actuarial solutions inc. aon hewitt aptus benefits inc. c ... · pdf filepension and group...

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CONSULTANTS Directory CONSULTANTS Directory ADVERTISING SUPPLEMENT ADVERTISING SUPPLEMENT Actuarial Solutions Inc. Ste. 202, 1695 Manning Rd., Tecumseh, 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 ASI 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, M5V 3M2 CONTACT Nicolle Guillen, Corporate Marketing TEL 416-225-5001 FAX 416-227-5749 EMAIL [email protected] WEBSITE www.aonhewitt.com/canada SERVICES Human resources consulting, benefits administration and HR business process outsourcing DESCRIPTION Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. The global leader advises, designs and executes 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, V6C 1T2 CONTACT William Watt, Principal TEL 604-424-8032 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 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 4 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 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 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 150 TOTAL EMPLOYEES IN CANADA 12 bfinance Canada Ste. 2200, 1250 René Lévesque Blvd. W., Montréal, 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, A Xerox Company Ste. 3000, 155 Wellington St. W., Toronto, M5V 3H1 CONTACT Julie Holden, Client Strategy and Growth Leader TEL 416-644-9268 FAX 416-865-1099 EMAIL [email protected] WEBSITE www.buckconsultants.ca SERVICES Pension consulting (including actuarial and pension administration), benefits consulting, investment consulting, HR solutions 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 CLIENTS 260 TOTAL EMPLOYEES IN CANADA 180 C & C Insurance Consultants Ste. 6, 22425 Jefferies Rd., Komoka, N0L 1R0 CONTACT Jeff Ische TEL 519-657-1446 FAX 519-657-4520 EMAIL [email protected] WEBSITE www.ccinsurance.ca SERVICES Group benefit plans, DC pension plans, benefits administration, health claims adjudication, fund reporting, feasability claims and drug cost management, employee assistance programs DESCRIPTION Privately owned benefits consulting firm operating since 1984. We specialize in “niche” markets providing a full line of services to our clients who are located from coast to coast. Our services include life insurance, pension consulting, benefits consulting and full TPA services. TOTAL CLIENTS 374 TOTAL EMPLOYEES IN CANADA 24 Corporate Benefit Analysts Ste. 102, 515 Riverbend Dr., Kitchener, 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. CBA 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, K1G 3R1 CONTACT Brian Bockstael, President TEL 613-231-2266 FAX 613-231-1234 EMAIL [email protected] WEBSITE www.coughlin.ca SERVICES Benefits and pension consulting, claims adjudication and payment, third-party administration, pension administration, disability management, individual financial services DESCRIPTION Since 1958, Coughlin & Associates Ltd. 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 claims adjudication and payment and third-party administration services. Coughlin serves clients through offices in Ottawa and Winnipeg. TOTAL EMPLOYEES IN CANADA 146 Cowan Insurance Group 705 Fountain St. N., PO Box 1510, Cambridge, N1R 5T2 CONTACT Teresa Norris-Lue, Vice-President, Benefits TEL 519-650-6363 FAX 519-650-6433 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 125 Dehoney Financial Group 1777 West 8th Ave., Vancouver, V6J 1V8 CONTACT Jim Dehoney, President TEL 604-684-2300 FAX 604-684-3515 EMAIL [email protected] WEBSITE www.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 Donaldson Vincent Associates Limited 38 Lesmill Rd., Toronto, M3B 2T5 CONTACT Donald Armstrong, Senior Actuary and Consultant TEL 416-447-7900 FAX 416-445-4504 EMAIL [email protected] WEBSITE www.dvassociates.com SERVICES DB/DC pension plan consulting and actuarial, CAP consulting and establishment of individual member investment programs DESCRIPTION Focused and responsive service for smaller companies and employers providing coherent advice and technical assistance. Specialize in investment advice for members of CAPs. TOTAL CLIENTS 30 TOTAL EMPLOYEES IN CANADA 6

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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

Actuarial Solutions Inc.Ste. 202, 1695 Manning Rd., Tecumseh, 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 ASI 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, M5V 3M2

CONTACT Nicolle Guillen, Corporate Marketing

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

EMAIL [email protected]

WEBSITE www.aonhewitt.com/canada

SERVICES Human resources consulting, benefits administration and HR business process outsourcing

DESCRIPTION Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. The global leader advises, designs and executes 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, V6C 1T2

CONTACT William Watt, Principal

TEL 604-424-8032 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 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 4

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

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 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 150

TOTAL EMPLOYEES IN CANADA 12

bfinance CanadaSte. 2200, 1250 René Lévesque Blvd. W., Montréal, 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,A Xerox CompanySte. 3000, 155 Wellington St. W., Toronto, M5V 3H1

