BECA08 045-065 7/21/06 8:12 AM Page 45 ACCERTA 2006 ... · PDF filelocated in Toronto, Ottawa,...

ACCERTA4 New St., Toronto M5R 1P6Chief client contact: Gord Graham, CEO, (416)355-2256, fax: (416) 922-4323E-mail: [email protected] site: www.accerta.caServices: benefits consultingDescription: Accerta provides group benefitsolutions to independent benefit advisors serving the 5 to 500 life market.Total Clients: 230Total Employees in Canada: 21

ACS & BUCK CONSULTANTSSte. 1500, 95 Wellington St. W., Toronto M5J 2N7Chief client contact: Marina Scassa, director,communications & sales support,(416) 865-0060, fax: (416) 865-1301E-mail: [email protected] site: www.acs-inc.com; www.buckconsul-tants.caDescription: By combining its consulting andoutsourcing capabilities, ACS and Buck Consul-tants, an ACS company (ACS/Buck) has becomea recognized leader in end-to-end HumanResources solutions. The firm's commitment toexcellence is second to none, and its "can do"attitude influences everything it does.ACS/Buck’s core services include:• Retirement Consulting, including Tax & LegalConsulting• Investment Consulting• Health & Welfare Consulting• Communications Consulting• Total Benefits OutsourcingACS/Buck’s Canadian offices are convenientlylocated in Toronto, Ottawa, and Montreal. The firmprovides services to clients with operations acrossCanada and worldwide. If you have any questionsor require any further information, please contactthe firm at [email protected] Clients: 255Total Employees in Canada: 209Canadian Branch Office Locations: Montre-al, Ottawa, Dallas (U.S. parent company)

ACTUARIAL SOLUTIONS INC.Unit 3, 2795 Kew Dr., Windsor, ON N8T 3B7Chief client contact: Joseph Nunes,president, (866) 323-7200, fax: (866) 323-7201E-mail: [email protected] site: www.actuarialsolutionsinc.comServices: pension consultingDescription: Actuarial Solutions provides actuarial, consulting and administrative servicesfor sponsors of defined benefit pension plans,defined contribution pension plans, Group RRSPand profit-sharing plans.Total Clients: 19Total Employees in Canada: 5

ACTUBEN CONSULTING INC.Ste. 130, 2155 Leanne Blvd., Mississauga, ONL5K 2K8Chief client contact: Brian Jenkins, president,(905) 823-7942, fax: (905) 823-7944E-mail: [email protected]: pension consulting, benefits consulting, HR consultingDescription: The firm specializes in executiveretirement and post-employment programs,individual pension plans and retirement programs, valuation of post-employment programs, and administrative support.Total Clients: 241Total Employees in Canada: 5

AFFINITAS INC.Ste. 205, 660 Speedvale Ave.W., Guelph, ON N1K 1E5Chief client contact: Fred Quinton, benefitsconsultant, (519) 837-2059, fax: (519) 837-0545

E-mail: [email protected] site: www.affinitas.caServices: pension consulting, benefits consultingTotal Clients: 150Total Employees in Canada: 12Canadian Branch Office Locations: Kitchener,Mississauga

ALLAN SMART SERVICES LTD.290 Lawrence Ave. W., 2nd Fl., Toronto M5M 1B3Chief client contact: Lorraine Mahoney,president, (416) 977-6300, fax: (416) 977-3786E-mail: [email protected]: pension consulting, purchase ofannuities on executive pension plansDescription: Allan Smart’s market “niche” hasbeen the small and medium-size corporationswith particular emphasis on executive pensionplans. Its quality of service, consistency of staffand low overhead allow the firm to provide above-average advice and service at a below-averagecost. In addition to providing consulting serviceson group insurance and pensions, the firm alsohas expertise in mergers and acquisitions. The firmis fully conversant with Canadian and U.S.accounting requirements for benefit plans.Total Clients: 80Total Employees in Canada: 5

AON CONSULTINGSte. 500, 145 Wellington St. W., Toronto M5J 1H8Chief client contact: Marilynne Madigan, seniorvice-president, (416) 542-5578, fax: (416) 542-5501E-mail: [email protected] site: www.aon.caServices: retirement strategies, health strategies, employee benefits outsourcing and human capital consultingDescription: Aon Consulting is a leading globalintegrated human capital consulting and outsourc-ing firm. The firm is reshaping the workplace of thefuture through benefits, talent management andrewards strategies and solutions. With 800 profes-sionals in 14 offices across Canada, Aon collabo-rates with 47,000 colleagues across 500 offices in120 countries. Aon’s professionals link peoplestrategies with business strategies to enable itsclients toward performance excellence in theareas of retirement and health strategies, employ-ee benefits outsourcing and human capital con-sulting. Aon Consulting is part of Aon Corporation,(NYSE: AOC), an international organization thatconsists of insurance brokerage, consulting andinsurance underwriting subsidiaries.Total Employees in Canada: 800Canadian Branch Office Locations: Calgary,Edmonton, Halifax, London, Markham, Montreal,Ottawa, Quebec City, Regina, Saskatoon, St.Georges, Vancouver, Winnipeg

API ASSET PERFORMANCE INC.Ste. 503, 40 Sheppard Ave. W., Toronto M2N 6K9Chief client contact: Vaino Keelmann, principaland consultant, (416) 922-2822, fax: (416) 922-8599

E-mail: [email protected] site: www.apiasset.comServices: pension consulting, foundation andendowment investment consulting, perform-ance measurement and evaluation, risk budget-ing, value at risk analysisDescription: API is Canada’s largest independ-ent consulting firm focused on investment con-sulting, risk analytics and performance measure-ment. API’s purpose is to provide trustees andadministrators with the appropriate structure tobest improve investment returns while effective-ly mitigating operating and market risk. API’sclient base includes high-net-worth individualsand institutional asset pools, particularly non-taxable endowments, foundations and pensionfunds. API is the only Canadian asset consultantto maintain proprietary databases and uniqueValue at Risk system. API’s clients are confidenttheir fiduciary responsibilities are met becausethe firm’s leading-edge tools and superior clientservice have been second to none for 25+ years.Total Clients: 49Total Employees in Canada: 13Canadian Branch Office Locations:Vancouver, Winnipeg

AUTOMATED ADMINISTRATION SERVICES INC.Ste. 102, 200 Town Centre Blvd., Markham, ONL3R 8G5Chief client contact: Keith Foot, (905) 513-9868, fax: (905) 513-9893E-mail: [email protected] site: www.aasinc.caServices: third-party administrationDescription: Established in 1985, the firm is athird-party administrator of employee benefits.A founding member of Third-party Administra-tors’ Association of Canada, the company offersintegrated benefit administration servicesincluding flexible and fully insured plans, EFAPand out of country/stop loss plans; and claimspayment facilitation and administration for ASO.Total Employees in Canada: 10

A.W. SCHREIBER BENEFIT CONSULTANTS LTD.23 Roy St., Kitchener, ON N2H 4B4Chief client contact: Alan Schreiber,president, (800) 267-4983, fax: (519) 578-8755E-mail: [email protected] site: www.awschreiber.comDescription: The firm specializes in larger complex groups, as well as an unique productfor mid-sized groups called the Benefit Advantage Plan. This plan will lower employers’costs and save them money.Total Employees in Canada: 8

BAYNES & WHITE INC.Ste. 2100, 121 King St. W., Toronto M5H 3T9Chief client contact: James White, managingpartner, (416) 863-9159, fax: (416) 863-9158Web site: www.bayneswhite.comServices: pension consulting (including actuarialand pension administration), benefits consultingDescription: Baynes & White provides full in-house actuarial pension administration & traditional consulting services to corporate clien-tele. The firm has developed cost-effective valua-tion software and systems to service mid-sizedpension and post-retirement (non-pension) plans.Total Clients: 103Total Employees in Canada: 10

BENCOM FINANCIAL SERVICES GROUP INC.1060 Guelph St., Main Fl., Kitchener, ON N2B 2E3Chief client contact: Dave Young, partner,(519) 579-4730, fax: (519) 743-1631Web site: www.bencomfsgi.comServices: pension consulting, benefits consult-ing, life insurance, DI and investments

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Description: Bencom is an insurance brokerageand consulting firm offering a variety of financialservices for individuals and businesses. The firmoffers RRSPs and investments, group benefitsand retirement plans, life and disability insur-ance, and critical illness and business insurance.Total Clients: 200Total Employees in Canada: 12

BENEFIT PARTNERS INC.363 Falconbridge Rd., Sudbury, ON P3A 5K5Chief client contact: Bruce Frick, principal,(705) 524-1559, fax: (705) 524-5553E-mail: [email protected] site: www.benefitpartners.comServices: pension consulting, benefits consult-ing, HR outsourcing, HR consultingDescription: Benefit Partners is a wholly ownedCanadian employee benefits, pension, executivecompensation and human resources consultancy.Total Clients: 165Total Employees in Canada: 12 Canadian Branch Office Locations: Port Colborne, Barrie

BENEFIT SOURCE, THE6749 Gracefield Dr., Mississauga, ON L5N 6T1Chief client contact: Michael Nadler,president, (905) 785-0084, fax: (905) 785-2059E-mail: [email protected] site: www.benefitsource.caServices: benefits consultingDescription: The Benefit Source is an independ-ent brokerage specializing in the design, sourcingand management of employee benefit programsfor employers of all sizes. Services include: noconsulting fees, access to all group insurers,availability of alternative funding arrangements(i.e. health & welfare trusts, spending accounts,self-insurance, etc.), ongoing plan maintenance,insurer negotiations, regular market reviews andassistance with plan communications.Total Clients: 46Total Employees in Canada: 2

BENEFITLINKSte. 55, 805-5th Ave. S.W., Calgary T2P 0N6Chief client contact: Kevin Rome, president,(403) 264-9581, fax: (403) 264-9584E-mail: [email protected] site: www.benefitlink.caServices: pension consulting, benefits consulting, HR consulting, life insuranceDescription: Services include recordkeepingfor group benefits plans including flex, drug anddental plans; call centres dealing with planmembers’ pension and benefits queries; andexecutive compensation.Total Clients: 138Total Employees in Canada: 6Canadian Branch Office Locations:Edmonton, Vancouver

BENEFITS BY DESIGN INC.Ste. 500, 2755 Lougheed Hwy., Port Coquitlam,BC V3B 5Y9Chief client contact: Mike McClenahan, CEO,(604) 464-0313, fax: (604) 464-7997E-mail: [email protected] site: www.benefitsbydesign.caServices: benefits consultingDescription: Benefits By Design is an adminis-tered benefits agency with a current base of1,640 clients. Benefits By Design specializes inthe small and medium group insurance marketby distributing its Benepac and BenAccountproducts through independent group-focusedbrokers and consultants.Total Clients: 1,641Total Employees in Canada: 43Canadian Branch Office Location: Kingston

BENSON BENEFITS CONSULTING121 Letitia St., Barrie, ON L4N 1P4Chief client contact: Steve Benson, president,(705) 795-3087, fax: (705) 737-0392

