANCE
Contact: Kristy Kolach, VP, Group Benefits
Address: 102-3550 Taylor St. E, Saskatoon, SK, S7H 5H9
PH: 306-986-0600
Email: [email protected]
Web: atlasyork.ca
Other offices: Saskatoon, SK; Rosetown, SK; Coleville, SK; Dodsland, SK
Staff: 15
Services: Group Benefit: Group Benefit Plans. Other: Extended Health Care; Dental; Life; Accidental Death & Dismemberment; Dependent Life; Optional Life; Short-Term Disability; Long-Term Disability; Critical Illness; Health Spending Accounts; Lifestyle Spending Accounts; Cost Plus; Administrative Services Only (ASO); Budgeted Administrative Services Only (BASO); Virtual Care; Employee Family Assistance Programs (EFAP); Second Opinion Services; Group Retirement Savings Plans. Healthcare: Drug Cost Management; Claims Management; Employee Assistance Program. Other: Retiree Plans; Personal Health Plans; Travel Insurance; Individual Life; Disability Insurance; Critical Illness
BAYNES & WHITE INC.
Contact: Pam Martin, Vice President/Senior Consultant, Group Benefits; June Smyth, Senior Actuary, Practice Leader, Pension/Retirement
Address: 20 Eglinton Avenue West, Suite 1006, Toronto, ON, M4R 1K8
PH: 416-863-9159
Fax: 416-863-9158
Email: [email protected]
Web: bayneswhite.com
Staff: 10
Services: Group Benefit: Group Benefit Plans; Actuarial Services; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Investment: Investment Consulting; Risk Management; Manager Search; Policy Development; Performance Measurement; Education & Communication; Transition Management. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return to Work. Record-keeping and Third-Party Administration: Eligibility Verification; DB Pension Plan Administration; Healthcare Spending Account Administration; Administrative Support; Premium Billing & Collection. Software and Technology: DB Pension
BFL CANADA BENEFITS
Contact: David Vanasse, President
Address: 1836 Rue Sherbrooke O, Montreal, QC, H3H 1E4
PH: 514-449-0025
Fax: 514-843-3842
Email: [email protected]
Web: bflcanada.ca/employee-benefits-and-consulting-services
Other offices: Vancouver, BC; Calgary, AB; Winnipeg, MB; Toronto, ON; London, ON; Montréal, QC; Quebec, QC
Staff: 95
Services: Group Benefit: Group Benefit Plans; Actuarial Services; Administration Outsourcing; DC Pension Plans. Other: Disability/Absence Management Consulting. Investment: Investment Consulting; Manager Search; Education & Communication. Healthcare: Disability Management; Return to Work. Record-keeping and Third-Party Administration: Administrative Support
BORDEN LADNER GERVAIS LLP
Contact: James Fu, Partner – National Leader, Pensions and Benefits Group
Address: 22 Adelaide St. W, Toronto, ON, M5H 4E3
PH: 416-367-6513
Fax: 416-367-6500
Email: [email protected]
Web: blg.com/en/services/practice-areas/labour-,-a-,-employment/pensions-,-a-,-benefits
Other offices: Vancouver, BC; Calgary, AB; Toronto, ON; Ottawa, ON; Montreal, QC
Staff: 10
Services: Group Benefit: Group Benefit Plans; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Investment: Asset Allocation; Compliance Investment; Risk Management; Policy Development; Performance Measurement; Education & Communication; Transition Management. Healthcare: Return to Work. Record-keeping and Third-Party Administration: DB Pension Plan Administration; Group RRSP Administration; DC Pension Plan Administration. Software/Technology: Benefits Administration; Investment Management; DC Pension; Investment Manager Selection; DB Pension. Other: Law Firm.
