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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, CEO; 4-2131 WILLIAMS PKWY, BRAMPTON, ON L6S 5Z4
PH: 905-595-1323
eMail: ASHAD@ACQUAINTFINANCIAL.COM
Web: www.acquaintfinancial.com
Other Offices: Unbiased and independent nationwide provider of financial education and literacy solutions for employees and pension plan members.
Services
Investment: Education & Communication
Healthcare: Employee Assistance Program
Record-keeping & Third-party Administration: Employee Assistance

ACTUARIAL SOLUTIONS INC.
Jason Vary, President; 466 Speers Rd., 3rd Floor, Oakville, ON L6K 3W9
PH: 905-257-2038
eMail: Jason@ActuarialSolutionsInc.com
Web: www.actuarialsolutionsinc.com
Other Offices: Oakville
Professional Staff: 11
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Record-keeping & Third-party Administration: DB Pension Plan Administration

ACTUBEN CONSULTING INC.
Brian Jenkins, President; 102-2680 Matheson Blvd. E., Mississauga, ON L4W 0A5
PH: 905-823-7942
Fax: 888-892-2018
eMail: bjenkins@actuben.com
Web: www.actuben.com
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Executive & Other Post-employment Programs, Executive/Individual Pension Plans, Valuation of Post-employment Programs, Administrative Support for Pension Plans
Investment: Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration, Administrative Services for Small Retirement Programs, particularly Executive DB Programs
Software & Technology: Benefits Administration, DB Pension

ADVISORY CAPITAL GROUP
Mary Linton, Managing Partner; 110 Yonge St., Toronto, ON M5C 1T4
PH: 416-322-3339
Fax: 416-322-1440
eMail: mlinton@advisorycanada.com
Web: www.advisorycanada.com
Professional Staff: 9
Services
Group Benefit: DC Pension Plans
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

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

AMACES INC.
Tim Dixon, Sales & Client Management Canada; 88 Wood St., London, EN EC2V7RS
PH: 289-337-4788
eMail: tdixon@amaces.com
Web: www.amaces.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

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: 7
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

ARETE HR INC
Allan J. Stordy, President & CEO; 8180 Macleod Trail S, Calgary, AB T2H 2B8
PH: 888-255-5196
Fax: 403-252-6161
eMail: info@aretehr.com
Web: aretehr.com
Services
Group Benefit: Employee and Business Assistance Programs, Return to Work and Disability Management services
Healthcare: Disability Management, Return To Work, Employee Assistance Program
Record-keeping & Third-party Administration: Employee Assistance

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: 10
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Healthcare: Disability Management, Drug Cost Management, Employee Assistance Program

ARTHUR J. GALLAGHER
Dave Dickinson, Area President; Suite 410 - 11 Holland Ave., Ottawa, ON K1Y 4S1
PH: 613-670-8483
Fax: 613-907-3351
eMail: dave_dickinson@ajg.com
Web: ajg.com/Canada
Other Offices: Calgary, Toronto, London, Halifax
Professional Staff: 120
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Bench marking, International Capabilities, HR Services, Compensation Consulting
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, Return To Work, Drug Cost Management, Employee Assistance Program, HR Consulting
Software & Technology: Benefits Administration, Fund Valuation, DB Pension

ASSOCIUM BENEFITS
Neil Iddon, Director; 802-1 Concorde Gate, Toronto, ON M6R 1Y4
PH: 416-867-9350
eMail: ndi@associum.com
Web: associum.com
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration

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

BAYNES & WHITE
James White, President; 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

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

BELTON BOISSELLE BENEFITS & PENSIONS
Kasey Boisselle, President, Group Benefits & Pensions; 1620-155 Carlton St., Winnipeg, MB R3C 3H8
PH: 204-956-9860
Fax: 204-956-9869
eMail: kasey@beltonboisselle.com
Web: www.beltonboisselle.com
Professional Staff: 9
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, 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, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

