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Benefit & Pension Consultants Annual Directory

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ACQUAINT FINANCIAL INC.
Asaf Shad, President & CEO; #4 – 2131 Williams Parkway, Brampton, ON L6S 5Z4
PH: 905-595-1323 x331
Fax: 905-595-1393
eMail: ashad@acquaintfinancial.com
Web: www.acquaintfinancial.com

ACTUARIAL SOLUTIONS INC.
Joe Nunes, President; 1695 Manning Rd., Ste. 202, Tecumseh, ON N8N 2L9
PH: 519-979-4600
Fax: 519-979-4699
eMail: joe@actuarialsolutionsinc.com
Web: www.actuarialsolutionsinc.com
Client Profile -
1 to 100 Employees: 24
101 to 500 Employees: 7
501 to 1,000 Employees: 3
1,000+ Employees: 17
Other Offices: Oakville
Professional Staff: 10
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans, Actuarial Services; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration

ACTUBEN CONSULTING INC.
Brian Jenkins, President; 130 – 2155 Leanne Blvd., Mississauga, ON L5K 2K8
PH: 905-823-7942
Fax: 905-823-7944
eMail: bjenkins@actuben.com
Client Profile -
1 to 100 Employees: 160
101 to 500 Employees: 9
501 to 1,000 Employees: 2
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Executive and Post-employment Retirement Programs, Executive/Individual Pension Plan, Valuation of Post-employment Programs, Administrative Support for Pension Plan; Investment Consulting Services Offered – Performance Measurement, Education & Communication, Manager Search, Risk Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, DB Pension Plan Administration, Administration Services for Small Plans, particularly Executive DB Programs

ADVANCED BENEFITS CONSULTING
Jim Kilgour, President; Unit 2, 39 Durward Pl., Waterloo, ON N2L 4E5
PH: 519-576-5678
Fax: 519-747-3077
eMail: plans@advancedbenefits.ca
Web: www.advancedbenefits.ca
Other Offices: Cambridge
Professional Staff: 7
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Executive Medicals, Special Risk Coverage, International Coverage, Proprietary Products; Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Policy Development, Transition Management, CAP Guidelines Assessment; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management, Preferred Provider Networks; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, Employee Assistance, Premium Billing & Collection, DC Pension Plan Administration, Group RRSP Administration; Software & Technology Consulting Services Offered – Benefits Administration, Investment Manager Selection, Fund Reporting, DC Pension, Flex Plan Administrative Software, Total Rewards Statements

ADVISORY CAPITAL GROUP
Mary Linton, Managing Partner; 110 Yonge St., Ste. 1702, Toronto, ON M5C 1T4
PH: 416-322-3339
Fax: 416-322-1440
eMail: mlinton@advisorycanada.com
Web: www.advisorycanada.com
Client Profile -
1 to 100 Employees: 4
101 to 500 Employees: 8
501 to 1,000 Employees: 15
1,000+ Employees: 1
Professional Staff: 8
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management

AMPERSAND ADVISORY GROUP
Gerry Wahl, Managing Director, Senior Consultant, 4221 Canterbury, North Vancouver, BC V7R 3N4
PH: 604-907-9783
eMail: wahl@ampersandadvisory.com
Web: www.ampersandadvisory.com
Client Profile -
1 to 100 Employees: 2
101 to 500 Employees: 1
501 to 1,000 Employees: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management, Implementing Governance and Reporting Frameworks for DB and CAPs

AON HEWITT
Nicolle Guillen, Marketing & Communications; 225 King St. W., Toronto, ON M5V 3M2
PH: 416-225-5001
Fax: 416-227-5749
eMail: nicolle.guillen@aonhewitt.com
Web: www.aonhewitt.com/canada
Other Offices: Vancouver, Calgary, Edmonton, Regina, Saskatoon, Winnipeg, London, Ottawa, Montreal, Quebec City, Halifax
Professional Staff: 1,800
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Performance, Rewards, and Talent, Communication, Change Consulting, Plan Design Optimization, Solutions for Employers of all sizes; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return to Work, Drug Cost Management, Flexible Benefits, Plan Design, 360 Absence Management Solutions, Health Strategies, Wellness; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, DB Pension Plan Administration, Healthcare Spending Account Administration, HR BPO, including Recruitment, Training, and Development, Workforce Analytics; Disability Claims Administration

API ASSET PERFORMANCE INC.
Vaino V. Keelmann, Partner; 5160 Yonge St., Ste. 802, Toronto, ON M2N 6L9
PH: 416-922-2822
Fax: 416-922-8599
eMail: vkeelmann@apiasset.com
Web: www.apiasset.com
Other Offices: Vancouver
Professional Staff: 13
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management

APTUS BENEFITS INC.
William Watt, Principal; Ste. 205 – 409 Granville St., Vancouver, BC V6C 1T2
PH: 604-424-8030
Fax: 604-424-8031
eMail: bwatt@aptusbenefits.ca
Web: www.aptusbenefits.ca
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Compliance Investment, Education & Communication, Manager Search, Attribution Analysis; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Advocacy

AQ GROUP SOLUTIONS
Laura Lomow, President; 202–226 Osborne St. N., Winnipeg, MB R3C 1V4
PH: 888-989-2006
Fax: 204-989-2009
eMail: info@aqgroupsolutions.com
Web: www.aqgroupsolutions.com
Client Profile -
1 to 100 Employees: 143
101 to 500 Employees: 44
501 to 1,000 Employees: 12
1,000+ Employees: 7
Professional Staff: 14
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management, Plan Member Advocacy;  Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Claims Advocacy, Employee Assistance, Healthcare Spending Account Administration

AUTOMATED ADMINISTRATION SERVICES INC.
Keith M. Foot, President; 102-200 Town Centre Blvd., Markham, ON L3R 8G5
PH: 905-513-9868
Fax: 905-513-9893
eMail: info@aasinc.ca
Web: www.aasinc.ca
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing, Flexible and Fully-insured Plans, EFAP and Out-of-country/Stop Loss Plans, Affinity Plan Administration, Association Insurance Plan Administration and Claims Payment Facilitation and Administration for Self-funded (ASO) Plans; Healthcare Services Offered – Employee Assistance Program, Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication

AVALON ACTUARIAL*
Neil Hendry, Senior Vice-president & Managing Partner; 1200 – 145 King St. W., Toronto, ON M5H 1J8
PH: 416-646-8341
Fax: 416-869-1649
eMail: neil.hendry@avalon.ca
Web: www.avalon.ca
Other Offices: Montreal
Professional Staff: 50 Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management; Healthcare Services Offered – Design Plans to Manage Claims and Work with Providers to Design Disability and Return to Work Programs; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, DB Pension Plan Administration, Healthcare Spending Account Administration
*a division of Willis Canada Inc.

BAYNES & WHITE
James White, President / Managing Partner; 121 King St. W., Ste. 2100, Toronto, ON M5H 3T9
PH: 416-863-9159
Fax: 416-863-9158
eMail: info@bayneswhite.com
Web: www.bayneswhite.com
Client Profile -
1 to 100 Employees: 70
101 to 500 Employees: 15
501 to 1,000 Employees: 5
1,000+ Employees: 7
Professional Staff: 11
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Eligibility Verification, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – DB Pension

BELTON BOISSELLE BENEFITS & PENSIONS
Kasey Boisselle, President, Group Benefits & Pensions; 295 Broadway, Winnipeg, MB R3C 0R9
PH: 204-956-9860
Fax: 204-956-9869
eMail: kasey@beltonboisselle.com
Web: www.beltonboisselle.com
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 20
501 to 1,000 Employees: 3
1,000+ Employees: 2
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Third-party Administration, Guaranteed Standard Issue; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Asset Allocation, Policy Development, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management

BENCOM FINANCIAL SERVICES GROUP INC.
Dino Costabile, Partner, Senior Advisor; 1060 Guelph St., Main Floor, Kitchener, ON N2B 2E3
PH: 519-579-4730
Fax: 519-743-1631
eMail: dino@bencomfsgi.com
Web: www.bencomfsgi.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting; Healthcare Services Offered – Disability Management, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – DC Pension Plan Administration, Group RRSP Administration

BENEFACT BENEFIT CONSULTANTS
Sandy Marincic, Partner; 57 Augusta St., Hamilton, ON L8N 1P8
PH: 905-387-8300
Fax: 905-387-8301
eMail: sandy@ubenefit.ca
Client Profile -
1 to 100 Employees: 28
101 to 500 Employees: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verfication, Claims Advocacy, Claims Payment, Healthcare Spending Account Administration

BENEFIT EXCHANGE, THE (BEN-X)
Stephen Cumming, National Sales Manager; 482 Crosby Ave., Burlington, ON L7R 2R5
PH: 855-557-2369
eMail: scumming@ben-x.ca
Web: www.ben-x.ca 
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 5
501 to 1,000 Employees: 5
1,000+ Employees: 2
Other Offices: Toronto
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Healthcare Services Offered – Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Payment, Healthcare Spending Account Administration, Healthcare Spending Account Services; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication, Adjudication and TPA Services Software

BENEFIT PLAN ADMINISTRATORS LIMITED
Stephen Houston, Director of Consulting; 90 Burnhamthorpe Rd. W., Mississauga, ON L5B 3C3
PH: 905-275-6466
Fax: 905-275-6461
eMail: shouston@bpagroup.com
Web: www.bpagroup.com
Client Profile -
101 to 500 Employees: 26
501 to 1,000 Employees: 19
1,000+ Employees: 36
Other Offices: Toronto, Halifax, London, St. John's
Professional Staff: 180
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans,; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration; Member Communication Support

BENEFIT SOURCE, THE
Michael Nadler, President; 2552 Bristol Circle, 2nd Floor, Oakville, ON L6H 5S1
PH: 905-785-0084
Fax: 905-829-0019
eMail: michael@benefitsource.ca
Web: www.benefitsource.ca
Client Profile -
1 to 100 Employees: 60
101 to 500 Employees: 5
501 to 1,000 Employees: 3
1,000+ Employees: 3
Other Offices: Mississauga
Professional Staff: 2
Consulting Services Offered:  Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Education & Communication, Manager Search, Asset Allocation; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, DB Pension Plan Administration, Employee Assistance, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration

