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Benefit & Pension Consultants Annual Directory

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ACCOMPASS
Chris Lee, Vice-president; 1052 Yonge St., Toronto, ON M4W 2L1
PH: 416-969-8588
Fax: 416-962-1711
eMail: clee@accompass.com
Web: www.accompass.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group Benefit Plans; DB Pension Plans; DC Pension Plans; Administration Outsourcing; Traditional & Flexible Benefits; Health & Wellness Solutions; Short-term & Long-term Disability Management; Financial Management - Renewals, Marketing, Funding Arrangements, Risk Management; Employee Assistance Programs (EAP); Claims & Audits; Preferred Provider Arrangements; Mergers & Acquisitions; International Operations; Employee Communications & Support; Day-to-day Service
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Transition Management, Defined Contribution Plan Design; Defined Benefit Investment Consulting; RRSPs & DPSPs; Executive Retirement Needs; Financial Reporting & Monitoring; Investment Research & Management - Menu Design, Selection & Management, Retirement Committee Support, Mergers & Acquisitions, International Operations, Employee Communications & Support, Day-to-day Service
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: CAP Guidelines Online Questionnaire

ACQUAINT FINANCIAL
ASAF SHAD, PRESIDENT & CEO; 2131 WILLIAMS PARKWAY, SUIT 4, BRAMPTON, ON L6S 5Z4
PH: 905-595-1323
eMail: ashad@acquaintfinancial.com
Web: WWW.ACQUAINTFINANCIAL.COM
Other Offices: Vancouver; Calgary; Edmonton; Winnipeg; Regina; Toronto; Montreal; Quebec City; New Brunswick; Halifax
Professional Staff: 31
Services
Group Benefit: Financial literacy, education, planning, wellness & FinTech solutions.
Investment: Financial literacy, education, planning, wellness & FinTech solutions.
Healthcare: Financial literacy, education, planning, wellness & FinTech solutions.
Record-keeping & Third-party Administration: Employee Assistance, Financial literacy, education, planning, wellness & FinTech solutions.
Software & Technology: Financial literacy, education, planning, wellness & FinTech solutions.

ACTUARIAL SOLUTIONS INC.
Jason Vary, President; 19 Amy Croft Dr., Ste. 203, Lakeshore, ON N9K 1C7
PH: 905-257-2038
Fax: 519-979-4699
eMail: Jason@ActuarialSolutionsInc.com
Web: www.actuarialsolutionsinc.com
Other Offices: Oakville
Professional Staff: 10
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Record-keeping & Third-party Administration: DB Pension Plan Administration

ADVISORY CAPITAL GROUP
Mary Linton, Managing Partner; 110 Yonge St., Ste. 1702, Ste. 1702, Toronto, ON M5C 1T4
PH: 416-322-3339
eMail: mlinton@advisorycanada.com
Web: www.advisorycanada.com
Other Offices: none
Professional Staff: 10
Services
Group Benefit: DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

AF GROUP BENEFITS
Anthony Feher, President; 4 Powderhorn Millway, Toronto, ON M2L 1R8
PH: 416-414-1464
Fax: 416-447-4208
eMail: anthony.feher@afgroupbenefits.com
Web: afgroupbenefits.com
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, Actuarial Services

AGA BENEFIT SOLUTIONS
Martin Papillon, CEO; 3500 de Maisonneuve blvd W., Ste. 2200, Westmount, QC H3Z 3C1
PH: 800-363-6217
eMail: info@aga.ca
Web: www.aga.ca
Other Offices: Quebec
Professional Staff: 90
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Performance Measurement, Compliance Investment, Education & Communication
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy

AON
Howard Lyons, Partner; 225 King St. W., Toronto, ON M5V 3M2
PH: 416-263-7800
eMail: howard.lyons@aon.com
Web: aon.com/canada
Other Offices: Toronto, Montreal, Vancouver, Edmonton, Calgary, Regina, Saskatoon, Winnipeg, Ottawa.
Professional Staff: 1,500
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

APTUS BENEFITS INC.
Bill Watt, Principal; 205 - 409 Granville St., Vancouver, BC V6C 1T2
PH: 604-424-8030
Fax: 604-424-8031
eMail: smurphy@aptusbenefits.ca
Web: www.aptusbenefits.ca
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Administrative Support, Claims Advocacy

ARIA BENEFITS
Robin Bailey, Partner; 2-2390 Bristol Circle, Oakville, ON L6H 6M5
PH: 905-829-9008
eMail: rbailey@ariabenefits.ca
Web: www.ariabenefits.ca
Professional Staff: 13
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Healthcare: Disability Management, Return To Work, Drug Cost Management, Employee Assistance Program

ASSOCIUM BENEFITS
Neil Iddon, Director, Benefits; 802-1 Concorde Gate, Toronto, ON M3C 3N6
PH: 416-867-9350
Fax: 416-849-3312
eMail: ndi@associum.com
Web: www.associum.com
Services
Group Benefit: Group Benefit Plans, Compensation Consulting, Human Resource Consulting, GRRSP Consulting.
Investment: Investment Consulting, Portfolio Modelling, Education & Communication, Risk Management, Through our third party partner the Co-operators
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication

AUTOMATED ADMINISTRATION SERVICES INC
KEITH FOOT, PRESIDENT; 200 TOWN CENTER BLVE, Ste. 102, MARKHAM, ON L3R 8G5
PH: 905-513-9868
Fax: 905-513-9893
eMail: INFO@AASINC.CA
Web: WWW.AASINC.CA
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits Administration

BALANCE BENEFIT SOLUTIONS
Jon Martin, President, Benefits Consultant; 150 King St W, Ste. # 200, Toronto, ON M5H 1J9
PH: 416-807-9352
eMail: j.martin@balancebenefits.ca
Web: www.balancebenefits.ca
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

BAYNES & WHITE
Pam Martin, Senior Consultant, Group Benefits, June Smyth, Senior Actuary, Pension/Retirement; 20 Eglinton Ave. W., Ste. 1006, Toronto, ON M4R 1K8
PH: 416-863-9159
Fax: 416-863-9158
eMail: info@bayneswhite.com
Web: www.bayneswhite.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, DB Pension Plan Administration
Software & Technology: DB Pension

BAYVIEW FINANCIAL GROUP
Rob Anderson, President; 220-1120 Grant Ave., Winnipeg, MB R3M 2A6
PH: 204-515-4000
eMail: rob@bayviewfinancial.ca
Web: bayviewfinancial.ca
Professional Staff: 7
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Asset Allocation, Risk Management

