Actuarial Solutions Inc. Aon Hewitt Aptus Benefits Inc ... · 8/8/2014  · Aon Hewitt 225 King St....

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CONSULTANTS Directory CONSULTANTS Directory ADVERTISING SUPPLEMENT ADVERTISING SUPPLEMENT Actuarial Solutions Inc. Ste. 202, 1695 Manning Rd., Tecumseh, ON N8N 2L9 CONTACT Joe Nunes TEL 519-979-4600 FAX 519-979-4699 EMAIL [email protected] WEBSITE www.actuarialsolutionsinc.com SERVICES Actuarial Solutions Inc. (ASI) provides quality actuarial, consulting and pension administration services DESCRIPTION Actuarial Solutions Inc. has built up a base of loyal clients, including sponsors of DB plans, hybrid plans, capital accumulation plans, executive programs and retiree health plans. Our clients range from small businesses to multi-national corporations and span many industries, including manufacturing, transportation, social services, financial services and regulatory agencies. TOTAL CLIENTS 50 TOTAL EMPLOYEES IN CANADA 12 Aon Hewitt 225 King St. W., Toronto, ON M5V 3M2 CONTACT Nicolle Guillen TEL 416-225-5001 FAX 416-227-5749 EMAIL [email protected] WEBSITE www.aonhewitt.com/canada SERVICES Talent, retirement and health consulting; benefits and pension administration; HR business process outsourcing DESCRIPTION Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, and navigate retirement risk while providing new levels of financial security, and redefining health solutions for greater choice, affordability and wellness. TOTAL EMPLOYEES IN CANADA 1,800 Aptus Benefits Inc. Ste. 205, 409 Granville St., Vancouver, BC V6C 1T2 CONTACT William Watt, Principal TEL 604-424-8030 FAX 604-424-8031 EMAIL bwatt@aptusbenefits.ca WEBSITE www.aptusbenefits.ca SERVICES Aptus Benefits Inc. designs employee benefit and retirement plans for clients who tend to have more complex issues to solve DESCRIPTION Aptus Benefits Inc. is a Vancouver- based firm that takes a design approach to solving complex employee benefit and retirement plans. Working with clients across the country, Aptus takes a fresh approach to benefits—it designs optimal plans that serve the needs of everyone involved. TOTAL EMPLOYEES IN CANADA 5 Baynes & White Inc. Ste. 1006, 20 Eglinton Ave. W., Toronto, ON M4R 1K8 CONTACT James White, Managing Partner TEL 416-863-9159 FAX 416-863-9158 EMAIL [email protected] WEBSITE www.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 consulting services to corporate clientele. The firm has developed cost-effective valuation software and systems to serve small and mid-size pension and post-retirement (non-pension) plans. TOTAL CLIENTS 103 TOTAL EMPLOYEES IN CANADA 11 Benecaid Health Benefits Solutions Inc. Ste. 1700, 185 The West Mall, Toronto, ON M9C 5L5 CONTACT Marla Schwartz, President TEL 416-626-8786 FAX 416-622-5312 EMAIL [email protected] WEBSITE www.benecaid.com SERVICES Customized group benefit solutions, health spending accounts DESCRIPTION Benecaid is a Toronto-based financial services company that delivers simple, customized health benefit plans to small businesses. Our innovative solutions are designed to put control of health benefit costs back into the hands of the employer. TOTAL EMPLOYEES IN CANADA 45 The Beneplan Co-operative Ste. 500, 150 Ferrand Dr., Toronto, ON M3C 3E5 CONTACT Yafa Sakkejha, General Manager TEL 1-800-387-1670 ext. 252 FAX 416-863-5157 EMAIL [email protected] WEBSITE http://beneplan.ca SERVICES Group benefits consulting and purchasing. Short-term disability adjudication. Nutritionist on staff for clients at no charge. Brokers welcome. DESCRIPTION The Beneplan Co-operative is a member-owned buying group for employee benefits. Beneplan pays patronage dividends on life insurance, health benefits, dental benefits and retail sales tax rebates to its members. Beneplan is also one of the few access points to the Reformulary drug plan, which provides rebates on prescription drugs. TOTAL CLIENTS 250 TOTAL EMPLOYEES IN CANADA 10 bfinance Canada Ste. 2200, 