BENEFITS TRUST, THE
Robert J. Crowder, President; 3800 Steeles Ave. W., Ste. 102W, Vaughan, ON L4L 4G9
PH: 905-264-8990
Fax: 905-264-1123
eMail: rcrowder@thebenefitstrust.com
Web: www.thebenefitstrust.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication

BENEPLAN CO-OPERATIVE, THE
Yafa Sakkejha, Partner; Member Relations; 500–150 Ferrand Dr., Toronto, ON M3C 3E5
PH: 800-387-1670
Fax: 416-863-5157
eMail: yafa@beneplan.net
Web: www.beneplan.net
Client Profile -
1 to 100 Employees: 170
101 to 500 Employees: 30
Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Investment Consulting Services Offered – Education & Communication; Healthcare Services Offered – Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection

BEST DOCTORS CANADA
Carrie Anne Eckmire, Senior Business Development Manager; 145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2490
Fax: 416-775-2480
eMail: ceckmire@bestdoctors.com
Web: www.bestdoctorscanada.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Third Party and Medical Second Opinion Service; Healthcare Services Offered – Third Party and Medical Second Opinion Service

BFINANCE CANADA
Brian Cyr, Managing Director; 1250 Rene Levesque Blvd. W., Ste. 2200, Montreal, QC H3B 4W8
PH: 514-393-4899
Fax: 514-934-4640
eMail: bcyr@bfinance.com
Web: www.bfinance.ca
Professional Staff: 80
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Portfolio Modelling, Education & Communication, Manager Search, Asset Allocation, Policy Development

BFL CANADA CONSULTING SERVICES INC.
David Vanasse, President, 3448 Stanley, Montreal, QC H3A 1R8
PH: 514-315-3335
Fax: 514-843-3842
eMail: dvanasse@bflcanada.ca
Web: www.bflcanada.ca
Client Profile -
1 to 100 Employees: 170
101 to 500 Employees: 28
501 to 1,000 Employees: 2
1,000+ Employees: 3
Other Offices: Toronto, Quebec City
Professional Staff: 23
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Manager Search; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Eligibility Verification, Premium Billing & Collection

BILSLAND GRIFFITH BENEFIT ADMINISTRATORS
Janice Young, Administrative Assistant; 501-4445 Lougheed Hwy., Burnaby, BC V5C 0E4
PH: 604-433-8899
Fax: 604-433-8894
eMail: janice.young@bgbenefitsadmin.com
Web: www.bgbenefitsadmin.com
Client Profile -
1,000+ Employees: 2
Professional Staff: 11
Consulting Services Offered: Group Benefit Consulting Services Offered – Administration Outsourcing, Trustee Services; Recordkeeping and Third-party Administration Services Offered – Call Centre, Negotiated Cost Pension and Benefit Plan Administration

BNY MELLON, GLOBAL RISK SOLUTIONS
Catherine Thrasher, Managing Director; 320 Bay St., 10th Floor, Toronto, ON M5H 4A6
PH: 416-643-6385
Fax: 416-643-6353
eMail: catherine.thrasher@bnymellon.com
Web: www.bnymellon.com
Professional Staff: 600+ worldwide
Consulting Services Offered: Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Asset Allocation, Attribution Analysis, Risk Management; Software and Technology Consulting Services Offered – Portfolio Style Analysis, Investment Management, Investment Manager Selection, Fund Reporting

BRYAN H. LUPE AND ASSOCIATES LIMITED
Bryan H. Lupe, President, 200-701 Pembina Hwy., Winnipeg, MB R3M 2L7
PH: 204-477-1330
Fax: 204-475-7407
eMail: bryan@bryanlupe.com
Web: www.bryanlupe.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Performance Measurement; Healthcare Services Offered – Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication

BUCK CONSULTANTS*
Julie Holden, Client Strategy & Growth Leader; 155 Wellington St. W., Toronto, ON M5V 3H1
PH: 416-644-9268
Fax: 416-865-1099
eMail: julie.holden@buckconsultants.com
Web: www.buckconsultants.ca
Client Profile -
1 to 100 Employees: 3
Other Offices: Montreal, Ottawa
Professional Staff: 180
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Communication Consulting; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Recordkeeping and Third-party Administration Services Offered – Call Centre, DB Pension Plan Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, DB Pension, Investment Manager Selection, Fund Reporting, DC Pension, HR Portals
*A Xerox Company

BUFFETT, TAYLOR & ASSOCIATES INSURANCE AGENCIES
David Czuczman, Practice Leader; 701 Rossland Rd. E., Ste. 209, Whitby, ON L1N 8Y9
PH: 905-666-1300
Fax: 905-666-4887
eMail: david.czuczman@buffetttaylor.com
Web: www.buffetttaylor.com 
Professional Staff: 11
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Via Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration

BULL WEALTH MANAGEMENT GROUP
Paul A. Gillis, Senior Vice-president; 4100 Yonge St., Ste. 612, Toronto, ON M2P 2B5
PH: 416-223-2053
Fax: 416-223-7940
eMail: pgillis@bullwealth.com
Web: www.bullwealth.com 
Professional Staff: 9
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management

C & C INSURANCE CONSULTANTS LTD.
Jeff Ische, President; 6 – 22425 Jefferies Rd., Komoka, ON N0L 1R0
PH: 519-657-1446
Fax: 519-657-4520
eMail: jeff.ische@ccinsurance.ca
Web: www.ccinsurance.ca
Client Profile -
1 to 100 Employees: 239
101 to 500 Employees: 61
501 to 1,000 Employees: 7
1,000+ Employees: 17
Other Offices: St. Catharines, Halifax
Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Education & Communication, Institutional Brokerage, Manager Search, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication, Fund Reporting, DC Pension

C-SURANCE.CA GLOBAL SERVICE INC.
Richard Sirois, President & CEO, 102-3455 de la Piniere, Terrebonne, QC J6X 0A1
PH: 866-629-6158
eMail: rs@c-surance.ca
Web: www.c-surance.ca 
Consulting Services Offered: Healthcare Services Offered – Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Health Claims Adjudication, Full Suite of Software Tools to insure full GB Management

CANADIAN BENEFITS ASSOCIATES INC.
Muneer Feeroze, Managing Partner; 6045 Creditview Rd., Ste. 200, Mississauga, ON L5V 0B1
PH: 289-997-6361
Fax: 289-997-6383
eMail: muneerfeeroze@canadianbenefitsassociates.com
Web: www.canadianbenefitsassociates.com
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Asset Allocation, Risk Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration; Software and Technology Consulting Services Offered – DB Pension, Investment Management, Investment Manager Selection, DC Pension

CAPCORP FINANCIAL CORPORATION
Todd Roberts, Director; 1050 Morrison Dr., 3rd Floor, Ottawa, ON K2H 8K7
PH: 613-226-1964
Fax: 613-226-8402
eMail: info@capcorp.ca
Web: www.capcorp.ca
Client Profile -
1 to 100 Employees: 185
101 to 500 Employees: 5
501 to 1,000 Employees: 3
1,000+ Employees: 2
Professional Staff: 17
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans; Investment Consulting Services Offered – Investment Consulting; Software and Technology Consulting Services Offered – Investment Manager Selection

CARTESIA
Nathalie Charette, President; 318 Royal Ave., Beaconsfield, QC H9W 5W5
PH: 514-258-5502
Fax: 514-933-5502
eMail: nathalie@cartesia.ca
Web: www.cartesia.ca
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Policy Development, Risk Management

CARTIN & ASSOCIATES
James Cartin & Darren Cartin, Senior Executives; 101 - 1100 8th Ave. S.W., Calgary, AB T2P 3T8
PH: 403-266-2816
Fax: 403-265-9895
eMail: james.cartin@shaw.ca or darren.cartin@shaw.ca
Web: www.cartin.ca
Client Profile -
1 to 100 Employees: 50
101 to 500 Employees: 35
501 to 1,000 Employees: 10
1,000+ Employees: 2
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management

CEM BENCHMARKING INC.
Alan Torrance, Partner; 372 Bay St., Ste. 1000, Toronto, ON M5H 2W9
PH: 416-369-1078
eMail: alan@cembenchmarking.com
Web: www.cembenchmarking.com
Client Profile -
1,000+ Employees: 500+
Professional Staff: 28
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans, Benchmarking of Cost and Performance of Pension Administration, including Best practices Research; Investment Consulting Services Offered – Performance Measurement, Benchmarking of Investment Cost and Performance of Large Pools of Capital, including DB, DC, and Sovereign Wealth Funds, including Best Practices Research

CINDY BOWDEN INSURANCE & BENEFITS
Cindy Bowden; 3190 Steeles Ave. E., Ste. 100, Markham, ON L3R 1G9
PH: 905-477-8029
Fax: 905-944-0808
eMail: info@cindybowden.com
Web: www.cindybowden.com
Client Profile -
1 to 100 Employees: 17
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans; Investment Consulting Services Offered – Investment Consulting

COLES BENEFITS CONSULTING INC.
Alan Coles, President; Ste. 900, Cogswell Tower, 2000 Barrington St., Halifax, NS B3J 3K1
PH: 902-421-1770
Fax: 902-425-8905
eMail: alancoles@colesgroup.com
Web: www.colesgroup.com
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Asset Allocation, Policy Development, Risk Management; Healthcare Services Offered – Employee Assistance Program

CONNEX HEALTH
Denise Balch, President; 460 Brant St., 3rd Floor, Burlington, ON L7R 4B6
PH: 877-225-1109
Fax: 866-738-4870
eMail: denisebalch@connexhc.com
Web: www.connexhc.com
Professional Staff: 3
Consulting Services Offered: Healthcare Services Offered – Health and Wellness Consulting, Tools, and Services

