CONSULTANTS Directory CONSULTANTS

Transcription

CONSULTANTS Directory CONSULTANTS
CONSULTANTS Directory
Directory
Accompass
Actuarial Solutions Inc.
Aon
1052 Yonge St., Toronto M4W 2L1
Ste. 203, 19 Amy Croft Dr., Lakeshore, ON N9K 1C7
20 Bay Street, Toronto M5J 2N9
CONTACT Sarah Beech, president or
Christopher Lee, vice-president, marketing
CONTACT Joe Nunes, president
TEL 416-969-8588 FAX 416-962-1711
EMAIL joe@actuarialsolutionsinc.com
CONTACT Réjean Tremblay, chief commercial officer,
Canada and market director, East or George Shipley,
vice-president and Canadian national commercial leader
EMAIL clee@accompass.com
WEBSITE actuarialsolutionsinc.com
WEBSITE accompass.com
SERVICES Actuarial Solutions Inc. provides quality
actuarial, consulting and pension administration
services.
SERVICES Benefits and health, investment and
retirement, compensation and incentives.
DESCRIPTION Founded as Pal Benefits in 1997,
Accompass is a leading independent firm that designs
and manages its clients’ programs from the biggest
picture to the smallest detail. Our clients expect
more than periodic meetings and fair value from their
plans — they expect a level of attention, proactive
preparation and expertise that is all-encompassing.
TEL 519-979-4600 FAX 519-979-4699
DESCRIPTION Actuarial Solutions Inc. has built up a
base of loyal clients, including sponsors of DB plans,
hybrid plans, capital accumulation plans, executive
programs and retiree health plans. Our clients range
from small businesses to multi-national corporations
and span many industries, including manufacturing,
transportation, social services, financial services
and regulatory agencies.
TOTAL CLIENTS 50
TOTAL EMPLOYEES IN CANADA 11
TEL Réjean: 514-982-5178 or George: 416-263-7760
FAX Réjean: 514-845-0678 or George: 416-868-5580
EMAIL rejean.tremblay@aonhewitt.com or
george.shipley@aonhewitt.com
WEBSITE aonhewitt.com/canada
SERVICES Talent, retirement and health consulting;
benefits and pension administration; HR business
process outsourcing.
DESCRIPTION Aon empowers organizations to secure
a better future through innovative talent, retirement
and health solutions. We offer a range of products and
services that drive performance and growth, navigate
retirement risk to provide new levels of financial
security, and redefine health solutions for greater
choice, affordability and wellness.
Aptus Benefits Inc.
Baynes & White Inc.
Ste. 205, 409 Granville St., Vancouver V6C 1T2
Ste. 1006, 20 Eglinton Ave. W., Toronto M4R 1K8
Benecaid Health
Benefits Solutions Inc.
CONTACT William Watt, principal
CONTACT James White, managing partner
Ste. 1700, 185 The West Mall, Toronto M9C 5L5
TEL 604-424-8032 FAX 604-424-8031
TEL 416-863-9159 FAX 416-863-9158
CONTACT Darren Sacks, vice-president, sales
EMAIL bwatt@aptusbenefits.ca
EMAIL jwhite@bayneswhite.com
TEL 1-877-797-7448 FAX 1-877-797-7449
WEBSITE aptusbenefits.ca
WEBSITE bayneswhite.com
EMAIL dsacks@benecaid.com
SERVICES Aptus Benefits Inc. designs employee
benefit and retirement plans for clients who tend to
have more complex issues to solve.
SERVICES Pension consulting (including actuarial and
pension administration) and group benefits consulting.
WEBSITE benecaid.com
DESCRIPTION Aptus Benefits Inc. is a Vancouverbased firm that takes a design approach to solving
complex employee benefit and retirement plans.
Working with clients across the country, Aptus takes
a fresh approach to benefits — it designs optimal
plans that serve the needs of everyone involved.
TOTAL EMPLOYEES IN CANADA 5
DESCRIPTION Baynes & White provides full in-house
actuarial pension administration and traditional
consulting services to corporate clientele. The firm
has developed cost-effective valuation software and
systems to serve small and mid-size pension and
post-retirement (non-pension) plans.
SERVICES employee health benefit plans, health
spending accounts.