BENCHMARK BENEFIT SOLUTIONS INC.
Giorgio Follegati, Consultant; 10 Richmond St. Ste. 301, Maple, ON L6A 1P6
PH: 416-270-5398
eMail: giorgio@benchmarkbenefits.ca
Web: www.benchmarkbenefits.ca
Other Offices: Toronto, Vaughan
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Flex Plans, ASO, Health Spending Accounts, Wellness Spending Accounts
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

BENEFEX CONSULTING INC.
Wade Cox, Principal & Managing Partner; 10504 - 123 St. N.W., Edmonton, AB T5N 1P1
PH: 780-784-2612
Fax: 780-451-4494
eMail: wade@benefexconsulting.com
Web: www.benefexconsulting.com
Professional Staff: 7
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Education & Communication

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: 195
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, Administration Outsourcing
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

BENEFIT SOURCE, THE
Michael Nadler, President; 2552 Bristol Circle, 2nd Floor, Oakville, ON L6H 5S1
PH: 905-785-0084
Fax: 905-829-1019
eMail: michael@benefitsource.ca
Web: www.benefitsource.ca
Other Offices: Mississauga
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Claims Advocacy

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

BENEFITS DIRECT CORP.
Jacob S. E. Clark, President & Lead Consultant; 195 Dufferin Ave., Ste. 601, London, ON N6A 1K7
PH: 519-672-3476
Fax: 519-672-0554
eMail: jclark@benefitsdirect.ca
Web: www.benefitsdirect.ca
Professional Staff: 4
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group RSPs

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: 18
Services
Group Benefit: Group Benefit Plans
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Premium Billing & Collection, Healthcare Spending Account Administration

BFINANCE
Brian Cyr, Managing Director; 1250 René-Lévesque Blvd. W | Ste. 2200, Montreal, QC H3B 4W8
PH: 514-393-4899
eMail: bcyr@bfinance.com
Web: www.bfinance.ca
Other Offices: Toronto
Professional Staff: 3
Services
Group Benefit: DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Portfolio Modelling, Risk Management

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: 45
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 Assistant; 1000-4445 Lougheed Hwy, Burnaby, BC V5C 0E4
PH: 604-433-8899
Fax: 604-433-8894
eMail: janice.young@bgbenefitsadmin.com
Web: bgbenefitsadmin.com
Professional Staff: 23
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 Westchester 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: 40
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
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Eligibility Verification, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology, Investment Manager Selection, DC Pension

BUFFETT TAYLOR
Kelly Ryan, Practice Leader; 701 Rossland Rd. E., Ste. 209, Whitby, ON L1N 8Y9
PH: 905-666-1300
Fax: 905-666-4887
eMail: Kelly.Ryan@BuffettTaylor.com
Web: www.buffetttaylor.com
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans, Actuarial Services, Administration Outsourcing
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration

BUFFETT TAYLOR, A PEOPLE CORPORATION COMPANY
Kelly Ryan, Practice Leader; 701 Rossland Rd. E., Ste. 209, Whitby, ON L1N 8Y9
PH: 905-666-1300
Fax: 905-666-4887
eMail: Kelly.Ryan@BuffettTaylor.com
Web: www.buffetttaylor.com
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans, Actuarial Services, Administration Outsourcing
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration
Software & Technology: Benefits Administration

C&C INSURANCE CONSULTANTS LTD.
Jeffrey Ische, President; 6-22425 Jefferies Rd, Komoka, ON N0L 1R0
PH: 519-657-1446
Fax: 519-657-4520
eMail: sharon.stevenson@ccinsurance.ca
Web: ccinsurance.ca/
Other Offices: Halifax, Truro
Professional Staff: 17
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, President & CEO; 515 Riverbend Dr., Ste. 102, Kitchener, ON N2K 3S3
PH: 519-579-7749
Fax: 519-579-4422
eMail: cba@cbacanada.com
Web: www.cbacanada.com
Professional Staff: 29
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
Professional Staff: 30
Services
Group Benefit: DB Pension Plans, Administration Outsourcing, Benchmarking of administration cost and service levels of pension plans including best practices research.
Investment: Performance Measurement, Benchmarking of investment cost, performance and risk of large pools of capital, including DB, DC and Sovereign Wealth Funds, as well as best practices research.