CONTE FINANCIAL SERVICES INC.
Tony Conte, President; 460 West Hunt Club Rd., Ste. 205, Ottawa, ON K2E 0B8
PH: 613-667-3667
Fax: 613-667-4667
eMail: tconte@cfservices.ca
Web: www.cfservices.ca
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Special Risk (Inpatriates, Expatriates); Recordkeeping and Third-party Administration Services Offered –Administrative Support, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration

CORPORATE BENEFIT ANALYSTS, INC.
Dean Howard, President & CEO; 102 – 515 Riverbend Dr., Kitchener, ON N2K 3S3
PH: 519-579-7749
Fax: 519-579-4422
eMail: cba@corpben.com
Web: www.corpben.com
Client Profile -
1 to 100 Employees: 125
101 to 500 Employees: 67
501 to 1,000 Employees: 8
1,000+ Employees: 5
Professional Staff: 27
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Offers Outsourcing DB Pension Administration and Benefit Processing Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration

COUGHLIN & ASSOCIATES LTD.
Brian Bockstael, President; 466 Tremblay Rd., Ottawa, ON K1G 3R1
PH: 613-231-2266
Fax: 613-231-2345
eMail: bbockstael@coughlin.ca
Web: www.coughlin.ca
Client Profile -
1 to 100 Employees: 81
101 to 500 Employees: 50
501 to 1,000 Employees: 20
1,000+ Employees: 30
Other Offices: Winnipeg
Professional Staff: 18
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration

COWAN INSURANCE GROUP LTD.*
Teresa Norris-Lue, Vice-president, Benefits; 705 Fountain St. N., Box 1510, Cambridge, ON N1R 5T2
PH: 519-650-6363
Fax: 519-650-6433
eMail: teresa.norris-lue@cowangroup.ca
Web: www.cowangroup.ca
Other Offices: Hamilton, Ottawa
Professional Staff: 100
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Actuarial Services; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration
*Benefits and Retirement Consulting Division

CPAS SYSTEMS INC.
Jeanette Willis, Director, Business Development; 250 Ferrand Dr., 7th Floor, Toronto, ON M3C 3G8
PH: 416-422-0563
Fax: 416-422-5617
eMail: jeanettew@cpas.com
Web: www.cpas.com
Client Profile -
1,000+ Employees: 150
Professional Staff: 65
Consulting Services Offered: Software and Technology Consulting Services Offered – Benefits Administration, DB Pension, DC Pension

CUBIC HEALTH INC.
Mike Sullivan, President; 26 Soho St., Ste. 390, Toronto, ON M5T 1Z7
PH: 416-203-1446
Fax: 416-203-6202
eMail: msullivan@cubichealth.ca
Web: cubichealth.ca
Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Drug Plan Management, Plan Analytics, Predictive Modelling; Healthcare Services Offered – Claims Management, Drug Cost Management, Population Health Profiling, Drug & Disability Data Integration

DIBRINA SURE GROUP
Jeff Nicholas, Director of Operations; 62 Frood Rd., Sudbury, ON P3C 4Z3
PH: 705-688-9393
Fax: 705-688-9060
eMail: jeffn@dibrinasure.com
Web: www.dibrinasure.com

DONALDSON VINCENT ASSOCIATES LIMITED
Don Armstrong, Senior Consultant; 38 Lesmill Rd., Toronto, ON M3B 2T5
PH: 416-447-7900 x245
Fax: 416-445-4504
eMail: armstrongd@dvassociates.com
Web: dvassociates.com
Client Profile -
1 to 100 Employees: 23
101 to 500 Employees: 5
501 to 1,000 Employees: 1
1,000+ Employees: 1
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration; Software and Technology Consulting Services Offered – Annuity Factor Software – Add-in to Excel Workbook

DT&A
Don Tettmar, President; 1205 Cameron Ave. S.W., #3, Calgary, AB T2T 0K8
PH: 403-244-9663
Fax: 403-244-9675
eMail: ddont@shaw.ca
Client Profile -
1 to 100 Employees: 50
101 to 500 Employees: 1
Professional Staff: 1 full-time, 4 contract
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Actuarial Witness for the Courts; Investment Consulting Services Offered – Investment Consulting, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration

DUGGAN BENEFITS INSURANCE AGENCIES INC.
Michael J. Duggan, President; Ste. 202, 135 Matheson Blvd. W., Mississauga, ON L5R 3L1
PH: 905-275-7100
Fax: 905-275-7103
eMail: mike@dugganbenefits.com
Web: www.dugganbenefits.com
Client Profile -
1 to 100 Employees: 55
101 to 500 Employees: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Outsourced Actuarial Services; Healthcare Services Offered – Employee Assistance Program, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Adminstration

DUNHELM CONSULTING INC.
James Clark, President; 39 Tradewind Dr., Oakville, ON L6L 6K9
PH: 905-849-4385
eMail: jamesclclark@outlook.com
Client Profile -
1 to 100 Employees: 1
1,000+ Employees: 1
Other Office: Toronto
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – Investment Consulting Services Offered – Investment Consulting, Compliance Inveswtment, Manager Search, Asset Allocation, Policy Development, Membership of Governance and Oversight Committee, Independent Review and Analysis of Existing Pension Fund Management Arrangements

ECKLER LTD.
Greg Malone, Principal; 110 Sheppard Ave. E., Ste. 900, Toronto, ON M2N 7A3
PH: 416-696-3098
Fax: 416-429-3794
eMail: gmalone@eckler.ca
Web: www.eckler.ca
Client Profile -
1 to 100 Employees: 120
101 to 500 Employees: 160
501 to 1,000 Employees: 40
1,000+ Employees: 60
Other Offices: Vancouver, Winnipeg, Montreal, Quebec City, Halifax
Professional Staff: 201
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, DB Pension Plan Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, DB Pension, Trading Workstations

ENCOMPASS BENEFITS & HR SOLUTIONS
Bret Loge, Employee Benefits, Pension & HR Consultant; #100 – 215 Lawrence Ave., Kelowna, BC V1Y 6L2
PH: 800-665-5262
Fax: 250-763-4688
eMail: benefitsspecialist@encompassbenefits.com
Web: www.encompassbenefits.com
Other Offices: Kamloops, Abbotsford, Calgary, Winnipeg
Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Human Resources

ENCON GROUP INC.
Rhonda Sommerville, Senior Vice-president; 55 Standish Court, 6th Floor, Mississauga, ON L5R 4B2
PH: 905-755-2030 x3001
Fax: 905-755-2079
eMail: rhonda.j.sommerville@encon.ca or karen.ali-ramnarain@encon.ca
Web: www.encon.ca
Client Profile -
1 to 100 Employees: 7,100
101 to 500 Employees: 50
501 to 1,000 Employees: 5
Other Offices: Edmonton
Professional Staff: 52
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration

EXPRESS SCRIPTS CANADA
Paul Stulberg, Director, Marketing & Communications; 5770 Hurontario St., 10th Floor, Mississauga, ON L5R 3G5
PH: 905-712-8615
Fax: 905-712-9986
eMail: pstulberg@express-scripts.com
Web: www.express-scripts.ca
Other Offices: Toronto, Montreal, Burnaby, Dieppe, Winnipeg

FAIRFIELD WATSON & LEWIS
Ian Watson, Partner; Unit 22, 4550 112th Ave., S.E., Calgary, AB T2C 2K2
PH: 403-262-7278
Fax: 403-262-7251
eMail: ian@fairfieldwatson.com
Web: www.fairfieldwatson.com
Client Profile -
1 to 100 Employees: 160
101 to 500 Employees: 60
501 to 1,000 Employees: 12
1,000+ Employees: 4
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Healthcare Services Offered – Disability Management, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Claims Advocacy, Claims Payment, Healthcare Spending Account Administration

FINANCIAL EDUCATION INSTITUTE OF CANADA, THE
Christopher Cartwright, President; 45 Tidewater Cres., Whitby, ON L1P 1M2
PH: 905-665-6784
eMail: ccartwright@feic-icef.ca
Web: www.feic-icef.ca
Client Profile -
1 to 100 Employees: 1
101 to 500 Employees: 5
501 to 1,000 Employees: 7
1,000+ Employees: 60
Other Offices: Montreal, Calgary
Professional Staff: 4
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Education & Communication, Transition Management

FIRM CONSULTING INC.
Jacob S. E. Clark, President & Lead Consultant; 195 Dufferin Ave., Ste. 610, London, ON N6A 1K7
PH: 519-672-3476
Fax: 519-672-0554
eMail: jake@firmconsulting.ca
Web: www.firmconsulting.ca
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Group RSPs

FORT EMPLOYEE BENEFITS CONSULTANTS INC.
Christopher L. Payne, Director, 1115-3400 de Maisonneuve W., Montreal, QC H3Z 3B8
PH: 514-481-4021
Fax: 514-481-9883
eMail: cpayne@fort-group.com
Web: www.fortinsurance.com
Client Profile -
1 to 100 Employees: 75
101 to 500 Employees: 25
501 to 1,000 Employees: 10
1,000+ Employees: 8
Professional Staff: 11
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Investment Consulting, Education & Communication, Manager Search; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Self Insurance; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Claims Advocacy, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Investment Manager Selection, DC Pension

FSEAP
Keith Harding, President; 2 Carlton St., Ste. 1005, Toronto, ON M5B 1J3
PH: 416-585-9985
Fax: 416-585-9608
eMail: info@fseap.com
Web: www.fseap.com
Other Offices: Offices Vancouver, Edmonton, London, Ottawa, Moncton with local offices Canada-wide
Consulting Services Offered: Healthcare Services Offered – Employee Assistance Program, Substance Abuse Professional Services, Trauma Response Services, Organizational Health Consulting and Services