E-mail: [email protected] site: www.bensonbenefits.caServices: benefits consulting Description: Benefit consulting servicesinclude annual program reviews; plan designconsultations; early renewal projections; com-prehensive marketing surveys; analysis of allfunding arrangements available; review of unionagreements; assistance and advice on benefitsadministration; assistance with claims andadministrative problems; review of booklet andcontractual wording; monthly newsletter aboutpertinent market trends and developments; andchair employee meetings.Total Clients: 6Total Employees in Canada: 1

BHH BENEFITSUnit 4/5, 1040 South Service Rd., Stoney Creek,ON L8E 6G3Chief client contact: Ron Hansell, president,(905) 643-1017, fax: (905) 643-4332E-mail: [email protected] site: www.bhhbenefits.comDescription: A benefits coaching organization,BHH Benefits is the creator of Lean Benefits®, aconcept that has helped some of Canada’s mostsuccessful corporations save money, retain andattract high-quality employees and achieve theircorporate objectives.Total Employees in Canada: 15

BLEVINS INSURANCE GROUP30 Quarry Ridge Rd., Barrie, ON L4M 7G1Chief client contact: Jody Cybulski, partner,senior benefits consultant, (705) 721-9890,fax: (705) 721-0352E-mail: [email protected] site: www.blevins.on.caServices: pension consulting, benefits consulting,HR outsourcing (third-party billing and enrolmentadministration), recordkeeping for group retire-ment plans, including DC, GRRSP, DPSP and EPSPsDescription: The firm’s benefit programs sup-port is inclusive from plan design through imple-mentation and ongoing cost-containmentreview. Blevins offers strategic healthcare man-agement through wellness programs. Blevinsalso offers drug utilization reviews, disabilitymanagement and third-party administration.Blevins provides retirement program expertise inall areas of DPSPs, group RRSPs and pensions.Total Clients: 126Total Employees in Canada: 18

BUFFETT TAYLOR & ASSOCIATES LTD.129 Byron St. N., Whitby, ON L1N 4M8Chief client contact: Ed Buffett, president &CEO, (905) 666-1300, fax: (905) 666-4887E-mail: [email protected] site: www.buffetttaylor.comServices: benefits consulting, HR consulting,wellness consultingDescription: Buffett Taylor specializes in anintegrated approach to human capital manage-ment. The firm’s area of focus includes employ-ee benefits, employee health and wellness, andhuman resource consulting services.Total Clients: 103Total Employees in Canada: 30

CALLERY GROUP, THE200-1032 Brock St. S., Whitby, ON L1N 4L8Chief client contact: Bill Zolis, benefits con-sultant, (905) 430-7444, fax: (905) 430-9313E-mail: [email protected] site: www.callerygroup.comServices: sales and service to small Canadian-controlled private companiesDescription: Established in 1975, The CalleryGroup’s source of business is client and profes-sional advisor referral. The firm specializes inemployee benefits, executive benefits, businesscontinuation and shareholder exit strategies,and investment planning.Total Employees in Canada: 8

CAMPBELL AND COMPANY INSURANCECONSULTANTS LTD.22425 Jefferies Rd., RR#3, Komoka, ON N0L 1R0Chief client contact: Jeff Ische, president,(519) 657-1446, fax: (519) 657-4520E-mail: [email protected]: benefits consulting, ASO claimsadministrationDescription: Campbell & Company specializesin developing and servicing “niche” benefit pro-grams for organizations ranging from academicsto agriculture. The firm partners with “Best inClass” insurers who underwrite Campbell &Co.’s programs. The firm also has a large “tradi-tional” block of group insurance business.Campbell & Co. offers a full range of productsand services to its clients.Total Clients: 269Total Employees in Canada: 11Canadian Branch Office Locations: Halifax,St. Catharines

CANADIAN BENEFIT ADMINISTRATORS LTD.930 The East Mall, Etobicoke, ON M9B 6J9Chief client contact: Cindy Robinson, CEO,(416) 620-1701, fax: (416) 620-5692E-mail: [email protected] site: www.canadianbenefits.comServices: HR outsourcingTotal Clients: 3,125Total Employees in Canada: 7

CAPCORP FINANCIAL CORPORATION1050 Morrison Dr., 3rd Fl., Ottawa K2H 8K7Chief client contact: Robert Houle, vice-president, (613) 226-1964, fax: (613) 226-8402E-mail: [email protected] site: www.capcorp.caServices: pension consulting, benefits consult-ing, financial planning, estate planning, insur-ance product sales, investment administrationDescription: CAPCORP offers pension andbenefits consulting services to local, nationaland international firms. CAPCORP deliversinsightful analysis, cost-conscious and tax-effective plan designs, and superior customerservice. In addition to traditional group insur-ance products, the firm has specific expertise inexpatriate/inpatriate and special risk coverages.Total Clients: 251Total Employees in Canada: 18

CARTIN AND ASSOCIATES LTD.Ste. 101, 1100-8th Ave. S.W., Calgary T2P 3T8Chief client contact: James Cartin, president,(403) 266-2816, fax: (403) 265-9895Web site: www.cartin.caServices: pension consulting, benefits consult-ing, estate and retirement planning servicesDescription: Cartin & Associates, founded in1982, is an independent, employee-owned, Cal-gary-based benefit plan consulting firm thatspecializes in all forms of pension and groupbenefits consulting.Total Clients: 124Total Employees in Canada: 6

CG&B FINANCIAL SERVICES INC.120 South Town Centre Blvd., Markham, ON L6G 1C3Chief client contact: Margaret Reid, manager,employee benefits, (905) 948-2656, fax: (905)948-2701E-mail: [email protected] site: www.cgbgroup.comServices: pension consulting, benefits consultingDescription: CG&B Financial Services provides itsclients with expertise in the financial and under-writing aspects of their plan as well as guidanceon plan design, cost containment, current markettrends and innovative benefits design. Educatingits clients on the mechanics of group insurance isa key component of the firm’s service.Total Clients: 310Total Employees in Canada: 13Canadian Branch Office Location:Mississauga


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COMPREHENSIVE BENEFIT SOLUTIONS LIMITEDSte. 716, 1 City Centre Dr., Mississauga, ON L5B 1M2Chief client contact: Gary Groves, president,(905) 896-2022, fax: (905) 896-2108E-mail: [email protected] site: www.compben.comServices: pension consulting, benefits consultingDescription: Comprehensive Benefit Solutionsprovides innovative group insurance and pension consulting services to the Canadianmarketplace. The firm is independent of anyinsurance, trust or brokerage company and issolely responsible to its clients. The firm’s dedi-cated team of professionals is committed to sat-isfying its clients’ needs today and in the future.Total Clients: 203Total Employees in Canada: 10

CONNEX HEALTH CONSULTINGSte. 104, 3228 South Service Rd., Burlington, ONL7N 3H8Chief client contact: Denise Balch, president,(905) 637-2775, fax: (905) 637-7998E-mail: [email protected] site: www.connexhc.comServices: workplace health and wellness consulting and programming, health risk assess-ment, conferences and events, pilot projects inworkplace healthDescription: Connex Health provides workplacehealth and wellness solutions to employers andthe private healthcare industry. Services includeworkplace health consulting and programmingfor groups of 150 lives, a health risk assessment,Health EvidenceTM, and collaborative pilot projectsin workplace health with employers, pharmaceu-tical, pharmacy and insurers as well as a broadrange of educational conferences in employeebenefits and workplace health.Total Employees in Canada: 5

CONSULTING HOUSE INC., THE258 Robert Hicks Dr., Toronto M2R 3R5Chief client contact: Allan Sabat, consultant,(416) 362-5500, fax: (416) 362-5505E-mail: [email protected] site: www.consultinghouse.comDescription: The firm provides pension plandesign, communication, and selection of fundmanager and administrator. In benefits, the firmdevelops strategies to enhance its clients’ benefit programs while reducing their cost on an immediate and long-term basis.Total Clients: 46Total Employees in Canada: 6

CORE VALUES LIMITED6449 Crowchild Trail S.W., Box 36067, CalgaryT3E 7C6Chief client contact: Kathryn Salamanchuk,consulting partner, (403) 299-7588E-mail: [email protected] site: www.core-values.comServices: benefits consulting, HR outsourcing, HRconsulting, absence and disability management;consulting case management; third-party refer-rals; reintegration strategies; training/orientation;mentoring and coaching; independent audits;data capture, maintenance and interpretationDescription: Core Values is a Canada-wideabsence & disability management consultingfirm offering organizational health and wellnessprogram assessment, design, development andeducation, as well as claim adjudication andcase management services. Clients enjoy guar-anteed turnaround times, objectivity and consis-tently delivered services—complemented by anindependent, national network of health and

wellness professionals.Total Clients: 8Total Employees in Canada: 17Canadian Branch Office Location: Toronto

CORPORATE BENEFIT ANALYSTS, INC.640 Riverbend Dr., Kitchener, ON N2K 3S2Chief client contact: Tanya Staples, vice-pres-ident, business development, (519) 579-7749,fax: (519) 579-4422E-mail: [email protected] site: www.corpben.comDescription: Specialized service teams helpmeet the challenges of the future by providingproactive group benefit and pension consulting,pension administration, actuarial services, indi-vidual retirement education and U.S. pensionand benefit consulting.Total Clients: 176Total Employees in Canada: 26

COUGHLIN & ASSOCIATES LTD.Ste. 200, 333 Preston St., Ottawa K1S 5N4Chief client contact: Brian Bockstael, presi-dent, (613) 231-2266, fax: (613) 231-2345E-mail: [email protected] site: www.coughlin.caServices: pension consulting, benefits consult-ing, HR outsourcingTotal Clients: 166Total Employees in Canada: 116Canadian Branch Office Location: Winnipeg

COURNEYA BENEFIT CONSULTANTS INC.Ste. 302, 911 Golf Links Rd., Ancaster, ON L9K 1H9Chief client contact: Paul Courneya, presi-dent, (905) 304-7000, fax: (905) 304-1777E-mail: [email protected]: pension consulting, benefits consultingDescription: Pension services include plandesign; education, communication and advice;executive pension plans; and CAP guidelines.Benefit consulting services include selection ofgroup insurance providers, employee communi-cation and assistance with renewals.Total Clients: 79Total Employees in Canada: 5

COWAN WRIGHT BEAUCHAMP LIMITEDSte. 270, 100 Regina St. S., PO Box 96, Waterloo,ON N2J 3Z6Chief client contact: Marcel Gingras, presi-dent & CEO, (800) 609-5549, fax: (519) 886-8559E-mail: [email protected] site: www.cowanwrightbeauchamp.comServices: pension consulting, benefits consulting,third-party administration (benefits and definedpension), health and disability managementDescription: Cowan Wright Beauchamp is awell-established consulting organization con-sisting of 150 professional consultants, actuar-ies, administrators and medical disability spe-cialists. The firm’s product offering is as vast asits client base. Cowan’s clients with one to over10,000 employees seek the firm’s assistance forstrategic consulting and solutions for their pen-sion, benefit and disability management chal-lenges. Professional, timely, accurate, caring andinnovative are words that Cowan clients rou-tinely use to describe Cowan and the relation-ships it has with them.Total Clients: 753Canadian Branch Office Location: Ottawa