1250 René Lévesque Blvd. W., Montréal, QC H3B 4W8 CONTACT Brian Cyr, Managing Director TEL 514-393-4899 FAX 514-934-4640 EMAIL bcyr@bfinance.com WEBSITE www.bfinance.com SERVICES Bfinance’s investment consulting practice focuses on search and selection of investment managers DESCRIPTION Founded in 1999, bfinance has served more than 400 individual clients (excluding repeat business) from 25 countries and has more than 70 employees located in offices in London (headquarters), Paris, Munich, Amsterdam, Dubai, New York and Montréal. Bfinance is staffed by practitioners with a wealth of complementary investment, transaction banking and consultancy experience. Buck Consultants at Xerox Ste. 3000, 155 Wellington St. W., Toronto, ON M5V 3H1 CONTACT David McCullagh, Growth Leader TEL 416-644-9276 FAX 416-865-1099 EMAIL [email protected] WEBSITE www.xerox.ca/hrconsulting SERVICES Engaging employees in career, health and wealth, including pension, benefit, wellness and investment consulting, administration solutions and technology innovations DESCRIPTION Within Xerox, Buck is the consulting strength of the human resource services division. Buck offers advisory, technology and administration solutions to help manage talent programs while engaging employees in their health, wealth and careers. By integrating HR consulting with HR offerings, we provide innovative solutions to overcome HR challenges. Together, we ensure you have the right strategies to develop, reward and deploy talent. Corporate Benefit Analysts Ste. 102, 515 Riverbend Dr., Kitchener, ON N2K 3S3 CONTACT Dean Howard, President and CEO TEL 519-804-9677 FAX 519-579-4422 EMAIL [email protected] WEBSITE www.corpben.com SERVICES Integrated group retirement, actuarial, benefit, wellness consulting services and solutions; individual wealth management services DESCRIPTION Group retirement and group benefit plans are important investments for plan sponsors. Corporate Benefit Analysts helps plan sponsors get the most from their investments. We understand the pressures for change. We believe big change deserves great strategy. That’s what we do very well. TOTAL CLIENTS 220 TOTAL EMPLOYEES IN CANADA 35 Coughlin & Associates Ltd. 466 Tremblay Rd., Ottawa, ON K1G 3R1 CONTACT Brian Bockstael, President TEL 613-231-2266 FAX 613-231-2345 EMAIL [email protected] WEBSITE www.coughlin.ca SERVICES Benefits and pension consulting, plan design, claims adjudication, plan administration, individual financial services, pension administration DESCRIPTION Since 1958, Coughlin has worked with public- and private-sector employers, unions, employee groups and jointly trusteed multi- employer trust funds, providing group benefits and pension consulting services, claims adjudication and third-party administration. Coughlin serves clients throughout Canada from offices in Ottawa and Winnipeg. TOTAL EMPLOYEES IN CANADA 140 Cowan Insurance Group 705 Fountain St. N., Cambridge, ON N1R 5T2 CONTACT Teresa Norris-Lue, Vice-president, Group Benefits & Retirement and Individual Life & Wealth TEL 519-650-6363 FAX 519-650-6366 EMAIL [email protected] WEBSITE www.cowangroup.ca SERVICES Benefits consulting, DC/CAP consulting, health and disability management, group benefits third-party administration and international programs. 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 150 – Group Benefits & Retirement Division Dehoney Financial Group 1777 West 8th Ave., Vancouver, BC V3E 1T1 CONTACT James H. Dehoney, President TEL 604-684-2300 FAX 604-688-3515 EMAIL [email protected] WEBSITE www.dehoney.com SERVICES Group benefit plans, third-party administration, pension, RRSPs, investments and mutual funds, life, disability, integrated disability, individual health and dental plans DESCRIPTION Dehoney Financial Group is a full- service consulting firm that offers group life and health, integrated disability plans, group pension, 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 160 TOTAL EMPLOYEES IN CANADA 28