GALLIVAN & ASSOCIATES STUDENT NETWORKS
John Gallivan, President; 470 Weber St. N., Ste. 206, Waterloo, ON N2L 6J2
PH: 877-746-5566
Fax: 519-746-0215
eMail: jgallivan@gallivan.ca
Web: www.gallivan.ca
Other Offices: Calgary, Halifax
Professional Staff: 30
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing, Provides Service to Students within the Post-secondary Education System in Canada; Recordkeeping and Third-party Administration Services Offered – Call Centre, Eligibility Verification, Premium Billing & Collection, Client Focused Websites; Software and Technology Consulting Services Offered – Benefits Administration

GEM FINANCIAL GROUP INC.
Rasa Lannoo, President & Lead Consultant; 42 Riddell St., Woodstock, ON N4S 6M1
PH: 519-537-2216
Fax: 519-537-8778
eMail: rasa@gemfinancialgroup.ca
Web: www.gemfinancialgroup.ca
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, HSA; Investment Consulting Services Offered – Investment Consulting, Portfolio Modelling, Education & Communication, Manager Search; Recordkeeping and Third-party Administration Services Offered – Healthcare Spending Account Administration, Group RRSP Administration

GEORGE + BELL CONSULTING
Brendan George & Jeremy Bell, Partners, #400 – 601 W. Broadway Ave., Vancouver, BC V5Z 4C2
PH: 604-871-4151
Fax: 604-871-4150
eMail: info@georgeandbell.com
Web: www.georgeandbell.com
Client Profile -
1 to 100 Employees: 2
101 to 500 Employees: 10
501 to 1,000 Employees: 3
1,000+ Employees: 5
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration

GLOBAL INVESTMENT SOLUTIONS
Jeffrey Hand, Managing Director; 208 Wyecroft Rd., Ste. 201, Oakville, ON L6K 3T8
PH: 905-842-4242
Fax: 416-760-3365
eMail: jhand@global-i-s.com
Web: www.global-i-s.com
Client Profile -
1 to 100 Employees: 19
101 to 500 Employees: 3
501 to 1,000 Employees: 2
1,000+ Employees: 7
Professional Staff: 2
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Investment Governance Education and Monitoring; Software and Technology Consulting Services Offered – Investment Management, Investment Manager Selection, DC Pension, DC Pension Plans Governance Reporting Tool

GOODEN ACTUARIAL CONSULTANTS LTD.
Bill Gooden, President & Actuary; 2472 – 246 Stewart Green S.W., Calgary, AB T3H 3C8
PH: 403-263-5027
eMail: wgooden@gooden.ca
Web: www.gooden.ca
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Asset Allocation, Policy Development; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration; Software and Technology Consulting Services Offered – DB Pension , DC Pension

GROUPSOURCE
Scott Smith, Assistant Vice-president; #400, 1550 5th St. S.W., Calgary, AB T2R 1K3
PH: 403-228-1644
Fax: 403-229-1256
eMail: ssmith@groupsource.ca
Web: www.groupsource.ca
Client Profile -
1 to 100 Employees: 1,152
101 to 500 Employees: 49
501 to 1,000 Employees: 9
1,000+ Employees: 3
Other Offices: Edmonton, Kelowna, Vancouver
Professional Staff: 66
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing, Actuarial Services; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Health Claims Adjudication

H3 CONSULTING
Chris Bonnett, President; 27 Crestwood Place, Guelph, ON N1E 4M4
PH: 416-458-5468
eMail: chris@hthree.ca
Web: www.hthree.ca
Professional Staff: 1
Consulting Services Offered: Healthcare Services Offered – Drug Cost Management, Workplace Health, Workplace Health Promotion, Strategy, Management, and Evaluation, Health Services Environmental Scanning and Policy Development, Health Provider Management, Disability Prevention; Communication, Customized Research

HART ACTUARIAL CONSULTING LTD.
David C. Hart, Consulting Actuary; 2851 Rainbow Crescent, Mississauga, ON L5L 2H7
PH: 905-820-4810
Fax: 905-820-5520
eMail: dhart@an-actual-actuary.com
Web: www.an-actual-actuary.com
Client Profile -
1 to 100 Employees: 97
101 to 500 Employees: 1
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – DB Pension Plans, Actuarial Services; Software and Technology Consulting Services Offered – DB Pension

HEALTHSOURCE PLUS
Jim Edmands, Regional Vice-president, Ontario; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 416-445-0000
Fax: 416-445-2222
eMail: jim.edmands@peoplecorporation.com
Web: www.healthsourceplus.com
Other Offices: Montreal, Quebec City, Niagara, Winnipeg
Professional Staff: 40
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Wellness Programs; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration

IDEAL BENEFITS
Christopher Pryce, Senior Consultant; 249 Yonge Blvd., Toronto, ON M5M 3J1
PH: 416-924-8280
Fax: 416-323-1984
eMail: chrispryce@idealbenefits.ca
Web: www.idealbenefits.ca
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Asset Allocation, Risk Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management

INVESTINSURE GROUP
Victor B. Tuba; 80 Acadia Ave., Ste. 312, Markham, ON L3R 9V1
PH: 905-479-7559 x236
Fax: 905-479-8059
eMail: vtuba@investinsuregroup.com
Web: www.investinsuregroup.com

INVESTMENT GUILD, THE
Mike Thomas, Senior Advisor; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 905-470-9840 x202
Fax: 905-470-6723
eMail: mikethomas@investmentguild.com
Web: www.investmentguild.com
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Investment Consulting Services Offered – Investment Consulting, Education & Communication, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Individual Life and Health Insurance and Financial Planning Services

J&D BENEFITS INC.
Todd Rappitt, President; 228 – 8901 Woodbine Ave., Markham, ON L3R 9Y4
PH: 905-477-7088
Fax: 905-477-2249
eMail: general@jdbenefits.com
Web: www.jdbenefits.com
Professional Staff: 13
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Asset Allocation; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Group RRSP Administration, On-line Enrolment Tool, Flexible Benefit Administration, Hour/Dollar/Contribution Bank Administration

J.J. MCATEER & ASSOCIATES INCORPORATED
Susan Bird, President; 45 McIntosh Dr., Markham, ON L3R 8C7
PH: 905-946-8655
Fax: 905-946-2535
eMail: sbird@mcateer.ca
Web: www.mcateer.ca
Other Offices: Edmonton
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Communications; Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Policy Development; Healthcare Services Offered – Disability Management, Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, DB Pension, Health Claims Adjudication, DC Pension

JDM ACTUARIAL EXPERT SERVICES INC.
Peter Gorham, President; 313 Powell Rd., Whitby, ON L1N 2H5
PH: 905-999-4763
eMail: pgorham@jdmactuarial.com
Web: jdmactuarial.com
Client Profile -
1 to 100 Employees: 6
101 to 500 Employees: 3
1,000+ Employees: 1
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans, Actuarial Services, Governance, Expert Witness for Legal Matters, Selection of New Consultant

JEA LTD.
Sheree Johnson, Vice-president, Business Development; 200-4243 Glanford Ave., Victoria, BC V8Z 4B9
PH: 250-380-3811
Fax: 250-380-0091
eMail: info@jea.ca
Web: www.jea.ca
Other Offices: Winnipeg
Professional Staff: 61
Consulting Services Offered: Consulting Services Offered: Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, DB Pension, Pension Administration System Solutions and Consulting

JOHNSON INC.
Douglas Munn, Regional Vice-president
PH: 905-764-4072
eMail: dmunn@johnson.ca
Web: johnson.ca
Client Profile -
1 to 100 Employees: 62
101 to 500 Employees: 41
501 to 1,000 Employees: 20
1,000+ Employees: 130
Other Offices: St. John's, Halifax, Charlottetown, Fredericton, Ottawa, Toronto, Edmonton, Calgary, Vancouver
Professional Staff: 238
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Healthcare Services Offered – Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, DB Pension Plan Administration, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration

JOHNSTON GROUP INC.
Jackie Olinkin, Manager, Marketing Services; 582 King Edward St., Winnipeg, MB R3H 0P1
PH: 204-774-6677
Fax: 204-774-6698
eMail: info@johnstongroup.ca
Web: www.johnstongroup.ca
Client Profile -
1 to 100 Employees: 29,000
101 to 500 Employees: 63
501 to 1,000 Employees: 4
1,000+ Employees: 5
Other Offices: Toronto, Montreal, Halifax, Vancouver,
Professional Staff: 180
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology

JONES DESLAURIERS BLEVINS
Tanya Dawber, Vice-president, Consulting; 30 Quarry Ridge Rd., Barrie, ON L4M 7G1
PH: 705-727-3790
Fax: 705-721-0352
eMail: tdawber@jdbgroup.ca
Web: www.jdbgroup.ca
Client Profile -
1 to 100 Employees: 300
101 to 500 Employees: 220
501 to 1,000 Employees: 15
1,000+ Employees: 10
Other Offices: Toronto, Belleville
Professional Staff: 35
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Human Resources Consulting, Health and Wellness Programs, Succession Planning, Mergers and Acquisitions; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Risk Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration

JSL INC.
Tom Lowden, Practice Leader, 4500 Highway 7, Ste. 225, Vaughan, ON L4L 4Y7
PH: 905-264-2410
Fax: 905-264-2401
eMail: tom@jslinc.ca
Web: www.jslinc.ca
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting; Recordkeeping and Third-party Administration Services Offered – Administrative Support; Software and Technology Consulting Services Offered – Benefits Administration

KRIEGER + ASSOCIATES
David Krieger, President; 43 Front St. E., Ste. 300, Toronto, ON M5E 1B3
PH: 416-363-1221
eMail: dak@kriegerandassociates.com
Web: www.kriegerandassociates.com
Client Profile -
1 to 100 Employees: 2
101 to 500 Employees: 9
501 to 1,000 Employees: 17
1,000+ Employees: 12
Professional Staff: 9
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Education and Communication; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – Employee Survey Technology, Benefit Enrollment Technology, Benefit Profiler, Life Benefit Calculator

