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Consultants DirectoryConsultants Directory
Aon Hewitt225 King St. W., Toronto M5V 3M2
ContaCt Nicolle Guillen, Marketing and Communications
tEl 416-225-5001 fax 416-227-5749
EMaIl [email protected]
WEBsItE aonhewitt.com/canada
sERVICEs HR consulting, benefits administration and HR business process outsourcing
DEsCRIPtIon Aon Hewitt is the global leader in HR solutions. The company partners with organizations to solve their most complex health, talent and retirement issues to improve business performance. It designs, implements, communicates and administers a wide range of human capital, retirement, investment management, healthcare, and compensation and talent management strategies.
total EMPloYEEs In CanaDa 1,800
bfinance CanadaSte. 2200, 1250 René Lévesque Blvd. W., Montreal H3B 4W8
ContaCt Brian Cyr, Managing Director
tEl 514-393-4899 fax 514-934-4640
EMaIl [email protected]
WEBsItE bfinance.com
sERVICEs bfinance’s investment consulting practice focuses on search and selection of investment managers
DEsCRIPtIon Founded in 1999, bfinance today has served more than 300 individual (excluding repeat business) clients from 25 countries around the world and has grown to more than 70 employees located in offices in London (headquarters), Paris, Munich and Montreal. bfinance is staffed by practitioners with a wealth of complementary investment, transaction banking and consultancy experience.
Baynes & White Inc.Ste. 2100, 121 King St. W., Toronto M5H 3T9
ContaCt James White, Managing Partner
tEl 416-863-9159 fax 416-863-9158
WEBsItE bayneswhite.com
sERVICEs Pension consulting (including actuarial and pension administration) and group benefits consulting
DEsCRIPtIon Baynes & White provides full in-house actuarial pension administration and traditional pension and group benefits consulting services to corporate clientele. The firm has developed cost-effective valuation software and systems to serve mid-size pension and post-retirement (non-pension) plans.
total ClIEnts 103
total EMPloYEEs In CanaDa 12
Brockhouse Cooper/Pavilion Advisory Group* Ste. 4030, 1250 René Lévesque Blvd. W., Montreal H3B 4W8
ContaCt Deanna Allen, Vice-president, Marketing and Communications
tEl 514-227-7710 fax 514-846-1159
EMaIl [email protected]
WEBsItE pavilioncorp.com
sERVICEs Investment policy development, asset allocation, risk management, manager research and oversight, alternative investing, socially responsible investing and implemented consulting
DEsCRIPtIon We offer a full suite of institutional investment consulting services aimed at helping clients make informed choices, aligned to their overall investment goals, to preserve and grow their portfolios.
*In September 2012, Brockhouse Cooper’s advisory services division will operate under the name of Pavilion Advisory Group.
Bearing Capital Partners Inc.Ste. 300, 162 Cumberland St., Toronto M5R 3N5
ContaCt Kathleen O’Keefe, Partner
tEl 416-929-2369 or 905-279-5849
fax 416-960-2267
EMaIl [email protected]
WEBsItE bearingcapital.ca
sERVICEs Employee benefits plan designs, HR resources, executive compensation, group retirement plan designs and CAP implementation, and risk management
DEsCRIPtIon Bearing Capital Partners provides customized employee benefits and group retirement solutions for mid-size Canadian and multinational corporations. Our extensive network of national suppliers and professional resources allows companies access to innovative, comprehensive and cost-effective programs for their employees.
total ClIEnts 81
total EMPloYEEs In CanaDa 6
Buck Consultants, A Xerox Company
Ste. 3000, 155 Wellington St. W., Toronto M5V 3H1
ContaCt Marina Scassa
tEl 416-644-9296 fax 416-865-0191
EMaIl [email protected]
WEBsItE buckconsultants.ca
sERVICEs Retirement (pension and actuarial), health and welfare consulting, investment consulting, administration and employee communication services
DEsCRIPtIon Buck Consultants provides complete creative full-service solutions to organizations facing benefits issues. Our clients include corporations, not-for-profit and educational institutions, and governments. We have built our reputation on making client service our first priority. Our vision is to make our clients “rave” about us.