Transcript of Actuarial Solutions Inc. Aon Hewitt Aptus Benefits Inc ... · 8/8/2014  · Aon Hewitt 225 King St....

Page 1: Actuarial Solutions Inc. Aon Hewitt Aptus Benefits Inc ... · 8/8/2014  · Aon Hewitt 225 King St. W., Toronto, ON M5V 3M2 ... SERVICES Aptus Benefits Inc. designs employee benefit

CONSULTANTS DirectoryCONSULTANTS Directory

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

Actuarial Solutions Inc.Ste. 202, 1695 Manning Rd., Tecumseh, ON N8N 2L9

CONTACT Joe Nunes

TEL 519-979-4600 FAX 519-979-4699

EMAIL [email protected]

WEBSITE www.actuarialsolutionsinc.com

SERVICES Actuarial Solutions Inc. (ASI) provides quality actuarial, consulting and pension administration services

DESCRIPTION Actuarial Solutions Inc. has built up a base of loyal clients, including sponsors of DB plans, hybrid plans, capital accumulation plans, executive programs and retiree health plans. Our clients range from small businesses to multi-national corporations and span many industries, including manufacturing, transportation, social services, financial services and regulatory agencies.

TOTAL CLIENTS 50

TOTAL EMPLOYEES IN CANADA 12

Aon Hewitt225 King St. W., Toronto, ON M5V 3M2

CONTACT Nicolle Guillen

TEL 416-225-5001 FAX 416-227-5749

EMAIL [email protected]

WEBSITE www.aonhewitt.com/canada

SERVICES Talent, retirement and health consulting; benefits and pension administration; HR business process outsourcing

DESCRIPTION Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, and navigate retirement risk while providing new levels of financial security, and redefining health solutions for greater choice, affordability and wellness.

TOTAL EMPLOYEES IN CANADA 1,800

Aptus Benefits Inc.Ste. 205, 409 Granville St., Vancouver, BC V6C 1T2

CONTACT William Watt, Principal

TEL 604-424-8030 FAX 604-424-8031

EMAIL [email protected]

WEBSITE www.aptusbenefits.ca

SERVICES Aptus Benefits Inc. designs employee benefit and retirement plans for clients who tend to have more complex issues to solve

DESCRIPTION Aptus Benefits Inc. is a Vancouver-based firm that takes a design approach to solving complex employee benefit and retirement plans. Working with clients across the country, Aptus takes a fresh approach to benefits—it designs optimal plans that serve the needs of everyone involved.

TOTAL EMPLOYEES IN CANADA 5

Baynes & White Inc. Ste. 1006, 20 Eglinton Ave. W., Toronto, ON M4R 1K8

CONTACT James White, Managing Partner

TEL 416-863-9159 FAX 416-863-9158

EMAIL [email protected]

WEBSITE www.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 consulting services to corporate clientele. The firm has developed cost-effective valuation software and systems to serve small and mid-size pension and post-retirement (non-pension) plans.

TOTAL CLIENTS 103

TOTAL EMPLOYEES IN CANADA 11

Benecaid Health Benefits Solutions Inc.Ste. 1700, 185 The West Mall, Toronto, ON M9C 5L5

CONTACT Marla Schwartz, President

TEL 416-626-8786 FAX 416-622-5312

EMAIL [email protected]

WEBSITE www.benecaid.com

SERVICES Customized group benefit solutions, health spending accounts

DESCRIPTION Benecaid is a Toronto-based financial services company that delivers simple, customized health benefit plans to small businesses. Our innovative solutions are designed to put control of health benefit costs back into the hands of the employer.

TOTAL EMPLOYEES IN CANADA 45

The Beneplan Co-operativeSte. 500, 150 Ferrand Dr., Toronto, ON M3C 3E5

CONTACT Yafa Sakkejha, General Manager

TEL 1-800-387-1670 ext. 252 FAX 416-863-5157

EMAIL [email protected]

WEBSITE http://beneplan.ca

SERVICES Group benefits consulting and purchasing. Short-term disability adjudication. Nutritionist on staff for clients at no charge. Brokers welcome.

DESCRIPTION The Beneplan Co-operative is a member-owned buying group for employee benefits. Beneplan pays patronage dividends on life insurance, health benefits, dental benefits and retail sales tax rebates to its members. Beneplan is also one of the few access points to the Reformulary drug plan, which provides rebates on prescription drugs.

TOTAL CLIENTS 250

TOTAL EMPLOYEES IN CANADA 10

bfinance Canada Ste. 2200, 1250 René Lévesque Blvd. W., Montréal, QC H3B 4W8

CONTACT Brian Cyr, Managing Director

TEL 514-393-4899 FAX 514-934-4640

EMAIL [email protected]

WEBSITE www.bfinance.com

SERVICES Bfinance’s investment consulting practice focuses on search and selection of investment managers

DESCRIPTION Founded in 1999, bfinance has served more than 400 individual clients (excluding repeat business) from 25 countries and has more than 70 employees located in offices in London (headquarters), Paris, Munich, Amsterdam, Dubai, New York and Montréal. Bfinance is staffed by practitioners with a wealth of complementary investment, transaction banking and consultancy experience.