DAN LAWRIE INSURANCE BROKERS LTD.105 Main St. E., 14th Fl., Hamilton, ON L8N 1G6Chief client contact: Dan Lawrie, president &CEO, (905) 525-7259, fax: (905) 521-7989

E-mail: [email protected] site: www.danlawrie.comServices: pension consulting, benefits consult-ing, life and management servicesDescription: Benefit services include carrierreview, plan design, communication, DUR, flexiblebenefits and audits. Pension services include plandesign, documentation, governance, communica-tion, executive pension plans, multi-employerplans, investment monitoring and investmentmanager selection. The firm also provides person-al and commercial insurance services.Total Clients: 400Total Employees in Canada: 85

DEACON INSURANCE AGENCIES LIMITEDSte. 420, 6 Adelaide St. E., Toronto M5C 1H6Chief client contact: Fraser Deacon,president, (416) 367-0117, fax: (416) 362-2734E-mail: [email protected] site: www.deaconinsurance.caServices: pension consulting, benefits consulting, third-party administrationTotal Clients: 125Total Employees in Canada: 6

DONALDSON VINCENT ASSOCIATES LIMITEDUnit 1, 26 Lesmill Rd., Toronto M3B 2T5Chief client contact: Donald Armstrong, seniorconsultant, (416) 447-7900, fax: (416) 445-4504E-mail: [email protected] site: www.dvassociates.comServices: pension consulting, benefits consult-ing, actuarial evidence for accident casesDescription: The firm provides benefits and pen-sion plan fee-for-service consulting, valuations anddocument drafting. Conversions of DB plans to DCplans, application of CAP guidelines, investmentconsulting, advice and education for CAP members.Total Clients: 8Total Employees in Canada: 3

DT&ASte. 3, 1205 Cameron Ave. S.W., Calgary T2T 0K8Chief client contact: Don Tettmar, president,(403) 244-9663 fax: (403) 244-9675E-mail: [email protected]: pension consulting, benefits consulting, HR outsourcing, HR consulting,miscellaneous actuarialDescription: DT&A provides consulting, actuari-al, administration and accounting services withrespect to pension and savings plans. The firmalso provides health and welfare, compensation,human resources and asset management advicethrough its affiliation with other providers.Total Clients: 50Total Employees in Canada: 7

DUGGAN BENEFITS INSURANCE AGENCIES INC.Ste. 202, 135 Matheson Blvd. W., Mississauga,ON L5R 3L1Chief client contact: Michael Duggan,president, (905) 275-7100, fax: (905) 275-7103E-mail: [email protected] site: www.dugganbenefits.comServices: pension consulting, benefits consulting, outsourced HR servicesDescription: Group benefit and pension/retire-ment plan design and implementation for smallto medium-sized Canadian companies,including U.S. subsidiaries.Total Clients: 61Total Employees in Canada: 3

DUPUIS CONSULTING502 Palmer Ave., Richmond Hill, ON L4B 3B9Chief client contact: Elaine Dupuis, (416) 801-9208E-mail: [email protected]: pension consulting, HR consultingDescription: Dupuis Consulting uses structuredmethodology to assist clients in evaluatingadministration processes and technology identifying opportunities for improvement/costsavings. The firm also uses an independent and


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structured process to source and select newtechnology, as well as provide project manage-ment services. Dupuis focuses on humanresources and payroll, scheduling and timereporting, and DB and DC administration to insti-tutions and service companies.Total Clients: 4

ECKLER PARTNERS LTD.Ste. 900, 110 Sheppard Ave. E., Toronto M2N 7A3Chief client contact: David Grace, partner,(416) 696-3072, fax: (416) 429-3794E-mail: [email protected] site: www.eckler.caServices: pension consulting, benefits consulting,actuarial consulting to financial services sectorDescription: Eckler specializes in pensions,group benefits, communications, asset manage-ment, change management, technology, andpension administration. The firm is the foundingmember of the Millman Global Network in over30 countries.Total Clients: 270Total Employees in Canada: 220Canadian Branch Office Locations: Vancou-ver, Winnipeg, Montreal, Sainte-Foy, Halifax

ENCON GROUP INC.Ste. 1900, 11 King St. W., Toronto M5H 4C7Chief client contact: Rhonda Sommerville,senior vice-president, (416) 682-3124, fax: (416)682-3124E-mail: [email protected] site: www.encon.caDescription: The group benefits division ofENCON acts as program manager in the small-group market (one to 50 employees). In additionto managing this program, ENCON provides TPAservices to this group of clients. The firm alsoprovides traditional TPA services to multi-employer groups, association clients as well aslarge employers. Its capabilities include flex benefits administration.Total Clients: 5,700Total Employees in Canada: 350

ESI CANADA5770 Hurontario St., 10th Fl., Mississauga, ONL5R 3G5Chief client contact: Mary Johannesson,director, sales & marketing, (905) 712-6314,fax: (905) 712-9986E-mail: [email protected] site: www.esi-canada.comServices: health and dental claims manage-ment, claims adjudication, claims payment andeligibility verificationDescription: ESI Canada is a leading health ben-efits management company offering innovativeand flexible online adjudication services for bothpharmacy and dental. Serving over six millionmembers, ESI helps insurance carriers, third-partyadministrators, and the public sector to optimizethe value of drug and dental benefits by linkingthe talent and professional expertise of its peoplewith leading-edge information management sys-tems and technology. ESI Canada is a whollyowned subsidiary of Express Scripts Inc., one ofthe largest pharmacy benefit management (PBM)companies in North America (Nasdaq: ESRX).Total Employees in Canada: 200Canadian Branch Office Locations: Montre-al, Maryland Heights (U.S. parent company)

FAIRFIELD WATSON & COMPANYSte. 419, 638-11th Ave. S.W., Calgary T2R 0E2Chief client contact: Ian Watson, partner,(403) 262-7278, fax: (403) 262-7251E-mail: [email protected]

Web site: www.fairfieldwatson.comServices: pension consulting, benefits consulting,HR consultingDescription: Fairfield Watson & Company Inc.provides employee benefit plan design consult-ing services to Canadian employers and employ-ee groups. The firm focuses on the health andproductivity of the individual and utilizes tech-nology to its full potential in the administration ofclaims and claims adjudication.Total Clients: 125Total Employees in Canada: 5

FAIRLES BENEFIT SERVICES INC.Ste. 8D, 496 Albert St., Waterloo, ON N2L 3V4Chief client contact: John Fairles, principal,(519) 746-8766, fax: (519) 746-4785E-mail: [email protected]

Services: pension consulting, benefits consult-ing, personal life and disability insuranceDescription: The firm provides advice to its clientsfor the design of group insurance and retirementplanning programs. As well, using a network ofstrategic partnerships, the firm is able to advise itsclients on corporate insurance planning.Total Clients: 88Total Employees in Canada: 3

FGIWORLD900-60 Columbia Way, Markham, ON L3R 0C9Chief client contact: Maureen Campbell,vice-president, business development & market-ing, (905) 886-2157, fax: (905) 886-4337E-mail: [email protected] site: www.fgiworld.comDescription: FGIworld is a leader in employee


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assistance programs, workplace health & well-ness, absence management and preventionand cross-cultural solutions. For 25 years, thefirm has been helping organizations addresstheir health and productivity issues by support-ing the physical, psychological and socialhealth of their employees. FGIworld’s integrat-ed delivery of services continues to redefineworkplace health.Total Employees in Canada: 650Canadian Branch Office Locations: Vancou-ver, Calgary, Edmonton, Thompson, Ottawa, Mis-sissauga, Montreal, Halifax

FIRM CONSULTINGSte. 610, 195 Dufferin Ave., London, ON N6A 1K7Chief client contact: Jacob Clark, president,(519) 672-FIRM (3476), fax: (519) 672-0554E-mail: [email protected] site: www.firmconsulting.caServices: pension consulting, benefits consult-ing, individual consulting (tax/technical financialconsulting and planning)Description: FIRM Consulting specializes incorporate benefits and offers a broad range ofproducts and services in the areas of groupbenefits, group retirement, and corporate andindividual consulting. FIRM focuses on theunique needs of its clients, building partnershipsthat give the firm the insights that it needs toplan effective strategies to meet client needs.Total Clients: 125Total Employees in Canada: 4

FLEXGROUP INTERNATIONAL3664 de la Montagne, Montreal H3G 2A8Chief client contact: Jean Fabi, president,(514) 842-8791, fax: (514) 842-7761E-mail: [email protected] site: www.flexgroup.comServices: benefits consulting, individual life anddisability

Total Clients: 141Total Employees in Canada: 15FORT EMPLOYEE BENEFITS CONSULTANTS INC.Ste. 515, 4999 Ste. Catherine St. W., MontrealH3Z 1T3Chief client contact: Christopher Payne, vice-president, (514) 481-4021, fax: (514) 481-9883E-mail: [email protected] site: www.fortinsurance.comServices: pension consulting, benefits consult-ing, third-party administrationDescription: Pension: design, communication,education, executive IPP, group RRSP or otherretirement savings plan. Benefits: group insur-ance products, financial review of group insur-ers, implementation, communication, design,strategic planning, healthcare management,review of claims utilization, objective setting anddevelopment. Other: individual insurance.Total Employees in Canada: 7

FRASER & HOYT BENEFITS64 Stellarton Rd., New Glasgow, NS B2H 1L8Chief client contact: Russell Oehmen, vice-president, (902) 752-0663, fax: (902) 752-0500E-mail: [email protected] site: www.fraserhoyt.comDescription: Corporate Services includethird-party administration, employee assis-tance programs, managed healthcare, interna-tional benefits, voluntary group programs, riskmanagement services, flexible benefit pro-grams, employee communication,pension/RRSP/RESP plans, group long-termcare, executive benefit plans, key personinsurance, buy/sell agreements, and stockand profit sharing. Individual services includepersonal estate and life insurance; incomeprotection program; medical and travel insur-ance; registered and non-registered invest-ment vehicles; funding for children’s educa-tion; retirement counselling; annuities, RRIFs

and LIFs; risk management services; andstructured settlements.Total Employees in Canada: 7Canadian Branch Office Location: HalifaxFUNDS ADMINISTRATIVE SERVICE INC.9707 - 110 St., Edmonton T5K 3T4Chief client contact: Ross Undershute, presi-dent & CEO, (800) 770-2998, fax: (780) 452-5388E-mail: [email protected] site: www.fasadmin.comServices: pension and benefits administrationTotal Clients: 113Total Employees in Canada: 68Canadian Branch Office Location: Oakville

