Ste. 203, 19 Amy Croft Dr., Lakeshore, Ont., N9K 1C7
Contact: Jason Vary, president
Services: Defined benefit pension plan consulting, actuarial, administration, audit support, expert evidence
Actuarial Solutions is focused on providing sponsors and administrators of DB plans with accurate and timely reporting, as well as supporting good decision-making with clear and strategic advice.
Alec G. Henley & Associates Ltd.
Henley House, 357 Duckworth St., P.O. Box 100, St. John’s, NL,
Contact: Brian A. Henley, president
Services: Group employee benefits, group pension, group retirement, executive compensation, cost management, proactive disability claims management
The Alec G. Henley Group is an independent benefits consulting firm. We are a full-service firm specializing in group employee benefits, group pension, group retirement and executive compensation. Our firm has been in this business for more than 75 years.
Ste. 205, 409 Granville St., Vancouver, V6C 1T2
Contact: Susan Murphy, operations leader
Services: Group benefits and retirement plan consulting (DC plans and structured RRSPs), executive disability and travel programs, benefits trusts and employee life and health trusts, retirement plan governance, disability claims advocacy, drug cost management, transitional long-term disability programs and specialty coverage
Aptus is an employee-owned firm that takes a design approach to creating employee benefits and retirement plans for organizations of all sizes. Aptus takes a fresh approach to benefits and retirement plans. It designs optimal plans that serve the needs of everyone involved.
Ste. 2200, 1250 René-Lévesque Blvd. W., Montreal, H3B 4W8
Founded in 1999, bfinance works with 400+ institutional clients from 45 countries through its 10 offices around the world. bfinance Canada serves its Canadian client base from offices in Montreal and Toronto and is staffed by seasoned practitioners with extensive principal investing experience.
3448 Stanley St., Montreal, H3A 1R8
Founded in 1987 by Barry F. Lorenzetti, BFL Canada is one of the largest employee-owned and operated risk manage- ment, insurance brokerage and employee benefits consulting services firms in Canada. The firm has a team of more than 950 professionals located in 22 cities across the country.
Ste. 1000, 201 City Centre Dr., Mississauga, Ont., L5B 4E4
Contact: Jennifer Dunk, principal, business leader, Canada
Services: HR and benefits consulting, employee engagement, technology, administration, compliance
At Buck, we’re focused on creating a culture of well-being, centred on each person’s health, wealth and career. This empowers companies to embrace the new social contract, re-energize their workforces and embrace an analytics-led talent marketplace that improves how their people work and live.
Ste. 102, 2020 Winston Park Dr., Oakville, Ont., L6H 6X7
Contact: Diana O’Reilly, executive vice-president
Services: Group employee and retirement consulting services, association and affinity programs
Founded in 1992, Comprehensive Benefit Solutions Ltd. provides innovative consulting services that enable our clients to make sound decisions regarding their employee benefits programs, keeping pace with financial pressures, emerging market trends and an evolving workforce.
705 Fountain St. N., Cambridge, Ont., N1R 5T2
Contact: Marc Benoit, vice-president, business development
Services: Group benefits, pension and retirement, disability management, TPA/TPP services
As a prominent Canadian-owned and operated independent insurance brokerage and consulting operation, we partner with leading national and international insurance companies to advise on and create retirement, group benefits, disability management and inter- national benefits programs for employee groups.
Ste. 1700, 5140 Yonge St., Toronto, M2N 6L7
As Canada’s largest independent actuarial consulting firm, Eckler provides fully integrated employee benefits consulting, offer- ing actuarial services, investment consulting, asset-liability management, risk management, group benefits, technology solutions, communi- cations and financial wellness.
7 Nathan Crt., Thornhill, Ont., L4J 6Z7
Contact: Colin Ripsman, president
Services: Investment consulting, gover- nance and fiduciary review and full-service DC consulting
ElegantIS is an independent specialty investment consulting firm that offers a full range of investment consulting solutions for DB, DC, foundations and aboriginal clients. We tailor holistic consulting solutions designed to improve decision-making, enhance the risk and return profile of portfolios and control fiduciary risk. ElegantIS also provides strategic consulting to investment managers and DC record-keepers.
1345 Taylor Ave., Winnipeg, R3M 3Y9
Contact: Laura Lomow, executive vice-president, business development and marketing
Services: Retirement, benefits, actuarial consulting, administration services, software
Ellement Consulting Group is a national provider of integrated retirement, benefits, actuarial and investment consulting, as well as administration services for retirement and benefits programs and retirement and benefits software solutions for internally administered organizations.