Buck Consultants at XeroxSte. 3000, 155 Wellington St. W., Toronto, ON M5V 3H1

CONTACT David McCullagh, Growth Leader

TEL 416-644-9276 FAX 416-865-1099

EMAIL [email protected]

WEBSITE www.xerox.ca/hrconsulting

SERVICES Engaging employees in career, health and wealth, including pension, benefit, wellness and investment consulting, administration solutions and technology innovations

DESCRIPTION Within Xerox, Buck is the consulting strength of the human resource services division. Buck offers advisory, technology and administration solutions to help manage talent programs while engaging employees in their health, wealth and careers. By integrating HR consulting with HR offerings, we provide innovative solutions to overcome HR challenges. Together, we ensure you have the right strategies to develop, reward and deploy talent.

Corporate Benefit AnalystsSte. 102, 515 Riverbend Dr., Kitchener, ON N2K 3S3

CONTACT Dean Howard, President and CEO

TEL 519-804-9677 FAX 519-579-4422

EMAIL [email protected]

WEBSITE www.corpben.com

SERVICES Integrated group retirement, actuarial, benefit, wellness consulting services and solutions; individual wealth management services

DESCRIPTION Group retirement and group benefit plans are important investments for plan sponsors. Corporate Benefit Analysts helps plan sponsors get the most from their investments. We understand the pressures for change. We believe big change deserves great strategy. That’s what we do very well.

TOTAL CLIENTS 220

TOTAL EMPLOYEES IN CANADA 35

Coughlin & Associates Ltd.466 Tremblay Rd., Ottawa, ON K1G 3R1

CONTACT Brian Bockstael, President

TEL 613-231-2266 FAX 613-231-2345

EMAIL [email protected]

WEBSITE www.coughlin.ca

SERVICES Benefits and pension consulting, plan design, claims adjudication, plan administration, individual financial services, pension administration

DESCRIPTION Since 1958, Coughlin has worked with public- and private-sector employers, unions, employee groups and jointly trusteed multi-employer trust funds, providing group benefits and pension consulting services, claims adjudication and third-party administration. Coughlin serves clients throughout Canada from offices in Ottawa and Winnipeg.

TOTAL EMPLOYEES IN CANADA 140

Cowan Insurance Group705 Fountain St. N., Cambridge, ON N1R 5T2

CONTACT Teresa Norris-Lue, Vice-president, Group Benefits & Retirement and Individual Life & Wealth

TEL 519-650-6363 FAX 519-650-6366

EMAIL [email protected]

WEBSITE www.cowangroup.ca

SERVICES Benefits consulting, DC/CAP consulting, health and disability management, group benefits third-party administration and international programs. 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 150 – Group Benefits & Retirement Division

Dehoney Financial Group1777 West 8th Ave., Vancouver, BC V3E 1T1

CONTACT James H. Dehoney, President

TEL 604-684-2300 FAX 604-688-3515

EMAIL [email protected]

WEBSITE www.dehoney.com

SERVICES Group benefit plans, third-party administration, pension, RRSPs, investments and mutual funds, life, disability, integrated disability, individual health and dental plans

DESCRIPTION Dehoney Financial Group is a full-service consulting firm that offers group life and health, integrated disability plans, group pension, 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 160

TOTAL EMPLOYEES IN CANADA 28

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CONSULTANTS DirectoryCONSULTANTS Directory

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

Eckler Ltd.Ste. 900, 110 Sheppard Ave. E., Toronto, ON M2N 7A3

CONTACT Greg Malone, Principal

TEL 416-696-3098 FAX 416-429-3794

EMAIL [email protected]

WEBSITE www.eckler.ca

SERVICES Our select group of advisors offers excellence in a wide range of areas, including financials, pensions, benefits, communication, investment management, pension administration and change management

DESCRIPTION Owned and operated by its active principals, Eckler 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 are focused on plan sustainability and maximizing member value.

Express Scripts Canada5770 Hurontario St., 10th Floor, Mississauga, ON L5R 3G5

CONTACT Nancy Tibbo, Manager, Marketing & Communications

TEL 905-712-8615 FAX 905-712-9986

EMAIL [email protected]

WEBSITE www.express-scripts.ca

SERVICES Express Scripts Canada (ESC) offers a range of services and helps benefits providers address affordability concerns while helping to improve health outcomes

DESCRIPTION ESC transforms the way organizations and employees think about and participate in their drug benefit plan. Through its proprietary consumer intelligence, clinical expertise, and patients-first approach, ESC promotes better health decisions for plan members, while managing and reducing drug benefit costs for plan sponsors.

