Canada Life
Contact: Derrick March, Senior Vice-president Business Development, Group Customer
Address: 330 University Ave, Toronto, ON M5G 1R8
Phone: 416-552-3000
Fax:
Email: [email protected]
Website: www.canadalife.com
Group Pension Premiums & Deposits: $7,823M
Group Pension Assets: $72,065M
Products/Services: RPP/SPP, DPSP, EPSP, RRSP, RESP, PRPP, VRSP, TFSA, NRSP, Investment-only, Group LIF, Group RRIF, Annuities, Deferred Salary Leave Plan, Employee Benefit Plan. Longevity insurance. Services: CAP Recordkeeping; Customizable communication materials; Online enrolment, Educational & transactional website for members, plan sponsors & advisors; Bilingual, toll-free Client Service Centre; Customizable education seminars & videos; Sponsor Safeguards & Compliance Program; Third-party financial planning website & seminars; Retirement income planning, Member Investment Selection Service; Personalized member statement illustrations.
Client Profile (By # of Employees) 1 to 100: 9,195. 101 to 500: 1,161. 501 to 1,000: 166. 1,000+: 152.
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Desjardins Insurance
Contact: Nadia Darwish, Vice-president, Business Development and Client Relationships
Address: 95 St-Clair Ave. W., Toronto, ON M4V 1N7
Phone: 416-926-2700
Fax: 416-324-7811
Email: [email protected]
Website: www.desjardinslifeinsurance.com
Group Pension Premiums & Deposits: $4,904M
Group Pension Assets: $24,582M
Products/Services: Plan member Education; Plan Management Services, Investment Solutions; DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, Defined Benefits Plans, Investment-only Plans, Single Premium Annuities, TFSA, VRSP, and RIF/LIF/Annuities, Variable Benefits, Stock Plans, Supplemental Executive Retirement Plan, Delegated DC. Financial Wellness Centre, Retirement simulator, Online Investment advice, Online & virtual education session, Onsite education, Contribution limit monitoring, Online contribution rate management, Customer Service Center, Transactional & mobile responsive secured Plan member website, Secured Plan sponsor website, Transition services, Financial advice and guidance, Contextualized member communication. Secured Plan sponsor website, Online sponsor reports, Personalized sponsor dashboards, Electronic data exchange, Eligibility management.
Client Profile (By # of Employees) 1 to 100: 10,626. 101 to 500: 614. 501 to 1,000: 94. 1,000+: 62.
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Manulife Financial
Contact: Alex Wu, Director, Strategy & Planning
Address: 200 Bloor St. E., Toronto, ON M4W 1E5
Phone: 888-727-7766
Fax:
Email: [email protected]
Website: www.manulife.com/
Group Pension Premiums & Deposits: $9,473M
Group Pension Assets: $92,719M
Products/Services: Defined Contribution Registered Pension Plans (DCRPP), Defined Benefit Pension Plans (DBRPP), Simplified Pension Plan (SPP) (Quebec), Simplified Pension Plan (SMPPP) (Manitoba), Registered Retirement Savings Plans (RRSP), Supplemental Executive Retirement Plan (SERP), Retirement Compensation Arrangement (RCA), Employee Profit Sharing Plan (EPSP), Employee Savings Plan (ESP), Deferred Profit Sharing Plans (DPSP), Tax Free Savings Accounts (TFSA), Stock Plans, FutureStep RRSP ( Small Business Product), FutureStep DPSP (Small Business Product),Voluntary Retirement Savings Plan (VRSP), Pooled Registered Pension Plan (PRPP), Defined Benefit Investment-Only Plan (DB/IO), Non-Registered Investment Only Plan (Non-Reg IO), Individual Pension Plan (IPP), Employee Benefit Plan (EBP), Flexible Pension Plans (FLEX), Locked-in Retirement Account (LIRA), Defined Benefit / Defined Contribution Combo Plans, Registered Retirement Income Fund (RRIF), Group Retirement Solutions offers innovative solutions for members, sponsors and advisors.
Client Profile (By # of Employees) 1 to 100: 9,612. 101 to 500: 1,344. 501 to 1,000: 257. 1,000+: 290.
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Purpose Investments
Contact: Pat Leo, Vice-president, Longevity Retirement Solutions
Address: 130 Adelaide St. W., Ste. 3100, Box 109, Toronto, ON M5H 3P5
Phone: 647-482-3286
Fax:
Email: [email protected]
Website: www.purposeinvest.com; www.retirewithlongevity.com
Products/Services: Investment manager focused on creating innovative outcome-based solutions; outcome-oriented investment products span alternatives including digital assets, active fixed income, equity, private assets and multi-asset funds; June 1, 2021, we launched the Longevity Pension Fund which is designed to provide Canadians income for life in retirement
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Sun Life Financial
Contact: Ted Singeris, Vice-president, Client Relationships & Business Development
Address: 1 York St., Toronto, ON M5J 2L9
Phone: 416-408-7669
Fax: 416-595-3693
Email: [email protected]
Website: www.sunlife.ca
Group Pension Premiums & Deposits: $13,569M
Group Pension Assets: $128,423M
Products/Services: Products include: Defined Contribution Pension Plan (DCPP), Group Registered Retirement Savings Plan (RRSP), Deferred Profit Sharing Plan (DPSP), Simplified Pension Plan (SPP), Tax-free Savings Account (TFSA), Non-registered Plan, Stock Plan, DB Investment-only Plan (INVO), Sun Advantage (small business only), Voluntary Retirement Savings Plan (VRSP) (Quebec), and tailored solutions for DB plan risk management Services include: Group Retirement Income Solutions, Integrated Group Retirement Services and Group Benefits Access, Investment Solutions, Group Choices plan for transitioning plan members, Retirement Income Products, In-plan Investment Advice Service, Call Centre and Automated Telephone Systems, Online Member Education and Financial Planning Tools and Services, Onsite Enrollment, Custom Education, Communication, and Design Services, Pensioner Payroll Services and Online Reporting
Client Profile (By # of Employees) - 1 to 100: 5,438(1). 101 to 500: 715(1). 501 to 1,000: 175(1). 1,000+: 211(1).
1 - as of December 31, 2021
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