TOTAL CLIENTS 103
DESCRIPTION Benecaid is an administrator of
employee health benefit plans, focusing on providing
customizable and sustainable solutions for brokers
and their clients. Since 2000, we’ve been providing
solutions and innovation designed to make health
benefits accessible to all-sized businesses.
TOTAL EMPLOYEES IN CANADA 11
TOTAL EMPLOYEES IN CANADA 50
ADVERTISING SUPPLEMENT
The Beneplan Co-operative
bfinance Canada
Ste. 500, 150 Ferrand Dr., Toronto M3C 3E5
CONTACT Yafa Sakkejha, general manager
Ste. 2200, 1250 René Lévesque Blvd. W.,
Montréal H3B 4W8
TEL 1-800-387-1670 ext. 252 FAX 416-863-5157
CONTACT Brian Cyr, managing director
CONTACT David McCullagh
EMAIL yafa@beneplan.ca
TEL 514-393-4899 FAX 514-934-4640
TEL 416-644-9276 FAX 416-865-1099
WEBSITE beneplan.ca
EMAIL bcyr@bfinance.com
EMAIL david.mccullagh@xerox.com
SERVICES Group benefits consulting and purchasing;
short-term disability adjudication. Nutritionist on
staff for clients at no charge. Brokers welcome.
WEBSITE bfinance.com
WEBSITE xerox.ca/hrconsulting
SERVICES Bfinance’s investment consulting practice
focuses on search and selection of investment
managers.
SERVICES We offer strategic advice and innovative
technology to help businesses effectively manage
their HR programs while engaging employees in
their health, wealth and careers.
DESCRIPTION The Beneplan Co-operative is a
member-owned buying group for employee benefits.
Beneplan pays patronage dividends on life insurance,
health benefits, dental benefits, and retail sales
tax rebates to its members. Beneplan is also one of
the few access points to the reformulary drug plan,
which provides rebates on prescription drugs.
TOTAL CLIENTS 350
TOTAL EMPLOYEES IN CANADA 10
DESCRIPTION Founded in 1999, bfinance has
served more than 400 individual clients (excluding
repeat business) from 25 countries and has more
than 70 employees located in offices in London
(headquarters), Paris, Munich, Amsterdam, Dubai, New
York and Montréal. Bfinance is staffed by practitioners
with a wealth of complementary investment,
transaction banking and consultancy experience.
Buck Consultants,
A Xerox Company
Ste. 3000, 155 Wellington St. W., Toronto M5V 3H1
DESCRIPTION The alignment of your business
needs with the needs of your employees is critical
to improving engagement and, as a result, your
business success. We look at your needs across the
career, health and wealth spectrum — because that’s
how your employees view your investment in them.
Corporate Benefit Analysts
Cowan Insurance Group
Dehoney Financial Group
Ste. 102, 515 Riverbend Dr., Kitchener, ON N2K 3S3
705 Fountain St. N., Cambridge, ON N1R 5T2
1777 West 8th Ave., Vancouver V6J 1V8
CONTACT Rob Crofts, executive vice-president,
corporate development
CONTACT Teresa Norris-Lue, vice-president, group
benefits & retirement and individual life & wealth
CONTACT Jim Dehoney, president
TEL 519-804-9671 FAX 519-579-4422
TEL 519-650-6363 FAX 519-650-6366
EMAIL info@dehoney.com
EMAIL rcrofts@corpben.com
EMAIL teresa.norris-lue@cowangroup.ca
WEBSITE dehoney.com
WEBSITE corpben.com
WEBSITE cowangroup.ca
SERVICES Integrated group retirement (DB, DC),
actuarial, benefit, wellness consulting services and
solutions; individual wealth management services.
SERVICES Benefits consulting, DC/CAP consulting,
health and disability management, group benefits
third-party administration and international
programs. Offices in Cambridge, Ottawa and Hamilton.
SERVICES Group benefit plans, third-party
administration, pension, RRSPs, investments and
mutual funds, life, disability, integrated disability,
individual health and dental plans.
DESCRIPTION Group retirement and group benefit
plans are important investments for plan sponsors.
Corporate Benefit Analysts helps plan sponsors get
the most from their investments. We understand
the pressures for change. We believe big change
deserves great strategy. Helping clients make great
decisions is what we do very well.