total EMPloYEEs In CanaDa 240
Coughlin & Associates Ltd.466 Tremblay Rd., Ottawa K1G 3R1
ContaCt Brian Bockstael, President
tEl 613-231-2266 fax 613-231-2345
EMaIl [email protected]
WEBsItE coughlin.ca
sERVICEs Benefits and pension consulting, plan design, claims adjudication, plan administration, individual financial services and pension administration
DEsCRIPtIon Since 1958, Coughlin & Associates has worked with public and private sector employers, unions, employee groups and multi-employer trust funds, providing group benefits and pension consulting services. We also provide a full range of claims adjudication and third-party administration services. Coughlin serves clients throughout Canada from its offices in Ottawa and Winnipeg.
total EMPloYEEs In CanaDa 142
Dehoney Financial Group1777 West 8th Ave., Vancouver V6J 1V8
ContaCt Jim Dehoney, President
tEl 604-684-2300 fax 604-684-3515
EMaIl [email protected]
WEBsItE dehoney.com
sERVICEs Group benefits consulting, third- party administration, pension plan consulting, RRSPs, investments, mutual funds, individual life, individual disability, individual health and dental plans, living benefits
DEsCRIPtIon Dehoney Financial Group is a full-service consulting firm that offers group life and health and integrated disability plans, group pensions, flexible benefits and third-party administration. We offer financial planning, mutual funds, wealth management, estate planning, individual life and disability sales and service.
total ClIEnts 185
total EMPloYEEs In CanaDa 30
Cowan Insurance Group Ltd., Benefits and Retirement Consulting Division 705 Fountain St. N., PO Box 1510, Cambridge, Ont., N1R 5T2
ContaCt Teresa Norris-Lue, Vice-president, Benefits
tEl 519-650-6363 fax 519-650-6433
EMaIl [email protected]
WEBsItE cowangroup.ca
sERVICEs Benefits consulting, DC/CAP consulting, health and disability management, group benefits third-party administration and international programs. Cowan Insurance Group provides these services from offices in Cambridge, Ottawa and Hamilton.
DEsCRIPtIon For 30 years, Cowan has assisted plan sponsors in managing their pension and benefits plans, helping with administrative challenges and providing health and disability management solutions and international programs.
total ClIEnts 500+
total EMPloYEEs In CanaDa 100
Eckler Ltd.Ste. 900, 110 Sheppard Ave. E., Toronto M2N 7A3
ContaCt Greg Malone, Principal
tEl 416-696-3098 fax 416-429-3794
EMaIl [email protected]
WEBsItE eckler.ca
sERVICEs Our select group of advisors offers excellence in a wide range of areas, including financial services, pensions, benefits, communications, investment management, pension administration, change management and technology.
DEsCRIPtIon Owned and operated by its active principals, Eckler—since its founding 85 years ago—has earned a reputation for service continuity and high professional standards. Our advisors offer excellence in managing the financial and governance aspects of pension and benefits programs, and our professionals are focused on plan sustainability and maximizing member value.
Cubic Health Inc.Ste. 390, 26 Soho St., Toronto M5T 1Z7
ContaCt Mike Sullivan, President
tEl 416-203-1446 fax 416-203-6202
EMaIl [email protected]
WEBsItE cubichealth.ca
sERVICEs Plan analytics, drug plan management, drug-disability data integration, financial predictive modelling, population health profiles
DEsCRIPtIon Drug plan management and health plan analytics. Use our proprietary suite of analytics systems, clinical tools (including our Cubic Health Canadian Drug Database of more than 70,000 drug products), reporting applications and team of clinical pharmacists to serve plan sponsors and the stakeholders that serve them.
total EMPloYEEs In CanaDa 12
HUB International, Wealth Management & Employee Benefits (WMEB)Ste. 900, 595 Bay St., Toronto M5G 2E3
ContaCt Tim Witchell, President
tEl 416-597-4020 fax 416-597-3971
EMaIl [email protected]
WEBsItE hubinternational.com
sERVICEs Employee benefits, pension plans, RRSPs, corporate life and disability, and international benefits (Worldwide Broker Network)
DEsCRIPtIon HUB is one of the largest insurance brokers in North America and the largest commercial insurance broker in Canada. We provide local personalized service with global resources. Our complete worldwide brokerage services include insurance, reinsurance, alternative risk financing, association programs, risk management consulting, claims management and benefits consulting.