BELAY ADVISORY
John Goode, Partner; 2111, 10088 - 102 Ave., Edmonton, AB T5J 2Z1
PH: 780-409-8900
eMail: contact@belay.ca
Web: www.belay.ca
Other Offices: Calgary
Professional Staff: 12
Services
Group Benefit: Employee Benefit Plans, Employee Retirement Plans, Employee Assistance Plans, Employee Financial Plans, Executive Benefit Plans, International Benefit Plans

BENCHMARK BENEFIT SOLUTIONS INC.
Giorgio Follegati, Benefits Consultant; 10 Richmond St. Ste. 301, Maple, ON L6A 1P6
PH: 416-270-5398
eMail: giorgio@benchmarkbenefits.ca
Web: www.benchmarkbenefits.ca
Other Offices: Vaughan, Toronto
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, HR Workshops, Employee Wellness
Investment: Investment Consulting, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration

BENEFEX CONSULTING INC.
Wade cox, President & Managing Partner; Suite225, 10216-124 St. NW, Edmonton, AB T5N 4A3
PH: 780-451-4476
Fax: 780-451-4494
eMail: wade@benefexconsulting.com
Web: www.benefexconsulting.com
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DC Pension Plans

BENEFIT PLAN ADMINISTRATORS LIMITED
Tim Adams, Vice-president, Client Services; 90 Burnhamthorpe Rd. W., Ste. 300, Mississauga, ON L4B 3C3
PH: 905-275-6466
Fax: 905-275-6461
eMail: tadams@bpagroup.com
Web: www.bpagroup.com
Other Offices: Toronto, Halifax, St. John's, London
Professional Staff: 210
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension

BENEFITS ALLIANCE GROUP INC., THE
Gil McGowan, President; 8800 Dufferin St., Ste. 304, Concord, ON L4K 0C5
PH: 905-669-5577
eMail: gil.mcgowan@benefitsalliance.ca
Web: www.benefitsalliance.ca
Other Offices: Vancouver, Kelowna, Surrey, Calgary, Edmonton, Winnipeg, Thunder Bay, Toronto, St. Catharines, Burlington, Ottawa, Montreal, Halifax, Sudbury, Windsor, Kingston, Markham, Unionville, Concord, Oakville, Cambridge, Aurora, Barrie, Cole Harbour, Peterborough, St. Albert, Surrey, The Blue Mountains, Waterloo, Whitby, Windham Centre, Saskatoon
Professional Staff: 150
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Employee Assistance, Healthcare Spending Account Administration

BENEFITSCONNECT INC.
Paul Crossdale, President; 42 St. Clair Ave.E., Toronto, ON M4T 1M9
PH: 416-471-3566
eMail: info@benefitsconnect.ca
Web: www.benefitsconnect.ca
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, benefitsConnect OS, benefitsConnect Pay, Fully integrated HCM & Payroll system
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, benefitsConnect OS, benefitsConnect Pay, Fully integrated HCM & Payroll system

BENEPLAN INC
Vince Principato, President; 150 Ferrand Dr., Ste. 500, Toronto, ON M3C 3E5
PH: 416-863-6718
Fax: 416-863-5157
eMail: vprincipato@beneplan.ca
Web: www.beneplan.ca
Professional Staff: 20
Services
Group Benefit: Group Benefit Plans
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration

BFINANCE
Les Marton, Senior Director; 1250 Rene Levesque W. Ste. 2200, Montreal, QC H3B 4W8
PH: 416-560-7275
eMail: lmarton@bfinance.com
Web: www.bfinance.ca
Other Offices: TORONTO

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
Other Offices: Toronto, Montreal, Calgary, Vancouver, Quebec City
Professional Staff: 47
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, DB Pension Plan Administration

BILSLAND GRIFFITH BENEFIT ADMINISTRATORS
Janice Young, Executive Assisstant; 1000-4445 Lougheed Hwy, Burnaby, BC V5C 0E4
PH: 604-433-8894
Fax: 604-433-8899
eMail: janice.young@bgbenefitsadmin.com
Web: www.bgbenefitsadmin.com
Professional Staff: 24
Services
Group Benefit: Administration Outsourcing, Trustee Services
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Negotiated Cost Pension & Benefit Plan Administration

BLACK BRICK CAPITAL INC
Mike Stapleton, CFP, CEBS; 12 W.chester Blvd, Bolton, ON L7E 5Y1
PH: 416-428-7728
eMail: mike.stapleton@f55f.com
Web: www.linkedin.com/in/mike-stapleton-cfp-cebs-a230911/
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans

BRASSARD GOULET YARGEAU, SERVICES FINANCIERS INTÉGRÉS
Miguel Yargeau, Partner; 686, Grande Allée Est, bureau100, Quebec, QC G1R 2K5
PH: 418-682-5853
Fax: 418-682-3534
eMail: myargeau@brassardgouletyargeau.com
Web: www.brassardgouletyargeau.com/
Other Offices: Montreal, Toronto
Professional Staff: 60
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, DB Pension, DC Pension

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: sharon.stevenson@ccinsurance.ca
Web: www.ccinsurance.ca
Other Offices: Halifax, Truro
Professional Staff: 19
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Manager Search, Education & Communication, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Fund Reporting, DC Pension

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

CARTIN & ASSOCIATES
James Cartin, President; 101 - 1100 8th Ave. S.W., Calgary, AB T2P 3T8
PH: 403-266-2816
Fax: 403-265-9895
eMail: james.cartin@shaw.ca
Web: www.cartin.ca
Other Offices: Calgary
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

CBA CANADA
Dean Howard, Managing Director, Canada; 515 Riverbend Dr., Ste. 102, Kitchener, ON N2K 3S3
PH: 519-579-7749
Fax: 519-579-4422
eMail: dean.howard@nfp.com
Web: www.nfp.com/canada
Other Offices: Toronto, Mississauga, Ottawa, Burlington, Montreal
Professional Staff: 100
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Outsourced DB Pension Administration & Benefit Processing Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: DB Pension Plan Administration

CEM BENCHMARKING INC.
Alan Torrance, Principal; 372 Bay St., Ste. 1000, Toronto, ON M5H 2W9
PH: 416-369-1078
eMail: alan@cembenchmarking.com
Web: www.cembenchmarking.com

CINDY BOWDEN INSURANCE AND BENEFITS
Cindy Bowden, President; 7030 Woodbine Ave., Ste. 100, Markham, ON L3R 6G2
PH: 905-477-8029
Fax: 905-604-8029
eMail: cbowden@cindybowden.com
Web: www.cindybowden.com
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Group Life and Health Plans - Design, Implementation, Negotiation; Long-term Disability Claims Support
Investment: Investment Consulting, Manager Search, Policy Development, Education & Communication
Record-keeping & Third-party Administration: Claims Advocacy