CANADIAN BENEFITS CONSULTING GROUP
Contact: Joyce Strasbourg, Director, Underwriting and Business Development
Address: 2300 Yonge Street, Toronto, ON, M4P 1E4
PH: 416-488-7755
Fax: 416-488-7774
Email: [email protected]
Web: canben.com
Staff: 10
Services: Group Benefit: Group Benefit Plans; Administration Outsourcing. Other: Benefit Consulting/Union Trustee Plans & Collective Bargaining Support. Healthcare: Disability Management. Record-keeping and Third-Party Administration: Claims Adjudication; Employee Assistance; Eligibility Verification; Healthcare Spending Account Administration; Claims Payment; Call Centre; Administrative Support; Premium Billing & Collection. Software/Technology: Benefits Administration; Health Claims Adjudication.
CARTESIA
Contact: Sophie Séguin, Group-Annuity Plan Advisor
Address: 318 Royal Ave, Beaconsfield, QC, H9W 5W5
PH: 514-605-5502
Fax: 514-605-5502
Email: [email protected]
Web: cartesia.ca
Other office: Montreal, QC
Staff: 2
Services: Group Benefit: DC Pension Plans. Other: CAPs. Investment: Investment Consulting; Manager Search; Policy Development; Performance Measurement; Attribution Analysis; Education & Communication; Transition Management.
COMPREHENSIVE BENEFIT SOLUTIONS LTD
Contact: Diana O’Reilly, Executive Vice President
Address: 2020 Winston Park Drive, Suite 102, Oakville, ON, L6H 6X7
PH: 905-896-2022
Fax: 905-896-2108
Email: [email protected]
Web: compben.com
Other offices: 1
Services: Group Benefit: Group Benefit Plans; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Prog-ram; Return to Work. Record-Keeping and Third-Party Administration: Employee Assistance; Eligibility Verification; Call Centre; Claims Advocacy; Administrative Support; Premium Billing & Collection. Software and Technology Consulting: Benefits Administration
GREG HURST & ASSOCIATES LTD.
Contact: Greg Hurst, Managing Director
Address: 350 Northwind Dr, Spallumcheen, BC, V1H 1X1
PH: 604-910-3846
Fax: 250-900-5385
Email: [email protected]
Web: greghurst.ca
Staff: 1
Services: Group Benefit: Group Benefit Plans; Actuarial Services; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Other: GST/HST for Pension and Investment Plans. Record-keeping and Third-Party Administration: Pension and Investment Plan GST/HST Tax Filings. Software/Technology: SLFI Tax Reporting
HANSELL CONSULTING GROUP INC.
Contact: Brian Hansell, President
Address: 330 Highway 8, Hamilton, ON, L9H 5E1
PH: 905-520-6960
Email: [email protected]
Web: hansellconsulting.com
Staff: 15
Services: Group Benefit: Group Benefit Plans; DB Pension Plans. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program
HUB INTERNATIONAL
Contact: Ryan Kuruliak, SVP & Practice Leader, Investment Consulting
Address: 130 King Street West, Suite 1100, Toronto, ON, M5X 1E4
PH: 416-619-8468
Fax: 416-597-2313
Email: [email protected]
Web: hubinternational.com/en-CA/products/investment-consulting
Other offices: Toronto, ON
Staff: 25
Services: Group Benefit: Group Benefit Plans; DB Pension Plans; DC Pension Plans. Other: Pension Governance; Investment Consulting; Administration/Actuarial Evaluation & Search; Executive Retirement Plans; Performance Reporting. Investment: Investment Consulting; Asset Allocation; Risk Management; Manager Search; Portfolio Modelling; Policy Development; Performance Measurement; Attribution Analysis; Education & Communication; Transition Management. Other: Pension Governance; Foundation Governance; OCIO Search; Retirement Planning Workshops/Seminars; Administration Review & Search; Executive Retirement Plans; Investment Compliance; Performance Reporting. Record-keeping and Third-Party Administration: Record-keeping and Third-Party Administration search. Software and Technology: Investment Management; Fund Valuation; DC Pension; Portfolio Style Analysis;
Fund Reporting; Investment Manager Selection;
DB Pension. Other: Performance Reporting
HUMAN CAPITAL BENEFITS
Contact: Chris Pryce, CEBS, Founder and President
Address: 3080 Yonge Street, Suite 6060, Toronto, ON, M4N 3N1
PH: 647-352-9777
Email: [email protected]
Web: humancapitalbenefits.com
Staff: 2.5
Services: Group Benefit: Group Benefit Plans; DC Pension Plans. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return to Work
IR GROUP BENEFITS
Contact: Irina Robertson, Employee Benefits Specialist
Address: 2030 Kensington Avenue, Burnaby, BC, V5B 4E1
PH: 604-783-3393
Email: [email protected]
Web: irgroupbenefits.ca
Services: Group Benefit: Group Benefit Plans. Other: Group Retirement Plans
KII HEALTH (SANTÉ) CANADA INC.