GGA BENEFIT CONSULTANTSSte. 310, 4115 Sherbrooke St. W., Montreal H3Z 1K9Chief client contact: Thomas Guay, president,(514) 937-3854, fax: (514) 937-5585E-mail: [email protected] site: www.g-g-a.comServices: pension consulting, benefits consult-ing, asset management, personal productDescription: GGA is providing benefit consult-ing and asset management services to employ-ers across Canada. The firm is a recognized specialist in this market.Total Clients: 303Total Employees in Canada: 10

GOODEN & KERR ACTUARIES AND RETIREMENT PLAN CONSULTANTSSte. 250, 505 - 3rd St. S.W., Calgary T2P 3E6Chief client contact: Bill Gooden, consultingactuary, (403) 263-5027, fax: (403) 264-4872E-mail: [email protected] site: www.goodenandkerr.comServices: pension consultingDescription: Gooden & Kerr specializes in thedesign, operation and actuarial evaluation ofretirement income arrangements.Total Employees in Canada: 3


Thank You

Canadian Healthcare Manager would like to extend a special thank you to the partners

of the third annual Face-toFace Forum on prevention and wellness

Sponsor partners:

BECA08_045-065 7/25/06 7:44 PM 2


H3 CONSULTING/BUSINESS HEALTHSte. 310W, 118 Montgomery Ave., Toronto M4R 1E3Chief client contact: Chris Bonnett, president,(416) 489-7245, fax: (416) 489-7245E-mail: [email protected] site: www.hthree.caServices: healthcare consultingDescription: H3 Consulting was established in1999, and offers its clients thoughtful, integratedactionable counsel related to the health services they buy, supply or consume. H3 spe-cializes in strategy related to the workplacehealth issues, health program management,private sector health policy research, environ-mental scanning, and health provider relations.Total Employees in Canada: 2

HART ACTUARIAL CONSULTING LTD.2851 Rainbow Cres., Mississauga, ON L5L 2H7Chief client contact: David Hart, consultingactuary, (905) 820-4810, fax: (905) 820-5520E-mail: [email protected] site: www.an-actual-actuary.comServices: pension consulting, actuarial evi-dence (actuarial reports for lawyers)Description: The firm specializes in all aspects ofregistered and non-registered retirement pro-grams (including design and implementation), forcompanies, unions, multi-employer joint-trusteedboards, and other organizations. The firm also pro-vides actuarial consulting expertise, peer reviewand technical support to other actuarial firms.Total Clients: 19

HEALTHSOURCE PLUSSte. 315, 220 Duncan Mill Rd., Toronto M3B 3J5Chief client contact: Jeffrey Stinchcombe,vice-president, corporate development, (416)445-0000, fax: (416) 445-2222E-mail: [email protected] site: www.healthsourceplus.comServices: pension consulting, benefits consult-ing, wellnessDescription: HealthSourcePlus is a Canadiancompany that helps employers save money ontheir employee benefits and group retirementsolutions. The firm has locations in Toronto,Montreal and Niagara.Total Clients: 305Total Employees in Canada: 33Canadian Branch Office Locations: Montreal,Niagara

HEWITT ASSOCIATES 2 Sheppard Ave. E., Toronto M2N 7A4Chief client contact: Sarah Beech, managingprincipal, consulting, (416) 225-5001, fax: (416)226-8251Web site: www.hewitt.comServices: pension consulting, benefits consult-ing, HR outsourcing, HR consulting, investmentconsulting, SSP revenue, legal, pension, adminis-tration revenueDescription: Located in 35 countries, HewittAssociates (NYSE: HEW) is the world’s foremostprovider of HR outsourcing and consulting services. The company consults with more than2,400 organizations and administers humanresources, healthcare, payroll and retirementprograms on behalf of more than 350 compa-nies to millions of employees and retirees.Total Clients: 681Total Employees in Canada: 1,148Canadian Branch Office Locations: Vancou-ver, Calgary, Montreal, Regina, Lincolnshire (U.S.parent company)

HKMB - PEOPLE SOLUTIONSSte. 900, 595 Bay St., Toronto M5G 2E3Chief client contact: Tim Spark, partner, (416)597-4008, fax: (416) 597-0008E-mail: [email protected] site: www.hkmb.comServices: WSIB consultingDescription: HKMB’s international capabilitieseclipse those of any privately held broker in Canada.

Through actively managed, strong global partner-ships, the firm provides seamless, multi-line serviceto every major commercial centre in the world.Total Clients: 102Total Employees in Canada: 8

IDEAL BENEFITS26 Ulster St., Toronto M5S 1E3Chief client contact: Christopher Pryce, sen-ior benefits consultant, (416) 924-8280, fax: (416)323-1984E-mail: [email protected] site: www.idealbenefits.caServices: pension consulting, benefits consultingDescription: Ideal Benefits specializes in providingpension/benefits consulting advice for the mid-sizedemployer interested in utilizing self-funding, con-sumer-driven healthcare and other initiatives to man-age their traditional and flexible benefit programs.Total Clients: 28Total Employees in Canada: 2

INVESTMENT GUILD, THESte. 302, 345 Renfrew Dr., Markham, ON L3R 9S9Chief client contact: Michael Thomas, vice-president, (905) 470-9840, fax: (905) 470-6723E-mail: [email protected] site: www.investmentguild.comServices: pension consulting, benefits consult-ing, HR consultingDescription: The Investment Guild providesgroup life and health insurance, including flexi-ble benefits plan implementation and adminis-tration, group pension planning and investmentmanagement, employee benefit communicationand other employee benefit services.Total Clients: 48Total Employees in Canada: 10

JAMES H. DEHONEY AND ASSOCIATES LTD.Ste. 200, 1777 West 8th Ave., Vancouver V6J 1V8Chief client contact: James Dehoney,president, (604) 684-2300, fax: (604) 688-3515E-mail: [email protected] site: www.dehoney.comServices: pension consulting, benefits consult-ing, individual lifeDescription: James H. Dehoney is a full-serviceconsulting firm that offers group life and healthinsurance, group pension, flexible benefits planimplementation and third-party administration,as well as financial planning, wealth manage-ment, and estate planning, including life and dis-ability insurance sales and service.Total Clients: 129Total Employees in Canada: 15

JOHNSON INC.95 Elizabeth Ave., PO Box 12049, St. John’s, NLA1B 1R7Chief client contact: John Crouse, nationaldirector, benefits/consulting, (709) 737-1500, fax:(709) 737-1580E-mail: [email protected] site: www.johnson.caDescription: Johnson Inc. is a national companyproviding a selection of products and services inthe areas of group benefits, pension, benefitsadministration, pension administration andclaims adjudication.Total Clients: 225Total Employees in Canada: 150Canadian Branch Office Locations:Charlottetown, Halifax, Fredericton, RichmondHill, Ottawa, Edmonton, Langley

JOHNSON SCHOCK LOWDEN INC.Ste. 225, 4550 Hwy. 7, Vaughan, ON L4L 4Y7Chief client contact: Tom Lowden, managingdirector, (905) 264-2410, fax: (905) 264-2401E-mail: [email protected] site: www.jslinc.caServices: pension consulting, benefits consult-ing, individual consultingTotal Clients: 57Total Employees in Canada: 7

JOHNSTON GROUP INC.582 King Edward St., Winnipeg R3H 0P1Chief client contact: John Moore, vice-president, business development, (204) 774-6677, fax: (204) 774-6698E-mail: [email protected] site: www.johnstongroup.caDescription: Johnston Group provides humanresource outsourcing services to over 23,000companies across Canada. These servicesinclude: recordkeeping for group benefit plans,including drug dental plans, as well as prepara-tion of all documentation and certificates; claimsadjudication and payment; call centres dealingwith plan members’ pension and benefitsqueries and online administration; and the onlineInternet payroll system, Payworks.Total Clients: 23,561Total Employees in Canada: 153Canadian Branch Office Location: Markham

KRIEGER AND ASSOCIATESSte. 300, 43 Front St. E., Toronto M5E 1B3Chief client contact: David Krieger, president,(416) 363-1221, fax: (416) 363-0677E-mail: [email protected] site: www.kriegerandassociates.comServices: pension consulting, benefits consulting, communications consultingDescription: Linking benefits with business,Krieger and Associates is a Canadian boutiqueconsultancy advising its corporate clientele onemployee benefit plans, human resources communications and pension plans. The firm’sapproach is to get inside a client’s environmentand culture to create unique and long-lastingsolutions that stand the test of time.Total Clients: 42Total Employees in Canada: 10

LEE-POWER & ASSOCIATES INC.616 Cooper St., Ottawa K1R 5J2Chief client contact: Matt Power, vice-presi-dent, (613) 236-9007, fax: (613) 236-0329E-mail: [email protected] site: www.lee-power.caServices: pension consulting, benefits consulting, HR outsourcingDescription: Lee-Power & Associates is a pension and benefits consultant, and a third-party administrator specializing in multi-employerplans. Services include plan administration,claims processing, member communications and individual retirement counselling.Total Clients: 57Total Employees in Canada: 7

LEONG & ASSOCIATES ACTUARIES AND CONSULTANTS INC.Ste. 1138, 1100 Melville St., Vancouver V6E 4A6Chief client contact: Julian Leong, president &consulting actuary, (604) 688-9839, fax: (604)688-0863E-mail: [email protected] site: www.leong-associates.comServices: pension consultingDescription: The firm specializes in pensionplan design, implementation, administration andmanagement, for small one-person plans orlarge multi-employer plans with thousands ofmembers. The firm also assists in effective pension planning with supplementary employeeretirement plans, governance issues, invest-ment manager searches, pension committeeeducation, executive retention, and employeecommunications.Total Employees in Canada: 18

LESLIE GROUP LIMITED, THESte. 220, 40 Wynford Dr., Don Mills, ON M3C 1J5Chief client contact: Rob Campbell, vice-presi-dent, consulting, (416) 510-8966, fax: (416) 510-8964E-mail: [email protected]: pension consulting, benefits consult-ing, HR outsourcing, HR consultingDescription: The Leslie Group provides expertise


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in the management of employee benefit programs including flexible benefits,health spending accounts, collective bargaining agreements and private occu-pational accident programs. The firm also provides assistance with the designand communication of employer retirement programs.Total Clients: 328Total Employees in Canada: 15Canadian Branch Office Location: Ottawa

LUEDEY CONSULTANTS INC.Ste. 800, 5991 Spring Garden Rd., Halifax B3H 1Y6Chief client contact: Bill Luedey, vice-president, (902) 482-3642, fax: (902)450-1274E-mail: [email protected] site: www.luedeyconsultants.caServices: benefits consultingDescription: Luedey Consultants Inc. (LCI) focuses on providing clientswith independent and innovative consulting services. LCI’s services includeselecting insurance carriers, claims administrators and claims payers, con-ducting renewals, providing benefits communication and education, assist-ing in the development of wellness plans, developing plan governance, andreviewing benefit plan structures and underwriting arrangements.Total Clients: 40Total Employees in Canada: 5