CONTACT Julie Holden, Client Strategy and Growth Leader

TEL 416-644-9268 FAX 416-865-1099

EMAIL [email protected]

WEBSITE www.buckconsultants.ca

SERVICES Pension consulting (including actuarial and pension administration), benefits consulting, investment consulting, HR solutions

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 CLIENTS 260

TOTAL EMPLOYEES IN CANADA 180

C & C Insurance ConsultantsSte. 6, 22425 Jefferies Rd., Komoka, N0L 1R0

CONTACT Jeff Ische

TEL 519-657-1446 FAX 519-657-4520

EMAIL [email protected]

WEBSITE www.ccinsurance.ca

SERVICES Group benefit plans, DC pension plans, benefits administration, health claims adjudication, fund reporting, feasability claims and drug cost management, employee assistance programs

DESCRIPTION Privately owned benefits consulting firm operating since 1984. We specialize in “niche” markets providing a full line of services to our clients who are located from coast to coast. Our services include life insurance, pension consulting, benefits consulting and full TPA services.

TOTAL CLIENTS 374

TOTAL EMPLOYEES IN CANADA 24

Corporate Benefit AnalystsSte. 102, 515 Riverbend Dr., Kitchener, 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. CBA 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, K1G 3R1

CONTACT Brian Bockstael, President

TEL 613-231-2266 FAX 613-231-1234

EMAIL [email protected]

WEBSITE www.coughlin.ca

SERVICES Benefits and pension consulting, claims adjudication and payment, third-party administration, pension administration, disability management, individual financial services

DESCRIPTION Since 1958, Coughlin & Associates Ltd. 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 claims adjudication and payment and third-party administration services. Coughlin serves clients through offices in Ottawa and Winnipeg.

TOTAL EMPLOYEES IN CANADA 146

Cowan Insurance Group705 Fountain St. N., PO Box 1510, Cambridge, N1R 5T2

CONTACT Teresa Norris-Lue, Vice-President, Benefits

TEL 519-650-6363 FAX 519-650-6433

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 125

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 www.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

Donaldson Vincent Associates Limited38 Lesmill Rd., Toronto, M3B 2T5

CONTACT Donald Armstrong, Senior Actuary and Consultant

TEL 416-447-7900 FAX 416-445-4504

EMAIL [email protected]

WEBSITE www.dvassociates.com

SERVICES DB/DC pension plan consulting and actuarial, CAP consulting and establishment of individual member investment programs

DESCRIPTION Focused and responsive service for smaller companies and employers providing coherent advice and technical assistance. Specialize in investment advice for members of CAPs.

TOTAL CLIENTS 30

TOTAL EMPLOYEES IN CANADA 6

483 4505

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, 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 financial, pensions, benefits, communications, investment management, pension administration, change management and technology

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 our professionals are focused on plan sustainability and maximizing member value.

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

CONTACT Brendan George, Partner, or Jeremy Bell, Partner

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

EMAIL [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 15

TOTAL EMPLOYEES IN CANADA 5

Manion Wilkins & Associates Ltd.Ste. 500, 21 Four Seasons Pl., Toronto, M9B 0A5

CONTACT Michael Neheli, President

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

EMAIL [email protected]

WEBSITE www.manionwilkins.com

SERVICES Third-party benefits administration and payments, and trust fund consulting services

DESCRIPTION Manion is an independent, Canadian owned professional firm that specializes in providing administration, claims payment and consulting services for corporations and multi-employer pension, life and health, dental, SUB, vacation pay and legal assistance benefit plans. Our focus is on delivering superior customer service and leading-edge solutions.

TOTAL CLIENTS 120

TOTAL EMPLOYEES IN CANADA 113

Microtrends Computing ServicesSte. 104, 60 Granton Dr., Richmond Hill, L4B 1J2

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

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

CONTACT Greg Fayarchuk

TEL 416-868-2638 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 3,300

TOTAL EMPLOYEES IN CANADA 1,300

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

CONTACT Tricia Ramsarran, Director of Corporate Marketing

TEL 416-383-6464 FAX 647-296-6765

EMAIL [email protected]

WEBSITE www.morneaushepell.com

SERVICES Health and productivity solutions, administrative solutions, retirement solutions. We focus on increasing ROI, reducing cost/risk, enhancing operation efficiency and increasing employee engagement.

DESCRIPTION Morneau Shepell partners with organizations to design, develop and deliver integrated solutions that fit their needs, reduce costs and increase their employees’ engagement and productivity. We help organizations help their people manage their financial security, health and well-being. We believe that engaged people are the driving force in society.