CINDY BOWDEN INSURANCE AND BENEFITS
Cindy Bowden, President; 7030 Woodbine Ave., Ste. 100, Markham, ON L3R 6G2
PH: 905-477-8029
Fax: 905-944-0808
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

CONDUENT, ADMINISTRATION SOLUTIONS
Jeanette Willis, Vice-president, CPAS Sales & Marketing; 700 - 250 Ferrand Dr., Toronto, ON M3C 3G8
PH: 416-422-0563
Fax: 416-422-5617
eMail: jeanette.willis@conduent.com
Web: www.conduent.com/cpas
Professional Staff: 65
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Record-keeping & Third-party Administration: Premium Billing & Collection, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, DB Pension, DC Pension, Recordkeeping Software, Member Retirement Planning Tools, On-premise, Hosted & SaaS Solutions

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
Services
Healthcare: CE programs/events, focus groups/workshops, strategic private healthcare and wellbeing consulting

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.
Tom Iannucci, President; 2489 Bloor St. W., Toronto, ON M6S 1R6
PH: 416-967-0252
Fax: 416-967-2711
eMail: tiannucci@cortexconsulting.com
Web: www.cortexconsulting.com
Professional Staff: 4
Services
Group Benefit: DB Pension Plans, DC Pension Plans
Investment: Policy Development, Risk Management, Investment Consultant Searches and OCIO Searches, Governance Consulting

COUGHLIN & ASSOCIATES LTD. A PEOPLE CORPORATION COMPANY
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
Other Offices: Ottawa, Winnipeg
Professional Staff: 166
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Benefits Communication, Strategic Plan Design, Risk Management Strategies, Plan Renewals
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 Solutions
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, Plan Governance
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

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

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: 15
Services
Group Benefit: Group Benefit Plans, Plan Analytics, Drug Plan Solutions, Predictive Analytics, Population Health Analytics, Formulary Management
Healthcare: Claims Management, Drug Cost Management, Plan Analytics, Predictive Modelling

DIXON ACTUARIAL SERVICES INC.
Karen Dixon, President & Actuary; Unit #11, 1673 Richmond St., #301, London, ON N6G 2N3
PH: 519-630-1395
eMail: karen@dixonactuarial.com
Web: www.dixonactuarial.com
Services
Group Benefit: Actuarial Services

DONALDSON VINCENT ASSOCIATES LIMITED
Don Armstrong, Senior Actuary/Consultant; 303 – 240 Duncan Mill Rd., Toronto, ON M3B 3S6
PH: 416-447-7900
Fax: 647-952-1101
eMail: don.armstrong@dvassociates.com
Web: dvassociates.com
Professional Staff: 3
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
Record-keeping & Third-party Administration: DB Pension Plan Administration
Software & Technology: Annuity Factor Software - Add-in Excel Workbook

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: 2
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, We partner with a variety of insurers to provide the best group benefit experience possible.

DT&A
Don Tettmar, President; 1205 Cameron Ave. SW, Calgary, AB T2T 0K8
PH: 403-244-9663
Fax: 403-244-9675
eMail: ddont@shaw.ca
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
Scott Beckett, President; 1101-67 Yonge St., Toronto, ON M5E 1J8
PH: 905-275-7100
eMail: scott@dugganbenefits.com
Web: dugganbenefits.com
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans

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
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

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
Healthcare: Claims Management, Drug Cost Management, Pharmacy 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
Professional Staff: 14
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
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Employee Assistance, Healthcare Spending Account Administration, Claims Advocacy