George & Bell Consulting Inc. Ste. 400, 601 West Broadway Ave., Vancouver, BC V5Z 4C2

CONTACT Brendan George, Partner or Jeremy Bell, Partner

TEL 604-871-4151 FAX 604-871-4150

EMAIL [email protected]; [email protected]

WEBSITE www.georgeandbell.com

SERVICES Pension, benefits and investment consulting, actuarial services and pension administration

DESCRIPTION George & Bell consults to sponsors, participants and other stakeholders of pension and benefit plans. Clients include unions, management and jointly governed plans in the public and private sectors. We are innovative and provide customized and practical client solutions, backed by our client satisfaction guarantee.

TOTAL CLIENTS 30

TOTAL EMPLOYEES IN CANADA 9

Homewood HealthSte. 500, 1050 West Pender St., Vancouver, BC V6E 3S7

CONTACT Sean Slater, Executive Vice-president, Sales & Marketing

TEL 1-888-689-8604 FAX 604-689-9442

EMAIL [email protected]

WEBSITE http://www.homewoodhealth.com

SERVICES Employee and family assistance programs, organizational wellness, disability management and return-to-work services, specialized medical and psychiatric services

DESCRIPTION Homewood Health is the Canadian leader in redefining treatment for mental health and addictions. We offer a suite of support services to organizations including specialized end-to-end assistance through our comprehensive wellness, employee and family assistance programs, in-patient and out-patient care, and return-to-work services.

TOTAL CLIENTS 3,200

TOTAL EMPLOYEES IN CANADA 4,000

Manion Wilkins & Associates Ltd.Ste. 500, 21 Four Seasons Pl., Toronto, ON M9B OA5

CONTACT Michael Neheli

TEL 416-234-3528 FAX 416-234-2058

EMAIL [email protected]

WEBSITE www.manionwilkins.com

SERVICES Third-party administration, benefit payment and trust fund consulting, personal financial consulting

DESCRIPTION Manion is an independent Canadian owned firm that specializes in administration, benefit payments and consulting services for corporations and multi-employer plans. This includes pension, life, LTO and STD, health and dental, SUB, vacation pay and legal assistance plans, as well as personal benefit/financial consulting.

TOTAL CLIENTS 120

TOTAL EMPLOYEES IN CANADA 115

Mercer161 Bay St., P.O. Box 501, Toronto, ON M5J 2S5

CONTACT Stephen Lee, Canada Sales Leader

TEL 416-868-2882 FAX 416-868-2136

EMAIL [email protected]

WEBSITE www.mercer.ca

SERVICES Consulting products and solutions in retirement, health and benefits, compensation, performance management, workforce analytics, executive remuneration, wellness, investment, investment management, communication, change management, HR operations and information products

DESCRIPTION Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset: their people.

TOTAL CLIENTS 3,100

TOTAL EMPLOYEES IN CANADA 1,300

Microtrends Computing Services Ste. 610, 100 York Boulevard, Richmond Hill, ON L4B 1J8

CONTACT Tony Gouveia, Director, Sales and Marketing

TEL 905-882-9844 ext. 110 FAX 905-882-9845

EMAIL [email protected]

WEBSITE www.flextpa.com

SERVICES Group administration/billing software

DESCRIPTION Microtrends has developed FlexTPA, a leading-edge software solution for TPAs that allows them to automate all aspects of group benefits administration/billing, enhance service to their group clients and gain valuable insight into how to grow 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

Morneau ShepellSte. 700, 895 Don Mills Road, Tower One, Toronto, ON M3C 1W3

CONTACT Tina Giontsis, Director, Corporate Marketing

TEL 416-383-6448 FAX 416-445-7989

EMAIL [email protected]

WEBSITE www.morneaushepell.com

SERVICES Health, benefits, employee assistance, retirement and administrative solutions. Morneau Shepell helps clients reduce costs, increase employee productivity and improve their competitive position through health, productivity, administrative and retirement solutions.

DESCRIPTION Morneau Shepell is the largest company in Canada offering human resources consulting and outsourcing services, a leading provider of employee and family assistance programs, the largest administrator of pension and benefits plans and the largest provider of integrated absence management solutions in Canada.

TOTAL CLIENTS 20,000

TOTAL EMPLOYEES IN CANADA 3,500

Morrow, Crossdale & Associates Inc.10 Station Lane, Unionville, ON, L3R 1R3

CONTACT Paul Crossdale, Consultant

TEL 416-471-3566

EMAIL [email protected]

WEBSITE www.morcro.ca

SERVICES Employee benefits, retirement and workplace solutions

DESCRIPTION Morrow, Crossdale & Associates Inc. 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 and making a difference.”