TOTAL CLIENTS 8,000

TOTAL EMPLOYEES IN CANADA 3,000

Morrow Crossdale & Associates Inc10 Station Lane, Unionville, L3R 1R3

CONTACT Ted Morrow, Consultant

TEL 905-881-5783 FAX 905-881-5650

EMAIL [email protected]

WEBSITE www.morcro.ca

SERVICES Employee benefits, retirement 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 and RRSPs. We strive to enhance our trust relationships with clients by “Earning your trust” and “Making a difference” in everything we do.

TOTAL EMPLOYEES IN CANADA 6

Normandin Beaudry630 Rene-Levesque Blvd. W., 30th Floor, Montréal, 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 135

Organizational Solutions Inc.Ste. 253, 2186 Mountain Grove Ave., Burlington, L7P 4X4

CONTACT Mary Young, Executive Assistant

TEL 866-674-7656 ext. 2231 FAX 866-511-0008

EMAIL [email protected]

WEBSITE www.orgsoln.com

SERVICES Disability management, workers’ compensation, attendance management, return to work programs, physical demands analysis, ergonomic and cognitive assessments, audits and assessments

DESCRIPTION Our highly specialized service will help control the human and financial cost of lost time in the workplace due to both occupational and non-occupational disabilities, and will provide your organization with a measurable ROI. We use an objective results-driven approach and employ healthcare professionals to manage disability claims.

TOTAL CLIENTS 700+

TOTAL EMPLOYEES IN CANADA 100+

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

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

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

FAX 416-962-1711

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

WEBSITE www.palbenefits.com

SERVICES Consultation, direction, service and benchmarking for group benefits, retirement and investment programs, and compensation

DESCRIPTION Pal 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.

Pavilion Advisory GroupSte. 4030, 1250 René-Lévesque Blvd. W., Montreal, 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 ConsultantsSte. 1070, One Bentall Centre, 505 Burrard St., Vancouver, V7X 1M5

CONTACT Tony Williams

TEL 604-687-8056 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 An associate-owned consulting firm working with plan sponsors and trustees of negotiated benefit and pension plans across Canada. One of the leaders in asset liability management. Client-centred teams developing and delivering customized solutions. Trusted advisors to some of the country’s largest multi-employer plans.

TOTAL CLIENTS 64

TOTAL EMPLOYEES IN CANADA 60

multia designwww.multiadesign.com

18 Parkview Avenue, Suite 910Toronto Ontario m2n 7h7

flextpa cmyk color logotype

Skunkworks Creative Group Inc. | George & Bell Consulting Logo | May 17, 2012 | FINAL

Font Family: Jeunesse

Pantone Warm Gray 10 CCMYK: 10M 15Y 60K

Pantone 167 CCMYK: 18C 80M 100Y 7K

CMYK

Pantone

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

PDF Financial Group Inc.Ste. 205, 100 York Blvd. Richmond Hill, L4B 1J8

CONTACT Peter Demangos, Managing Director

TEL 416-733-0933 FAX 416-733-0963

EMAIL [email protected]

WEBSITE www.pdffinancial.com

SERVICES Benefits, pension and wellness consulting

DESCRIPTION PDF Financial Group Inc. is an independent brokerage offering consulting and outsourcing services for employee programs and related financial advice. PDF specializes in group benefits, group retirement, proactive programs and educational seminars for medium to large-sized organizations. As an independent, PDF is able to offer clients products and programs underwritten by several insurance companies and related third parties.

Proteus Performance Management Inc.Ste. 303, 250 Ferrand Dr., Toronto, 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, performance measurement

DESCRIPTION Proteus delivers a comprehensive process of pension governance and investment consulting for institutional investors. Services include plan design, investment policy, performance measurement, employee communications and cost/benefit analysis. Additionally, Proteus provides an extensive list of retirement planning services, including individual counselling, seminars and workshops.

TOTAL CLIENTS 104

TOTAL EMPLOYEES IN CANADA 14

Russell InvestmentsSte. 5900, 100 King St. W., Toronto, M5X 1E4

CONTACT Tom Lappalainen, Managing Director, Senior Consultant

TEL 416-640-2472 FAX 416-362-4494

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 indexes. We provide worldwide institutions with investment advice and have $2.6 trillion (12/31/2012) in assets.

TOTAL CLIENTS 19

TOTAL EMPLOYEES IN CANADA 151*

*This number reflects our global resources engaged in capital markets research, investment strategists, consultants, manager research

Segal ConsultingSte. 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 www.segalco.ca

SERVICES Actuarial services, benefits consulting, communications consulting, DB pension plan consulting and DC/CAP consulting, HR consulting, administration and technology consulting

DESCRIPTION Segal Consulting, a member of The Segal Group, is a leading employee benefits, HR, and actuarial firm in Canada.