FARROW PENSION & BENEFITS
Wayne Farrow, Managing Partner; #602-80 King st, St. Catharines, ON L2R 7G1
PH: 905-228-2094
Fax: 905-641-0056
eMail: wayne@farrowpension.ca
Web: www.farrowpension.ca
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Policy Development, Education & Communication, Risk Management
Healthcare: Claims Management, Drug Cost Management

FIRM CONSULTING INC.
Jacob S. E. Clark, President & Lead Consultant; 195 Dufferin Ave., Ste. 601, London, ON N6A 1K7
PH: 519-672-3476
Fax: 519-672-0554
eMail: jake@firmconsulting.ca
Web: www.firmconsulting.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group RSPs

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

FUTURE BENEFITS MANAGEMENT INC.
John McLaren, Managing Partner; 920 Yonge St., Ste. 807, Toronto, ON M4W 3C7
PH: 416-925-6100
Fax: 461-925-6255
eMail: info@fbmi.ca
Web: www.fbmi.ca
Other Offices: Georgetown
Professional Staff: 6
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, Employee Assistance, 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, Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension

GALLAGHER BENEFIT SERVICES CANADA (GROUP) INC.
Melanie Jeannotte, Area President; 300, 334 - 11 Ave. S.E., Calgary, AB T2G 0Y2
PH: 403-209-3817
eMail: melanie_jeannotte@ajg.com
Web: www.ajg.com
Other Offices: Toronto, Ottawa, London, Markham, Halifax
Professional Staff: 115
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Compensation, HR Consulting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, Claims Advocacy

GEM BENEFITS INC.
Rasa Lannoo, CEO - Lead consultant; 42 Riddell St., Woodstock, ON N4S 6M1
PH: 800-435-9077
Fax: 519-537-8778
eMail: rasa@gembenefits.ca
Web: www.gembenefits.ca
Other Offices: Paris, Toronto, Port Rowan, Princeton
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, through affiliate GEM Financial Group
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, Group RRSP Administration
Software & Technology: Benefits Administration, Fund Valuation, DC Pension

GEORGE & BELL CONSULTING INC.
Brendan George, Jeremy Bell, Greg Heise, Partners; M2 - 601 W. Broadway Ave., 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 INVESTMENT SOLUTIONS
Bruce Friesen, President; 208 Wyecroft Rd., Ste. 201, Oakville, ON L6K 3T8
PH: 905-842-4242
eMail: bfriesen@global-i-s.com
Web: www.global-i-s.com
Professional Staff: 1
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Investment Governance Monitoring & Education
Software & Technology: Investment Manager Selection, Investment Manager Research and Selection, Global Manager Research Database, DC Pension Plan Governance Tool, CAP Track Services

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

GOODEN ACTUARIAL CONSULTANTS LTD.
Bill Gooden, President & Actuary; 2472, 246 Stewart Green S.W., Calgary, AB T3H 3C8
PH: 403-263-5027
eMail: info@gooden.ca
Web: gooden.ca
Professional Staff: 1
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Policy Development
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration
Software & Technology: DB Pension

GUEST CONSULTING
Michael Guest, President; 72 Hampton Ridge Dr., Belleville, ON K8N 0E5
PH: 613-962-0441
eMail: mikeguest@sympatico.ca
Web: none
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

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
Ian Farrer, Partner; 1500 - 736 6th Ave. S.W., Calgary, AB T2P 3T7
PH: 403-232-4578
Fax: 403-262-2074
eMail: ifarrer@hamiltonandpartners.com
Web: www.hamiltonandpartners.com
Other Offices: Toronto
Professional Staff: 20
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Specialty Disability Programs, Medical Access products
Investment: Investment Consulting, Manager Search, Asset Allocation, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Specialty Disability Plan Administration

HANSELL CONSULTING GROUP INC.
Brian J. Hansell, President; Ste. 806-551 Maple Ave., Burlington, ON L7S 1M7
PH: 905-520-6960
eMail: brian@hansellconsulting.com
Web: www.hansellconsulting.com
Other Offices: Toronto, Hamilton
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Workplace Wellness, Organizational Wellness, Mental Health Advocacy
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program, Workplace Wellness, 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
Professional Staff: 1
Services
Group Benefit: DB Pension Plans, Actuarial Services
Software & Technology: DB Pension