CLOSING THE GAP HEALTHCARE
Robert Scott, Business Development Manager; 2810 Matheson Blvd. E, Ste. 100, Mississauga, ON L4W 4X7
PH: 905-306-0202
Fax: 905-306-1709
eMail: corporatewellness@closingthegap.ca
Web: www.closingthegap.ca
Other Offices: Toronto, London, Kitchener, Guelph, St. Thomas, Lindsay, Muskoka, Huntsville, Owen Sound, Barrie, Timiskaming, Thunder Bay, Innisfil, Halifax
Services
Healthcare: Employee Health Risk Assessment, Biometric Screening, Group Workshops, Individual Health Coaching, Flu Clinic, Ergonomic Assessment

COMPREHENSIVE BENEFIT SOLUTIONS LIMITED
Diana O'Reilly, Executive Vice-president; 2020 Winston Park Dr., Ste. 102, Oakville, ON L6H 6X7
PH: 905-896-2022
Fax: 905-896-2108
eMail: doreilly@compben.com
Web: www.compben.com
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy
Software & Technology: Benefits Administration

CONNEX HEALTH
Denise Balch, Principal and President; 7603 Sideroad 10 W., Arthur, ON N0G 1A0
PH: 905-220-4260
eMail: denisebalch@connexhc.com
Web: www.connexhc.com

CONSULTANTS
Greg Malone, Principal; 5140 Yonge St., Ste. 1700, Toronto, ON M2N 6L7
PH: 416-696-3098
Fax: 416-429-3794
eMail: gmalone@eckler.ca
Web: www.eckler.ca
Other Offices: Vancouver, Winnipeg, Montreal, Halifax, Quebec City
Professional Staff: 300
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Pension Administration
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, OCIO Consulting and Implementation, Alternative Investment Research, Asset Liability Modelling
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program, Strategic Plan Design, Vendor Management, Plan Renewals, Post-retirement Benefits, Post-employment Benefits
Record-keeping & Third-party Administration: DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, Client Server Technology, DB Pension, DC Pension, Data Collection Tools, Plan Member Portals and Calculators, Actuarial Toolkits, Vendor Search and Selection, Systems Review and Certification, Modelling/Analytics and Data Visualization

CONTE FINANCIAL SERVICES INC. (CFS)
Tony Conte, President; 205-460 W. Hunt Club Rd., Ottawa, ON K2E 0B8
PH: 613-667-3667
Fax: 613-667-4667
eMail: tconte@cfservices.ca
Web: www.cfservices.ca
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Education & Communication

CORTEX APPLIED RESEARCH INC.1
Tom Iannucci, President; 2489 Bloor St. W., Ste. 304, Toronto, ON M6S 1R6
PH: 416-967-0252
Fax: 416-967-2711
eMail: admin@cortexconsulting.com
Web: www.cortexconsulting.com
Professional Staff: 4
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Outsourced Chief Investment Officer Searches
Investment: Education & Communication, Risk Management
1 - Cortex Applied Research Inc.

COUGHLIN & ASSOCIATES LTD. A PEOPLE CORPORATION COMPANY2
Michel Quenneville, President; 466 Tremblay Rd., Ottawa, ON K1G 3R1
PH: 613-231-2266
eMail: info@coughlin.ca
Web: www.coughlin.ca
Other Offices: Ottawa. Winnipeg
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Investment: Investment Consulting, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
2 - COUGHLIN & ASSOCIATES LTD. A PEOPLE CORPORATION COMPANY

COWAN INSURANCE GROUP LTD.
Marc Benoit, Vice-president, Consulting, Group Benefits; 705 Fountain St. N., Cambridge, ON N1R 5T2
PH: 519-650-6360
Fax: 519-650-6366
eMail: marc.benoit@cowangroup.ca
Web: www.cowangroup.ca
Other Offices: Brantford, Burford, Hamilton, Kitchener, Ottawa, Paris, Stratford, Woodstock, Vancouver
Professional Staff: 500
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Health Claims Adjudication

CREMASCO PARTNERS INC.
Dan Kennedy, Practice Leader Corporate Benefits, Jeff Snyder, Practice Leader Corporate Retirement; 585 Scottsdale Dr., Guelph, ON N1G 3E7
PH: 888-241-8163
Fax: 519-837-1530
eMail: Info@cremasco.com
Web: www.cremasco.com
Other Offices: Members C3 Advisory & StudyLink Inc. with a National Presence
Professional Staff: 14
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, executive benefits, IPP's, RCA's
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, government filings
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration

CUBIC HEALTH INC.
Mike Sullivan, CEO; 26 Soho St., Ste. 390, Toronto, ON M5T 1Z7
PH: 416-203-3078
eMail: msullivan@cubic.ca
Web: www.cubic.ca
Professional Staff: 25
Services
Group Benefit: Group Benefit Plans, Plan Analytics, Predictive Analytics, Prior Authorization, Clinical Plan Management, Machine Learning-as-a-Service
Healthcare: Claims Management, Drug Cost Management, Plan Analytics, Predictive Analytics, Prior Authorization, Formulary Management, Drug-EHC-Disability Data Integration, Population Health Analytics
Software & Technology: Machine Learning-as-a-Service, Data Warehousing

CURRY FINANCIAL GROUP LTD.
Lorne Curry, President; 223 Aylmer St. N,, Unit A, Peterborough, ON K9J 3K3
PH: 705-749-1131
Fax: 866-283-5290
eMail: lorne@curryfinancialgroup.com
Web: www.curryfinancialgroup.com
Professional Staff: 4
Services
Group Benefit: Group Benefit Plans

DRG INSURANCE SERVICES
Dan Goodall, President; 21 Jasper Ave, Chatham, ON N7M 4B9
PH: 519-397-0405
Fax: 519-436-6836
eMail: dan@drginsurance.com
Web: www.drginsurance.com
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

DT&A
Don Tettmar, President; 1205 Cameron Ave. SW, Calgary, AB T2T 0K8
PH: 403-244-9663
eMail: don@dtanda.onmicrosoft.com
Web: not applicable
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Actuarial Witness for the Courts
Investment: Investment Consulting, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management
Record-keeping & Third-party Administration: DB Pension Plan Administration

DUGGAN BENEFITS INC.
Mike Duggan, Founder; 67 Yonge St. Ste. 1101, Toronto, ON M5E 1J8
PH: 905-275-7100
Fax: 416-363-2819
Web: www.dugganbenefits.com
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Asset Allocation
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance
Software & Technology: Benefits Administration, DB Pension, DC Pension

ELEGANT INVESTMENT SOLUTIONS, INC.
Colin Ripsman, LL.B., MBA, President; 7 Nathan Court, Thornhill, ON L4J 6Z7
PH: 647-904-9892
eMail: colin.ripsman@elegantinvestmentsolutions.com
Web: elegantinvestmentsolutions.com/
Professional Staff: 1
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, - Boutique firm specializing in governance consulting, full-service DC consulting and DB investment consulting.