LENNOX FINANCIAL GROUP INC.
Chris Lennox, President; 665 Amaretto Ave., Pickering, ON L1X 1M6
PH: 416-400-2929
Fax: 888-883-8427
eMail: clennox@lennoxfinancial.ca
Web: www.lennoxfinancial.ca
Professional Staff: 4
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Group DPSP, Group RRSP, Group TFSA; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Software and Technology Consulting Services Offered – DB Pension, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension

LESLIE GROUP LIMITED, THE
Rob Campbell, Vice-president, Consulting; 40 Wynford Dr., Ste. 220, Toronto, ON M3C 1J5
PH: 416-510-8966
Fax: 416-510-8964
eMail: rob@lesliegroup.com
Web: www.lesliegroup.com
Client Profile -
1 to 100 Employees: 270
101 to 500 Employees: 82
501 to 1,000 Employees: 18
1,000+ Employees: 7
Professional Staff: 16
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, U.S. and International Benefits, Private Occupational Accident (WSIB Alternative) Programs; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Risk Management; Healthcare Services Offered – Disability Management, Employee Assistance Program, Drug Cost Management

LYNMAR ASSOCIATES LIMITED
Marilyn Lurz, Pension Consultant/Owner-Manager; 1995 Royal Rd., Unit 113, Pickering, ON L1V 6V9
PH: 905-619-0380
eMail: lynmar01@sympatico.ca
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans

MANION, WILKINS & ASSOCIATES LTD.
Mike Neheli, President; 500 – 21 Four Seasons Place, Toronto, ON M9B 0A5
PH: 416-234-3528
Fax: 416-234-2058
eMail: mneheli@manionwilkins.com
Web: www.manionwilkins.com
Client Profile -
1 to 100 Employees: 4
101 to 500 Employees: 6
501 to 1,000 Employees: 3
1,000+ Employees: 30
Other Offices: Woodbridge
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administrative Outsourcing, DB Pension Plans; Investment Consulting Services Offered –Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Rehabilitation Services, Transitional Assistance (STD to LTD); Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration; Software and Technology Consulting Services Offered – Benefits Administration, DB Pension, Health Claims Adjudication, DC Pension

MATHEIS FINANCIAL GROUP
Mary-Anne Rogers, Manager, Executive Support Services; 1101 Kingston Rd., Ste. 150, Pickering, ON L1V 1B5
PH: 905-837-2600
Fax: 905-837-2598
eMail: info@matheisteam.com
Web: www.matheisteam.com
Professional Staff: 14
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administrative Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, DB Pension Plan Administration, Employee Assistance, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Valuation, DB Pension, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension

MCFBEDARD GROUP INC.
Charles Bedard, President; 465 Richmond St., Ste. 200, London, ON N6A 5P4
PH: 519-690-1452
Fax: 519-690-1463
eMail: cbedard@mcfbedard.com
Web: www.mcfbedard.com
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management, Customer Service Administrative Support; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration

MDM INSURANCE SERVICES INC.
Michael D. McKay, President; Box 970, Guelph, ON N1H 6N1
PH: 519-837-1531 or 800-838-1531
Fax: 519-836-4909
eMail: inquiry@mdm-insurance.com
Web: www.mdm-insurance.com
Client Profile -
1 to 100 Employees: 907
101 to 500 Employees: 36
501 to 1,000 Employees: 4
Professional Staff: 20
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Health Claims Adjudication

MEDIDIRECT INC.
Murray Malley, President; Ste. 215, 5403 Crowchild Trail N.W., Calgary, AB T3B 3S5
PH: 403-537-6298
Fax: 403-539-5511
eMail: murray.malley@medidirect.ca
Web: www.medidirect.ca
Client Profile -
1 to 100 Employees: 1,257
101 to 500 Employees: 15
Professional Staff: 7
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Administration Outsourcing, Domestic and International Payroll and Benefit Services; Healthcare Services Offered – Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration, Full Outsource Human Resource Payroll and Administrative Services; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication

MERCER
Greg Fayarchuk, Partner; 161 Bay St., Box 501, Toronto, ON M5J 2S5
PH: 416-868-2638
Fax: 416-868-2136
eMail: greg.fayarchuk@mercer.com
Web: www.mercer.ca
Client Profile -
1 to 500 Employees: 2,378
501 to 1,000 Employees: 286
1,000+ Employees: 600
Other Offices: Calgary, Edmonton, Halifax, London, Montreal, Ottawa, Quebec City, Regina, Saskatoon, Vancouver, Winnipeg
Professional Staff: 1,270
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Healthcare Spending Account Administration, DC Pension Plan Administration

MHB BENEFITS INC.
Candice Woodard, President, Box 183, Bond Head, ON L0G 1B0
PH: 866-778-0560
Fax: 866-415-8826
eMail: candice@isourcebenefits.ca
Web: www.isourcebenefits.ca
Client Profile -
1 to 100 Employees: 4
101 to 500 Employees: 4
501 to 1,000 Employees: 2
1,000+ Employees: 2
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans

MITCHELL SANDHAM FINANCIAL SERVICES
Andrew Kilpatrick, Partner; 438 University Ave., Ste. 2000, Toronto, ON M5G 2K8
PH: 416-862-1750
Fax: 416-862-1975
eMail: akilpatrick@mitchellsandham.com
Web: www.mitchellsandham.com
Client Profile -
1 to 100 Employees: 131
101 to 500 Employees: 30
501 to 1,000 Employees: 8
1,000+ Employees:
Other Offices: Mississauga, Ajax
Professional Staff: 47
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Claims Advocacy, DB Pension Plan Administration, Employee Assistance; Software and Technology Consulting Services Offered – Responsible for Matching Technology to Systems proved by the industry to client’s needs and in-house technology

MORNEAU SHEPELL
Randal Phillips, Executive Vice-president, Corporate Development; 895 Don Mills Rd., Tower One, Ste. 700, Toronto, ON M3C 1W3
PH: 416-445-2700
Fax: 416-445-7989
eMail: info@morneaushepell.com
Web: morneaushepell.com
Other Offices: Vancouver, Winnipeg, Calgary, Fredericton, Halifax, Kitchener, Montreal, Quebec City, London, Ottawa
Professional Staff: 3,400
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Asset & Risk Management, Total Pension Outsourcing, DC Consulting, Legal Services – Governance and Plan Restatements, Retirement Planning Services, Benefits Communications; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Health & Productivity Solutions, Integrative Health and Wellness Solutions, Full Health and Productivity Support, Risk Assessment, Attendance and Disability Management, Plan Implementation and Maintenance, Counselling, Training, Benefits, Crisis Situations, Worker’s Compensation Targeted Health; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, DB Pension, Investment Management, DC Pension

MORNINGSTAR ASSOCIATES INC.
Jeff Storie, Investment Consultant; 1 Toronto St., Ste. 501, Toronto, ON M5C 2W4
PH: 416-484-7814
eMail: jeff.storie@morningstar.com
Web: corporate.morningstar.com/ca
Professional Staff: Canada – 3, North America – 50+, Global – 100+
Consulting Services Offered: Investment Consulting, Performance Measurement, Portfolio Modelling, Manager Search, Asset Allocation, Attribution Analysis

MORROW, CROSSDALE & ASSOCIATES INC.
Paul Crossdale, Consultant; 10 Station Lane, Unionville, ON L3Y 1G1
PH: 905-853-2569
eMail: paul.crossdale@morcro.ca
Web: www.morcro.ca
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 9
501 to 1,000 Employees: 4
1,000+ Employees: 3
Other Offices: Newmarket, Thornhill, Toronto
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management

MOSEY & MOSEY INSURANCE AGENCY LTD.
John Mosey Jr., Senior Vice-president; 100 Milverton Dr., #604, Mississauga, ON L5R 4H1
PH: 905-361-2014 x222
Fax: 905-361-2015
eMail: jmoseyjr@mosey.on.ca
Web: www.moseyandmosey.com
Client Profile -
1 to 100 Employees: 280
101 to 500 Employees: 60
501 to 1,000 Employees: 20
1,000+ Employees: 8
Other Offices: Pickering
Professional Staff: 28
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Actuarial Services, Plan Design Consulting, Financial Management & Renewal Negotiation, Effective Risk Management Strategies, Provider Audit, Flexible Benefits/Healthcare Spending Accounts, Collective Bargaining Support, Claims Monitoring/Management, Formulary Drug Management, Employee Education & Communication Services, Absence & Disability Solutions, Comprehensive Market Survey & Analysis, Benchmarking & Data Analysis, Innovative Cost Containment Strategies, Human Resource Consulting, Workplace Wellness Strategies; Healthcare Services Offered – Disability Management, Employee Assistance Program, Claims Management, Drug Cost Management

MYBENETECH INC.
Jason Robinson, Director of Operations; 930 The East Mall, Etobicoke, ON M9B 6J9
PH: 416-642-1355
Fax: 416-620-5692
eMail: jason@mybenetech.com
Web: www.mybenetech.com
Client Profile -
1 to 100 Employees: 322
101 to 500 Employees: 13
501 to 1,000 Employees: 4
1,000+ Employees: 3
Professional Staff: 8
Consulting Services Offered: Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Benefit Management Tools and Online Software

ORGANIZATIONAL HEALTH INC.
Darren J. Harris, Vice-president, Marketing & Business Development; 77 City Centre Dr., Ste. 604, Mississauga, ON L5B 1M5
PH: 866-462-8047
Fax: 877-462-2162
eMail: dharris@ohiinc.ca
Web: www.ohiinc.ca
Client Profile -
1 to 100 Employees: 30
101 to 500 Employees: 30
501 to 1,000 Employees: 30
1,000+ Employees: 20
Other Offices: Vancouver, Edmonton, Calgary, Toronto, Montreal
Professional Staff: 90
Consulting Services Offered: Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Wellness, Addictions Management, Attendance Management