HEALTHSOURCE PLUS, A PEOPLE CORPORATION COMPANY
Brevan Canning, Executive Vice-president, Group Head - Group Benefit Solutions; 1403 Kenaston Blvd, Winnipeg, MB R3P 2T5
PH: 204-940-3900
Fax: 204-940-3901
eMail: brevan.canning@peoplecorporation.com
Web: www.healthsourceplus.com
Other Offices: Montreal, Toronto, St. Catharines
Professional Staff: 100
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Group Retirement Solutions Division,Plan Governance, Plan Oversight, Benefit Optimization, Wellness Solutions, HR Services
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, Client Server Technology

HOLDEN & ASSOCIATES-WORKPLACE HEALTH CONSULTING
Julie Holden, Principal; 295 Robinson St., Ste. 100, Oakville, ON L6J 1G7
PH: 647-455-2393
eMail: julie@holdenassociatesconsulting.com
Web: holdenassociatesconsulting.com
Services
Group Benefit: Absence & Disability Management, Workplace Mental Health

HUB INTERNATIONAL1
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: Employee Benefits Communication, Wellness Portal
1 - 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: rtamblyn@thebenefitscompany.ca
Web: www.thebenefitscompany.ca
Other Offices: Sarnia, Ancaster
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
Chris Pryce, Managing Director; 249 Yonge Blvd., Toronto, ON M5M 3J1
PH: 416-924-8280
Fax: 416-323-1984
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
Record-keeping & Third-party Administration: Employee Assistance, Call Centre

INVESTMENT GUILD, THE, A PEOPLE CORPORATION COMPANY2
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
Other Offices: 37 offices across Canada
Professional Staff: 4
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Individual Benefits, Wellness Solutions, Human Resources Solutions
Investment: Investment Consulting, 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, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Client Server Technology
2 - 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: 22
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting
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
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

JARDINE LLOYD THOMPSON CANADA INC.
Phoebe Yung, Marketing and Communications Coordinator; Suite 1200, 55 University Ave., Toronto, ON M5J 2H7
PH: 416-644-4816
eMail: pyung@jltcanada.com
Web: www.jltcanada.com
Other Offices: Victoria, Vancouver, Guildford, Calgary, Toronto, Ottawa
Professional Staff: 200
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, Administration Outsourcing
Record-keeping & Third-party Administration: Administrative Support, 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, Fund Reporting

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: 30
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Human Resources Consulting
Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Administrative Support, 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: 23
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
Other Offices: Toronto, Winnipeg
Professional Staff: 19
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Risk Management

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
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Buy/Sell Insurance, Key Man Insurance, Business Overheard Insurance
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

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: 115
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, Risk Management
Healthcare: Disability Management, Return To Work, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, 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/TFSA
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

MDM INSURANCE SERVICES INC.
Joe Auger, President & COO; 834 Gordon St., Guelph, ON N1G 1Y7
PH: 519-837-1531
Fax: 519-836-4909
eMail: inquiry@mdm-insurance.com
Web: www.mdm-insurance.com
Professional Staff: 20
Services
Group Benefit: Group Benefit Plans, DB 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, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology

MELDRUM HORNE & ASSOCIATES
Michael Horne, Partner; 220 Laurier Ave W, Ste. 520, Ottawa, ON K1P 5Z9
PH: 613-233-9105
eMail: Michael@meldrumhorne.com
Web: Www.meldrumhorne.com
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, 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, Employee Assistance, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Investment Manager Selection, DC Pension

MERCER
Heather Nairn, Marketing Director; 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

MONDELIS ACTUARIAL SERVICES CORP
Kathy Licata, President; 515 Riverbend Dr., Ste. 102, Kitchener, ON N2K 3S3
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