TOTAL CLIENTS 250
TOTAL EMPLOYEES IN CANADA 35
DESCRIPTION For 30 years, Cowan has assisted plan
sponsors in managing their pension and benefits
plans, helping with administrative challenges
and providing health and disability management
solutions and international programs.
TOTAL CLIENTS 500+
TOTAL EMPLOYEES IN CANADA 150 – group benefits
and retirement division
ADVERTISING SUPPLEMENT
TEL 604-684-2300 FAX 604-688-3515
DESCRIPTION Dehoney Financial Group is a fullservice consulting firm that offers group life and
health, integrated disability plans, group pension,
flexible benefits and third-party administration.
We offer financial planning, mutual funds, wealth
management, estate planning, individual life, and
disability sales and service.
TOTAL EMPLOYEES IN CANADA 28
CONSULTANTS Directory
Directory
CMYK
multia design
www.multiadesign.com
flextpa cmyk color logotype
Eckler Ltd.
George & Bell
Consulting Inc.
Johnson Inc.
Ste. 900, 110 Sheppard Ave. E., Toronto M2N 7A3
CONTACT Greg Malone, principal
Ste. 400, 601 West Broadway Ave., Vancouver V5Z 4C2
CONTACT Denise Balch, business development manager
TEL 416-696-3098 FAX 416-429-3794
CONTACT Brendan George or Jeremy Bell or Greg Heise
TEL 905-747-3994 FAX 905-882-5586
EMAIL gmalone@eckler.ca
TEL 604-871-4151 FAX 604-871-4150
EMAIL denise.balch@johnson.ca
WEBSITE eckler.ca
EMAIL bgeorge@georgeandbell.com or
jbell@georgeandbell.com or gheise@georgeandbell.com
WEBSITE johnson.ca
SERVICES Our select group of advisors offers
excellence in a wide range of areas, including
financials, pensions, benefits, communication,
investment management, pension administration
and change management.
DESCRIPTION Owned and operated by its active
principals, Eckler has earned a reputation for service
continuity and high professional standards. Our
advisors offer excellence in managing the financial
and governance aspects of pension and benefits
programs, and are focused on plan sustainability and
maximizing member value.
Ste. 700, 1595 16th Ave., Richmond Hill, ON L4B 3S5
Pantone
WEBSITE georgeandbell.com
SERVICES Pension, benefits and investment consulting,
actuarial services and pension administration.
DESCRIPTION Led by partners Brendan George,
Jeremy Bell and Greg Heise, George & Bell consults
to sponsors, participants and other stakeholders of
pension and benefit plans. Clients include unions,
Family: Jeunesse
management and jointly Font
governed
plans in the public
and private sectors.
TOTAL CLIENTS 40
TOTAL EMPLOYEES
IN167CANADA
Pantone
C
Pantone11
Warm Gray 10 C
CMYK: 18C 80M 100Y 7K
CMYK: 10M 15Y 60K
SERVICES National benefits, wellness and pension
consulting, third-party administrator and pharmacy
benefits manager. Voluntary home, auto, travel and
pet insurance programs.
DESCRIPTION Johnson is one of the country’s
leading providers of insurance products and
benefits. A unique mix of mandatory and voluntary
insurance, health and retirement solutions to
employee and member groups is supported by an
experienced consulting, claims, administration and
award-winning marketing team.
TOTAL CLIENTS 400+
TOTAL EMPLOYEES IN CANADA 1,500
Skunkworks Creative Group Inc. | George & Bell Consulting Logo | May 17, 2012 | FINAL
Manion Wilkins &
Associates Ltd.
Mercer
Ste. 800, 120 Bremner Blvd., Toronto M5J 0A8
Microtrends
Computing Services
Ste. 500, 21 Four Seasons Pl., Toronto M9B OA5
CONTACT Stephen Lee, Canada sales leader
Ste. 610, 100 York Boulevard, Richmond Hill, ON L4B 1J8
CONTACT Michael Neheli
TEL 416-868-2882 FAX 416-868-2136
CONTACT Tony Gouveia, director, sales and marketing
TEL 416-234-3528 FAX 416-234-2058
EMAIL stephen.lee@mercer.com
TEL 905-882-9844 ext. 110 FAX 905-882-9845
EMAIL mneheli@manionwilkins.com
WEBSITE mercer.ca
EMAIL tonyg@microtrends.net
WEBSITE manionwilkins.com
SERVICES Consulting products and solutions in
retirement, health and benefits, compensation,
performance management, workforce analytics,
executive remuneration, wellness, investment,
investment management, communication, change
management, HR operations and information products.