total ClIEnts 250 (WMEB)
total EMPloYEEs In CanaDa 2,250 (40 in WMEB)
A d v e r t i s i n g s u p p l e m e n t A d v e r t i s i n g s u p p l e m e n t
Consultants DirectoryConsultants Directory
Ideal Benefits249 Yonge Blvd., Toronto M5M 3J1
ContaCt Christopher Pryce, Senior Consultant
tEl 416-924-8280 fax 416-323-1984
EMaIl [email protected]
WEBsItE idealbenefits.ca
sERVICEs Employee benefits and pension consulting, as well as personal insurance
DEsCRIPtIon Ideal Benefits specializes in providing innovative pension/benefits consulting advice for mid-size to large employers interested in using self-funding, consumer-driven healthcare or other traditional initiatives to manage their employer-sponsored group benefits programs.
total ClIEnts 30
total EMPloYEEs In CanaDa 2.5
Morneau ShepellSte. 700, 895 Don Mills Rd., Tower One, Toronto M3C 1W3
ContaCt Zahid Salman, Executive Vice-president
tEl 416-383-6456 fax 416-445-7989
EMaIl [email protected]
WEBsItE morneaushepell.com
sERVICEs Pension and benefits consulting (DB and DC plans, savings, investment and retirement planning) and health and productivity solutions
DEsCRIPtIon Morneau Shepell is focused on pensions, benefits, employee assistance programs and other workplace health and productivity solutions. We are Canada’s largest independent and fastest-growing DC administrator, and our retirement consulting practice dates back to 1962.
total ClIEnts 8,000
total EMPloYEEs In CanaDa 2,700
Mercer161 Bay St., PO Box 501, Toronto M5J 2S5
ContaCt Greg Fayarchuk, Partner
tEl 416-868-2638 fax 416-868-2136
EMaIl [email protected]
WEBsItE mercer.ca
sERVICEs Consulting in retirement, health and benefits, compensation, performance management, outsourcing, investment, investment management, communication, change management, HR operations and information products
DEsCRIPtIon Mercer is a global leader for trusted HR and related financial advice, products and services. Mercer works with clients to solve their most complex benefits and human capital issues, designing and helping manage health, retirement, compensation and benefits programs. Mercer’s investment services include investment consulting and multi-manager investment management.
total ClIEnts 3,400+
total EMPloYEEs In CanaDa 1,700+
Morrow, Crossdale & Associates Inc.10 Station Ln., Unionville, Ont., L3R 1R3
ContaCt Ted Morrow, Consultant
tEl 905-881-5783 fax 905-881-5650
EMaIl [email protected]
WEBsItE morcro.ca
sERVICEs Employee benefits, retirement plans and workplace solutions
DEsCRIPtIon Morrow, Crossdale & Associates specializes in plan design, funding levels and underwriting of group life, disability, health and dental programs. The firm also provides consultation in the area of pensions, deferred profit sharing plans and RRSPs. We strive to enhance our trust relationships with clients by “Earning your trust…Making a difference” in everything we do.
total ClIEnts 100+
total EMPloYEEs In CanaDa 6
Microtrends Computing Services610-100 York Blvd., Richmond Hill, Ont., L4B 1J8
ContaCt Tony Gouveia, Director, Sales and Marketing
tEl 905-882-9844 ext. 110 fax 905-882-9845
EMaIl [email protected]
WEBsItE flextpa.com
sERVICEs Group administrator/billing software
DEsCRIPtIon Microtrends has developed FlexTPA, a leading-edge software solution for third-party administrators that allows them to automate all aspects of group benefits and administration/billing, enhance service to their group clients and gain valuable insight into growing a successful business. With FlexTPA, group benefits administrators have full control over the design of flexible benefits cafeteria plans, integration services with carriers/claims payers and a group Web portal for client self-service.
total EMPloYEEs In CanaDa 5
Mosey & Mosey Benefit Plan Consultants Ste. 604, 100 Milverton Dr., Mississauga, Ont., L5R 4H1
ContaCt Kevin Ashe, Vice-president, Corporate Development
tEl 905 361-2014 fax 905 361-2015
EMaIl [email protected]
WEBsItE moseyandmosey.com
sERVICEs Employee benefits consulting, including renewal evaluations, plan design, consortium purchasing and risk management strategies
DEsCRIPtIon Mosey & Mosey, with 41 years of experience, offers a full range of consulting services to ensure clients strike a balance between managing costs and offering a comprehensive benefits program. Mosey’s hallmark is its proven success in cost containment strategies and a commitment to customer service.