Contact: Jonathon Avery, EVP, Head of Growth and Commercial Operations
Address: 11 Allstate Parkway, Markham, ON, L3R 9T8
PH: (800) 409-7062
Email: [email protected]
Web: kiihealth.com
Other offices: Toronto, ON; Montreal, QC; Vancouver; BC
Staff: 400+
Services: Employee and Family Assistance Program (EFAP); Medical Care; Mental Health Support Services – Mental Health Coach; CBT; iCBT; Occupational Health; Disability Management; Return to Work; Workers’ Compensation Management; Medical Specialist Connect, Independent Medical Examinations
LENNOX FINANCIAL GROUP INC.
Contact: Chris Lennox, President
Address: 23–1730 McPherson Court, Pickering, ON, L1W 3E6
PH: 905-492-7888
Fax: 877-567-8427
Email: [email protected]
Web: lennoxfinancial.ca
Staff: 6
Services: Group Benefit: Group Benefit Plans; DB Pension Plans; DC Pension Plans. Investment: Investment Consulting; Asset Allocation; Compliance Investment; Risk Management; Manager Search; Policy Development; Performance Measurement, Education & Communication; Transition Management. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return To Work. Record-keeping and Third-Party Administration: Employee Assistance; Healthcare Spending Account Administration; Group RRSP Administration; Administrative Support; DC Pension Plan Administration
LMC GROUP INC.
Contact: Mark A. Lesniewski, President & CEO
Address: 2700, 255 5th Ave. SW, Calgary, AB,
T2P 3G6
PH: 888-228-9024
Fax: 833-345-0404
Email: [email protected]
Web: lmcgroup.ca
Other offices: Toronto, ON: Calgary, AB; Winnipeg, MB
Staff: 16
Services: Group Benefit: Group Benefit Plans; Actuarial Services; DB Pension Plans; DC Pension Plans. Other: Retirement Compensation Arrangements (RCAs). Record-keeping and Third-Party Administration: DB Pension Plan Administration; DC Pension Plan Administration
LUPIN PLANNING GROUP INC.