WEBSITE flextpa.com
SERVICES Third-party administration, benefit
payment and trust fund consulting, personal
financial consulting.
DESCRIPTION Manion is an independent Canadianowned firm that specializes in administration,
benefit payments and consulting services for
corporations and multi-employer plans. This includes
pension, life, LTO and STD, health and dental, SUB,
vacation pay and legal assistance plans, as well as
personal benefit/financial consulting.
TOTAL CLIENTS 120
TOTAL EMPLOYEES IN CANADA 115
SERVICES Group administration/billing software.
DESCRIPTION Mercer is a global consulting leader
in health, wealth and careers. Mercer helps clients
around the world advance the health, wealth and
performance of their most vital asset: their people.
Mercer is a wholly owned subsidiary of Marsh &
McLennan Companies.
DESCRIPTION Microtrends has developed FlexTPA,
a leading-edge software solution for TPAs that
allows them to automate all aspects of group
benefits administration/billing, enhance service to
their group clients and gain valuable insight into
how to grow a successful business. With FlexTPA,
group benefits administrators have full control
over the design of flexible benefits cafeteria plans,
integration services with carriers/claims payers and
a group web portal for client self-service.
TOTAL CLIENTS 3,000
TOTAL EMPLOYEES IN CANADA 5
TOTAL EMPLOYEES IN CANADA 1,200
ADVERTISING SUPPLEMENT
1
T
Morneau Shepell
Ste. 700, 895 Don Mills Road, Tower One, Toronto M3C 1W3
Mosey & Mosey Benefit
Plan Consultants
CONTACT Tina Giontsis, director, corporate marketing
Ste. 604, 100 Milverton Dr., Mississauga, ON L5R 4H1
TEL 416-383-6448 FAX 416-445-7989
CONTACT Kevin Ashe, vice-president, corporate
development
CONTACT Éric Montminy, president
TEL 1-800-268-8383 FAX 905-361-2015
EMAIL emontminy@normandin-beaudry.ca
SERVICES Health, benefits, employee assistance,
retirement and administrative solutions. Morneau
Shepell helps clients reduce costs, increase
employee productivity and improve their
competitive position, through health, productivity,
administrative and retirement solutions.
EMAIL kashe@mosey.on.ca
WEBSITE normandin-beaudry.ca
WEBSITE moseyandmosey.com
SERVICES Total rewards: pension and savings,
asset management consulting, group benefits,
compensation, health and performance,
communication.
DESCRIPTION Morneau Shepell is the largest
company in Canada offering human resources
consulting and outsourcing services, and a leading
provider of employee and family assistance
programs, the largest administrator of pension and
benefits plans and the largest provider of integrated
absence management solutions in Canada.
TOTAL CLIENTS 200-225
EMAIL tgiontsis@morneaushepell.com
WEBSITE morneaushepell.com
SERVICES Group benefits consulting, audit, marketing.
DESCRIPTION Ontario’s leading public-sector employee
benefit consulting firm offering proactive solutions
to over 200 public-sector employers in Ontario.
TOTAL EMPLOYEES IN CANADA 30
TOTAL CLIENTS 20,000
Normandin Beaudry
630 René-Lévesque Blvd. W., 30th Floor,
Montréal H3B 1S6
TEL 514-285-1122 FAX 514-285-1199
DESCRIPTION Normandin Beaudry focuses its
efforts on a comprehensive and articulated service
offering that will create an “employee experience”
to benefit all stakeholders. Normandin Beaudry’s
dedicated and visionary teams work together to
support organizations at each step of the cycle,
delivering products and services backed by relevant,
incisive and diverse communications.
TOTAL EMPLOYEES IN CANADA 150
TOTAL EMPLOYEES IN CANADA 3,500
Pavilion Advisory
Group Ltd.
PBI Actuarial
Consultants Ltd.