MORROW, CROSSDALE & ASSOCIATES INC.
Paul Crossdale, President; 42 St. Clair Ave.E., Toronto, ON M4T 1M9
PH: 877-953-1066
eMail: paul.crossdale@morcro.ca
Web: www.morcro.ca
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

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, Employee Assistance Program

MYBENETECH INC.
Jason Robinson, Director of Operations; 124 Main St. S., Georgetown, ON L7G 3E6
PH: 416-642-1355
eMail: jason@mybenetech.com
Web: www.mybenetech.com
Professional Staff: 9
Services
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology

OEGEMA NICHOLSON FINANCIAL INC.
Jeff Richer, Partner; 1453 Woodroffe Ave, Ottawa, ON K2G 1W1
PH: 613-686-6338
Fax: 613-482-8193
eMail: jricher@ona.ca
Web: www.ona.ca
Services
Group Benefit: Group Benefit Plans

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, Victoria, Vancouver, Burnaby, Surrey, Kamloops, Calgary, Edmonton, Saskatoon, Regina, Winnipeg, Montreal, Quebec, Moncton, Halifax
Professional Staff: 150
Services
Healthcare: Disability Management, Claims Management, Return To Work
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
Other Offices: Moncton
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Prescription Drug Benefit Expertise, Communications, Legal/ Legislation & Taxation Implications
Software & Technology: Drug Cost Analysis

PAVILION ADVISORY GROUP LTD.
Eric Bolduc, Chief Operating Officer, Institutional Advisory; 1250 Rene-Levesque Blvd. W., Ste. 4030, Montreal, QC H3B 4W8
PH: 514-932-1548
Fax: 514-846-1159
eMail: pagcommunication@pavilioncorp.com
Web: www.pavilioncorp.com
Other Offices: Winnipeg
Professional Staff: 50
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Alternatives

PBAS GROUP, THE3
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
Other Offices: Vancouver, Calgary, Edmonton, Winnipeg, Montreal, St.John's,Toronto
Professional Staff: 634
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search, Performance Measurement, Portfolio Modelling, Attribution Analysis, Policy Development
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, Fund Valuation, Fund Reporting, DB Pension, DC Pension
3 - Including Benchmark Decisions Ltd and Student Benefits Administrators Inc.
4 - 135 Canadian Employees (Please include this as we feel some companies are listing all of their staff not just professional staff)

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: 83
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
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, HR Consulting Resources
Healthcare: Drug Cost Management, Employee Assistance Program, Predictive Modeling

PENAD PENSION SERVICES LIMITED
Matthew Price, President; 194 Weber St. E., Kitchener, ON N2H 1E4
PH: 519-743-9000
Fax: 519-743-8346
eMail: info@penad.ca
Web: www.penad.ca
Professional Staff: 20
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension, DC Pension, Group Health and Welfare Benefits Administration Software solutions; Social Security/Insurance & Civil Servant Software Systems, Case Management CRM

PEOPLE CORPORATION
Lisa Villani, Executive Vice-president, Consulting Solutions; 2225 Sheppard Ave.E., Ste. 1400, Toronto, ON M2J 5C2
PH: 416-445-0000
Fax: 416-445-2222
eMail: lisa.villani@peoplecorporation.com
Web: www.peoplecorporation.com
Other Offices: Operating in 30 offices and satellite offices in seven provinces across Canada, including a direct office presence in 8 Ontario locations, providing on-the-ground service in most urban centres in the province.
Professional Staff: 700
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, President; 45 Kendleton Dr., Toronto, ON M9V 1T9
PH: 647-208-1586
eMail: norman.hounsell@sympatico.ca
Web: 12345
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Group RRSP's Health Spending Accounts

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
Group Benefit: Group Benefit Plans, Administration Outsourcing, Wellness Solutions, Group Retirement Solutions, Health Spending Account Solutions
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Health Claims Adjudication

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, Administration Outsourcing
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, Principal - Managing Partner; #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

