Ste. 213, 9440-202 St., Langley, B.C., V1M 4A6
Contact: David Boyce, advisor contact
Tel: 800-581-7722 ext. 103
Services: Employee group insurance benefits
Description: We specialize in designing and packaging benefits from multiple carriers into a single simplified offering for small and mid-sized businesses. Our fully-pooled employee group benefits plans are solid, stable and predictable, matched with agents who are educated and skilled.
Ste. 203, 19 Amy Croft Dr., Lakeshore, Ont., N9K1C7
Contact: Jason Vary, president
Services: Defined benefit pension plan consulting, actuarial, administration, audit support, expert evidence
Description: 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.
Ste. 205, 409 Granville St., Vancouver, V6C1T2
Contact: William Watt, principal
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
Description: Aptus is an employee-owned firm that takes a design approach to creating employee benefits and retirement plans for organizations of all sizes. Taking a fresh approach to benefits and retirement plans, it designs optimal plans that serve the needs of everyone involved.
Ste. 1200, 181 University Ave., Toronto, M5H 3M7
Contact: Ezaque Lopes
Services: Benefits, retirement, total rewards and HR consulting
Description: Gallagher is an industry-leading provider of employee benefits brokerage, consulting and administrative services. Its benefits and HR consulting division delivers a comprehensive approach to benefits, compensation, retirement, employee communications and workplace culture: Gallagher Better Works. It aligns an organization’s human capital strategy with its overall business goals and empowers employers to face the future with confidence.
Ste. 304, 8800 Dufferin St., Concord, Ont., L4K 0C5
Contact: Jim Edmands, president
Services: Employee benefits plans, group retirement plans, benchmarking platforms, preferred pharmacy
Description: The Benefits Alliance Group comprises 29 member firms with more than 175 advisors administering more than 7,500 plans with $1.4 billion in group insurance premiums and more than $3.5 billion in retirement plan assets.
Ste. 2200, 1250 René-Lévesque Blvd. W., Montreal, H3B4W8
Contact: Brian Cyr, managing director
Services: Customized search and selection of investment managers and strategic advisory services
Description: Founded in 1999, bfinance works with 400+ institutional clients from 38 countries through its eight 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
Contact: David Vanasse, president
Services: Group insurance, retirement savings and individual insurance programs and solutions
Description:BFL is one of the largest employee-owned and operated risk management, insurance brokerage and employee benefits consulting services firms with locations in all major cities in Canada. It’s also a founding partner of Lockton Global LLP, a partnership of independent brokers in more than 140+ countries.
Ste. 1000, 201 City Centre Dr., Mississauga, Ont., L5B 4E4
Contact: Greg Fayarchuk, managing director, Canada
Services: HR and benefits consulting, employee engagement, technology, administration, compliance
Description: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., L6H6X7
Contact: Diana O’Reilly, executive vice-president
Services: Group employee and retirement plan
consulting services, specializing in traditional
employee-employer plans, as well as association
and affinity programs
Description:Established in 1992, Comprehensive
Benefit Solutions is solely responsible
to our clients. We are attentive to each client’s
unique needs, focusing on developing long-term
partnerships and maximizing the effectiveness
of their benefits-related expenditures. Our
expertise enables our clients to make sound
decisions regarding their employee benefits
programs, keeping pace with emerging market
trends and an evolving workforce.
Ste. 1700, 5140 Yonge St., Toronto, M2N 6L7
Contact: Chris Brisebois, principal
Services:Optimizing pension and benefits
programs to maximize return on investment
Description: As Canada’s largest independent
actuarial consulting firm, Eckler provides fully
integrated employee benefits consulting, offering
actuarial services, investment consulting,
asset-liability management, risk management,
group benefits, technology solutions, communications
and financial wellness.
Ste. 503, 1780 Wellington Ave., Winnipeg,
Contact:Brandon Ellement, chief executive officer
Services: Actuarial and investment consulting, pension administration, group benefits and software
Description: Ellement specializes in actuarial, investment, pension, benefit and software administration and consulting services. It has been providing administration and consulting services to clients across Canada since 1996.