Contact: Jackie McCann-Scott, Owner, Certified Financial Planner
Address: 221 Conception Bay Highway, Conception Bay South, NL, A1W 3H1
PH: 709-781-3526
Fax: 709-781-3529
Email: [email protected]
Web: lupinplanninggroup.ca
Staff: 5
Services: Group Benefit: Group Benefit Plans; DB Pension Plans; DC Pension Plans. Other: Group RRSPs. Investment: Investment Consulting; Risk Management; Manager Search; Policy Development; Education & Communication; Transition Management. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return to Work. Other: Mental & Emotional Health Supports & Services. Record-keeping and Third-Party Administration: Employee Assistance; Eligibility Verification; DB Pension Plan Administration; Healthcare Spending Account Administration; Claims Advocacy; Group RRSP Administration; Administrative Support; DC Pension Plan Administration
MATHEIS FINANCIAL GROUP
Contact: Mary-Anne Rogers, Vice President, Corporate Services
Address: 150–1101 Kingston Road, Pickering, ON, L1V 1B5
PH: 905-837-2600
Fax: 905-837-2598
Email: [email protected]
Web: thematheisteam.com
Services: Group Benefit: Group Benefit Plans; Administration Outsourcing; DC Pension Plans. Investment Consulting: Investment Consulting; Compliance Investment. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program. Record-keeping and Third-Party Administration: DB Pension Plan Administration; Healthcare Spending Account Administration; Call Centre; Group RRSP Administration; Administrative Support; DC Pension Plan Administration
MCATEER EMPLOYEE BENEFIT PLAN SERVICES LIMITED
Contact: Susan Bird, President
Address: 45 McIntosh Drive, Markham, ON,
L3R 8C7
PH: 905-946-8655
Fax: 905-946-2535
Email: [email protected]
Web: mcateer.ca
Other offices: Markham, ON; Edmonton, AB
Staff: 75
Services: Group Benefit: Group Benefit Plans; Actuarial Services; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Investment: Investment Consulting; Asset Allocation; Compliance Investment; Risk Management; Manager Search; Portfolio Modelling; Policy Development; Performance Measurement; Attribution Analysis; Education & Communication. Healthcare: Disability Management; Drug Cost Management; Claims Management; Return to Work. Record-keeping and Third-Party Administration: Claims Adjudication; Employee Assistance; Eligibility Verification; DB Pension Plan Administration; Healthcare Spending Account Administration; Claims Payment; Claims Advocacy; Group RRSP Administration; Administrative Support; Premium Billing & Collection; DC Pension Plan Administration. Software and Technology: Benefits Administration; DC Pension; Health Claims Adjudication; DB Pension
MCFBEDARD GROUP INC.
Contact: Charles Bedard, President
Address: 495 Richmond Street, Suite 450, London, ON, N6A 5A9
PH: 519-690-1452
Fax: 519-690-1463
Email: [email protected]
Web: mcfbedard.com
Services: Employee Benefits (3–3,000 employees); Group Savings & Retirement/Pension; Employee & Family Assistance Programs (EAP); ASO; HCSA; Group Renewal Audits; Advisory Services
NORMANDIN BEAUDRY
Contact: Éric Montminy, President
Address: 630 René-Lévesque Blvd. W.,
30th Floor, Montréal, QC, H3B 1S6
PH: 514-285-1122
Fax: 514-285-1199
Email: [email protected]
Web: normandin-beaudry.ca
Other offices: Montréal, QC; Québec City, QC; Toronto, ON
Staff: More than 350 employees across Canada
Services: Group Benefit: Group Benefit Plans; Actuarial Services; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Other: Compensation; Health Benefits; Sustainability and People Analytics. Investment: Investment Consulting; Asset Allocation; Compliance Investment; Risk Management; Manager Search; Portfolio Modelling; Performance Measurement; Attribution Analysis; Education & Communication; Transition Management. Other: Sustainability and People Analytics. Healthcare: Disability Management; Drug Cost Management; Claims Management. Other: Sustainability and People Analytics. Record-keeping and Third-Party Administration: Claims Adjudication; Employee Assistance; Eligibility Verification; DB Pension Plan Administration; Healthcare Spending Account Administration; Claims Payment; Administrative Support. Software and Technology: Benefits Administration; Investment Management; DC Pension; Portfolio Style Analysis; Fund Reporting; Client Server Technology; Investment Manager Selection; DB Pension. Other: Actuarial Valuation; Compensation Survey; Benchmark Analysis; Pension Administration; Sustainability and People Analytics
OAK HOUSE BENEFITS
Contact: Don Williamson, President
Address: 18 Holiday Drive, Brantford, ON, N3R 7J4
PH: 548-882-9455
Email: [email protected]
Web: oakhouse.com
Staff: 15
Services: Group Benefit: Group Benefit Plans; DC Pension Plans. Investment: Investment Consulting; Asset Allocation; Compliance Investment; Risk Management; Manager Search; Policy Development; Institutional Brokerage; Performance Measurement; Education & Communication; Transition Management. Healthcare: Disability Management; Employee Assistance Program; Return to Work. Other: Leave of Absence, Accommodation Plans. Record-keeping and Third-Party Administration: Claims Adjudication. Software/Technology: Absence and Disability Solutions
ORCHARD BENEFITS
Contact: Chris Gory, Employee Benefits Advisor
Address: 295–2869 Bloor Street West, Toronto, ON, M8X 1B3
PH: 855-967-2427
Email: [email protected]
Web: orchardbenefits.ca
Staff: 1
Services: Group Benefit: Group Benefit Plans. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program. Software/Technology: Benefits Administration
ORGANIZATIONAL SOLUTIONS INC.