TOTAL EMPLOYEES IN CANADA 6

NexgenRx Inc.Ste. 600, 185 The West Mall, Toronto, ON M9C 5L5

CONTACT Ronald C. Loucks, President and CEO

TEL 416-695-3393 ext. 801 FAX 416-695-1635

EMAIL [email protected]

WEBSITE www.nexgenrx.com

SERVICES NexgenRx is an ASO health, drug, dental and HCSA claims adjudicator with a benefit administration solution for our clients that allows for a one-entry-point administration approach regardless of how many carriers you work with. NexgenRx handles flex benefits and offers an online flex enrollment solution.

DESCRIPTION NexgenRx is an independent pharmacy benefit manager. Our drug card is recognized by 99.9% of all pharmacies in Canada, 67,000 pharmacies in the U.S.A. and 100% of all dentists in Canada. Through leading-edge claims adjudication technology, NexgenRx can manage the simplest to the most complex of plan designs. We work with advisors and plan sponsors to meet their clients’ needs.

TOTAL CLIENTS 1000+

TOTAL EMPLOYEES IN CANADA 30

Normandin Beaudry 630 René-Lévesque Blvd. W., 30th Floor, Montréal, QC H3B 1S6

CONTACT Éric Montminy, President

TEL 514-285-1122 FAX 514-285-1199

EMAIL [email protected]

WEBSITE www.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” to benefit 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 140

Pal Benefits Inc.1052 Yonge St. Toronto, ON M4W 2L1

CONTACT Sarah J. Beech, President, or Mark Dowdell, Vice-president, Retirement & Investment Services, or Steven Osiel, Vice-president, Total Rewards & Compensation

TEL 416-969-8588 or 1-866-969-8588

FAX 416-962-1711

EMAIL [email protected] or [email protected] or [email protected]

WEBSITE www.palbenefits.com

SERVICES Providing consultation, service, perspective and benchmarking for group benefits, retirement and investment programs, compensation and incentives, and communications

DESCRIPTION As a leading benefits, retirement and investment, and compensation firm, Pal is distinct in its approach, designing and managing clients’ programs from the biggest picture to the smallest detail. Sensitive to clients’ individuality, Pal’s creative and unique talent for resolving employee issues provides both employers and employees with superior results.

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A D V E R T I S I N G S U P P L E M E N T

CONSULTANTS DirectoryCONSULTANTS Directory

A D V E R T I S I N G S U P P L E M E N T

Robertson, Eadie & Associates Ltd.Ste. 210, 481 Morden Road, Oakville, ON L6K 3W6

CONTACT John Deinum

TEL 905-338-7002 FAX 905-338-7022

EAMIL [email protected]

WEBSITE www.re-a.com

SERVICES Pension consulting, pension actuarial and pension administration services

DESCRIPTION Robertson, Eadie & Associates Ltd. is a firm of actuaries and pension consultants incorporated in 1991. We specialize in providing pension actuarial and administrative services to small to mid-size clients whose primary concern is high-quality, cost -effective advice. Our clients have pension plans ranging in size from under 100 members to several thousand members. We are committed to the long-term viability of the pension arrangements sponsored by our clients.

TOTAL CLIENTS 112

TOTAL EMPLOYEES IN CANADA 21

Russell Investments Canada LimitedSte. 5900, 100 King St. W., Toronto, ON M5X 1E4

CONTACT Tom Lappalainen, Director, Strategic Advice

TEL 416-640-2472 or 866-737-2228 FAX 416-4211348

EMAIL [email protected]

WEBSITE www.russell.com/ca/institutional

SERVICES Consulting and customized outsourcing solutions that would typically include governance advice, tailored strategic asset/liability analysis, strategic advice informed by practical implementation experience, risk analysis and investment policy advice

DESCRIPTION We are 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 indices. We provide worldwide institutions with investment advice and have $2.5 trillion in global assets under advisement.

TOTAL CLIENTS 22

TOTAL EMPLOYEES IN CANADA 151

The Segal GroupSte. 802, 45 St. Clair Avenue W., Toronto, ON M4V 1K9

CONTACT Cameron McNeill, FFA, FCIA, Senior Vice-president

TEL 416-969-3963 FAX 416-961-2101

EMAIL [email protected]

WEBSITE www.segalco.ca

SERVICES Group benefit plans, DB pension plans, DC pension plans, actuarial services, asset liability modelling, participant communications, investment consulting, manager search, performance measurement, asset allocation

DESCRIPTION The Segal Group is a leading employee benefits, compensation, human resources, actuarial and investment consulting firm in Canada, headquartered in New York with nearly 1,000 employees throughout North America. Clients include state and local governments, multi-employer pension and health and welfare plans, corporate and non-profit employers, and professional service firms.