MAGNUS BROKERAGE GROUP650 Colborne St., London, ON N6A 5A1Chief client contact: Douglas McIntosh senior, president, (519) 432-0994,fax: (519) 432-6996E-mail: [email protected] site: www.mbgcanada.comServices: pension consulting, benefits consulting, group benefit commissionsDescription: The firm has an extensive portfolio of organized labour groups towhom it provides benefit consulting, mediation and arbitration research, con-tract and collective agreement reviews. Through its consulting services division,the firm offers employee benefits, pension and disability solutions to employers.Total Clients: 132Total Employees in Canada: 10

MAINSTAY INSURANCE BROKERAGE INC.10 Linton Court, Thornhill, ON L3T 5M9Chief client contact: Dave Patriarche, president, (905) 886-9203, fax: (905)707-0216E-mail: [email protected] site: www.mainstayinsurance.caServices: benefits consultingDescription: Mainstay is an independent brokerage that specializes inemployee benefit plans for small businesses. The firm works with clients todesign and implement plans and to obtain fair renewal pricing. Mainstayprovides ongoing communication and excellent customer service. The firmalso provides support on HR and liability issues that impact benefits.Total Clients: 75Total Employees in Canada: 1

MANAGED DISABILITY RESOURCES, INC.280 Willow Ave., Toronto M4E 3K7Chief client contact: Derek Thompson, president & senior partner, (416)691-3128, fax: (416) 691-6442E-mail: [email protected] site: www.mdr-inc.caServices: benefits consultingDescription: Disability costs are a significant concern and potentially generatethe greatest savings. Your challenge is to link up with the disability manage-ment partner who can provide the optimal ability to improve your bottom line.MDR has provided unparalleled disability management services for a decade.Here’s what sets MDR apart:• Doctor-to-Doctor Dialogue, an MDR exclusive• Unmatched depth of experience• Established nationwide network of regionally-based resources• National service consistency• Complete independence• Creative cost arrangements• Virtually paperless-minimal HR involvement• Comprehensive concierge service• On-call service• MDR audit service• MDR collegeTotal Clients: 15Total Employees in Canada: 17Canadian Branch Office Location: Calgary

MCATEER GROUP OF COMPANIES45 McIntosh Dr., Markham, ON L3Y 8H1Chief client contact: Susan Bird, vice-president, (905) 946-8655, fax: (905)946-2535E-mail: [email protected] site: www.mcateer.caServices: actuarial services, third-party administration services, trust fundmanagement and complianceDescription: The McAteer Group specializes in consulting/actuarial andthird-party administration services for boards of trustees managinghealth/pension trusts where contributions/benefits are collectively bar-gained. The firm plays a significant role in helping clients meet their boardgovernance objectives.Total Employees in Canada: 63Canadian Branch Office Locations: Burnaby, Edmonton

MCAVOY, BELAN & CAMPBELL350 King St., Port Colborne, ON L3K 4H3Chief client contact: Tim McAvoy, CEO, (905) 834-3666, fax: (905) 834-3737E-mail: [email protected] site: www.mbcfinancial.caTotal Clients: 55Total Employees in Canada: 23

MCFARLANE AMERLEE CONSULTING LIMITED1875 Fifth Ave. Pl., 425-1st St. S.W., Calgary T2P 3L8Chief client contact: David McFarlane, president, (403) 265-5050, fax:(403) 265-2426E-mail: [email protected]: pension consultingDescription: McFarlane Amerlee Consulting Limited specializes in individual pension plans for both private and public Canadian corporations.The firm also provides actual actuarial administration and design servicesfor retirement compensation arrangements.Total Clients: 545Total Employees in Canada: 4

MCFBEDARD GROUP INC. - EMPLOYEE BENEFITS DIVISIONUnit B, 310 Wellington Rd. S., London, ON N6C 4P4Chief client contact: Charles Bedard, president, (519) 690-1452,fax: (519) 690-1463


A N N O U N C E M E N T

Hewitt Associates is pleased toannounce the appointment ofPaul Malizia as the leader ofHewitt's investment consultingpractice in Canada.

In this role, Mr. Malizia willprovide the overall direction forHewitt's Canadian investmentconsulting team, which providescomprehensive consulting ser-vices to institutional clients including pension funds,endowment funds, charitable organizations andreligious orders.

Mr. Malizia has been a senior investment consultantin Hewitt's Toronto office since 2004 and has twelveyears of experience in the field. Prior to joining Hewitt,Mr. Malizia worked for a large insurance company,providing investment management services, as well asfor an investment consulting firm, where he was thedirector of manager research for Canada.

Mr. Malizia has a B.Sc. in mathematics and actuarialscience and an M.B.A. in corporate and investmentfinance. He was awarded the Chartered FinancialAnalyst designation in 2003.With more than 60 years of experience, Hewitt Associates (NYSE: HEW) is theworld's foremost provider of human resources outsourcing and consultingservices. The company consults with more than 2,400 organizations andadministers human resources, health care, payroll and retirement programson behalf of more than 350 companies to millions of employees and retireesworldwide. Located in 35 countries, including Canadian offices in Toronto,Montreal, Vancouver, Calgary and Regina, Hewitt employs approximately22,000 associates. For more information, please visit www.hewitt.com.

BECA08_045-065 7/25/06 7:45 PM Page 55


E-mail: [email protected] site: www.mcfbedard.comServices: pension consulting, benefits consultingDescription: MCFBedard Group Inc. offersemployee benefit programs, group retirementprograms and EAPs to employers in a wide rangeof industries and organizational sizes. MCFBedardis a firm with years of experience in underwriting,administration, group customer service, plandesign, renewal analysis, full market surveys andfront line face-to-face consulting.Canadian Branch Office Location: Mississauga

MCNAB & COMPANY MANAGEMENT CONSULTINGUnit B3, 2686 Bloor St. W., Toronto M8X 1A5Chief client contact: Heather McNab,principal, (416) 239-4406, fax: (416) 239-5056E-mail: [email protected] site: www.mcnabandcompany.comServices: benefits consultingDescription: McNab & Company helps bridgethe gap by providing companies with flexibleaccess to group benefits expertise, often onsite,for: projects, staff vacancies and the regularsupport of HR generalists.Total Employees in Canada: 1

MDM INSURANCE SERVICES INC.834 Gordon St. / PO Box 970, Guelph, ON N1G1Y7/N1H 6N1Chief client contact: Michael McKay,president, (519) 837-1531; (800) 838-1531,fax: (519) 836-4909E-mail: [email protected] site: www.mdm-insurance.comServices: benefits consulting, administration andadjudication of healthcare plans for corporationsDescription: MDM provides administration andadjudication of healthcare plans for corpora-tions. The firm also provides the following serv-ices: drug utilization reviews, EDI claims pro-cessing for pharmacy, dental and oral health;formulary management; disability adjudicationwith early intervention; home visit, employervisit and physician visit, as well as employeecommunication and education; full consultingservices on benefit plan design risk assessment.Total Clients: 1,035Total Employees in Canada: 25

MEDISYS HEALTH GROUP INC.500 Sherbrooke St. W., 11th Fl., Montreal H3A3C6Chief client contact: Sheldon Elman, presi-dent & CEO, (514) 499-2777, fax: (514) 845-4723E-mail: [email protected] site: www.medisys.caServices: healthcare providerDescription: Medisys Health Group (TSX:MHG.un) is a total healthcare solutions provider.Combining professional expertise with technicalsophistication, the firm works hand-in-hand withover 4,000 corporate clients on the develop-ment of customized, comprehensive healthmanagement strategies. In addition to executivehealth, employee health management, occupa-tional health, and medical imaging services (ex.MRI, CT), Medisys provides health-relatedunderwriting services to insurance companies.Founded on the objective of putting serviceback into healthcare, Medisys aims to set a newstandard in the field of healthcare management.Total Clients: 4,000Total Employees in Canada: 700Canadian Branch Office Locations: Toronto,Kitchener, Hamilton, Ottawa, London, Guelph, St.Catharines, Calgary, Vancouver

MEDITRUST PHARMACY27-9665 Bayview Ave., Richmond Hill, ON L4C 9V4Chief client contact: Dylan Davies, manager,sales & marketing, (905) 770-5081, fax: (905)770-0768E-mail: [email protected] site: www.meditrust.com

Services: pharmacy services (prescriptions,compli-ance,disease state,education,etc.)Description: Meditrust Pharmacy is a memberof the Katz Group Canada network of pharma-cies and is Canada’s national mail order phar-macy. Offering an array of convenient services,Meditrust Pharmacy assists in the battle againstrising drug costs among small and large organi-zations as well as the general public.Total Clients: 350Total Employees in Canada: 90Canadian Branch Office Locations: SaintJohn, Montreal, Winnipeg, Regina, Edmonton,Port Moody

MERCER HUMAN RESOURCE CONSULTING LIMITED161 Bay St., PO Box 501, Toronto M5J 2S5Chief client contact: Steve Houston, principal,(416) 868-2638, fax: (416) 868-2136E-mail: [email protected] site: www.mercerhr.caServices: pension consulting, benefits consult-ing, HR outsourcing, HR consulting, strategy andother actuarial consultingDescription: Mercer Human Resource Consult-ing helps employers maximize the effectivenessof their human resource programs. The firmspecializes in human resource consulting,including compensation, employee benefits,pension plans, HR operations, communication,human resource strategy and metrics, invest-ment consulting, and program administration.Total Clients: 2,500Total Employees in Canada: 1,650Canadian Branch Office Locations: Vancou-ver, Calgary, Edmonton, Winnipeg, London,Ottawa, Montreal, Quebec City, Halifax, St.John’s, New York (U.S. parent company)

MITCHELL SANDHAM FINANCIAL SERVICESSte. 2000, 438 University Ave., Toronto M5G 2K8Chief client contact: Andy Kilpatrick, partner,(416) 862-1750, fax: (416) 862-1975E-mail: [email protected] site: www.mitchellsandham.comServices: pension consulting, benefits consult-ing, financial planning, IPP, general insurance(group/home/auto)Description: The firm’s group of companieshas developed strong relationships with promi-nent insurance carriers to deliver diversifiedproduct lines consisting of commercial, marine,personal lines, employee benefits and financialproducts. The company believes these strongrelationships are of great benefit to its clients,enabling them to successfully resolve insurancerequirements when others may have failed.Total Clients: 187Total Employees in Canada: 10Canadian Branch Office Location: Mississauga

MODERN BENEFIT PLANNING INSURANCEAGENCIES LIMITEDSte. 100, 150 Ouellette Pl., Windsor, ON N8X 1L9Chief client contact: Ken Frost, general manager, (519) 974-0019, fax: (519) 254-5132E-mail: [email protected] site: www.blonde-little.comServices: pension consulting, benefits consult-ing, third-party administration feesDescription: Modern Benefit Planning InsuranceAgencies Limited, the employee benefit divisionof the Blonde & Little Insurance Group specializesin providing employee benefits consulting servic-es to a wide cross-section of industries and plansizes in both the private and public sector. Thefirm’s mission as a professional independent con-sultant is to deliver value to its clients throughinnovation solutions and unparalleled service.Total Clients: 243Total Employees in Canada: 9