Contact: Danielle Varela, managing director
Services: Emergency or temporary relief in pension and benefits administration, HR and benefits consulting, optimizing pension and benefits programs
More than a benefits consulting firm, Gahnic is an innovative HR service provider focused on emergency or temporary benefits management. Our focus is extending our con- sulting services by supporting our clients when a resource leaves or when a critical project is underway, offering an alternative to ensure the continuity of their benefits policy. We deliver the help your team needs when you need it most — with our bold approach, without geographical limits — that exploits the potential of technology. We work remotely using the secure virtual desktop solution implemented by each client.
M2–601 West Broadway, Vancouver, V5Z 4C2
George & Bell Consulting advises boards, plan sponsors and other stakeholders of pension and benefits plans. Our clients include Canadian unions, endowments, foundations and jointly governed plans. We have offices in Vancouver, Edmonton and Toronto.
120 Templeton Circle N.E., Calgary, Alta., T1Y 4G4
Contact: Alan Napier, president
Services: Provides innovative, cost-effective, secure method of branded prepaid cards and apps for health-care spending accounts
Provides advisors, employers and employees with innovative, simple, cost- effective, secure and branded prepaid health and wellness cards and apps for health-care spending accounts. Using innovative tech- nologies, we eliminate fraud, reducing costs and using seamless HSA payment/claims solutions to maximize CRA tax benefits.
Ste. 1900, 505 Burrard St., Vancouver, V7X 1M6
Contact: Faizal Mitha, chief sales and innovation officer, Canada
Services: Group benefits, group retirement and pensions, voluntary benefits, health and performance, cost management, employee communications, data analytics, compliance and governance, actuarial, benchmarking and plan audits
We are committed to exceeding our clients’ expectations for benefits to help them be more competitive in attracting and retaining talent with a comprehensive benefits solution. Combined, our services establish the most comprehensive, integrated benefit solution for Canadian companies.
Ste. 303, 250 Ferrand Dr., Toronto, M3C 3G8
Contact: Gord Lewis, president
Services: Investment consulting, performance reporting, asset allocation, manager search and selection
HUB|Proteus is an investment and pension governance firm providing solu- tions to a diverse client base in the Canadian marketplace, including corporate and public DB, DC and hybrid plans, jointly trusteed pension and benefits plans, trust funds, foundations and endowments and high-net-worth individuals.
Ste. 305, 10 Alcorn Ave., Toronto, M4V 3A9
Contact: Elaine Yedlin, vice-president, corporate benefits
Services: Life and health, retirement, voluntary, international, individual insurance and strategies
We are a Toronto-based insurance broker specializing in corporate clients, estate preservation and professionals. We have decades of experience working with all types of clients on the design, strategy, execution and management of their insurance solutions and aim to build long-lasting relationships.
Ste. 604, 100 Milverton Dr., Mississauga, Ont., L5R 4H1
Ontario’s premier public sector employee benefits consultant firm is here to help you develop your benefits plan philosophy, control plan expenditures and minimize the internal resources required to effectively manage your employee benefits program.
630 René-Lévesque Blvd. W., 30th floor, Montreal, H3B 1S6
Contact: Éric Montminy, president
Tel: 514 285-1122
Services: Compensation, group benefits, health and performance, total rewards communication, pension and savings, pension plan administration, investment consulting
Founded in 1992, Normandin Beaudry is now recognized as a major player in the field of consulting. Operating from its Montreal, Toronto and Quebec City offices, Normandin Beaudry creates human capital and financial performance with its clients through the excellence of experts ignited by a total rewards mindset.
18 Holiday Dr., Brantford, Ont., N3R 7J4
Oak House Benefits is a benefits consultancy focused on group life, health and retirement. Our established and experienced consultants work proactively to provide unique insights and find the right employee benefits solutions for your people, leading to improved engagement and business outcomes.
Ste. 253, 2186 Mountain Grove Ave., Burlington, Ont., L7P 4X4
Contact: Liz R. Scott, principal and chief executive officer
Services: Managing workers’ compensation and short-term disability claims, leaves and accommodation
The human and financial impact of illness, injury and disability can be huge, but OSI will help you manage, with integrated, fully customized absence management programs. We offer exceptional claims management software with real-time reporting and high touch communications to stay on top of claims.