Porchlight Financial
Ste. 4030, 1250 René-Lévesque Blvd. W.,
Montréal H3B 4W8
Ste. 1070, One Bentall Centre, 505 Burrard St.,
Vancouver V7X 1M5
CONTACT Christopher Forman, managing director
CONTACT Eric Bolduc, vice-president
TEL 514-227-7714 FAX 514-846-1159
CONTACT Riley St Jacques, market leader,
senior consulting actuary
EMAIL cforman@porchlightfinancial.ca
EMAIL ebolduc@pavilioncorp.com
TEL 604-687-8056 FAX 604-687-8074
WEBSITE pavilioncorp.com
EMAIL riley.stjacques@pbiactuarial.ca
SERVICES Investment policy development, asset
allocation, risk management, manager research,
manager monitoring, alternative investing, socially
responsible investing and implemented consulting.
WEBSITE pbiactuarial.ca
DESCRIPTION As a full-service investment
consulting and advisory firm, Pavilion serves a wide
range of institutional investors, from endowments
and foundations to some of the largest, most
sophisticated pension funds and other institutions.
We aim to create value for our clients through
in-depth research on investment strategies, fulfilled
through customized recommendations and service.
SERVICES Actuarial services, risk management,
pension consulting, group benefits consulting,
investment consulting and pension plan administration
from offices in Vancouver, Montréal and Toronto.
DESCRIPTION PBI is a national independent
associate-owned consulting firm. With a focus on risk,
we help you define and quantify objectives, then chart
the course for sustainable results. We believe in the
pooling of risk and are advocates for the protection
and expansion of defined benefit plan structures.
TOTAL CLIENTS 102
TOTAL EMPLOYEES IN CANADA 74
ADVERTISING SUPPLEMENT
Ste. 1920, 1095 West Pender St., Vancouver V6E 2M6
TEL 604-687-4587 FAX 604-688-2129
WEBSITE porchlightfinancial.ca
SERVICES CAP consulting (including plan design,
governance and investment monitoring), employee
financial guidance.
DESCRIPTION Porchlight Financial is a full-service
CAP consultancy with over 25 years of experience.
Our team works with employers on all aspects
of their group retirement plans in an effort to
achieve higher levels of member engagement
and satisfaction, including available one-on-one
employee meetings with a CFP® professional.
TOTAL CLIENTS 65
TOTAL EMPLOYEES IN CANADA 7
CONSULTANTS Directory
Directory
PRL Benefits Limited
Ste. 1500, 155 University Ave., Toronto M5H 3B7
Proteus Performance
Management Inc.
Robertson, Eadie &
Associates Ltd.
CONTACT Gary Kawaguchi, president
Ste. 303, 250 Ferrand Dr., Toronto M3A 3G3
Ste. 210, 481 Morden Road, Oakville, ON L6K 3W6
TEL 416-640-4005 FAX 416-363-7351
CONTACT Ryan Kuruliak, vice-president
CONTACT John Deinum
EMAIL gkawaguchi@prlbenefits.com
TEL 416-421-3557 FAX 416-421-1348
TEL 905-338-7002 FAX 905-338-7022
WEBSITE prlbenefits.com
EMAIL rkuruliak@proteusperformance.com
EMAIL jdeinum@re-a.com
SERVICES Advisory and brokerage services for
employee group benefits, retirement savings,
business succession and insurance planning.
WEBSITE proteusperformance.com
WEBSITE re-a.com
SERVICES Pension governance consulting, investment
consulting, investment management search,
recordkeeper search, retirement education services.
SERVICES Pension consulting, pension actuarial and
pension administration services.
DESCRIPTION PRL Benefits is an independently
owned benefits advisor that partners with employers
to maximize the well-being and financial security
of employees across Canada. Our experienced
professionals are dedicated to delivering value
with transparency and excellence through superior
consulting, plan performance and negotiating expertise
that aligns financial solutions to client interests.
TOTAL CLIENTS 120
TOTAL EMPLOYEES IN CANADA 10
DESCRIPTION Proteus delivers a comprehensive
process of pension governance and investment
consulting. The six critical elements of
governance covered are plan design, investment
policy, performance measurement, employee
communications and cost/benefit analysis. The
implementation and ongoing maintenance of the
process helps ensure compliance and mitigates the
risk of liability. Proteus also provides an extensive
list of retirement planning services.