TOTAL EMPLOYEES IN CANADA 20

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 www.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, overlay management

DESCRIPTION Segal Rogerscasey Canada, a member of The Segal Group, provides unbiased investment advice and investment solutions to clients throughout Canada.

TOTAL EMPLOYEES IN CANADA 8

Sibson ConsultingSte. 802, 45 St. Clair Ave. W., Toronto, M4V 1K9

CONTACT Ron Olsen, Senior Vice-President and Actuary

TEL 416-969-3972 FAX 416-961-2101

EMAIL [email protected]

WEBSITE www.sibson.ca

SERVICES Compensation consulting, talent and performance management, group benefit plans, DB pension plans, DC pension plans, actuarial services, employee communications, sales force effectiveness, change management

DESCRIPTION Sibson Consulting, a member of The Segal Group, provides strategic human resources and employee benefits solutions to corporate and non-profit employers throughout Canada.

TOTAL EMPLOYEES IN CANADA 20

Towers WatsonSte. 1701, 175 Bloor St. E., Toronto, M4W 3T6

CONTACT Nicolas Crook, Managing Consultant

TEL 416-960-2773 FAX 416-960-2819

EMAIL [email protected]

WEBSITE www.towerswatson.com

SERVICES Pension consulting (actuarial, administration and investment), health and group benefits, insurance consulting, executive compensation, employee rewards, surveys and data services

DESCRIPTION Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of benefits, talent management, rewards, and risk and capital management.

Westcoast Actuaries Inc.Ste. 908, 1166 Alberni St., Vancouver, 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 Employee and executive pension plans, post-employment (non-pension) benefit plans actuarial consulting, communication and administration services

DESCRIPTION Westcoast Actuaries Inc. provides optimum pension solutions through innovative pension plan design and quality actuarial advice. Deliver exceptional value in consulting and administration services to clients across Canada by exercising prudent and responsible fiscal management. Leading experts in DB and CAP plans, SERPs and RCAs.

TOTAL CLIENTS 1000 +

TOTAL EMPLOYEES IN CANADA 18

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 www.wcbc.ca

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

DESCRIPTION For over 30 years, WCBC 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, N3R 7N7

CONTACT Don Williamson, President

TEL 800-265-9973 FAX 519-756-5773

EMAIL [email protected]

WEBSITE www.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 75

Is your firm

missing from this

directory?

CONTACTFrancesca Gibson

[email protected]

Be innext year’s 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

CONSULTANTS MarketplaceCONSULTANTS Marketplace

www.mercer.ca

From left to right: Paul Forestell — Retirement Leader; Brian Brown — Canada Regional Offices Leader; Stephen Lee — Director, Commercial Operations & Client Management; Vicki Stokoe — Director, Strategy Implementation; Jodi Macpherson — Toronto Office Leader; François Picard — Montréal & Québec City Office Leader; Ted Singeris — President, Mercer Canada; Gord Frost — Talent Leader; Rick Holinshead — Health & Benefits Leader; Steve Sharpe — HR Leader; Jacqui Parchment — Investments Leader; Sylvain Poirier — Director of Consulting.

Our team is here to help you grow your most vital asset — your people.

1216

7-A

D-0

5071

3

InTRODuCInG OuR MeRCeR CAnADA LeADeRSHIP TeAM

To innovate and succeed, an organization has to understand the challenges.

The Segal Group has been helping our clients throughout Canada succeed for over 35 years with their benefits, HR, and investment programs.

Let us help your organization shine.Learn more about these Canadian inventions at www.segalco.ca/bigideas

Big Ideas. One Company.Providing Benefits, Actuarial and Human

Resources Consulting Services

Retirement

Group Benefit

Communications

Administration and Technology

Investment

And Offices Throughout the U.S.

Toronto416.969.3960

Calgary403.692.2264

www.segalco.ca www.sibson.ca

Montreal514.989.3735

10BECA09255X-2.indd 1 07/07/11 10:55

Brian Cyr, CFAManaging Director, bfinance CanadaTel: +1 (514) 393-4899E-mail: [email protected]

BBFinance.indd 1 12-07-11 13:58

Pavilion Advisory Group is a trademark of Pavilion Financial Corporation used under license by Pavilion Advisory Group Ltd. in Canada and

Pavilion Advisory Group Inc. in the United States.

WWW.PAVILIONCORP.COM

As a premium, full-service investment consulting

and advisory firm, Pavilion Advisory GroupTM

serves a wide range of institutional investors.

Based on client needs, Pavilion provides à la

carte offerings, comprehensive full retainer

consulting and advisory services, and/or

implemented solutions with a level of discretion

over client portfolios.

Montreal Winnipeg Chicago