ORGANIZATIONAL SOLUTIONS INC.
Liz R. Scott, Principal & CEO; 2186 Mountain Grove Ave., #253, Burlington, ON L7P 4X4
PH: 866-674-7656
Fax: 905-315-7945
eMail: lscott@orgsoln.com
Web: www.orgsoln.com
Client Profile -
1 to 100 Employees: 150
101 to 500 Employees: 325
501 to 1,000 Employees: 175
1,000+ Employees: 210
Other Offices: Toronto, Guelph, London, Stratford, Ottawa, Victoria, Vancouver, Burnaby, Prince George, Calgary, Edmonton, Winnipeg, Montreal, Quebec City, Halifax, Niagara Falls
Professional Staff: More than 100
Consulting Services Offered: Healthcare Services Offered – Disability Management, Return To Work, Claims Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Claims Payment; Software and Technology Consulting Services Offered – Benefits Administration

PAL BENEFITS INC.
Sarah J. Beech, President; Thomas A. James, Vice-president, Consulting Services; Mark Dowdell, Vice-president, Retirement & Investment Services; Steven Osiel, Vice-president, Total Rewards; 1052 Yonge St., Toronto, ON M4W 2L1
PH: 416-969-8588 or 866-969-8588
Fax: 416-962-1711
eMail: sbeech@palbenefits.com, tjames@palbenefits.com, mdowdell@palbenefits.com, or sosiel@palbenefits.com
Web: www.palbenefits.com
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Total Rewards & Compensation Consulting & Services, Communications Consulting & Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development; Healthcare Services Offered – Employee Assistance Program, Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – Benefits Administration, CAP Guidelines On-line Questionnaire

PATON CONSULTING INC.
Hugh Paton, President; 109 Richmond St., Charlottetown, PE C1A 4B3
PH: 902-894-5256
eMail: hugh@patonconsulting.ca
Web: www.patonconsulting.ca
Client Profile -
1 to 100 Employees: 130
101 to 500 Employees: 3
501 to 1,000 Employees: 1
1,000+ Employees: 2
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Market Study services are offered to source the most appropriate provider; Healthcare Services Offered – Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Market Study services are offered to source the most appropriate provider; Software and Technology Consulting Services Offered – Market Study services are offered to source the most appropriate provider

PAVILION ADVISORY GROUP
Eric Bolduc, Vice-president, Service Development; 1250 Rene Levesque Blvd. W., Ste. 4030, Montreal, QC H3B 4W8
PH: 514-932-1548
Fax: 514-846-1159
eMail: ebolduc@pavilioncorp.com
Web: www.pavilioncorp.com
Other Offices: Winnipeg
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Discretionary Consulting, Temporary Asset Management, Multi-manager Strategies

PBAS GROUP, THE
Terry Crawley, Director, Marketing; 110 – 61 International Blvd., Toronto, ON M9W 6K4
PH: 416-674-3350
Fax: 416-674-8018
eMail: terry_crawley@pbas.ca
Web: www.pbas.ca
Client Profile -
1 to 100 Employees: 10
101 to 500 Employees: 15
501 to 1,000 Employees: 12
1,000+ Employees: 27
Other Offices: Vancouver, Calgary, Edmonton, Winnipeg, Montreal, St. John's
Professional Staff: 57
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Portfolio Modelling, Manager Search, Attribution Analysis, Policy Development; Healthcare Services Offered – Disability Management, Return To Work, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration, Establish and Perform all Accounting Procedures on the basis of a General Ledger Bookkeeping System, the substance and format of which is acceptable to the Auditor, including Quarterly Financial Reports to the Plan Sponsor; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Fund Valuation, DB Pension, Health Claims Adjudication, Fund Reporting, DC Pension

PBI ACTUARIAL CONSULTANTS LTD.
Tony C.L. Williams, President; Ste. 1070, One Bentall Centre, 505 Burrard St., Box 42, Vancouver, BC V7M 1L5
PH: 604-687-8056
Fax: 604-687-8074
eMail: tony.williams@pbiactuarial.ca
Web: www.pbiactuarial.ca
Client Profile -
1 to 100 Employees: 12
101 to 500 Employees: 24
501 to 1,000 Employees: 16
1,000+ Employees: 31
Other Offices: Montreal
Professional Staff: 49
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Web-based Pension Administration System; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Integrated De-risking Strategies with Cash Flow Matching Portfolios, Portable Alpha Overlay Strategies, as well as Alternative Assets (Real Estate, Hedge Funds, Infrastructure); Healthcare Services Offered – Disability Management, Claims Management, Drug Cost Management, Assist Clients in all aspects of Plan Management, including Integrating with Other Services being Used by the Client, Insurer Selection, Service Provider Performance Monitoring, Funding, and Claim Risk Analysis, and Retiree Valuation; Recordkeeping and Third-party Administration Services Offered – Administrative Support, DB Pension Plan Administration, DC Pension Plan Administration – DB Pension Plan Administration includes Recordkeeping Services, Benefit Calculations, One-on-one Member Meetings, Marriage Breakdown Calculations, Research and Advice regarding Pension Legislation, Government Filings, Educational Seminars, Annual Member Statements, Reconciliation of Expenses, Contributions, Hours Reported and Benefit Payments, Organization and Attendance at Trustees' Meetings, and Preparation of Meeting Minutes, Annual Member Meetings, and Member Communication; Software and Technology Consulting Services Offered – DB Pension, DC Pension, Web-based Pension Administration System

PENAD PENSION SERVICES LIMITED
Matthew Price, Vice-president, Global Business Development; 194 Weber St. E., Kitchener, ON N2H 1E4
PH: 519-743-9000
Fax: 519-743-8346
eMail: mprice@penad.ca
Web: www.penad.ca
Client Profile -
1 to 100 Employees: 5
101 to 500 Employees: 9
501 to 1,000 Employees: 8
1,000+ Employees: 32
Professional Staff: 18
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Pension Administration Software Solutions Consulting, Pension Plan Audit, Pension Plan Reconstruction and Data Purification Services, Pension Administration Staff Training Services, Total Rewards Statement; Investment Consulting Services Offered – Education & Communication, Manager Search, Individual Member Pre and Post Retirement Planning; Recordkeeping and Third-party Administration Services Offered – Administrative Support; Call Centre; Eligibility Verification; DB Pension Plan Administration; DC Pension Plan Administration; Group RRSP Administration; DB, DC RRSP, DPSP, Hybrid, and CAP Pension Plans; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, DB Pension, DC Pension, Pension Administration and Benefits Management Software System Suite, DB Pension Administration Software, DC Pension Administration Software, Group Life & Health Premium Calculation and Billing, Social Security Benefits Administration Software

PENMORE GROUP INC.
Lio Spagnuolo, Chief Operating Officer; 8800 Dufferin St., Concord, ON L4K 0C5
PH: 905-669-5577
Fax: 905-669-5738
eMail: lio@penmore.com
Web: www.penmore.com
Other Offices: Calgary
Professional Staff: 15
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Wealth and Estate Planning, Individual Benefits, International Benefits, Executive Benefits, Executive Planning; Investment Consulting Services Offered – Investment Consulting, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage, Asset Allocation, Risk Management; Healthcare Services Offered – Employee Assistance Program

PENSUL INC.
Frederic Belhumeur, Senior Partner; 1010-2075 University St., Montreal, QC H3A 2L1
PH: 514-288-5900
Fax: 514-288-5787
eMail: fbelhumeur@pensul.com
Web: www.pensul.com
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Risk Management, Real Estate Advisory; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management

PEOPLE CORPORATION
Jim Edmands, Regional Vice-president; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 416-445-0000
Fax: 416-445-2222
eMail: jim.edmands@peoplecorporation.com
Web: www.peoplecorporation.com
Professional Staff: 200
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management, Wellness Programs; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration

POINTBREAK CONSULTING GROUP LTD.
Kevin Jeffrey, Principal; Ste. 214-3823 Henning Dr., Vancouver, BC V5C 6P3
PH: 604-639-8462
Fax: 604-639-8469
eMail: info@pointbreakcg.com
Web: www.pointbreakcg.com
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management

PROSURE GROUP OF COMPANIES
Chuck McGuire, Senior Advisor; 4500 Sheppard Ave. E., Ste. 106, Scarborough, ON M1S 3R6
PH: 416-609-0989
Fax: 416-609-9551
eMail: chuck@prosure-group.com
Web: www.prosure-group.com
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration; Software and Technology Consulting Services Offered – Benefits Administration

PROTECTORS GROUP BENEFITS, THE
R. Brian Porter, President; 215 George St. N., Peterborough, ON K9J 7P9
PH: 705-748-5181
Fax: 705-748-4831
eMail: brianporter@protectorsgroup.com
Web: www.protectorsgroupbenefits.com
Client Profile -
1 to 100 Employees: 97
101 to 500 Employees: 37
501 to 1,000 Employees: 8
1,000+ Employees: 5
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Actuarial Services; Investment Consulting Services Offered – Education & Communication, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Group RRSP Administration

PROTEUS PERFORMANCE MANAGEMENT INC.
Peter Henry, President; 250 Ferrand Dr., Ste. 303, Toronto, ON M3C 3G8
PH: 416-421-3557
Fax: 416-421-1348
eMail: phenry@proteusperformance.com
Web: www.proteusperformance.com
Other Professional Staff: 13
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation and Search, Executive Retirement Plans, Retirement Planning; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Pension Governance, Foundation Governance, Retirement Planning Workshops/Seminars, Retirement Planning Counselling, Administration Review and Search, Executive Retirement Plans; Software and Technology Consulting Services Offered – Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DC Pension

RALPH MOSS LIMITED
Jeanne D. Foot, President; 102-200 Town Centre Blvd., Markham, ON L3R 8G5
PH: 905-513-9868
Fax: 905-513-9893
eMail: info@ralphmoss.ca
Web: www.ralphmoss.ca
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Plan Analysis, Design, and Implementation; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Health Claims Adjudication

RBC INVESTOR AND TREASURY SERVICES
Charles Papadimitriou, Senior Consultant, Advisory Services; 155 Wellington St. W., 7th Floor, Toronto, ON M5V 3L3
PH: 416-955-5641
Fax: 416-955-8821
eMail: charles.papadimitriou@rbc.com
Web: www.rbcis.com
Client Profile -
1,000+ Employees: 360
Other Offices: Montreal, Vancouver
Professional Staff: 53 (Canada)
Consulting Services Offered: Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Attribution Analysis, Risk Management