ENCON GROUP INC.
Rhonda Sommerville, Managing Director, Group & Retiree Benefits; 55 Standish Ct., Ste. 600, Mississauga, ON L5R 4B2
PH: 905-755-2063
eMail: rhonda.j.sommerville@encon.ca
Web: www.encon.ca
Other Offices: Edmonton
Professional Staff: 52
Services
Group Benefit: Group Benefit Plans
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy

EXPRESS SCRIPTS CANADA
Nancy Tibbo, Senior Manager, Marketing & Communications; 5770 Hurontario St., Mississauga, ON L5R 3G5
PH: 905-712-8615
Fax: 905-712-9986
eMail: ntibbo@express-scripts.com
Web: www.express-scripts.ca
Other Offices: Mississauga, Montreal, Toronto, Moncton, Winnipeg, Burnaby
Professional Staff: 500
Services
Group Benefit: Health Benefits Management
Investment: Health Benefits Management
Healthcare: Claims Management, Drug Cost Management, Health Benefit Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre
Software & Technology: Benefits Administration, Health Claims Adjudication

FAIRFIELD WATSON INC.
Ian Watson, Partner; #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
Other Offices: Edmonton
Professional Staff: 18
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Corporate Wellness
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy

FRASER GROUP
Ken Fraser, President; 459 Roncesvalles Ave., Toronto, ON M6R 2N4
PH: 416-537-8687
eMail: ken@frasergroup.com
Web: www.frasergroup.com
Professional Staff: 4
Services
Group Benefit: Expense Benchmarking of Registered Pension Plans

GALLAGHER BENEFITS SERVICES (CANADA) GROUP INC.
Kasey Boisselle, Senior Vice-president, Prairies; 1620-155 Carlton St., Winnipeg, MB R3C 3H8
PH: 204-956-9860
Fax: 204-956-9869
eMail: kasey_boisselle@ajg.com
Web: ajgcanada.com
Other Offices: Victoria, Calgary, Markham, Mississauga, Waterloo, London, Sudbury, Toronto, Ottawa, New Glasgow, Halifax
Professional Staff: 250
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Guaranteed Standard Issue Disability, Plan Member Warranty, Disability Claims
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Policy Development, Education & Communication, Transition Management, Group Payout Options (RIF/LIF)
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration

GEORGE & BELL CONSULTING INC.
Brendan George, Jeremy Bell, Greg Heise, Mike Greschner, Partners; M2-601 W. Broadway, Vancouver, BC V5Z 4C2
PH: 604-871-4151
Fax: 604-871-4150
eMail: info@georgeandbell.com
Web: www.georgeandbell.com
Other Offices: Whitehorse
Professional Staff: 23
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

GLOBAL MANAGER RESEARCH
Craig Harrison, President; 208 Wyecroft Rd., Oakville, ON L6K 3T8
PH: 905-842-4242
eMail: charrison@gmr.ca
Web: www.gmr.ca
Services
Investment: Manager Search, Performance Measurement, Risk Management, Institutional Performance Report, Investment Manager Database, Property & Casualty Investment Monitor
Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting

H3 CONSULTING
Chris Bonnett, Principal Consultant; 30 Dean Ave., Guelph, ON N1G 1K7
PH: 416-458-5468
eMail: chris@hthree.ca
Web: hthree.ca
Professional Staff: 1
Services
Healthcare: Disability Management, Drug Cost Management, Employee Assistance Program, Workplace Health Strategy, Integrating Health Benefits & Health Promotion, Drug policy

HAMILTON + PARTNERS
John Simons, Principal; 1500 736 6th ave sw, calgary, AB T2P 3T7
PH: 403-668-9011
Fax: 403-605-3324
eMail: jsomins@hamiltonandpartners.com
Web: hamiltonandpartners.com
Professional Staff: 22
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Manager Search, Performance Measurement, Education & Communication
Healthcare: Disability Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration

HANSELL CONSULTING GROUP INC.
Brian J. Hansell, President; 330 8 HWY, Dundas, CA L9H 5E1
PH: 905-520-6960
eMail: brian@hansellconsulting.com
Web: www.hansellconsulting.com
Other Offices: Toronto, Hamilton
Professional Staff: 7
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Workplace Wellness, Organizational Wellness, Wellness Index, CMHA Certified Psychological Health and Safety Advisor, Mental Health Advocacy
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program, Workplace Wellness, Wellness Index, Organizational Wellness, Mental Health Advocacy

HART ACTUARIAL CONSULTING LTD.
David C. Hart, Consulting Actuary; 2851 Rainbow Cres., Mississauga, ON L5L 2H7
PH: 905-820-2662
eMail: dhart@an-actual-actuary.com
Web: www.an-actual-actuary.com

HMA THE BENEFITS PEOPLE
Peter Bocking, Partner; HMA The BENEFITS People, 1032 Brock St. S. 2nd Floor, Whitby, ON L1N 4L8
PH: 905-668-1477
Fax: 905-666-8086
eMail: pbocking@hmabenefits.ca
Web: www.hmabenefits.ca
Other Offices: Whitby
Professional Staff: 25
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

HUB INTERNATIONAL3
Gregory Belton, Executive Chairman; 595 Bay St. Ste. 900, Toronto, ON M5G 2E3
PH: 416-597-4600
Fax: 416-597-2313
eMail: greg.belton@hubinternational.com
Web: www.hubinternational.com
Other Offices: Calgary, Edmonton, Chilliwack, Burnaby, Vancouver, Saint John, Toronto, Quebec City, Montreal, Abbotsford, Langley, Barrie, Leamington, Windsor, Oakville, Markham
Professional Staff: 700
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Wellness Consulting, IPPs, Benefit Plan Communication Strategies
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Policy Development, Education & Communication, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Consulting
Record-keeping & Third-party Administration: Administrative Support, Call Centre, Premium Billing & Collection, Claims Advocacy
Software & Technology: Benefits Administration, Health Claims Adjudication, Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension
3 - HUB International STRATA Benefits Consulting