M2–601 West Broadway, Vancouver, V5Z4C2
Contact: Brendan George, partner
Services:Pension, benefits and investment consulting for Canadian public and private sectors
Description:George & Bell Consulting is a pension, benefits and investment consulting firm with offices in Toronto, Vancouver and Whitehorse. We advise boards, plan sponsors and other stakeholders of pension and benefits plans. Clients include unions, endowments, foundations and jointly-governed plans.
Ste. 900, 595 Bay St., Toronto, M5G2E3
Contact:Faizal Mitha, chief sales and innovation officer Canada
Services: Group benefits, group retirement and pension, voluntary benefits, health and performance, cost management, employee communications, data analytics, compliance and governance and actuarial
Description: We are committed to exceeding our clients’ expectations for benefits and retirement savings to help them be more competitive in attracting and retaining talent with a comprehensive benefits solution. Combined, our services establish the most comprehensive, integrated benefits solution for Canadian companies.
Ste. 6060, 3080 Yonge St., Toronto, M4N 3N1
Contact: Chris Pryce, founder and president
Services: Health-care consulting for group benefits/pension plans, drug and disability claims management and EAP/virtual care provider reviews
Description: Our consulting style is ideally suited to firms that appreciate “value-added service.” They recognize that group insurance is simply one aspect of their overall compensation strategy and, as such, they recognize that commoditizing their group benefits plan by simply finding the cheapest provider ultimately does more harm than good.
447 Frederick St., 4th floor, Kitchener, Ont., N2H 2P4
Contact: Jeff Kechnie, chief executive officer
Services:Consultancy, brokerage, third-party administration and adjudication services across Canada
Description: An integrated benefits division of Kechnie Health & Wealth Management Inc. located in Kitchener, Ont. with clients from coast to coast. We believe in a one-stop-shop for all services, including retirement plans.
88 Wyndham St. N., P.O. 1491, Guelph, Ont., N1H 6N9
Contact: Claude Macorin, principal
Services: Investment consulting, governance and fiduciary review, investment manager performance and risk monitoring, asset mix and portfolio construction
Description: Macor is an independent Canadian investment consulting firm that provides customized advisory services. We help organizations navigate the complexities of the market and to make well-informed decisions. Our clients benefit from extensive research and tailored solutions designed to effectively manage risk.
Ste. 150, 1101 Kingston Rd., Pickering, Ont., L1V 1B5
Contact: Kim Maxwell, vice-president, employer benefits and savings strategies
Services: Solutions tailored to your health, savings, compensation, financial planning strategies
Description: For more than 35 years, MFG has provided clients across North America with strategic advisory services that transform research, analysis and technical support into customized solutions for benefits and savings plans aligned with total rewards offerings, business strategies and corporate values.
4105 Metchosin Rd., Victoria, B.C., V9C 3Z6
Contact: David McArthur, principal and creative director
Services: Online pension modeller applications development, strategic employee communications, graphic design
Description: We offer our clients a full suite of engagement tools. From easy-to-use online pension modeller applications that link to your desktop solution, to effective employee communications strategies that work. With more than 15 years of experience, we know how to make the complex simple.
Ste. 700, Tower one, 895 Don Mills Rd., Toronto, M3C 1W3
Services: Employee and family assistance, health and wellness, recognition, pension and benefits administration, retirement and benefits consulting, actuarial and investment services
Description:Morneau Shepell is the leading provider of technology-enabled HR services that deliver an integrated approach to well-being through our cloud-based platform. Our focus is providing our clients with everything they need to support their people’s mental, physical, social and financial well-being. By improving lives, we improve business.
Ste. 604, 100 Milverton Dr., Mississauga, Ont., L5R4H1
Contact: Kevin Ashe, vice-president, corporate development
Services: Group benefits consulting, audit and marketing.
Description:Ontario’s leading public sector employee benefits consulting firm offers proactive solutions to more than 200 clients in the province.
630 René-Lévesque Blvd. W., 30th floor, Montreal, H3B1S6
Contact: Éric Montminy, president
Tel: 514 285-1122
Services:Total rewards: health, performance, compensation, group benefits, pension and savings, investment consulting, communications and pension plan administration
Description: Founded in 1992, Normandin Beaudry is recognized as a major player in the field of consulting. Operating from its Montreal, Quebec City and Toronto 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
Contact: Don Williamson, president
Tel:226-400-9410 (office), 548-882-9455
Services: Consulting for benefits, retirement and wellness including traditional and flex, implementation, renewals, plan governance, M&A analysis, analytics, drug plan redesign
Description: Oak House Benefits is a boutique benefits consultancy that focuses on group life, health and retirement. Our established and experienced consulting team works proactively to provide unique insights to personalize the right employee benefits solutions for your people, leading to improved engagement and business outcomes.