total ClIEnts 250
total EMPloYEEs In CanaDa 25
Normandin Beaudry630 Réne Lévesque Blvd. W., 30th Fl., Montreal H3B 1S6
ContaCt Éric Montminy, President
tEl 514-285-1122 fax 514-285-1199
EMaIl [email protected]
WEBsItE normandin-beaudry.ca
sERVICEs Pension and savings, asset management consulting, group benefits, compensation and performance, communication and organizational development
DEsCRIPtIon Normandin Beaudry focuses its efforts on a comprehensive service offering that will create an “employee experience” that benefits all players. Normandin Beaudry’s dedicated and visionary teams support organizations at each step of the cycle, delivering products and services backed by relevant, incisive and diverse communications.
total EMPloYEEs In CanaDa 135
PDF Financial Group Inc.Ste. 1600, 2300 Yonge St., Toronto M4P 1E4
ContaCt Peter Demansos, Managing Director
tEl 416-733-0933 fax 416-733-0963
EMaIl [email protected]
WEBsItE pdffinancial.com
sERVICEs Benefits, pension and wellness plans
DEsCRIPtIon PDF Financial Group is an independent brokerage specializing in employee benefits, pension and wellness programs. Our goal is to help employers combat rising health insurance costs through the implementation and management of proactive and customized benefits programs.
Pal Benefits Inc.1052 Yonge St., Toronto M4W 2L1
ContaCt Sarah J. Beech, President
tEl 416-969-8588 or 866-969-8588
fax 416-962-1711
EMaIl [email protected]
WEBsItE palbenefits.com
sERVICEs Consultation, direction, service and benchmarking for group benefits, retirement and investment programs, and compensation
DEsCRIPtIon Pal Benefits provides consultative services to leading organizations across Canada and the U.S. on a wide range of group benefits, retirement and investment, and compensation matters. Pal’s success lies in its talent in enabling organizations to maximize the value of their benefits, retirement and compensation investment.
Proteus Performance Management Inc.Ste. 303, 250 Ferrand Dr., Toronto M3C 3G8
ContaCt Ryan Kuruliak, Vice-president
tEl 416-421-3557 fax 416-421-1348
EMaIl [email protected]
WEBsItE proteusperformance.com
sERVICEs Pension governance consulting, investment consulting, investment management search, recordkeeper search, retirement education services and performance measurement
DEsCRIPtIon Proteus delivers a comprehensive process of pension governance and investment consulting for DB and DC pension plan sponsors and other institutional investors that involves plan design, investment policy, performance measurement, employee communications and cost/benefit analysis. Proteus offers an investment manager search process, which includes a three-year performance guarantee. It also provides retirement planning services.
total ClIEnts 100
total EMPloYEEs In CanaDa 14
PBI Actuarial Consultants Ltd.Ste. 1070, 505 Burrard St., PO Box 42, One Bentall Centre, Vancouver V7X 1M5
ContaCt Tony C.L. Williams, President and Consulting Actuary
tEl 604-647-3232 fax 604-687-8074
EMaIl [email protected]
WEBsItE pbiactuarial.ca
sERVICEs Pension, benefits and investment consulting, pension plan administration and actuarial services
DEsCRIPtIon PBI Actuarial Consultants serves jointly trusteed plans, non-profit organizations and trusts in meeting and managing their benefits obligations. We specialize in negotiated cost and target benefit pension plans. Independent, innovative and impartial, PBI knows risk management and effective risk solutions.
total ClIEnts 30
total EMPloYEEs In CanaDa 40
Russell InvestmentsSte. 5900, 100 King St. W., Toronto M5X 1E4
ContaCt Tom Lappalainen, Senior Consultant
tEl 416 640-2472 fax 416 362-4494
EMaIl [email protected]
WEBsItE russell.com/ca
sERVICEs Consulting and customized outsourcing solutions
DEsCRIPtIon Russell Investments is a global financial services company serving institutional investors, financial advisors and individuals. Russell’s core capabilities encompass capital markets insights, manager research, portfolio construction, portfolio implementation and indexes. It is trusted by well-known worldwide institutions for investment advice and has $2 trillion (12/31/2011) in assets under advisement.
total ClIEnts 18
total EMPloYEEs In CanaDa 151 (This number reflects our global resources engaged in capital markets research, investment strategy, consulting and manager research.)