TOTAL CLIENTS 110
DESCRIPTION Robertson, Eadie & Associates
Ltd. is a firm of actuaries and pension consultants
incorporated in 1991. We specialize in providing
pension actuarial and administrative services to
small to mid-size clients whose primary concern
is high-quality, cost-effective advice. Our clients
have pension plans ranging in size from under 100
members to several thousand members. We are
committed to the long-term viability of the pension
arrangements sponsored by our clients.
TOTAL CLIENTS 112
TOTAL EMPLOYEES IN CANADA 23
TOTAL EMPLOYEES IN CANADA 16
Russell Investments
Canada Limited
The Segal Group
Ste. 5900, 100 King St. W., Toronto M5X 1E4
CONTACT Tom Lappalainen, director, strategic advice
CONTACT Cameron McNeill, FFA, FCIA,
senior vice-president
TEL 416-640-2472 or 866-737-2228 FAX 416-421-1348
TEL 416-969-3963 FAX 416-961-2101
CONTACT Ruo Tan, CFA, president
EMAIL tlappalainen@russell.com
EMAIL cmcneill@segalco.com
TEL 416-642-7792 FAX 416-304-0570
WEBSITE russell.com/ca/institutional
WEBSITE segalco.ca
EMAIL rtan@segalrc.ca
SERVICES Consulting and customized outsourcing
solutions that include governance advice, tailored
strategic asset/liability analysis, strategic advice informed
by practical implementation experience and risk analysis.
SERVICES Group benefit plans, DB pension
plans, DC pension plans, actuarial services, asset
liability modelling, participant communications,
investment consulting, manager search, performance
measurement, asset allocation.
WEBSITE segalco.ca
DESCRIPTION We are a global financial services
company serving institutional investors,
financial advisors and individuals. Russell’s core
capabilities encompass capital markets insights,
manager research, and portfolio construction and
implementation. We provide worldwide institutions
with investment advice and have $2.5 trillion in
global assets under advisement.
TOTAL CLIENTS 23
TOTAL EMPLOYEES IN CANADA 168
(Russell’s global resources)
Ste. 802, 45 St. Clair Avenue W., Toronto M4V 1K9
DESCRIPTION The Segal Group is a leading
employee benefits, compensation, human resources,
actuarial and investment consulting firm in Canada,
headquartered in New York with nearly 1,000
employees throughout North America. Clients
include state and local governments, multi-employer
pension and health and welfare plans, corporate and
non-profit employers and professional service firms.
Segal Rogerscasey
Canada (Member of
The Segal Group)
Ste. 2020, 65 Queen St. W., Toronto M5H 2M5
SERVICES Investment consulting, manager search,
performance measurement, asset allocation, portfolio
modelling, compliance investment, investment
product design, investment management, portfolio
style analysis, investment manager selection.
DESCRIPTION Segal Rogerscasey Canada, a global
investment solutions firm, provides innovative,
client-driven consulting advice and outsourcing
solutions. Clients include corporations, non-profit
organizations and governments. We work with
financial service firms through Rogerscasey, a
division of Segal Advisors.
TOTAL CLIENTS 78
TOTAL CLIENTS 78
TOTAL EMPLOYEES IN CANADA 26
TOTAL EMPLOYEES IN CANADA 26
ADVERTISING SUPPLEMENT
TRG Group Benefits &
Pensions, Inc.
Ste. 908, 1166 Alberni St., Vancouver V6E 3Z3
Western Compensation &
Benefits Consultants
Ste. 800, 1177 West Hastings St., Vancouver V6E 2K3
CONTACT Stephen Cheng, managing director
Ste. 2000, 1188 West Georgia St., Vancouver V6E 4A2
CONTACT Lisa Jandali, chief operating officer
TEL 604-730-1898 ext. 128 FAX 604-730-1886
CONTACT Barry D. Cook
TEL 604-714-4400 FAX 604-714-4401
EMAIL stephen@wainc.ca
TEL 604-683-9155 FAX 604-687-2315
EMAIL info@trggroup.com
WEBSITE westcoast-actuaries.com
EMAIL wcbc@wcbc.ca
WEBSITE trggroup.com
SERVICES Actuarial consulting, valuation and
administration services for employee pension and
health and benefits (including post-employment)
plans, health and benefits consulting, actuarial
evidence and expert reporting.