Ste. 1070, One Bentall Centre, 505 Burrard St., Vancouver, V7X1M5
Contact:Riley St. Jacques, partner, senior consultant
Services: Actuarial, pension, group benefits, investment and pension plan administration
Description: For more than 10 years, we have worked with clients to design and implement innovative solutions for complex plans. We are skilled at balancing the needs and objectives of all stakeholders while keeping the best interests of plan members at heart. PBI — Caring for the Future . . . Now.
Ste. 1400, 2225 Sheppard Ave. E., Toronto, M2J 5C2
Contact: Chad Hollington, senior VP, group solutions; Joseph De Dominicis, senior VP, retirement solutions
Email: firstname.lastname@example.org or email@example.com
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
Description: People Corporation offers Canada-wide service with a local focus. National in scope with offices across the country, our team of experts are making a difference in the lives of more than one million Canadian employees through our extensive offering of strategic employee benefits solutions.
Ste. 400, 70 University Ave., Toronto, M5J2M4
Contact: Joanne Grubb, partner
Services:Experts in group benefits, retirement savings, business succession and insurance planning
Description: PRL is an innovative and entrepreneurial employee-owned insurance brokerage and employee benefits consulting firm, based in Toronto with offices in Montreal, Port Hope, Ont. and Vancouver. Our advisory and brokerage services enhance the health, wealth and productivity of employees while controlling costs.
Ste. 303, 250 Ferrand Dr., Toronto, M3C3G8
Contact: Gord Lewis, president
Services: Investment consulting, performance reporting, asset allocation, manager search and selection
Description: Proteus is an investment and pension governance firm providing solutions 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.
200 Bay St., Toronto, M5J 2J5
Contact: RBC sponsor support line
Services:Registered pension plan and group retirement savings products
Description: When you choose RBC Group Advantage, you’re choosing a partner for the road ahead. We’ll work with you every step of the way to ensure your plan meets its objectives — and as the only registered pension plan and group retirement savings program backed by 150 years of banking experience, we’ll make sure you have all the support you need.
Ste. 301, 1321 Blanshard St., Victoria, B.C., V8W 0B6
Contact:Christopher Redcliffe, president and chief executive officer
Services:Employee benefits, group retirement and executive financial strategies
Description:Redcliffe & Co. is Vancouver Island’s only member of the Benefits Alliance, specializing in employee benefits, group retirement and executive financial strategies. Clients enjoy a boutique-style customer service experience combined with time-tested processes, technology and proprietary products.
481 Morden Rd., Oakville, Ont., L6K 3W6
Contact: Andrew Gillies, partner
Services: Pension consulting, actuarial and administrative services, complete DB plan outsourcing
Description: RE&A specializes in providing consulting and administrative services to clients that sponsor mid-sized pension plans in Canada. We offer innovative solutions to clients and, since RE&A is fully owned by our staff, we are able to provide our services at very competitive prices.
Ste. 802, 45 St. Clair Ave. W., Toronto, M4V1K9
Contact: Cameron McNeill, senior vice-president and Canadian business leader
Services: Group benefits plan and pension actuarial services, investment consulting, manager searches
Description: 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. 908, 1166 Alberni St., Vancouver, V6E 3Z3
Contact: Stephen Cheng, managing director and senior consulting actuary
Tel: 604-730-1898 ext. 128
Services:Investment and actuarial consulting, employee benefits advisory, group retirement plans, executive pension plans and actuarial evidence expert reports
Description: Westcoast Actuaries is an independent actuarial consulting firm that provides a full range of consulting and administration 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
Contact: Barry D. Cook, partner
Services: Compensation, benefits, executive remuneration, pension, investment
and actuarial consulting
Description: Helping employers reward employees appropriately by providing market-based research, professional advice and customized solutions. Our expertise yields high-quality solutions tailored to your needs.