MORNEAU SOBECOSte. 700, 895 Don Mills Rd., Toronto M3C 1W3Chief client contact: Nancy Reid, chief finan-

cial officer, (416) 445-2700, fax: (416) 445-7989E-mail: [email protected] site: www.morneausobeco.comServices: pension consulting, benefits consult-ing, HR outsourcing, HR consultingDescription: Morneau Sobeco is a leadinghuman resource consulting firm focusing on thedesign and delivery of compensation, retire-ment and employee benefits programs.Morneau Sobeco is a recognized expert in pro-viding integrated administrative solutions andprogressive employee self-service tools.Total Clients: 1,300Total Employees in Canada: 940Canadian Branch Office Locations: Calgary,Fredericton, Halifax, London, Montreal, Ottawa,Quebec City, St. John’s, Vancouver

MORROW, CROSSDALE & ASSOCIATES INC.Ste. 219, 445 Apple Creek Blvd., Markham, ONL3Y 1G1Chief client contact: Ted Morrow, consultant,(905) 881-5783, fax: (905) 881-5650E-mail: [email protected] site: www.morcro.caServices: pension consulting, benefits consultingDescription: Morrow, Crossdale & Associatesspecialize in plan design, funding levels and under-writing of group life, disability, health and dentalprograms. The firm also provides consultation inthe area of pension plans, deferred profit-sharingplans and registered retirement savings plans.Total Clients: 95Total Employees in Canada: 3Canadian Branch Office Location: Newmarket

NORFOLK MOBILITY BENEFITS INC.Head Office: Ste. 1100, 940-6th Ave. S.W., CalgaryT2P 3T1Tel: (403) 232-8545, Fax: (403) 265-9425Chief client contact: Phil Tyson, director ofsales & distribution, (403) 537-8835E-mail: [email protected]: corporate benefit plans for organiza-tions with expatriate, and/or local nationalemployees; expatriate benefits for individualsDescription: Norfolk Mobility Benefits (NMB) isNorth America’s leading provider of worldwidecustomized expatriate insurance solutions. NMBis proud of its successes in developing cost-effective plans to meet the specific needs of itsclients. NMB’s international services are diverseand range from basic travel insurance to all ofthe benefits and services required for long-termexpatriate assignments. The firm can meet theneeds of North Americans working in othercountries, as well as foreign workers temporari-ly employed in Canada or the United States.NMB represents Paris-based Mobilité Saint-Hon-oré (MSH) in North America. MSH is one of thelargest and most comprehensive suppliers ofexpatriate insurance services in the world, withmore than 160,000 insured participants.Total Employees in Canada: 35Canadian Branch Office Locations: Toronto,Montreal, Houston (U.S.), Milwaukee (U.S.), Paris(parent company - France)

NORMANDIN BEAUDRY Ste. 1100, 1130 Sherbrooke W., Montreal H3A 2M8Chief client contact: René Beaudry, partner,(514) 285-1122, fax: (514) 285-1199E-mail: [email protected] site: www.normandin-beaudry.caServices: pension and savings plan consulting,pension administration, benefits consulting; HRoutsourcing; HR, compensation and strategic com-munication consulting; asset management con-sulting; property and casualty insurance and riskmanagement plus financial commitment valuationDescription: Normandin Beaudry’s consultants


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are on the cutting edge of developments and innovations and thus offer value-added solutions ineach of the following consulting services area:pension and savings plans, group benefits, proper-ty and casualty insurance and risk management,asset management consulting, strategic communi-cation, and human resources and compensation.Total Employees in Canada: 85

PAL BENEFITS INC.1052 Yonge St., 3rd Fl., Toronto M4W 2L1Chief client contact: Thomas James, manag-ing consultant; Mark Dowdell, vice-president,retirement & investment services, (416) 969-8588, fax: (416) 962-1711E-mail: [email protected] [email protected] site: www.palbenefits.comDescription: In supporting its clients’ HR/benefitscompensation teams, the firm works closely withemployers, adding significant value to the man-agement of group benefits and retirement pro-grams. Pal’s area of expertise includes plan design,flex, appropriate funding, cost containment, effec-tive employee communications, HR consulting,reporting on market trends, legislation, absen-teeism control and executive compensation.

PBAS GROUP, THESte. 110, 61 International Blvd., Toronto M9W 6K4Chief client contact: Joan Tanaka, president,PBAS, (416) 674-3350, fax: (416) 674-8018E-mail: [email protected] site: www.pbas.caServices: pension/benefit consulting, HR outsourcing (administration)Description: The member companies of ThePBAS Group offer full third-party administrationand actuarial/consulting services includingdesign, finance, maintenance and administra-tion to both pension and group benefit plansponsors for the construction, industrial, whole-sale, hotel, entertainment, food and beverage,universities and colleges; single employer/cor-poration, and other related sectors.Total Clients: 55Total Employees in Canada: 115Canadian Branch Office Locations: PortCoquitlam, Calgary, Saint Albert, Winnipeg,Montreal, St. John’s

PENAD PENSION SERVICES LIMITED55 King St. W., 12th Fl., Kitchener, ON N2G 4W1Chief client contact: Frank Price, CEO, (519)743-9000, fax: (519) 743-8346E-mail: [email protected] site: www.penad.comServices: pension consulting, HR outsourcing,pension administration, life and health adminis-tration softwareDescription: PENAD offers TPA services andsoftware systems via PX3000, a pension administration software system that will cutturnaround times and dramatically improvemember communications. Clients include Fortune 500 companies, banks and insurancecompanies around the world.Total Clients: 35Total Employees in Canada: 26

PENMORE BENEFITS INC.Ste. 1, 101 Bradwick Dr., Concord, ON L4K 1K5Chief client contact: Lio Spagnuolo, benefitsmanager, (905) 669-5577, fax: (905) 669-5738E-mail: [email protected] site: www.penmorefinancial.comServices: pension consulting, benefits consult-ing, corporate benefit and retirement planning,corporate executive planning, personal estateplanning, corporate and individual planningTotal Clients: 126Total Employees in Canada: 16

PENSAC ASSOCIATES 115 King St. W., Dundas, ON L9H 1V1Chief client contact: Jim Hillhouse, actuary,

(905) 627-2229, fax: (905) 627-2229E-mail: [email protected]: pension consultingDescription: Pensac offers pension and actuarial consulting services.Total Employees in Canada: 3

POINTBREAK CONSULTING GROUP LTD.Ste. 214, 3823 Henning Dr., Burnaby, BC V5C 6P3Chief client contact: Kevin Jeffrey, principal,(604) 685-1746, fax: (604) 299-6562E-mail: [email protected] site: www.pointbreakcg.comServices: pension consulting, benefits consultingDescription: Pointbreak is a boutique firm pro-viding consulting advice and brokering servicesto B.C.-based organizations.Total Employees in Canada: 7

PPI FINANCIAL GROUPSte. 200, 4271 King St. E., Kitchener, ON N2P 2X7Chief client contact: Jeff Kinch, vice-presi-dent, group, (519) 888-0322, fax: (519) 653-7114E-mail: [email protected] site: www.ppi.caServices: pension consulting, benefits consult-ing, benefits administrationDescription: PPI Financial’s group division spe-cializes in the design, implementation and ongo-ing management of employee benefits pro-grams and DC pension plans. The firm supportsindependent agents with innovative insuranceand financial products, training, industry-leadingcontracts with reliable carriers, and a completearray of marketing and business services.Total Clients: 633Total Employees in Canada: 62


JEAN-FRANÇOIS MILETTE

MFC Global Investment Management is pleased to announce the appointment ofJean-François Milette as Assistant Vice President, Investment Sales.

Based in Montreal, Jean-François will develop business for MFC Global mandatesthroughout Quebec, Atlantic Canada and eastern Ontario.

Previously, Jean-François worked for an international pension plan providerin Montreal, where he was responsible for institutional sales in Quebec andOttawa. Prior to this, he managed the sales and marketing department of aQuebec-based high net worth investment firm and successfully expanded itsbusiness. Jean-François started his financial career as an investment advisor.He holds a BA from Concordia University and an MBA from the Universityof Sherbrooke.

MFC Global Investment Management is the diversified investment managementgroup of Manulife Financial, with investment offices in the United States, Canada,the United Kingdom, Japan, Australia, Hong Kong, and throughout Southeast Asia.MFC Global has more than 100 years of experience managing portfolios forThe Manufacturers Life Insurance Company, John Hancock Life InsuranceCompany, and other major clients. With more than $230 billion in assets undermanagement, MFC Global Investment Management is a leading global investmentmanagement group.

BECA08_045-065 7/25/06 7:45 PM Page 57

Canadian Branch Office Locations: Willow-dale, Vancouver, Calgary, Edmonton, Montreal

PROTECTORS GROUP, THE215 George St. N., Peterborough, ON K9J 3G7Chief client contact: Brian Porter, president,(705) 748-5181, fax: (705) 748-4831E-mail: [email protected] site: www.protectorsgroup.comDescription: The Protectors Group providespension and benefits consulting services.Total Clients: 179Total Employees in Canada: 8

PROTEUS PERFORMANCE MANAGEMENT INC.Ste. 303, 250 Ferrand Dr., Toronto M3C 3G8Chief client contact: Peter Henry, president,(416) 421-3557, fax: (416) 421-1348E-mail: [email protected] site: www.proteusperformance.comServices: pension consultingDescription: Proteus delivers a comprehensiveprocess of pension governance for both thedefined contribution and the defined benefitpension plan sponsor. The six critical elements ofgovernance covered are: plan design, invest-ment policy, performance measurement,employee communications, cost/benefit analy-sis, and plan administration practices review. Theimplementation and ongoing maintenance of theprocess helps ensure compliance and reducesthe risk of liability for fiduciaries. Plan goals andobjectives are clearly defined and exceptions areset for each supplier associated with the plan.Proteus offers an investment manager searchprocess with a three-year performance guaran-tee. Proteus also provides an extensive list ofretirement planning services including individualcounselling, seminars and workshops.Total Clients: 71Total Employees in Canada: 8Canadian Branch Office Location: Oakville

RALPH MOSS LIMITED102, 200 Town Centre Blvd., Markham, ON L3R 8G5Chief client contact: Jeanne Foot, president,(905) 513-9868, fax: (905) 513-9893E-mail: [email protected] site: www.ralphmoss.caDescription: Ralph Moss Limited offers one-stop solutions and service excellence witha strategic approach to benefits consulting.Offerings are creative with regards for balanc-ing corporate objects while incorporatingemployer/employee needs. Established in 1976with an emphasis on service and long-termclient relationships.Total Employees in Canada: 10