WEBSITE wcbc.ca
SERVICES Employee benefit plans and wellness
consulting, retirement plan consulting, employee
communication.
DESCRIPTION TRG is an independent, advisorowned firm that has been recognized for our
innovation and thought leadership. Based in
Vancouver, our team has over 300 years of combined
experience in the employee benefits industry, and
excels at designing customized employee benefits,
wellness, and retirement plans for businesses and
not-for-profit organizations.
TOTAL CLIENTS 1,000
TOTAL EMPLOYEES IN CANADA 40
The Williamson Group —
A Cowan Company
225 King George Rd., Brantford, ON N3R 7N7
CONTACT Colleen Baker, director, business
development & global benefits
TEL 1-800-265-9973 FAX 519-756-9914
EMAIL cbaker@williamsongroup.com
WEBSITE williamsongroup.com
SERVICES Integrated corporate solutions
within group benefits consulting, global benefits
consulting, group pension consulting, disability
management and individual financial planning.
DESCRIPTION The Williamson Group—A Cowan
Company (TWG) provides integrated solutions for
employer sponsored benefits, retirement solutions,
disability management and individual financial
services. We provide employers with custom
solutions that foster healthier and more productive
work environments — experience the difference
between being listened to and being heard.
Westcoast Actuaries Inc.
DESCRIPTION Experts in pension and benefits
programs. We understand our clients’ needs and
provide best solutions through innovative design
and quality actuarial advice. We deliver exceptional
value in consulting and administration services to
clients across Canada by exercising prudent and
responsible fiscal management and development of
leading-edge systems.
SERVICES Compensation, group benefits,
executive remuneration, pension, investment
and actuarial consulting.
DESCRIPTION For over 30 years WCBC has helped
Canadian employers pay employees appropriately
by providing customized solutions, professional
advice and market-based research. Our expertise
in the design, evaluation and management of
compensation, group benefits and retirement
programs results in high-quality, practical solutions
tailored to your needs.
TOTAL CLIENTS 1,000 +
TOTAL EMPLOYEES IN CANADA 22
Is your company
missing from
this section?
CONTACT
Francesca Gibson
francesca.gibson@rci.rogers.com
416.764.3883
TOTAL CLIENTS ~400
TOTAL EMPLOYEES IN CANADA 80
ADVERTISING SUPPLEMENT
CONSULTANTS Marketplace
Marketplace
Aon Risk Solutions
Health and Benefits
OUR CLIENT LIST:
YOU.
We take pride in getting to know you
and your business. We bring things
to your attention and take things off
your desk. From the biggest picture
to the smallest detail.
Because you are our only client.
Health and Benefits
Consulting
At Aon, we deliver strategies and solutions to achieve
better results. Our health and benefits professionals
work closely with you to understand your organization’s
unique challenges, and provide tailored, cost-effective
strategies to minimize your risk.
accompass.com
aon.ca
BENEFITS & HEALTH | INVESTMENT & RETIREMENT | COMPENSATION & INCENTIVES
Risk. Reinsurance. Human Resources.
ADVERTISING SUPPLEMENT
Global perspective.
Customized solutions.
Pavilion Advisory Group® is a
boutique investment services firm with
global perspective and global reach.
Serving institutional and other
investors, we provide clients with
customized, research-based solutions
designed to maximize investment
outcomes.
Contact us to learn more.
www.pavilioncorp.com
MONTREAL | CHICAGO | WINNIPEG | INDIANAPOLIS | TORONTO
Pavilion Advisory Group is a registered trademark of Pavilion Financial Corporation, used under
licence by Pavilion Advisory Group Ltd. in Canada and Pavilion Advisory Group Inc. in the
United States. © 2015 Pavilion Advisory Group Ltd. All rights reserved.
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caring for our clients,
colleagues, and
community.
By coming together, Cowan Insurance Group and The Williamson
Group have created even better collective strength, consultative advice,
and multi-line products and services to meet the risk management and
insurance needs of businesses and individuals.
We are paving the way to market leadership with enhanced bench
strength, access to specialized subject matter experts and partnerships
with local, national and international markets—providing even better
advocacy on our clients’ behalf.
Group Benefits & Retirement | Disability Management | Business Insurance | Personal Insurance | Wealth Management
We care about what you care about.
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www.cowangroup.ca/benefits
www.williamsongroup.com