A d v e r t i s i n g s u p p l e m e n t A d v e r t i s i n g s u p p l e m e n t
Consultants DirectoryConsultants Directory
The Segal Company, Ltd.Ste. 808, 45 St. Clair Ave. W., Toronto M4V 1K9
ContaCt Pui-Ying Chan, Senior Vice-president
tEl 416-969-3970 fax 416-961-2101
EMaIl [email protected]
WEBsItE segalco.ca
sERVICEs Actuarial services, benefits consulting, communications consulting, DB pension plan consulting and DC/CAP consulting, HR consulting, administration and technology consulting
DEsCRIPtIon The Segal Company is a leading employee benefits, HR and actuarial firm in Canada.
total EMPloYEEs In CanaDa 21
Towers WatsonSte. 1701, 175 Bloor St. E., Toronto M4W 3T6
ContaCt Kevin Aselstine, Managing Consultant
tEl 416-960-2700 fax 416-960-2819
WEBsItE towerswatson.com
sERVICEs Pension consulting (including actuarial and pension administration), health and group benefits, insurance, reinsurance and investment consulting, executive compensation, employee rewards, employee surveys and data services, HR function effectiveness and technology
DEsCRIPtIon Towers Watson is a leading global professional services company helping organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.
Segal Rogerscasey CanadaSte. 2020, 65 Queen St. W., Toronto M5H 2M5
ContaCt Ruo Tan, President
tEl 416-642-7792 fax 416-304-0570
EMaIl [email protected]
WEBsItE segalrc.com/canada
sERVICEs Investment consulting, asset allocation, manager search and selection, performance measurement/attribution, portfolio modelling/construction, manager due diligence investment compliance, education and communication, investment policy development, portfolio risk analysis, portfolio style analysis, DB pension fund reporting, market review, research briefs and white papers, ETF portfolio management and overlay management
DEsCRIPtIon Segal Rogerscasey Canada—The Segal Company’s investment consulting and investment solutions affiliate—provides unbiased investment advice and investment solutions to clients throughout Canada.
total EMPloYEEs In CanaDa 8
Western Compensation & Benefits ConsultantsSte. 2000, 1188 West Georgia St., Vancouver V6E 4A2
ContaCt Barry D. Cook, Partner
tEl 604-683-9155 fax 604-687-2315
EMaIl [email protected]
WEBsItE wcbc.ca
sERVICEs Compensation, group benefits, executive remuneration, pension, investment and actuarial consulting
DEsCRIPtIon For more than 30 years, Western Compensation & Benefits Consultants has provided a full range of compensation, benefits, pension and actuarial consulting services to clients in the private, public and not-for-profit sectors. Our specialists provide services from strategic direction to program design, implementation and ongoing management.
Sibson ConsultingSte. 802, 45 St. Clair Ave. W., Toronto M4V 1K9
ContaCt Ron Olsen, Vice-president and Actuary
tEl 416-969-3972 fax 416-961-2101
EMaIl [email protected]
WEBsItE sibson.ca
sERVICEs Compensation consulting, talent and performance management, group benefits plans, DB pension plans, DC pension plans, actuarial services, employee communications, sales force effectiveness and change management
DEsCRIPtIon Sibson Consulting—a division of The Segal Company—provides strategic HR solutions to corporate and non-profit employers throughout Canada.
total EMPloYEEs In CanaDa 20
The Williamson Group225 King George Rd., Brantford, Ont., N3R 7N7
ContaCt Don Williamson, President
tEl 800-668-9485 fax 519-756-5773
EMaIl [email protected]
WEBsItE williamsongroup.com
sERVICEs Employee benefits, pensions, disability management and adjudication, executive benefits, third-party administration and wellness
DEsCRIPtIon The Williamson Group (TWG) is a solutions provider committed to delivering sustainable employee benefits strategies to Canadian and international employers. TWG is Canada’s global benefits alternative to the major consulting houses.
total ClIEnts 321
total EMPloYEEs In CanaDa 70
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