Contact: Danny Palacios, Vice President, Client Services
Address: 2186 Mountain Grove Ave #253, Burlington, ON, L7P 4X4
PH: 438-815-0939
Fax: 866-511-0008
Email: [email protected]
Web: orgsoln.com
Other offices: Head office: Burlington, ON. Regional offices: Montreal, QC; Cambridge, ON; Edmonton, AB; Calgary, AB. Satellite offices nationwide
Staff: 150
Services: Group Benefit: Administration Outsourcing. Other: Disability Management & Consulting. Healthcare: Disability Management; Claims Management; Return to Work. Other: Mental Health Claims Management. Record-keeping and Third-Party Administration: Claims Adjudication; Eligibility Verification; Claims Payment; Call Centre; Claims Advocacy; Administrative Support. Software/Technology: Short-Term Disability Claims Adjudication
PBI ACTUARIAL CONSULTANTS LTD
Contact: Riley St. Jacques, Partner, Senior Consultant
Address: 505 Burrard Street, Suite 1070, Vancouver, BC, V7X 1M5
PH: 604-687-8056
Fax: 604-687-8074
Email: [email protected]
Web: pbiactuarial.ca
Other offices: Vancouver, BC; Burlington, ON; Montreal, QC
Staff: 100+
Services: Group Benefit: Group Benefit Plans; Actuarial Services; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Other: Health & Welfare Plans; Member Communication. Investment: Investment Consulting; Asset Allocation; Compliance Investment; Risk Management; Manager Search; Portfolio Modelling; Policy Development; Performance Measurement; Attribution Analysis; Education & Communication. Other: Asset/Liability Modelling; Portable Alpha Overlay Strategies; Alternative Assets Investment (Real Estate, Hedge Funds, Infrastructure). Healthcare: Funding and Claim Risk Analysis. Record-keeping and Third-Party Administration: Employee Assistance; DB Pension Plan Administration; Administrative Support; DC Pension Plan Administration. Other: Record-keeping Services; Benefit Calculations; One-on-One Member Meetings; Marriage Breakdown Calculations; Research and Advice regarding Pension Legislation; Government Filings; Educational Seminars; Annual Member Statements; Reconciliation of Expenses, Contributions, Hours Reported and Benefit Payments; Organization and Attendance at Trustee Meetings; Preparation of Meeting Minutes; Annual Member Meetings; Member Communication. Software and Technology: DC Pension; DB Pension. Other: Web-based Pension Administration System; Member Portal; Member Education Websites; Member Education Videos
PENAD PENSION SERVICES
Contact: Matthew Price, CEO
Address: 194 Weber Street E, Kitchener, ON, N2H 1E4
PH: 519-743-9000
Fax: 519-743-8346
Email: [email protected]
Web: penad.ca
Other offices: Kitchener, ON
Staff: 30
Services: Group Benefit: DB Pension Plans; Administration Outsourcing; DC Pension Plans. Other: Software – Pension and Benefits. Investment: Manager Search. Healthcare: Disability Management Software. Record-keeping and Third-Party Administration: DB Pension Plan Administration; DC Pension Plan Administration. Other: Full Pension and Benefits Administration Software. Software and Technology: Benefits Administration; DC Pension; Health Claims Adjudication; Client Server Technology; DB Pension. Other: Case Management; SAAS Services
PEOPLE CORPORATION
Contact: Marcelo Regen, President, Group Solutions
Address: 1403 Kenaston Blvd, Winnipeg, MB, R3P 2T5
PH: 416-277-4596