RICK W. BASHISTA, EMPLOYEE BENEFIT CONSULTANTSte. 41, 2915 Headon Forest Dr., Burlington, ONL7M 3Z6Chief client contact: Rick Bashista, seniorconsultant, (905) 331-0516, fax: (905) 319-2565E-mail: [email protected]: pension consulting, benefits consult-ing, executive benefit financial planningDescription: The firm provides employee ben-efit design implementation and service. Assis-tance is available for both pension and grouplife and health areas. Services include flex bene-fits, drug utilization reviews, renewal assistance,plan audits, employee education and communi-cation. The firm also provides CAP guidelines,executive financial planning services, priorityhealthcare, and individual pension plans (IPPs).Total Clients: 79Total Employees in Canada: 2

ROBERTSON, EADIE & ASSOCIATES LTD.Ste. 210, 481 Morden Rd., Oakville, ON L6K 3W6Chief client contact: Marcus Robertson, (905)338-7002, fax: (905) 338-7022E-mail: [email protected]: Plan design, actuarial valuations,

document drafting, plan governance, education,communication and advice, executive pensionplans; CAP, including DC, group RRSP and otherCAP plans; investment, including managerselection and monitoring, and recordkeeping forgroup retirement plans.Total Clients: 104Total Employees in Canada: 20

RWAM INSURANCE ADMINISTRATORS INC.49 Industrial Dr., Elmira, ON N3B 3B1Chief client contact: Dan Galloway, COO, (877)888-7926, fax: (519) 669-1923E-mail: [email protected]; [email protected] site: www.rwam.comServices: administration, disability managementDescription: RWAM offers employee benefitplans that meet the needs of both small andlarge businesses. The firm understands thatclients want choice, the choice in how theirplans are designed and the choice to ensurethat claim dollars are being spent how theywant them to be.Total Clients: 4,041Total Employees in Canada: 81Canadian Branch Office Locations: London,Wetaskiwin, Halifax

SATANOVE & FLOOD CONSULTING LTD.849 West 63rd Ave., Vancouver V6P 2H3Chief client contact: Harry Satanove, consult-ant, (604) 323-9363, fax: (604) 648-8410E-mail: [email protected] site: www.satanoveflood.comServices: pension consulting, benefits consult-ing, investment consulting, communicationsconsultingDescription: Pension: design, actuarial valua-tions, plan/trust documents, review of adminis-tration, communication, education, group RRSPor other savings plans, investment, and execu-tive pension. Benefits: strategic planning, actuar-ial services, and review insurers/products.Investment: long-term policy, education/commu-nication, active/passive, specialist/balanced,manager searches, DC/group RRSP options,attribution analysis, and performance evaluation.Total Clients: 20Total Employees in Canada: 2

SEGAL COMPANY, THESte. 802, 45 St. Clair Ave. W., Toronto M4V 1K9Chief client contact: Pui-Ying Chan, senior vice-president, (416) 969-3960, fax: (416) 961-2101E-mail: [email protected] site: www.segalco.comServices: investment consulting, communica-tions consultingDescription: The Segal Company Ltd. is a leading employee benefits, human resourcesand actuarial consulting firm, and is a completelyindependent organization. The Segal Companyserves as consultant to thousands of employeebenefit plans in the multi-employer, corporateand public-sector markets which cover morethan 8 million employees and their dependantsin Canada, the United States and abroad.Total Clients: 40Total Employees in Canada: 20Canadian Branch Office Locations: Calgary,New York (U.S. parent company)

SELECTPATH BENEFITS & FINANCIAL INC.101-219 Oxford St., London, ON N6H 1S5Chief client contact: Gordon Hart, president &CEO, (519) 675-1177, fax: (519) 675-1331E-mail: [email protected] site: www.selectpath.caServices: pension consulting, benefits consult-ing, financial planning, mutual fund sales, lifeand disability productsDescription: Selectpath’s team of professionalshelp businesses and individuals design, imple-ment and manage their employee benefits, pen-sions and financial plans. Working in partnershipwith its clients, Selectpath guides them along the

Right PathTM to financial security and success byimplementing customized solutions throughinnovation, excellence and integrity.Total Clients: 580Total Employees in Canada: 22Canadian Branch Office Location: Barrie

SIGURDSON, MCFADDEN & ASSOCIATES LTD.191 Lombard Ave, 14th Fl., Winnipeg R3B 0X1Chief client contact: Kevin McFadden, vice-president, (204) 953-1600, fax: (204) 942-3616E-mail: [email protected] site: www.smabenefits.comServices: pension consulting, benefits consultingDescription: The firm’s employee benefits andpension consulting services include plan design,carrier negotiations, claims management,employee education and retirement planning,employee meetings and focus groups, executivebenefit plans, special risk insurance and criticalillness. Sigurdson, McFadden & Associates Ltd.also offer services on employee mortgage pro-grams, group RESPs, employee computer pur-chase and pet insurance.Total Clients: 199Total Employees in Canada: 4

SIMPLY BENEFITS INC.520 Sovereign Rd., London, ON N5V 4K4Chief client contact: Kim Harris, consultingactuary, (519) 452-7306, fax: (519) 452-1018E-mail: [email protected] site: www.simplybenefits.caServices: pension consulting, benefits consultingDescription: Simply Benefits provides profes-sional consultation, advice and service to com-panies with head offices in SouthwesternOntario. The firm’s objective is to optimize value,risk and costs, and ensure legislative compli-ance for group life, health, pension and retire-ment savings programs.Total Clients: 19Total Employees in Canada: 2

SPENCER DENTALSte. 304A, 6013 Yonge St., Toronto M2M 3W2Chief client contact: Donald Sklar, managingdirector, (416) 512-1616, fax: (416) 512-1617E-mail: [email protected] site: www.spencerhealth.comServices: dental network access feesDescription: Spencer Dental’s network of partici-pating dentists provides a cost containment, dentaladd-on, utilized with any insured or non-insuredgroup or individual health plan. Network dentistsbill only 75% of the current ODA fee guide for allprofessional fees, including cosmetic and restora-tive. All other operating and claim processing pro-cedures remain unchanged and unaffected.Total Clients: 3Total Employees in Canada: 5

SPENCER VISIONSte. 304A, 6013 Yonge St., Toronto M2M 3W2Chief client contact: Donald Sklar, managingdirector, (416) 512-1616, fax: (416) 512-1617E-mail: [email protected] site: www.spencerhealth.comServices: preferred provider access and trans-action feesDescription: Spencer Vision develops and man-ages enriched reimbursement, pay-direct, visionplans, utilizing preferred provider networks andproprietary software to monitor plan results. Thefirm’s distributor clients include insurers, TPAsand broker/consultants. Through its distributors,nearly 30,000 Canadians have use of Spencer’svarious vision benefits and services.Total Clients: 6

STEVEN COHEN INSURANCE AGENCY INC.Ste. 201, 200 Evans Ave., Toronto M8Z 1J7Chief client contact: Steven Cohen, presi-dent, (416) 259-1166, fax: (416) 259-5885E-mail: [email protected] site: www.stevencohenins.ca



BECA08_045-065 7/24/06 6:52 PM Page 59

Services: pension consulting, benefits consult-ing, HR consulting, individual life insurance anddisability insuranceDescription: Steven Cohen Insurance AgencyInc. specializes in employee benefit and pensionplan designs, plan implementation, plan man-agement, plan administration, plan analysis andplan marketing. The firm provides individualinsurance services to executives, middle man-agement and professional employees.Total Clients: 95Total Employees in Canada: 7

STRATA BENEFITS CONSULTING INC.1447 Waverley St., Winnipeg R3T 0P7Chief client contact: Glen Middleton,president, (204) 984-9450, fax: (204) 984-9460E-mail: [email protected] site: www.stratabenefits.caServices: pension consulting, benefits consultingDescription: STRATA specializes in strategicbenefits consulting including design, pricing andmanagement, where it ensures that its clientsfully understand the methods employed, thepertinent concepts and the results of its con-sulting work. Other areas of specialty includeexecutive benefits, communications, retirementservice, disability management services, mem-ber benefits consulting and association plans.Total Clients: 153Total Employees in Canada: 20Canadian Branch Office Location: Brandon

SYNERGY BENEFITS CONSULTING INC.Ste. 801, 80 King St., St. Catharines, ON L2R 7G1Chief client contact: Wayne Farrow,president, (905) 641-0028, fax: (905) 641-0056E-mail: [email protected] site: www.synergybenefits.caDescription: Synergy Benefits Consulting Inc.are trusted benefit advisors who partner withclients to maximize the value of the group and

retirement arrangements through the integrationof its “Best Practices Model.” The firm’s personal“hands-on approach” will ensure that clientsreceive advice that fits their unique needs.Total Clients: 32Total Employees in Canada: 4

T.I. HULL BENEFIT CONSULTANTS CORP.Ste. 4200, BCE Place, 181 Bay St., PO Box 841,Toronto M5J 2T3Chief client contact: Brent Fraser, vice-president, (416) 865-0131, fax: (416) 865-0896E-mail: [email protected] site: www.thehullgroup.comDescription: T.I. Hull Benefit Consultants Corp.specializes in the communication industry, pro-viding a proactive, value-added approach tomany of Canada’s well-known corporations. Thefirm offers a wide range of employee benefitsconsulting including expatriate coverage andspecial risk. The firm also offers services forgroup retirement programs.Total Clients: 110Total Employees in Canada: 10

TOWERS PERRINSte. 2200, 1800 McGill College Ave., MontrealH3A 3J6Chief client contact: Pierre Lemelin,managing partner, Canada, (514) 982-9411,fax: (514) 982-9269E-mail: [email protected] site: www.towersperrin.comServices: pension consulting, benefitsconsulting, HR consultingDescription: Towers Perrin is a global profes-sional services firm that helps organizationsoptimize performance through effective people,risk and financial management. The firm pro-vides innovative solutions to client issues in theareas of human resource strategy, design andmanagement; actuarial and management con-

sulting to the financial services industry; andreinsurance intermediary services.Total Clients: 960Total Employees in Canada: 450Canadian Branch Office Locations: Calgary,Toronto, Vancouver, Stamford (U.S. parent company)

TRG GROUP BENEFITS & PENSIONS INC.Ste. 1800, 1055 West Georgia St.,Vancouver V6E 3P3Chief client contact: Gregory Pallone,president, (604) 714-4400, fax: (604) 714-4401E-mail: [email protected] site: www.trggroup.comServices: pension consulting, benefits consult-ing, health and wellness consulting, retirementplanning seminarsDescription: Employee benefit and pensionconsulting, including RFP and renewal analysisand advice; drug utilization reviews; employeecommunication, education and support services;executive pension plans and benefits; executivecompensation consulting; governance and com-pliance services; investment monitoring andselection services; strategic benefits consulting;and benefits audit.Total Clients: 772Total Employees in Canada: 25

TRIHEY ASSOCIATES LIMITEDSte. 215, 135 Queen’s Plate Dr., Toronto M9W 6V1Chief client contact: Terry Trihey, president,(416) 749-3314, fax: (416) 749-3341E-mail: [email protected] site: www.trihey.caServices: pension consulting, benefits consult-ing, HR outsourcing, personal and travel insuranceDescription: Trihey Associates Limited is afirm that specializes in change management.Drawing on the strengths of a number of asso-ciates with varying specialties, the firm is ableto provide clients with cost-effective solutionstailored to their specific needs. A team with


CIBC Mellon is a 50-50 joint venture between Canadian Imperial Bank of Commerce and Mellon Financial Corporation. CIBC Mellon's two operatingentities are CIBC Mellon Global Securities Services Company, a leading Canadian provider of custody services, and CIBC Mellon Trust Company,a leading provider of trust services in Canada. Visit CIBC Mellon's website at www.cibcmellon.com.