RUSSELL INVESTMENTS
Andrew Kitchen, Managing Director, Institutional; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-2472
Fax: 416-362-4494
eMail: akitchen@russellinvestments.com
Web: www.russellinvestments.com/ca/
Other Offices: Montreal, Calgary, Vancouver
Professional Staff: 3285
Services
Group Benefit: DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication, Risk Management, Transition Management, Implemented Solutions, Governance Reviews, Asset Liability Studies
5 - Investment Professionals, does not include Marketing Staff

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
Other Offices: Toronto
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Pension and Benefits Technology
Software & Technology: Benefits Administration, Client Server Technology, DB Pension, DC Pension

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: 7
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

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: 20
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

SELECTPATH BENEFITS AND FINANCIAL INC.
Jeff Cox, Marketing & Communications Coordinator; Ste. 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
Professional Staff: 48
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Financial Services, HR Outsourcing, HRIS Systems and Payroll
Investment: Investment Consulting, Education & Communication
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program

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
Professional Staff: 5
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, 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: 42
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: Disability Management, Claims Management, Return To Work, Drug Cost Management
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
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Asset Allocation, Compliance Investment, Policy Development, Education & Communication
Software & Technology: Investment Manager Selection, DC Pension

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: 4006
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
Software & Technology: Investment Manager Selection
6 - Approximately 60 staff in Toronto. Sustainalytics is a global firm with offices and representatives in 13 countries around the world.

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: 10
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, 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
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, DB Pension Plans, Employee liability strategies, global employee risk management,captives and multi-national pooling
Investment: Policy Development, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Drug Cost Management

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
Services
Group Benefit: Group Benefit Plans, DC Pension Plans

THORPE BENEFITS
Roger Thorpe, President; 1000 - 60 St. Clair Ave. E., Toronto, ON M4T 1N5
PH: 416-966-9229
Fax: 416-966-1701
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: 2
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Healthcare: Disability Management, Claims Management
Record-keeping & Third-party Administration: Claims Adjudication, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration

TRG GROUP BENEFITS & PENSIONS INC.
Lisa Jandali, COO; 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
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@ubps.on.ca
Web: www.unionbenefits.ca
Other Offices: Halifax
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension 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, DB Pension Plan Administration, Collection of remittances from contractors on behalf of multi-employer union locals

WADDELL FINANCIAL CONSULTANTS LIMITED
Blake Waddell, Managing Director; 202-110 Matheson Blvd. W., Mississauga, ON L5R 4G7
PH: 905-712-8400
Fax: 905-712-9400
eMail: blake@waddellfinancial.com
Web: www.waddellfinancial.com
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

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
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

WESTERN COMPENSATION & BENEFITS CONSULTANTS
Barry D. Cook, Partner; 2000 - 1188 W. 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
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: 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: Benefits Administration, Investment Manager Selection, Fund Valuation, DB Pension, DC Pension

WHITE WILLOW BENEFIT CONSULTANTS A PEOPLE CORPORATION
Glenna Chestnutt, Practice Leader; 2225 Sheppard Ave.E., Ste. 1400, Atria III,, Toronto, ON M2J 5C2
PH: 905-640-3142
Fax: 905-640-2349
eMail: glenna@whitewillow.ca
Web: www.whitewillow.ca
Professional Staff: 4
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

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
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
Nicolas Crook, Managing Director; 175 Bloor St. E., Ste. 1701, Toronto, ON M4W 3T6
PH: 416-960-2773
Fax: 416-960-2819
eMail: nicolas.crook@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

WOODHOUSE EXECUTIVE INSURANCE
Victor Woodhouse CFP, CLU, CHS, Benefits Specialist; 13- 320 Harry Walker PKWY N., Newmarket, ON L3Y 7B4
PH: 905-853-7526
Fax: 000-000-0000
eMail: victor@woodhouseinsurance.ca
Web: www.woodhouseinsurance.ca
Services
Group Benefit: Group Benefit Plans

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