TOTAL CLIENTS 65

TOTAL EMPLOYEES IN CANADA 25

Westcoast Actuaries Inc. Ste. 908, 1166 Alberni St., Vancouver, BC V6E 3Z3

CONTACT Stephen Cheng, Managing Director

TEL 604-730-1898 ext. 128 FAX 604-730-1886

EMAIL [email protected]

WEBSITE www.westcoast-actuaries.com

SERVICES Actuarial consulting, communication and administration services for employee and executive pension plans, and post-employment (non-pension) benefit plans

DESCRIPTION Westcoast Actuaries Inc. provides optimum pension solutions through innovative pension plan design and quality actuarial advice. We deliver exceptional value in consulting and administration services to clients across Canada by exercising prudent and responsible fiscal management and development of leading-edge systems. Experts in DB and CAP plans, IPPs, SERPs and RCAs.

TOTAL CLIENTS 1000 +

TOTAL EMPLOYEES IN CANADA 18

Western Compensation & Benefits ConsultantsSte. 2000, 1188 West Georgia St., Vancouver, BC V6E 4A2

CONTACT Barry D. Cook

TEL 604-683-9155 FAX 604-687-2315

EMAIL [email protected]

WEBSITE www.wcbc.ca

SERVICES Compensation, group benefits, executive remuneration, pension, investment and actuarial consulting

DESCRIPTION For over 30 years, Western Compensation & Benefits Consultants has helped Canadian employers pay employees appropriately by providing customized solutions, professional advice and market-based research. Our expertise in the design, evaluation and management of compensation, group benefits and retirement programs results in high-quality, practical solutions tailored to your needs.

The Williamson Group225 King George Rd., Brantford, ON N3R 7N7

CONTACT Colleen Baker, Director, Business Development & Global Benefits

TEL 800-265-9973 FAX 519-756-9914

EMAIL [email protected]

WEBSITE http://www.williamsongroup.com

SERVICES Integrated corporate solutions within group benefits consulting, global benefits consulting, group pension consulting, disability management and individual financial planning

DESCRIPTION The Williamson Group provides integrated solutions for employer sponsored benefits, pensions, disability management and individual financial services. We provide employers with custom solutions that foster healthier and more productive work environments. Experience the difference between being listened to, and being heard.

TOTAL CLIENTS ~300

TOTAL EMPLOYEES IN CANADA 72

Pavilion Advisory GroupSte. 4030, 1250 René-Lévesque Blvd. W. Montréal, QC H3B 4W8

CONTACT Eric Bolduc, Vice-president

TEL 514-227-7714 FAX 514-846-1159

EMAIL [email protected]

WEBSITE www.pavilioncorp.com

SERVICES Investment policy development, asset allocation, risk management, manager research, manager monitoring, alternative investing, socially responsible investing and implemented consulting

DESCRIPTION As a full-service investment consulting and advisory firm, Pavilion serves a wide range of institutional investors, from endowments and foundations to some of the largest, most sophisticated pension funds and other institutions. We aim to create value for our clients through in-depth research on investment strategies, fulfilled through customized recommendations and service.

PBI Actuarial Consultants Ltd.Ste. 1070, One Bentall Centre, 505 Burrard St., Vancouver, BC V7X 1M5

CONTACT Riley St. Jacques

TEL 604-647-3206 FAX 604-687-8074

EMAIL [email protected]

WEBSITE www.pbiactuarial.ca

SERVICES Actuarial services, pension consulting, group benefits consulting, investment consulting and pension plan administration

DESCRIPTION Associate-owned consulting firm with offices in Vancouver, Montreal and Toronto. Leading experts in asset-liability management for defined benefit and target benefit plans. Trusted advisors to unions, joint boards of trustees, municipalities, non-profits and private sector plan sponsors across Canada. PBI’s client-centred teams develop and deliver customized solutions with a collaborative work approach.

TOTAL CLIENTS 68

TOTAL EMPLOYEES IN CANADA 70

Proteus Performance Management Inc.Ste. 303, 250 Ferrand Dr., Toronto, ON M3A 3G3

CONTACT Ryan Kuruliak, Vice-president

TEL 416-421-3557 FAX 416-421-1348

EMAIL [email protected]

WEBSITE www.proteusperformance.com

SERVICES Pension governance consulting, investment consulting, investment management search, recordkeeper search, retirement education services

DESCRIPTION Proteus delivers a comprehensive process of pension governance and investment consulting. The six critical elements of governance covered are plan design, investment policy, performance measurement, employee communications and cost/benefit analysis. The implementation and ongoing maintenance of the process helps ensure compliance and mitigates the risk of liability. Proteus also provides retirement planning services.