RETIREMENT EDUCATION CENTRE INC.
Av Lieberman, President; 151 Frobisher Dr., Unit B-108, Waterloo, ON N2V 2C9
Fax: 519-576-5934
eMail: avl@iretire.org
Web: www.iretire.org
Client Profile -
101 to 500 Employees: 10
501 to 1,000 Employees: 23
1,000+ Employees: 7
Other Offices: Chicago
Professional Staff: 5
Consulting Services Offered: Group Benefit Consulting Services Offered – Pre-Retirement Education and Lifestyle Transition Planning; Investment Consulting Services Offered – Education & Communication, Transition Management

ROBERTSON, EADIE & ASSOCIATES LTD.
John Deinum; 481 Morden Rd., Ste. 210, Oakville, ON L6K 3W6
PH: 905-338-7002
Fax: 905-338-7022
eMail: jdeinum@re-a.com
Web: www.re-a.com
Client Profile -
1 to 100 Employees: 80
101 to 500 Employees: 20
501 to 1,000 Employees: 4
1,000+ Employees: 5
Professional Staff: 9
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, DB Pension Plan Administration, Claims Payment, Employee Assistance, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration

RUSSELL INVESTMENTS
Tom Lappalainen, Senior Consultant; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-2472
Fax: 416-362-4494
eMail: tlappalainen@russell.com
Web: www.russell.com/ca/
Other Offices: Montreal, Vancouver
Professional Staff: 233
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Portfolio Modelling, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management, Implemented Solutions, Governance Reviews, Asset Liability Studies

RWAM INSURANCE ADMINISTRATORS INC.
Dan Galloway, Chief Operating Officer; 49 Industrial Dr., Elmira, ON N3B 3B1
PH: 519-669-1632
Fax: 519-669-1923
Web: www.rwam.com
Client Profile -
1 to 100 Employees: 3,900
101 to 500 Employees: 90
501 to 1,000 Employees: 7
1,000+ Employees: 10
Other Offices: Edmonton, Halifax, London
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans; Healthcare Services Offered – Disability Management, Return To Work, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration

SADDIK INTERNATIONAL
Pierre Saddik, President, 1100 Rene Levesque W., Ste. 1100, Montreal, QC H3B 4N4
PH: 514-952-3080
Fax: 514-876-1886
eMail: pierre@saddikinternational.com
Web: www.saddikinternational.com
Other Offices: Mississauga
Professional Staff: 6
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Actuarial Services, Health Productivity Management, Private Health and Executive Health Modules, Self-insurance Suitability Analysis, Travel and Creditor Insurance

SATANOVE & FLOOD CONSULTING LTD.
Harry Satanove, Principal; #469 – 1755 Robson St., Vancouver, BC V6G 3B7
PH: 604-323-9363
Fax: 604-648-8410
eMail: harry@satanoveflood.com
Web: www.satanoveflood.com
Client Profile -
1 to 100 Employees: 3
101 to 500 Employees: 6
501 to 1,000 Employees: 5
1,000+ Employees: 6
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management

SECLON
Jean-Guy Sauriol, President; 85 Scarsdale Rd., Ste. 309, Toronto, ON M3B 2R2
PH: 416-640-5795
eMail: jgsaur@seclon.com
Web: www.seclonlogic.com
Professional Staff: 6
Consulting Services Offered: Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, DB Pension, DC Pension, Designs, Develops, Implements, and Maintains Web-based Client Server Applications for Sponsors of Benefits and Pension Plans

SEGAL CONSULTING*
Pui-Ying Chan & Cameron McNeill, Senior Vice-presidents; 45 St. Clair Ave. W., Ste. 802, Toronto, ON M4V 1K9
PH: 416-969-3970 or 416-969-3963
Fax: 416-961-2101
eMail: pchan@segalco.com or cmcneill@segalco.com
Web: www.segalco.ca
Other Offices: Montreal, Calgary
Professional Staff: 20
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Asset Liability Modelling, Participant Communications; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Audit of Disability Management/Claims Management; Software and Technology Consulting Services Offered – Multi-employer Fund Website Development, Information Technology Assessment, Technology Acquisition and Implementation, Operational and Organizational Assessments, Feasibility Studies for Benefits Administration Options, Liability Driven Investing, Asset Liability Modelling
*Member of The Segal Group

SEGAL ROGERSCASEY CANADA*
Ruo Tan, President; 65 Queen St. W., Ste. 2020, Toronto, ON M5H 2M5
PH: 416-642-7792
Fax: 416-304-0570
eMail: rtan@segalrc.ca
Web: www.segalrc.ca
Professional Staff: 7
Consulting Services Offered: Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Portfolio Management, Investment Research, Investment Product Design; Software and Technology Consulting Services Offered – Portfolio Style Analysis, Investment Management, Investment Manager Selection
*Member of The Segal Group

SELECTPATH BENEFITS & FINANCIAL INC.
Gordon Hart, President & CEO; 310-700 Richmond St., London, ON N6A 5C7
PH: 519-675-1177
eMail: gord@selectpath.ca
Web: www.selectpath.ca
Client Profile -
1 to 100 Employees: 766
101 to 500 Employees: 98
501 to 1,000 Employees: 11
1,000+ Employees: 10
Other Offices: Sarnia
Professional Staff: 17
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, International Benefits, Multi-national Pooling, Executive Health, Wellness Programs, White Label Plans, Voluntary Plans, Group Home and Auto, Business Succession Facilitation; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Investment Management, Investment Manager Selection, Fund Reporting, DC Pension, Human Resources Information Systems, Payroll Systems

SIBSON CONSULTING*
Ron Olsen, Vice-president & Consulting Actuary; 45 St. Clair Ave. W., Ste. 802, Toronto, ON M4V 1K9
PH: 416-969-3972
Fax: 416-961-2101
eMail: rolsen@sibson.com
Web: www.sibson.ca
Other Offices: Montreal, Calgary
Professional Staff: 20
Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans, Actuarial Services, Employee Communications, DB Pension Plan De-risking Consulting; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Audit of Disability Management/Claims Managementt; Software and Technology Consulting Services Offered – Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Valuation, DB Pension, Health Claims Adjudication, Fund Reporting, DC Pension
*Member of The Segal Group

SOURCESANTÉ PLUS
Michel Desbiens, Regional Vice-president, Quebec; 100 Alexis Nihon Blvd., Ste. 550, Ville St. Laurent, QC H4M 2P1
PH: 877-331-7728 x5106
Fax: 514-331-6486
eMail: michel.desbiens@peoplecorporation.com
Web: www.sourcesanteplus.com
Professional Staff: 40
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration

SPECIAL BENEFITS INSURANCE SERVICES
366 Bay St., 7th Fl., Toronto, ON M5H 4B2
PH: 800-667-0429
Fax: 416-601-0308
eMail: general@sbis.ca
Web: www.sbis.ca
Professional Staff: 14
Consulting Services Offered: Group Benefit Consulting Services Offered – Individual Health and Dental and Travel Insurance; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Premium Billing & Collection – Provides the Marketing, Administration, and Underwriting for Green Shield’s Prism Programs

SPENCER HEALTH NETWORK INC., THE
Don Sklar, Managing Director; 675 Cochrane Dr., East Tower, 6th Floor, Markham, ON L6A 4C1
PH: 416-512-1616
Fax: 416-800-2708
eMail: dsklar@spencerdental.ca
Web: www.spencerdental.ca or www.clubdental.ca
Client Profile -
101 to 500 Employees: 1
501 to 1,000 Employees: 4
1,000+ Employees: 12
Professional Staff: 5
Consulting Services Offered: Healthcare Services Offered – Dental Preferred Provider Network

STEVEN COHEN INSURANCE AGENCY INC.
Steven R. Cohen, President; 200 Evans Ave., Ste. 201, Toronto, ON M8Z 1J7
PH: 416-259-1166
Fax: 416-259-5885
eMail: steven@stevencohenins.ca
Web: www.stevencohenins.ca
Client Profile -
1 to 100 Employees: 80
101 to 500 Employees: 8
501 to 1,000 Employees: 1
Professional Staff: 2
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Policy Development

STEVENSON AND HUNT INSURANCE BROKERS LIMITED
Monica Bell-Johns, Manager, Employee Benefits & Pension Consulting; 400-250 York St., London, ON N6A 6K2
PH: 519-646-5800
Fax: 519-646-5815
eMail: benefits@sthunt.com
Web: www.sthunt.com
Other Offices: Waterloo, Cambridge, Vaughan, Ottawa
Professional Staff: 180
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Portfolio Modelling, Asset Allocation, Risk Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management

STINER GROUP BENEFITS SOLUTIONS INC.
Monica Stiner, President; 1188 Bonnybank Crt., Oakville, ON L6M 1V6
PH: 905-469-6819
Fax: 905-469-4682
eMail: mstiner@sintergroup.ca
Web: www.stinergroup.ca
Client Profile -
1 to 100 Employees: 30
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension; Healthcare Services Offered – Drug Cost Management

STRATA BENEFITS CONSULTING INC.
Glen J. Middleton, President; Unit B2 – 1150 Waverley St., Winnipeg, MB R3T 0P4
PH: 204-984-9450
Fax: 204-984-9460
eMail: info@stratabenefits.ca
Web: www.stratagroup.ca
Client Profile -
1 to 100 Employees: 285
101 to 500 Employees: 37
501 to 1,000 Employees: 8
1,000+ Employees: 10
Professional Staff: 22
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, Actuarial Services, GRRSPs, Executive Compensation, IPPs; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – Employee Benefits Communications

STRATEGIC BENEFITS & INSURANCE SERVICES LTD.
Debra Dobing, Owner & Employee Benefits Consultant; 945 Princess St., Kingston, ON K7L 3N6
PH: 613-507-4400
Fax: 613-507-4401
eMail: debra@strategicins.ca
Web: www.strategicins.ca
Client Profile -
1 to 100 Employees: 195
101 to 500 Employees: 3
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans

