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ECKLER


At Eckler, we understand that your people are your most important asset. How you reward and support them should reflect that.

We believe that workplace pension, benefit and rewards programs contribute to Canada’s social fabric by offering important financial protection to participating members and their families. We also understand that they must be sustainable for the organizations that sponsor them.

Eckler’s full-service Defined Contribution consulting practice leads the way with the innovation and experience you need to align organizational objectives and employee expectations. With a focus on retirement income adequacy, robust governance processes, and effective education and member support, Eckler consultants bring unparalleled expertise in plan design, retirement readiness analysis, investment manager and record keeper selection, monitoring, governance, financial wellness and communication.

For many employees, understanding and managing multiple financial assets and obligations, as well as workplace pension, benefits and rewards offerings, is a complex and daunting task that can contribute to significant stress, impact work performance and delay retirement. With Eckler’s leading financial wellness offerings, Guided OutcomesTM (GO), employees get the tools and insights they need to set, plan and obtain their financial goals. Employers get the analytics they need to make strategic decisions that support employee financial health and achieve organizational objectives.

LEARN MORE:
Website: eckler.ca

CONTACT INFORMATION:
Janice Holman CFA, CFP
Principal, investment consulting and financial wellness practice leader
+1 416-696-3061
jholman@eckler.ca

Dianne Tamburro, CFA
Principal, investment consulting and defined contribution practice leader
+1 416-696-3051
dtamburro@eclkler.ca

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T. ROWE PRICE


T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. We provide separate account management and related services for institutions and accredited investors. Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes. As of September 30, 2023, T. Rowe Price has CAD 1,829.0 billion1 in assets under management (over 50% institutional) and serves clients in over 52 countries worldwide.

CONTACT INFORMATION:
Lauren Bloom
T. Rowe Price (Canada), Inc.
Head of Canada
416-360-7214
lauren.bloom@troweprice.com

1Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Assets under management are calculated in U.S. dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.

IMPORTANT INFORMATION
Intended for Accredited Investors only. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. Issued in Canada by T. Rowe Price (Canada), Inc. T. Rowe Price (Canada), Inc.'s investment management services are only available to Accredited Investors as defined under National Instrument 45-106. T. Rowe Price (Canada), Inc. enters into written delegation agreements with affiliates to provide investment management services.
202312-3294720

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