HUB INTERNATIONAL ONTARIO | THE BENEFITS COMPANY
Rob Tamblyn, President; 2795 Kew Dr., Windsor, ON N8T 3B7
PH: 877-755-5556
Fax: 519-974-1575
eMail: rob.tamblyn@hubinternational.com
Web: www.thebenefitscompany.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Materials
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration

HUMAN CAPITAL BENEFITS INC.
Chris Pryce, Managing Director; 3080 Yonge St., Ste. 6060, Toronto, ON M4N 3N1
PH: 647-352-9777
eMail: chrispryce@humancapitalbenefits.com
Web: www.humancapitalbenefits.com
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

HUMANACARE
Jamie Marcellus, President; 102-7030 Woodbine Ave., Markham, ON L3R 6G2
PH: 800-661-8193
eMail: jmarcellus@humanacare.com
Web: www.humanacare.com
Other Offices: Edmonton, Grande Prairie, Montreal
Services
Healthcare: Disability Management, Claims Management, Return To Work, Employee Assistance Program, Medical Second Opinion, Eldercare, Chronic Disease, Virtual Care
Record-keeping & Third-party Administration: Employee Assistance, Call Centre

INVESTMENT GUILD, THE, A PEOPLE CORPORATION COMPANY4
Michael Thomas, Senior Advisor; 2225 Sheppard Ave.E., Ste. 1400, Toronto, ON M2J 5C2
PH: 905-470-9840
Fax: 905-470-6723
eMail: info@investmentguild.com
Web: www.investmentguild.com
4 - Employee Benefits By Design

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: jdbenefits.com
Professional Staff: 25
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits 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
Professional Staff: 70
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Governance systems design and education
Investment: Manager Search, Performance Measurement, Compliance Investment, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

JAMES EVANS & ASSOCIATES (JEA) LTD.
Sheree Johnson, Chief Operating Officer; 1205-4464 Markham St., Victoria, BC V8Z 7X8
PH: 250-389-2769
eMail: s_johnson@jea.ca
Web: www.jea.ca
Other Offices: Winnipeg
Professional Staff: 98
Services
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Portfolio Style Analysis, Fund Reporting, DB Pension, DC Pension, Full Pension Plan Administration System providing adaptable functionality such as: Beneficiary Maintenance, Calculations, Member Data Management, Member Self-Service Portal, Tax Reporting, Year End Routines

JDM ACTUARIAL EXPERT SERVICES INC
Peter Gorham, President & Actuary; 313 Powell Rd., Whitby, ON L1N 2H5
PH: 905-999-4763
eMail: pgorham@jdmactuarial.com
Web: www.jdmactuarial.com
Professional Staff: 1
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Expert Testimony, Consultant Search, Governance

JONES DESLAURIERS BLEVINS
Ashley Nastasi, Marketing Manager; 30 Kelfield St., Toronto, ON M9W 5A2
PH: 855-532-4768
Fax: 289-304-9052
eMail: anastasi@jdbgroup.ca
Web: www.jdbgroup.ca
Other Offices: Toronto, Barrie
Professional Staff: 60
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Human Resources, Consulting, Mergers & Acquisitions, Health & Wellness Plans, Executive Health Assessments
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Investment Management, Fund Reporting, DB Pension, DC Pension

JSL, A PEOPLE CORPORATION COMPANY
Tom Lowden, Practice Leader; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 905-264-2410
Fax: 905-264-2401
eMail: tom@jslinc.ca
Web: www.jslinc.ca
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Portfolio Style Analysis, Investment Manager Selection

LENNOX FINANCIAL GROUP INC.
Chris Lennox, President; #23-1730 McPherson Ct., Pickering, ON L1W 3E6
PH: 905-492-7888
Fax: 888-883-8427
eMail: info@lennoxfinancial.ca
Web: www.lennoxfinancial.ca
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group DPSP, Group RRSP, Group TFSA
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Claims Management, Drug Cost Management
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, 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
Other Offices: Winnipeg, Oro Medonte, Ottawa
Professional Staff: 26
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Occupational Accident Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support
Software & Technology: Benefits Administration, Investment Manager Selection

LESNIEWSKI MOORE CONSULTING GROUP INC.
Lindsey McKinnon, Regional Vice-president; 205 - 5th Ave. SW, Calgary, AB T2P 3N3
PH: 403-228-9024
Fax: 403-245-4229
eMail: info@lmcgroup.ca
Web: LMCGroup.ca

LOUNSBURY LIFE & GROUP INSURANCE SERVICES
Doug Lounsbury, Consultant; 8 Guelph St, Georgetown, ON L7G 3Y9
PH: 289-891-7816
eMail: info@lounsburylife.com
Web: www.lounsburylife.com

M A REUTER BENEFITS INC
Richard Skehan, President; 485 Pinebush Rd St 201, cambridge, ON N1T 0A6
PH: 519-620-0218
eMail: Rick_skehan@reuterbenefits.com
Web: reuterbenefits.com
Other Offices: Toronto
Professional Staff: 11
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Healthcare Spending Account Administration, Group RRSP Administration
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DC Pension

MAINSTAY INSURANCE BROKERAGE INC.
Dave Patriarche, President; 10 Linton Ct., Thornhill, ON L3T 5M9
PH: 905-886-9203
Fax: 905-707-0216
eMail: dave@mainstayinsurance.ca
Web: www.mainstayinsurance.ca
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, Organizes Educational Events and Speaks to Insurer, TPA, Pharma, & Broker Audiences
Healthcare: Expert Witness (for Employee Benefits/Group Insurance), Educational Seminar Provider, Speaker on Employee Benefit Topics

MANION WILKINS & ASSOCIATES LTD.
Mike Neheli, President; 500-21 Four Seasons Place, Toronto, ON M9B 0A5
PH: 416-234-5044
Fax: 416-234-2071
eMail: mneheli@manionwilkins.com
Web: manionwilkins.com
Professional Staff: 150
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

MATHEIS FINANCIAL GROUP
Mary-Anne Rogers, Vice-president, Corporate 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: 17
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration

MCFBEDARD GROUP INC.
Charles Bedard, President; 200 - 465 Richmond St., London, ON N6A 5P4
PH: 519-690-1452
Fax: 519-690-1463
eMail: cbedard@mcfbedard.com
Web: www.mcfbedard.com
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Executive Benefits, Group RRSP/DPSP/TFSA, Non-Registered Investments
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Claims Advocacy, Group RRSP Administration
Software & Technology: Quote & Renewal Analysis Technology