STRATEGIC INCOME SECURITY SERVICES LTD.
David Lee; #501 – 4445 Lougheed Highway, Burnaby, BC V5C 0E4
PH: 604-633-2114
Fax: 604-633-2115
eMail: info@siss.ca
Client Profile -
101 to 500 Employees: 1
1000+ Employees: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Portfolio Modelling, Education & Communication, Manager Search, Asset Allocation, Policy Development, Risk Management, Strategic Consulting

SUSTAINALYTICS
Paula Glick, Director, Institutional Relations, Canada; 215 Spadina Ave., Ste. 300, Toronto, ON M5T 2C7
PH: 416-861-0403
Fax: 416-861-0183
eMail: paula.glick@sustainalytics.com
Web: www.sustainalytics.com
Professional Staff: 130
Consulting Services Offered: Group Benefit Consulting Services Offered – Research and Analysis of Securities in the areas of Environmental, Social, and Governance Performance; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Education & Communication, Policy Development, Risk Management, Investment Guidance Tools and Services to the Institutional Investment Community Focusing on Environmental, Social, and Governance Parameters

SYNERGY BENEFITS CONSULTING INC.
Wayne Farrow, President; #602-80 King St., St. Catharines, ON L2R 7G1
PH: 905-641-0028
Fax: 905-641-0056
eMail: wfarrow@synergybenefits.ca
Web: www.synergybenefits.ca
Professional Staff: 3
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Human Resource Consulting, Financial and Retirement Planning; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Education & Communication, Manager Search, Policy Development, Risk Management; Healthcare Services Offered – Claims Management, Drug Cost Management

T. I. HULL BENEFIT CONSULTANTS CORP.
Brent R. Fraser, Senior Vice-president & Practice Leader; 181 Bay St., Ste. 4200, Toronto, ON M5J 2T3
PH: 416-865-0131
Fax: 416-865-0896
eMail: brent_fraser@thehullgroup.com
Web: www.thehullgroup.com

THOMAS MURRAY CUSTODIAN MONITORING (CANADA) INC.
Nick Bradley, Director; 5000 Yonge St., Ste. 1901, Toronto, ON M2N 7E9
PH: 416-628-3872 or +44 2030 111722
eMail: nbradley@thomasmurray.com
Web: www.thomasmurray.com
Client Profile -
1000+ Employees: 50+
Professional Staff: 20
Consulting Services Offered: Investment Consulting Services Offered – Education & Communication; Risk Management; Benchmarking & Monitoring of the Costs and Risks associated with the Safekeeping, Management, and Administration of an Investor’s Assets; Global Custodian Bank Searches and RFPs; OTC Derivative Clearing Member Searches and Selection; Asset Safety Reviews

TOWERS WATSON
Nicolas Crook, Managing Consultant; 175 Bloor St. E., Ste. 1701, Toronto, ON M4W 3T6
PH: 416-960-2773
Fax: 416-960-2819
eMail: nicolas.crook@towerswatson.com
Web: www.towerswatson.com
Other Offices: Vancouver, Calgary, Montreal
Professional Staff: 14,000 worldwide
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Employee Opinion Surveys; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Claims Management, Drug Cost Management, Employer Drug Purchasing Coalition; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, DB Pension Plan Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – DB Pension, DC Pension

TRG GROUP
Greg Pallone, Managing Director; Ste. 1800, 1055 West Georgia St., Vancouver, BC V6E 3P3
PH: 604-714-4400
Fax: 604-714-4401
eMail: info@trggroup.com

TRI FIT INC.
Sue Pridham, President, 1307 Devon Rd., Oakville, ON L6J 2L7
PH: 905-845-0006
Fax: 905-845-0020
eMail: sue@trifit.com
Web: www.trifit.com
Client Profile -
1 to 100 Employees: 5
101 to 500 Employees: 25
501 to 1,000 Employees: 20
1,000+ Employees: 10
Other Offices: Toronto
Professional Staff: 65 
Consulting Services Offered: Group Benefit Consulting Services Offered – Corporate Health and Wellness

VITAL BENEFITS INC.
Melanie Jeannotte, Managing Partner; 301, 224 11th Ave. S.W., Calgary, AB T2R 0C3
PH: 403-209-3817
Fax: 403-476-0909
eMail: mjeannotte@vitalbenefitsinc.com
Web: www.vitalbenefitsinc.com
Client Profile -
1 to 100 Employees: 91
101 to 500 Employees: 21
501 to 1,000 Employees: 4
1,000+ Employees: 6
Other Offices: Fernie
Professional Staff: 12
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Education & Communication, Expatriate & International, Targeted Benchmarking; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration

WESTCOAST ACTUARIES INC.
Stephen Cheng, Managing Director & Senior Consulting Actuary; 908 – 1166 Alberni St., Vancouver, BC V6E 3Z3
PH: 604-730-1898
Fax: 604-730-1886
eMail: stephen.cheng@westcoast-actuaries.com
Web: www.westcoast-actuaries.com
Client Profile -
1 to 100 Employees: 1,750
101 to 500 Employees: 25
501 to 1,000 Employees: 2
1,000+ Employees: 2
Other Offices: Montreal
Professional Staff: 16
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Performance Measurement, Education & Communication, Policy Development; Recordkeeping and Third-party Administration Services Offered – DB Pension Plan Administration, DC Pension Plan Administration, Group RRSP Administration

WESTERN COMPENSATION & BENEFITS CONSULTANTS
Donald M. Smith & Barry D. Cook, Partners; Ste. 2000, 1188 West Georgia St., Vancouver, BC V6E 4A2
PH: 604-683-9155
Fax: 604-687-2315
eMail: wcbc@wcbc.ca
Web: www.wcbc.ca
Professional Staff: 10
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Portfolio Modelling, Compliance Investment, Education & Communication, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Risk Management, Transition Management, Asset/Liability Modelling, Asset/Liability Management; Recordkeeping and Third-party Administration Services Offered – Administrative Support, DB Pension Plan Administration; Software and Technology Consulting Services Offered – Fund Valuation, DB Pension, Investment Manager Selection, DC Pension

WHITE WILLOW BENEFIT CONSULTANTS
Cathy Fuchs, Practice Leader; 86 Ringwood Dr., Ste. 212, Stouffville, ON L4A 1C3
PH: 905-640-9142
Fax: 905-640-2349
eMail: cathy@whitewillow.ca
Web: www.whitewillow.ca
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services, Group Retirement Solutions Division: Group Retirement Plan Governance, Plan Oversight, Benefit Optimization; Healthcare Services Offered – Disability Management, Claims Management, Drug Cost Management; Software and Technology Consulting Services Offered – Benefits Administration

WIEGERS FINANCIAL & BENEFITS
Cliff & Deb Wiegers, Partners; 120 33rd St. E., Saskatoon, SK S7K 0S2
PH: 306-244-0949
Fax: 306-244-4026
eMail: deb.wiegers@wiegers.ca
Web: www.wiegers.ca
Client Profile -
1 to 100 Employees: 556
101 to 500 Employees: 11
Other Offices: Humboldt
Professional Staff: 42
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, HR Solutions, Coaching; Investment Consulting Services Offered – Investment Consulting, Portfolio Modelling, Compliance Investment, Education & Communication, Institutional Brokerage, Asset Allocation, Risk Management; Healthcare Services Offered – Employee Assistance Program

WILLIAMSON GROUP, THE
Don Williamson, President; 225 King George Rd., Brantford, ON N3R 7N7
PH: 800-265-9973
Fax: 519-756-5773
eMail: don@williamsongroup.com
Web: www.williamsongroup.com
Client Profile -
1 to 100 Employees: 220
101 to 500 Employees: 87
501 to 1,000 Employees: 15
1,000+ Employees: 13
Professional Staff: 72
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans, Actuarial Services; Investment Consulting Services Offered – Investment Consulting, Education & Communication, Institutional Brokerage, Manager Search, Asset Allocation, Policy Development, Risk Management, Transition Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Claims Management, Drug Cost Management; Recordkeeping and Third-party Administration Services Offered – Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Claims Advocacy, DB Pension Plan Administration, Claims Payment, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration; Software and Technology Consulting Services Offered – Benefits Administration, DB Pension

WINCH GROUP INC., THE
Gary Winch, President; 210 – 3027 Harvester Rd., Burlington, ON L7N 3G7
PH: 905-639-4287
Fax: 905-639-9352
eMail: g.winch@winchgroup.com
Web: www.winchgroup.com
Client Profile -
1 to 100 Employees: 400
101 to 500 Employees: 100
501 to 1,000 Employees: 15
1,000+ Employees: 10
Other Offices: Cambridge, Halifax
Professional Staff: 8
Consulting Services Offered: Group Benefit Consulting Services Offered – Group Benefit Plans, DC Pension Plans, Administration Outsourcing, DB Pension Plans; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Manager Search, Asset Allocation, Risk Management; Healthcare Services Offered – Disability Management, Return To Work, Employee Assistance Program, Drug Cost Management

WORKPLACE PENSION SOLUTIONS (CANADA) INC.
Scott Aver, Managing Director, 1066 West Hastings St., Ste. 2000, Vancouver, BC V6E 3Z2
PH: 604-904-0700
Fax: 604-669-3844
eMail: scott.aver@wps-canada.com
Web: www.wps-canada.com
Client Profile -
1 to 100 Employees: 8
101 to 500 Employees: 2
501 to 1,000 Employees: 1
1,000+ Employees: 1
Professional Staff: 1
Consulting Services Offered: Group Benefit Consulting Services Offered – DC Pension Plans, CAP Resource Centre for Life Insurance Agents and Brokers in BC and Alberta; Investment Consulting Services Offered – Investment Consulting, Performance Measurement, Compliance Investment, Education & Communication, Institutional Brokerage, Manager Search, Transition Management

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