TOTAL CLIENTS 106

TOTAL EMPLOYEES IN CANADA 15

Segal Rogerscasey Canada (Member of The Segal Group)Ste. 2020, 65 Queen St. W., Toronto, ON M5H 2M5

CONTACT Ruo Tan, CFA, President

TEL 416-642-7792 FAX 416-304-0570

EMAIL [email protected]

WEBSITE www.segalco.ca

SERVICES Investment consulting, manager search, performance measurement, asset allocation, portfolio modelling, compliance investment, investment product design, investment management, portfolio style analysis, investment manager selection

DESCRIPTION Segal Rogerscasey Canada, a global investment solutions firm, provides innovative, client-driven consulting advice and outsourcing solutions. Clients include corporations, non-profit organizations, and governments. We work with financial service firms through Rogerscasey, a division of Segal Advisors.

TOTAL CLIENTS 65

TOTAL EMPLOYEES IN CANADA 25

TRG Group Benefits & Pensions, Inc.Ste. 800, 1177 West Hastings St., Vancouver, BC V6E 2K3

CONTACT Greg Pallone, Managing Director

TEL 604-714-4400 FAX 604-714-4401

EMAIL [email protected]

WEBSITE www.trggroup.com

SERVICES Specialize in customized employee benefits and retirement plans for businesses of all types, including not-for-profit organizations

DESCRIPTION TRG is a close-knit group of experienced advisors and service professionals with over 300 years of combined experience in the employee benefits field. Our job is to make it easy for you and your HR team to navigate through the complexities of your employee benefits program.

TOTAL CLIENTS 1,000

TOTAL EMPLOYEES IN CANADA 39

Vital BenefitsSte. 301, 224 11 Avenue SW, Calgary, AB T2R 0C3

CONTACT Melanie Jeannotte, Managing Partner

TEL 403-209-3817 FAX 403-476-0909

EMAIL [email protected]

WEBSITE www.vitalbenefitsinc.com

SERVICES Domestic and international group benefits and retirement programs, individual insurance, communication and branding, benchmarking, total rewards statements and MyHSA

DESCRIPTION Vital Benefits specializes in designing, implementing and communicating innovative, competitive and cost-effective group benefits and retirement programs. We assist our clients in managing costs for long-term program sustainability and promote employee education. Our high-touch service model guarantees a half-day response to all customer inquiries.

TOTAL CLIENTS 150

TOTAL EMPLOYEES IN CANADA 17

Page 4: Actuarial Solutions Inc. Aon Hewitt Aptus Benefits Inc ... · 8/8/2014  · Aon Hewitt 225 King St. W., Toronto, ON M5V 3M2 ... SERVICES Aptus Benefits Inc. designs employee benefit

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 MarketplaceCONSULTANTS Marketplace

Homewood HealthTM

We provide medically focused in-patient and out-patient care, Return to Work Services, and Employee and Family Assistance Programs.

For more information, please contact us at:[email protected]

Growing to serve you better.

MONTREAL | TORONTO | WINNIPEG | CHICAGOwww.pavilioncorp.com

Pavilion Advisory GroupTM provides investment consulting and implemented solutions to pension plans, endowments, foundations and other investors.

We’ve recently added expertise in retirement benefit consulting and expanded our capabilities in alternative asset classes, particularly private equity.

Contact us to learn more.

Pavilion Advisory Group™ is a trademark of Pavilion Financial Corporation used under license by Pavilion Advisory Group Ltd. in Canada and by Pavilion Advisory Group Inc. in the United States. © 2014 Pavilion Advisory Group Ltd. All rights reserved.

Empower Results®[email protected] | aonhewitt.com/canada

Empowering organizations andindividuals to secure a betterfuture through innovative talent, retirement and health solutions.

TalentRetirement

Health

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CONTACTFrancesca Gibson

[email protected]

Consultants that Care

Group BenefitsGroup Pensions

Disability Solutions

Cultivating a culture of caring for clients, colleagues, and community. It’s not a tag-line, it’s just who we are.

The Williamson Group225 King George RoadBrantford, ON, N3R 7N7williamsongroup.com

Colleen Baker, DirectorBusiness Development & Global Benefitst. 1-800-265-9973, ext. 260e. [email protected]