MCVAGH CUNNINGHAM GROUP LTD.
Nicole Ardiel, Benefits Specialist; #204 - 830 Shamrock St., Victoria, BC V8X 2V1
PH: 250-475-1108
Fax: 250-475-3098
eMail: nicole@mcgltd.ca
Web: www.mcgltd.ca
Professional Staff: 4
Services
Group Benefit: Group Benefit Plans, Group RRSPs, Employee and Family Assistance Programs, Health Spending Accounts
Healthcare: Employee Assistance Program

MDM INSURANCE SERVICES INC.
Rebecca Lopers, Director, Operations; 834 Gordon St., Guelph, ON N1G 1Y7
PH: 519-837-1531
Fax: 519-836-4909
eMail: rebecca@mdm-insurance.com
Web: www.mdm-insurance.com
Professional Staff: 18
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology

MERCER
Heather Nairn, Chief Marketing Officer; 120 Bremner Blvd., Toronto, ON M5J 0A8
PH: 416-868-2638
Fax: 416-868-2136
eMail: heather.nairn@mercer.com
Web: www.mercer.ca
Other Offices: Calgary, Edmonton, Halifax, London, Montreal, Ottawa, Quebec City, Regina, Vancouver, Winnipeg
Professional Staff: 1,100
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, Client Server Technology

MJ HUDSON AMACES
Tim Dixon, Senior Consultant; 88 Wood St., London, EN EC2V7RS
PH: 289-337-4788
eMail: tim.dixon@mjhudson.com
Web: www.mjhudson.com
Other Offices: Toronto
Professional Staff: 12
Services
Software & Technology: Monitoring & benchmarking of the custody & treasury & foreign exchange services of the custodian; benchmark fees & provide custodian selection services

MONDELIS ACTUARIAL SERVICES CORP
Kathy Licata, President; 540 Bingemans Centre Dr., Ste. 603, Kitchener, ON N2B 3X9
PH: 519-804-2895
Fax: 519-579-5010
eMail: kathy.licata@mondelis.com
Web: www.mondelis.com
Other Offices: Hamilton
Professional Staff: 10
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Post Employment Benefit Valuations
Record-keeping & Third-party Administration: DB Pension Plan Administration

MORNEAU SHEPELL
Nigel Branker, President, Health and Productivity Solutions and Executive Vice-president; 895 Don Mills Rd, Tower One, Toronto, ON M3C 1W3
PH: 416-445-8899
Fax: 416-445-7989
eMail: nbranker@morneaushepell.com
Web: www.morneaushepell.com
Other Offices: Vancouver, Calgary, Edmonton, Winnipeg, Kitchener, Markham, Toronto, Mississauga, Ottawa, Montreal, Quebec City, Fredericton, Halifax
Professional Staff: 5,000
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Asset and Risk Management, Total Pension Outsourcing, DC Consulting, Legal Services - Governance & Plan Restatements, Retirement Planning Services, Benefits Communications, Shared Risk Pension Plans, Target Benefit Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Health and 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
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, DB Pension, DC Pension, Health and Welfare Admin

MOSEY & MOSEY INSURANCE AGENCY LTD.
John Mosey Jr., Exec. Vice-president; 100 Milverton Dr., #604, Mississauga, ON L5R 4H1
PH: 505-361-2014
Fax: 905-361-2015
eMail: jmoseyjr@mosey.on.ca
Web: www.moseyandmosey.com
Other Offices: Pickering
Professional Staff: 26
Services
Group Benefit: Group Benefit Plans, 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: Disability Management, Claims Management, Drug Cost 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
Other Offices: Toronto, Guelph, London, Lion’s Head, Wiarton, Ottawa, Thunder Bay, Montreal, Quebec City, Halifax, Moncton, Vancouver, Calgary, Canmore, Edmonton, Sherwood Park, Regina, Weyburn, and Winnipeg
Professional Staff: 150
Services
Healthcare: Disability Management, Claims Management, Return To Work, Ergonomic Assessments, Leaves Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment
Software & Technology: Benefits Administration

PATON CONSULTING INC.
Hugh Paton, President; 109 Richmond St., Charlottetown, PE C1A 1H7
PH: 902-894-5256
Fax: 902-894-3863
eMail: hugh@patonconsulting.ca
Web: www.patonconsulting.ca

PBAS GROUP, THE
Terry Crawley, Director, Client Development & Relations; 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

PBI ACTUARIAL CONSULTANTS LTD.
Riley St. Jacques, Partner & Senior Consulting Actuary; Ste. 1070, One Bentall Centre, 505 Burrard St., Box 42, Vancouver, BC V7X 1M5
PH: 604-647-3206
Fax: 604-687-8074
eMail: riley.stjacques@pbiactuarial.ca
Web: www.pbiactuarial.ca
Other Offices: Toronto, Montreal
Professional Staff: 88
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Risk Management, Target Benefit Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Asset/liability modelling, Portable Alpha Overlay Strategies, Alternative Assets Investment (Real Estate, Hedge Funds, Infrastructure)
Healthcare: Health & Welfare Plan Design, Plan Implementation, Insurer Selection, Service Integration, Service Provider Performance Monitoring, Funding & Claim Risk Analysis, Retiree Valuation
Record-keeping & Third-party Administration: Administrative Support, DC Pension Plan Administration, DB Pension Plan Administration, Record-keeping Services, Benefit Calculations, One-on-one Member Meetings, Marriage Breakdown Calculations, Research & Advice regarding Pension Legislation, Government Filings, Educational Seminars, Annual Member Statements, Reconciliation of Expenses, Contributions, Hours Reported & Benefit Payments, Organization & Attendance at Trustee Meetings, Preparation of Meeting Minutes, Annual Member Meetings, Member Communications
Software & Technology: DB Pension, DC Pension, Pension Benefit Calculation Tools, Web-based Pension Administration System, Member Education Websites, Member Education Videos

PELORUS BENEFITS
Glenn Fabello, Principal; 301-3700 Steeles Ave W., Vaughan, ON L4L 8K8
PH: 905-850-3330
eMail: gfabello@thinkpelorus.ca
Web: www.pelorusbenefits.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension

PENMORE
Lio Spagnuolo, Managing Partner; 8800 Dufferin St., Ste. 304, Concord, ON L4K 0C5
PH: 905-669-5577
Fax: 905-669-5738
eMail: lio@penmore.com
Web: www.penmore.com