Contact: Riley St. Jacques, partner, senior consultant
Services: Actuarial, pension, group benefits, investment and pension plan administration
For more than 10 years, we’ve worked with clients to design and implement innovative solutions for complex plans.
We’re skilled at balancing the needs and objectives of all stakeholders while keeping the best interests of plan members at heart.
PBI (Pensions/Benefits/Investments) — Caring for the Future . . . Now.
194 Weber St. E., Kitchener, Ont., N2H 1E4
Penad is focused on providing leading-edge software solutions and administration services to Canadian and international clients. Penad provides its suite of comprehensive software systems and third- party administration services to efficiently manage all types of pension and benefit plans.
Ste. 1400, 2225 Sheppard Ave. E., Toronto, M2J 5C2
Contact: Marcelo Regen, chief client officer
Services: Strategic group benefits consulting and administration, third-party administration, group retirement solutions, DC and DB pension plan administration, wellness solutions, investment consulting, reporting and actuarial services
With offices across the country, People Corporation offers service at a local level. With access to a broad range of products and services, our team of experts makes a difference in the lives of more than one million Canadians through the design and implementation of customized benefits plans.
Ste. 400, 70 University Ave., Toronto, M5J 2M4
Contact: Joanne Grubb, partner, vice-president
Services: Experts in group benefits, retirement savings, business succession and insurance planning
PRL is an innovative and entrepreneurial employee-owned insurance brokerage and employee benefits consulting firm, based in Toronto with offices in Montreal and Vancouver. Our advisory and brokerage services enhance the health, wealth and productivity of employees while controlling costs.
200 Bay St., Toronto, M5J 2J5
Contact: RBC sponsor support line
Services: Registered pension plan and group retirement savings products
RBC Group Advantage will help you take care of you and your employees’ overall financial needs. From retirement savings and investments to everyday banking, our dedicated team of experienced advisors will provide advice and support to help put your employees on the path to financial wellness.
1006 Avenue Rd., Toronto, M5P 2K8
Contact: Raymond Rupert, chief executive officer
Services: Providing health-care advisory and advocacy services to family offices and high- net-worth families
RCM Health has more than 20 years of experience addressing complex problems for multi-generational families. This is a unique focus in Canada. RCM Health uses integrated care teams for clients located anywhere. The approach is highly personalized and resources are curated for each family.
Ste. 210, 481 Morden Rd., Oakville, Ont., L6K 3W6
For 30 years, RE&A has delivered high-quality consulting and administrative services to clients that sponsor mid-sized pension plans in Canada. We offer thoughtful and innovative solutions at competitive prices. We are proud to be the third-party administrators of the Ideal Canadian Pension Plan.
Ste. 802, 45 St. Clair Ave. W., Toronto, M4V 1K9
Contact: Cameron McNeill, senior vice-president and Canadian business leader
Services: Group benefi ts plan and pension actuarial services, investment consulting, manager searches
Organizations trust us to help them navigate complex health, retirement and investment solutions issues. They depend on us to help them make sound decisions that impact millions of lives. Clients include multi-employer funds, corporations, non-profit organizations and wealth management organizations.
Ste. 310, 700 Richmond St., London, Ont., N6A 5C7
Contact: Gordon Hart, chief executive officer
Services: Benefits and pension advisory, wealth management, scalable HR services and HRIS and payroll
One of Canada’s premier employe benefits and pension advisory service firms with a team of experienced and knowledgeable staff focusing on the facilitation, advocacy and education needs of its clients and their workforces. We serve -73.2 net promotor score and 98.5 per cent client retention since inception.
Since 2012, the TNKR Media team has been supporting Canadian leaders in professional services with intelligent PR and “Thinkbait” web content: blogs, whitepapers, podcasts and more, all guided by classic journalism and the latest neuroscience.
Ste. 908, 1166 Alberni St., Vancouver, V6E 3Z3
Contact: Stephen Cheng, managing director and senior consulting actuary
Services: Investment and actuarial consulting, employee benefits advisory, group retirement plans, executive pension plans and actuarial evidence expert reports
Westcoast Actuaries is an independent actuarial consulting firm that provides a full range of consulting and admin- istration services. Our consulting teams use their significant experience to create customized, impactful and forward-thinking solutions to help our clients manage their pension, benefits, investment and actuarial needs.
Ste. 502, 595 Howe St., Vancouver, V6C 2T5
Helping employers reward employees appropriately by providing evidence-based research, professional advice and customized deliverables. Our expertise and technology yields high-quality, practical and cost-effective solutions tailored to your needs.