Email: [email protected]
Web: peoplecorporation.com
Other offices: Offices Canada-wide
Staff: 2,700+
Services: Group Benefit: Group Benefit Plans; Actuarial Services; DB Pension Plans; Administration Outsourcing; DC Pension Plans. Investment: Investment Consulting; Asset Allocation; Compliance Investment; Risk Management; Manager Search; Portfolio Modelling; Policy Development; Performance Measurement; Attribution Analysis; Education and Communication. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return to Work. Record-keeping and Third-Party Administration: Claims Adjudication; Employee Assistance; Eligibility Verification; DB Pension Plan Administration; Healthcare Spending Account Administration; Claims Payment; Call Centre; Claims Advocacy; Group RRSP Administration; Administrative Support; Premium Billing and Collection; DC Pension Plan Administration
SECLON INC.
Contact: Matthew Price, CEO
Address: 194 Weber Street E, Kitchener, ON, N2H 1E4
PH: 519-743-9000
Fax: 519-743-8346
Email: [email protected]
Web: seclonlogic.com
Other offices: Kitchener, ON
Staff: 30
Services: Group Benefit: DB Pension Plans; Administration Outsourcing; DC Pension Plans. Other: Software. Investment: Manager Search. Record-keeping and Third-Party Administration: DB Pension Plan Administration; DC Pension Plan Administration. Software and Technology: Benefits Administration; DC Pension; DB Pension
SMITH PENSION & ACTUARIAL CONSULTANTS INC.
Contact: Donald M. Smith, Partner
Address: Ste. 502, 595 Howe St., Vancouver, BC, V6C 2T5
PH: 604-443-3712
Email: [email protected]
Services: Actuarial Services; DB Pension Plans; DC Pension Plans; Investment Consulting; Asset Allocation; Compliance Investment; Risk Management; Manager Search; Portfolio Modelling; Policy Development; Performance Measurement; Attribution Analysis; Education & Communication; DB Pension Plan Administration; Administrative Support; Fund Valuation; DC Pension; Investment Manager Selection; DB Pension.
THE BENEFIT SOLUTION INC.
Contact: Darryl Davis, President & Lead Consultant
Address: 8 Chaucer Road, London, ON, N6K 1V3
PH: 519-936-4197
Fax: 519-936-8467
Email: [email protected]
Web: thebenefitsolution.ca
Staff: 3
Services: Group Benefit: Group Benefit Plans; DC Pension Plans. Investment: Education & Communication. Healthcare: Disability Management; Drug Cost Management; Claims Management; Employee Assistance Program; Return to Work. Record-keeping and Third-Party Administration: Claims Adjudication; Employee Assistance; Claims Advocacy; Administrative Support.
TLH BENEFITS ADVISORS
Contact: Thomas L. Hanes, Owner/Operator
Address: 26 Cranbrooke Ave., Toronto, ON, M5M 1M4
PH: 647-268-3409
Fax: 647-268-3409
Email: [email protected]
Web: tlhbenefits.com
Staff: 3
Services: Group Benefit: Group Benefit Plans; DB Pension Plans; DC Pension Plans. Investment: Investment Consulting; Asset Allocation; Performance Measurement; Education & Communication. Healthcare: Drug Cost Management; Claims Management. Record-keeping and Third-Party Administration: Claims Adjudication; Employee Assistance; DB Pension Plan Administration; Healthcare Spending Account Administration; Claims Advocacy; Premium Billing & Collection. Software/Technology: Benefits Administration; Investment Management; Health Claims Adjudication; Fund Reporting