PEOPLE CORPORATION
Brevan Canning, Executive Vice-president & Group Head, Group Solutions; 1403 Kenaston Blvd., Winnipeg, MB R3P 2T5
PH: 204-940-3976
eMail: brevan.canning@peoplecorporation.com
Web: www.peoplecorporation.com
Other Offices: Operating in 32 offices 10 provinces and 2 territories across Canada.
Professional Staff: 880
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Group Retirement Solutions, Plan Governance, Plan Oversight & Benefit Optimization, HR Services and Wellness Solutions
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness & Work Life Balance Programs
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

PROBENEFITS
Norm Hounsell, B. Comm., President; 45 Kendleton Dr., Toronto, ON M9V 1T9
PH: 647-208-1586
eMail: norman.hounsell@sympatico.ca
Web: N/A
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Health Spending Accounts
Healthcare: Employee Assistance Program

PROSURE GROUP, A PEOPLE CORPORATION COMPANY
Brenda Brown, Manager, Client Services; 1400 - 2225 Sheppard Ave. E., Toronto, ON M2J 5C2
PH: 416-609-0989
Fax: 416-609-9551
eMail: brenda@prosure-group.com
Web: www.prosure-group.com
Services
Healthcare: Claims Management, Drug Cost Management

PROTEUS
Gord Lewis, Senior Vice-president; 250 Ferrand Dr., Ste. 303, Toronto, ON M3C 3G8
PH: 416-421-3557
Fax: 416-421-1348
eMail: glewis@proteusperformance.com
Web: www.proteusperformance.com
Professional Staff: 20
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation & Search, Executive Retirement Plans, Retirement Planning
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Pension Governance, Foundation Governance, Retirement Planning Workshops/Seminars, Retirement Planning Counseling, Administration Review & Search, Executive Retirement Plans
Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

RALPH MOSS LIMITED
JEANNE D. FOOT, PRESIDENT; 102-200 TOWN CENTER BLVD, MARKHAM, ON L3R 8G5
PH: 905-513-9868
Fax: 905-513-9893
eMail: INFO@RALPHMOSS.CA
Web: WWW.RALPHMOSS.CA
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Group MGA
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits Administration

RBC INVESTOR & TREASURY SERVICES
Joanne Archambault, Associate Director, Global Client Coverage; 155 Wellington St. W., 10th Floor, Toronto, ON M5V 3L3
PH: 416-955-6615
eMail: jo-anne.archambault@rbc.com
Web: www.rbcits.com
Other Offices: Toronto, Montreal, Vancouver
Services
Investment: Performance Measurement, Attribution Analysis, Compliance Investment, Education & Communication, Risk Management

RBI ADVISORY GROUP
Richard E. Achtymichuk, President/Senior Advisor; #202, 30 Crystalridge Dr., Okotoks, AB T1S 2C3
PH: 888-724-2444
Fax: 403-938-0232
eMail: rick@rbiadvisory.com
Web: www.rbiadvisory.com
Professional Staff: 4
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Eligibility Verification, Claims Advocacy
Software & Technology: Benefits Administration

RUSSELL INVESTMENTS CANADA
Andrew Kitchen, Managing Director, Canada Institutional; 100 King St. W., Ste. 4510, Toronto, ON M5E 1E4
PH: 866-737-2228
Fax: 416-362-4494
eMail: akitchen@russellinvestments.com
Web: russellinvestments.com/ca/institutional

RWAM INSURANCE ADMINISTRATORS INC.
Dan Galloway, Chief Operating Officer & President; 49 Industrial Dr., Elmira, ON N3B 3B1
PH: 519-669-1632
Fax: 519-669-1923
eMail: dan.galloway@rwam.com
Web: www.rwam.com
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy

SECLONLOGIC INC.
Jean-Guy Sauriol, President; 309-85 Scarsdale Rd., North York, ON M3B 2R2
PH: 416-640-5795
eMail: jgsaur@seclon.com
Web: www.seclonlogic.com

SEGAL GROUP, THE
Cameron McNeill, Senior Vice-president; 45 St. Clair Ave. W., Ste. 802, Toronto, ON M4V 1K9
PH: 416-969-3963
Fax: 416-961-2101
eMail: cmcneill@segalco.com
Web: www.segalgroup.ca
Other Offices: Montreal, Edmonton
Professional Staff: 21
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Asset Liability Modeling, Participant Communications
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Plan Design & Budgeting, Claims & Eligibility Audits, Plan Data Analysis, Wellness, Vendor Bidding
Software & Technology: Multi-employer Fund Website Development, Information Technology Assessment, Technology Acquisition & Implementation Operation & Organization Assessments, Feasibility Studies for Benefits Administration Options, Liability Driven Investing, Asset Liability Modeling

SEGAL ROGERSCASEY CANADA (MEMBER OF THE SEGAL GROUP)
Ruo Tan, President; 45 St Clair Ave W., Ste. 802, Toronto, ON M4V 1K9
PH: 416-642-7792
Fax: 416-304-0570
eMail: rtan@segalrc.com
Web: www.segalgroup.ca
Other Offices: Montreal, Edmonton
Professional Staff: 6
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Portfolio Management, Investment Research, Investment Product Design
Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection

SELECTPATH BENEFITS AND FINANCIAL INC.
Jeff Cox, Marketing Communications Coordinator; 310 - 700 Richmond St., London, ON N6A 5C7
PH: 519-675-1177
Fax: 519-675-1331
eMail: jeffery@selectpath.ca
Web: www.selectpath.ca
Other Offices: Sarnia ON
Professional Staff: 58
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Education & Communication, Risk Management
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration

SMITH PENSION & ACTUARIAL CONSULTANTS
Donald M. Smith, Partner; Ste. 2000, 1188 W. Georgia St., Vancouver, BC V6E 4A2
PH: 604-443-3712
Fax: 604-687-2315
eMail: Don_Smith@SmithPAC.ca
Web: n/a
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration
Software & Technology: Investment Manager Selection, Fund Valuation, DB Pension, DC Pension

SPECIAL BENEFITS INSURANCE SERVIVES
Gavin Prout, Vice-president; 366 Bay St. - 7th floor, Toronto, ON M5H 4B2
PH: 800-667-0429
Fax: 416-601-0308
eMail: gavin@sbis.ca
Web: www.sbis.ca
Other Offices: Port Perry Ontario
Professional Staff: 12
Services
Healthcare: Individual Health, Dental and Travel Insurance Brokers

STEM CAPITAL
Joseph Chan, Senior Vice-president; 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3
PH: 855-783-7836
Fax: 855-783-7836
eMail: joseph@stemcapital.com
Web: stemcapital.com
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension, HRIS/HCM Technology Transformation