COLLEEN COMANExecutive director, business development

Barbara Barrow, vice president, business development is pleased toannounce the appointment of Colleen Coman to the role of executivedirector, business development. In her new role, Colleen is responsible for growing CIBC Mellon's marketshare in the insurance segment.Colleen brings 19 years of capital markets experience to CIBC Mellon.Most recently, she spent the last 15 years at a major Canadian financialinstitution where she led a sales team that provided currency risk manage-ment solutions, market analysis and deal execution to a broad range ofCanadian corporate and institutional clients.Colleen holds a bachelor of commerce degree from the University ofToronto, a masters of business administration from the Schulich School ofBusiness and is a chartered accountant.

STUART PLUMMERExecutive director, business development

Barbara Barrow, vice president, business development is pleased toannounce the appointment of Stuart Plummer to the position of executivedirector, business development.In his new role, Stuart will contribute to our ongoing efforts to growthe company's market share in the pension segment, and for relationshipmanagement of the pension consultant community.Since joining CIBC Mellon in 1997, Stuart has been responsible forproduct management in the pension segment. He also developed strongrelationships with pension clients and pension consulting firms throughhis industry involvement.Prior to joining CIBC Mellon, Stuart spent 19 years at two other majorCanadian financial institutions where he was responsible for product andrelationship management.Stuart holds a bachelor of arts from the University of Western Ontarioand a Specialist, Trust Institute diploma from the Trust Institute.

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relevant experience is assigned to find solu-tions in situations such as a change to flexiblebenefits, managing post-retirement benefitsplan obligations, or controlling the costs of atraditional benefits or retirement plan.Total Clients: 38Total Employees in Canada: 7

W.R. CAREY CORPORATIONSte. 6, 90 Market Ave., Winnipeg R3B 0P3Chief client contact: William Carey, president& actuary, (204) 953-1001, fax: (204) 942-4194E-mail: [email protected]: pension consulting, benefits consultingDescription: Carey Corp. is a group insurance andpension plan consulting and brokerage firm spe-cializing in group benefit programs for firms with100-5,000 employees. The firm offers consulting,brokerage, actuarial and administration services,and has been in business for more than 25 years.Total Clients: 75Total Employees in Canada: 5

WARREN SHEPELL LIMITED PARTNERSHIPSte. 200, 130 Bloor St. W., Toronto M5S 1N5Chief client contact: Julie Kobryn, director,marketing, (416) 961-0023, fax: (416) 961-9339E-mail: [email protected] site: www.warrenshepell.comDescription: WarrenShepell is the largestprovider of employee assistance programs andrelated organizational health and wellness serv-ices in Canada. Through the delivery of effec-tive prevention-based services that focus onthe emotional and psychological well-being ofemployees, WarrenShepell promotes productiv-ity and employee behaviour change.Total Clients: 3,112Total Employees in Canada: 416Canadian Branch Office Locations: Vancou-ver, Calgary, Edmonton, Winnipeg, Kitchener,Ottawa, Montreal, Halifax

WATERMARK HUMAN CAPITAL CONSULTINGSte. 1450, 530-8th Ave. S.W., Calgary T2P 3S8Chief client contact: Jean Iozzo, principal &CEO, (403) 266-5509, fax: (403) 266-5185E-mail: [email protected] site: www.watermarkhc.com orwww.watermarkbenefits.comServices: pension consulting, benefits consult-ing, HR consulting, directors’ compensation,board reviews, corporate governanceDescription: The Watermark Group provides adiverse range of pension, benefits, communica-tions, insurance and compensation consulting, aswell as actuarial and administration services. Thefirm also provides software for the administrationof flexible benefit plans, defined benefit plans anddefined contribution plans. The Watermark Groupis a full-service human capital consulting firmadvising clients on all aspects of compensation,pension, benefits and HR matters including flex,HCSA, EFAP design and implementation, market-ing, employee education and communication,executive and director compensation, trust unitand stock-option plan set-up, SERP, IPP, RCA, actu-arial CAP compliance, and corporate governance.Total Clients: 74Total Employees in Canada: 4

WATSON WYATT WORLDWIDESte. 1100, One Queen St. E., Toronto M5C 2Y4Chief client contact: Michael Guay, managingdirector, Canada, (866) 206-5723, fax: (866) 212-3188E-mail: [email protected] site: www.watsonwyatt.comServices: pension consulting, benefits consulting,HR consulting, investment consulting, communica-tions, technology solutions, account managementgroup, management and administration groupDescription: Watson Wyatt Worldwide (NYSE:WW) is a global human capital and financial man-agement consulting firm. The firm specializes inemployee benefits, human capital strategies,

technology solutions, and insurance and financialservices and has 6,000 associates in 30 coun-tries. In Western Canada, the firm serves clientsfrom Vancouver and Calgary; in Central Canadafrom Toronto to Kitchener-Waterloo; and in East-ern Canada from Montreal.Total Clients: 759Total Employees in Canada: 385Canadian Branch Office Locations: Vancou-ver, Kitchener/Waterloo, Calgary, Montreal

WESTERN COMPENSATION & BENEFITS CONSULTANTSSte. 2000, 1188 West Georgia St.,Vancouver V6E 4A2Chief client contact: Barry Cook, partner,(604) 683-9155, fax: (604) 687-2315E-mail: [email protected] site: www.wcbc.caServices: pension consulting, benefits consult-ing, compensation consulting servicesDescription: WCBC provides a full spectrum ofconsulting services relating to compensation,group insurance, pension, retirement and capitalaccumulation plans. Benefit consulting servicesinclude design, financing, investment, adminis-tration, governance, communication, tax, finan-cial reporting and actuarial services. Plansinclude single employer, multi-employer, union,association, jointly trusteed and executive plans.Total Employees in Canada: 13

WESTPRO BENEFIT SYSTEMS INC.Ste. 246, Windsor Sq., 1959-152nd St., WhiteRock, BC V4A 9E3Chief client contact: Sue Ostvik, vice-presi-dent, client services, (604) 536-8887, fax: (604)536-1552E-mail: [email protected] site: www.westprobenefits.comServices: benefits consulting, third-partyadministrationDescription: Benefit Consulting: design,


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implementation and financial review of groupinsurance products including cost plus, ASO,graduated and full flex benefits, market sur-veys, association and buying group plans, dis-ability management, specialized communica-tion, and cost-containment planning.Administration: conventional and online admin-istration of all benefits including governmenthealth services, optional benefits healthcare,flex, RRSP, pension, TPA agreements with allmajor Canadian insurers.Total Employees in Canada: 41Canadian Branch Office Location: Prince George

WIEGERS FINANCIAL901-3rd Ave. N., Saskatoon, SK S7K 2K4Chief client contact: Cliff Wiegers, president,(306) 244-0949, fax: (306) 244-4026E-mail: [email protected] site: www.wiegersfinancial.comServices: pension consulting, benefits consultingDescription: Wiegers Financial is a full-servicefinancial planning firm with a department thatspecializes in benefits consulting. Its uniquelyprogressive approach to managing benefit costsincludes active renewal rate negotiations, regu-lar market reviews and non-traditional benefitplan options (including self-insurance), as wellas a strong emphasis on promoting employeewellness through education and the WiegersWellness Partners Program. The firm also offersbenefitfactor, an online tool that is of significantbenefit to clients in terms of ease of planadministration and employee self-service.Total Clients: 294Total Employees in Canada: 20

WILLIAMSON GROUP INC., THE225 King George Rd., Brantford, ON N3R 7N7Chief client contact: Steve Evans, seniordirector, business development, (519) 756-9560,fax: (519) 756-5773

E-mail: [email protected] site: www.williamsongroup.comServices: pension consulting, benefits consult-ing, disability solutionsDescription: The Williamson Group is a special-ized consulting and financial services firm com-posed of experienced and creative profession-als committed to delivering excellence throughunderstanding and satisfying clients’ needs.Employee Benefits: consulting, disability solu-tions, executive benefits, administrative sup-port, group pension and financial. Services: con-sulting, benefit and cost analysis, and definedbenefit plan administration.Total Clients: 3,408Total Employees in Canada: 50

WILLUMSEN CONSULTING INC.Ste. 300, 255-17th Ave. S.W., PO Box 5, NotreDame Place, Calgary T2S 2T8Chief client contact: Tania Willumsen, presi-dent, (403) 938-4551, fax: (403) 938-4847E-mail: [email protected]: Willumsen Inc. provides invest-ment consulting services for pension, endow-ment, insurance and other trust funds. It focus-es on serving on the investmentcommittees/boards of endowment and pensionfunds in order to foster an understanding ofgood governance, investment and fundingissues, and their impact on investment perform-ance. The objective is to improve dialoguebetween the board, its consultants and moneymanagers, and in turn effectiveness.Total Clients: 5Total Employees in Canada: 1Canadian Branch Office Location: Okotoks

WILSON BANWELL - HUMAN SOLUTIONSTMSte. 1600, 355 Burrard St., Vancouver V6C 2G8Chief client contact: Craig Thompson, vice-president, business development, (888) 689-

8604, fax: (604) 689-9442E-mail: [email protected] site: www.wilsonbanwell.comTotal Clients: 1,650Total Employees in Canada: 1,700Canadian Branch Office Locations: Victoria,Vancouver, Calgary, Edmonton, Regina, Saska-toon, Winnipeg, Kitchener/Waterloo, Toronto,Mississauga, Montreal, Halifax

WINCH GROUP INC., THESte. 503, 3027 Harvester Rd., Burlington, ON L7N 3G7Chief client contact: Gary Winch, president,(905) 639-4287, fax: (905) 639-9352E-mail: [email protected] site: www.winchgroup.comServices: pension consulting, benefits consult-ing, wealth and risk managementTotal Clients: 198Total Employees in Canada: 9

WSG BENEFIT CONSULTANTS LTD.Ste. 400, 1550-5th St. S.W., Calgary T2R 1K3Chief client contact: Greg Campbell, presi-dent, (403) 228-1644, fax: (403) 228-1904E-mail: [email protected]: pension consulting, benefits consult-ing, HR outsourcing, HR consultingDescription: Since 1982, WSG has been a con-sulting and third-party administration firm in theWestern provinces. The firm offers proprietaryadministration and claims handling systems andspecializes in disability management and self-funded health and dental plans for medium tolarge employers.Total Clients: 1,067Total Employees in Canada: 56Canadian Branch Office Locations: Edmon-ton, Kelowna, Regina

ZIELSDORF GROUPSEE: Watermark Human Capital Consulting


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