STEVEN COHEN INSURANCE AGENCY INC.
Steven R. Cohen & Darren Abrahams, Principals; 1 Eva Rd., Ste. 324, Toronto, ON M9C 4Z5
PH: 416-259-1166
Fax: 416-259-5885
eMail: steven@scinsurance.ca
Web: www.scinsurance.ca

STRATEGIC BENEFITS & INSURANCE SERVICES LTD.
Debra Dobing, Owner & Employee Benefits Consultant; P.O. Box 114- 945 Princess St., Kingston, ON K7L 0E9
PH: 877-507-4433
Fax: 613-507-4401
eMail: debra@strategicins.ca
Web: www.strategicins.ca
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Compliance Investment, Education & Communication

SUSTAINALYTICS
Gary Hawton, Senior Director, Client Relations; 215 Spadina Ave., Ste. 300, Toronto, ON M5T 2C7
PH: 647-317-3671
Fax: 416-861-0183
eMail: contact@sustainalytics.com
Web: www.sustainalytics.com
Professional Staff: 5005
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Sustainability Research & ESG Analysis of Securities
Investment: Investment Consulting, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, ESG Portfolio Analysis, Carbon Portfolio Analysis, ESG & Corporate Governance Research Services, Screening Support Services, Strategy Development & ESG Integration, Sustainable Development Analytics, Weapons Research, Sanctions Research, Human Rights Radar, Engagement Services
Software & Technology: Investment Manager Selection
5 - Approximately 60 staff in Toronto. Sustainalytics is a global firm with offices and representatives in 17 countries around the world.

SYNERGY BENEFITS CONSULTING
Wayne Farrow, Senior Consultant; 80 King St Ste. #602, St. Catharines, ON L2R 7G1
PH: 905-641-0028
Fax: 905-641-0056
eMail: wfarrow@synergybenefits.ca
Web: www.synergybenefits.ca
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Manager Search, Asset Allocation, Education & Communication
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Software & Technology: Benefits Administration, DB Pension, DC Pension

THE BENEFITS TRUST
Robert J Crowder, President; 3800 Steeles Ave W, Vaughan, ON L4L 4G9
PH: 905-251-4995
eMail: rcrowder@thebenefitstrust.com
Web: www.thebenefitstrust.com
Professional Staff: 25
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Health Claims Adjudication

THE HUMAN WELL INC.
Paul Pittman, Senior Consultant; Village Common, Oakville, ON L6M 0S2
PH: 416-985-1153
eMail: paulpittman@thehumanwell.com
Web: www.thehumanwell.com
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, Employee liability strategies, global employee risk management,captives and multi-national pooling

THE PROTECTORS GROUP BENEFITS
Mark Porter, Vice-president, Group Operations; 254 Brock St., Ste. 200, Peterborough, ON K9H 2P7
PH: 705-874-5155
Fax: 705-874-1010
eMail: markporter@protectorsgroupbenefits.ca
Web: www.protectorsgroupbenefits.ca

THE WINCH GROUP
Gary Winch, President & CEO; 3027 Harvester Rd Ste. #302, Burlington, ON L7N 3G7
PH: 905-639-4287
Fax: 905-639-9352
eMail: g.winch@winchgroup.com
Web: www.winchgroup.com
Other Offices: Cambridge, St. Catherines, Woodstock
Professional Staff: 30
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Manager Search, Performance Measurement, Asset Allocation, Education & Communication
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration
Software & Technology: Benefits Administration, DB Pension, DC Pension

THORPE BENEFITS
Roger Thorpe, President; 1000 - 60 St. Clair Ave. E., Toronto, ON M4T 1N5
PH: 416-966-9229
eMail: mail@thorpebenefits.com
Web: www.thorpebenefits.com
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, Wellness Consulting, Onsite Wellness Programming

TLH BENEFITS ADVISORS
Thomas L. Hanes, CLU, Owner/Operator; 26 Cranbrooke Ave., Toronto, ON M5M 1M4
PH: 647-268-3409
Fax: 416-488-7590
eMail: tlhbenefits@rogers.com
Web: tlhbenefits.com
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Education & Communication
Healthcare: Disability Management, Claims Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, DB Pension, DC Pension

TRG GROUP, A DIVISION OF HUB INTERNATIONAL
Rob Taylor, Executive Vice-president; 800 - 1177 W. Hastings St., Vancouver, BC V6E 2K3
PH: 604-714-4400
Fax: 604-714-4401
eMail: contact@trggroup.com
Web: www.trggroup.com
Professional Staff: 49
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management, CAPSA Review & Compliance
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Preferred Provider Network, Choice Benefits
Record-keeping & Third-party Administration: Employee Assistance

TT ACTUARIAL INC.
Chris T. Tomev, FSA, FCIA, Partner and Actuary; 206 Laird Dr., Ste. 208, Toronto, ON M4G 3W4
PH: 416-424-1765
Fax: 416-406-4484
eMail: chris@ttactuarial.ca
Web: www.ttactuarial.ca
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Accounting Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management
Healthcare: Claims Management, Drug Cost Management, Dental Cost Management, Travel Cost Management, Life Insurance Management
Record-keeping & Third-party Administration: Administrative Support, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Fund Valuation, Fund Reporting, DB Pension, DC Pension

UNION BENEFITS
Paul A. Gillis, President & CEO; 151 Frobisher Dr., E220, Waterloo, ON N2V 2C9
PH: 519-725-8818
Fax: 519-725-9362
eMail: pgillis@unionbenefits.ca
Web: www.unionbenefits.ca

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@WAInc.ca
Web: www.WAInc.ca
Professional Staff: 22
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Legal Evidence, Post-Employment Benefits Valuation, Post-Retirement Benefits Valuation
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Drug Cost Management, Predictive Modelling
Record-keeping & Third-party Administration: Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, SERP 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
Other Offices: Kindersley, Humboldt
Professional Staff: 38
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Coaching
Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management, Institutional Brokerage
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program, Health Spending Account Wellness Account
Record-keeping & Third-party Administration: Administrative Support, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration

WILLIS TOWERS WATSON
Brian Parsons, Managing Director; 175 Bloor St. E., Ste. 1701, Toronto, ON M4W 3T6
PH: 416-960-2773
Fax: 416-960-2819
eMail: brian.parsons@willistowerswatson.com
Web: www.willistowerswatson.com
Other Offices: Vancouver, Calgary, Toronto, Montreal
Professional Staff: 1,000
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Employee Opinion Surveys
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management, Delegated Investment Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employer Drug Purchasing Coalition Pharmacy Management
Record-keeping & Third-party Administration: Administrative Support, Call Centre, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: DB Pension, DC Pension

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