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Benefit & Pension Consultants Annual Directory

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

ACQUAINT FINANCIAL INC.
Asaf Mohammad Shad, President & CEO; 4 - 2131 Williams Pkwy., Brampton, ON L6S 5Z4
PH: 905-595-1323
eMail: ashad@acquaintfinancial.com
Web: www.acquaintfinancial.com
Other Offices: We service clients nationwide.
Professional Staff: 35
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online
Investment: Education & Communication, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online
Healthcare: Disability Management, Return To Work, Employee Assistance Program, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online
Record-keeping & Third-party Administration: Employee Assistance, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online
Software & Technology: DB Pension, DC Pension, Financial Education, Literacy, Planning & Counseling - Telephonic Support, Face-to-face, Seminars, Online

ACTUARIAL SOLUTIONS INC.
Joe Nunes, President; 19 Amy Croft Dr., Ste. 203, Lakeshore, ON N9K 1C7
PH: 519-979-4600
Fax: 519-979-4699
eMail: joe@actuarialsolutionsinc.com
Web: www.actuarialsolutionsinc.com
Client Profile (By # of Employees)
1 to 100: 29
101 to 500: 20
501 to 1,000: 8
Other Offices: Oakville
Professional Staff: 12
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Record-keeping & Third-party Administration: DB Pension Plan Administration

ACTUBEN CONSULTING INC.
Brian Jenkins, President; 102-2680 Matheson Blvd. E., Mississauga, ON L4W 0A5
PH: 905-823-7942
Fax: 888-892-2018
eMail: bjenkins@actuben.com
Web: www.actuben.com
Client Profile (By # of Employees)
1 to 100: 150
101 to 500: 7
501 to 1,000: 1
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Executive & Other Post-employment Programs, Executive/Individual Pension Plans, Valuation of Post-Employment Programs, Administrative Support for Pension Plans
Investment: Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration, Administrative Services for Small Retirement Programs, particularly Executive DB Programs

ADVISORY CAPITAL GROUP
Mary Linton, Managing Partner; 110 Yonge St., Ste. 1702, Toronto, ON M5C 1T4
PH: 416-322-3339
Fax: 416-322-1440
eMail: mlinton@advisorycanada.com
Web: www.advisorycanada.com
Client Profile (By # of Employees)
501 to 1,000: 22
1,000+: 6
Professional Staff: 10
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

AMACES INC.
Tim Dixon, Sales & Client Management Canada; 88 Wood St., London, EN EC2V7RS
PH: 289-337-4788
eMail: tdixon@amaces.com
Web: www.amaces.com
Other Offices: Toronto
Professional Staff: 12
Services
Software & Technology: Monitoring & benchmarking of the custody & treasury & foreign exchange services of the custodian; benchmark fees & provide a custodian selection services.

AMPERSAND ADVISORY GROUP
Shawn Patton, Managing Partner; 115 Peveril Ave., Vancouver, BC V5Y 2L5
PH: 604-340-7106
eMail: patton@ampersandadvisory.com
Web: www.ampersandadvisory.com
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Group RRSPs, DPSPs, PRPPs, Investment Line-up Construction, Governance Policy, Fee Due Diligence, Plan Design, Service Provider Oversight & Reviews
Investment: Manager Search, Performance Measurement, Asset Allocation, Compliance Investment, Policy Development, Education & Communication, Risk Management
Software & Technology: Total Compensation Statements

AON HEWITT
Nancy Altilia, Marketing Director; 225 King St. W., Ste. 1600, Toronto, ON M5V 3M2
PH: 416-263-7823
Fax: 416-227-5749
eMail: nancy.altilia@aon.ca
Web: www.aonhewitt.com/canada
Client Profile (By # of Employees)
1,000+: 3,500
Other Offices: Vancouver, Calgary, Edmonton, Regina, Saskatoon, Winnipeg, London, Ottawa, Montreal, Quebec City, Halifax
Professional Staff: 1,800
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Target Benefit Plans, Talent, Engagement, Communication, Organizational Change, Plan Design Optimization, Mergers & Acquisitions
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, OCIO / Delegated Investment Solution Investment Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Flexible Benefits, Plan Design, Health Strategies, Wellness
Record-keeping & Third-party Administration: Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration, HR BPO including recruitment, training & development, workforce analytics, HR Cloud Solutions, Disability Claims Administration
Software & Technology: Benefits Administration, Investment Management, Portfolio Style Analysis, Investment Manager Selection, Fund Valuation, Fund Reporting, DB Pension, DC Pension, Workday Cloud Deployment

APTUS BENEFITS INC.
Bill Watt, Principal; 205 - 409 Granville St., Vancouver, BC V6C 1T2
PH: 604-424-8030
Fax: 604-424-8031
eMail: smurphy@aptusbenefits.ca
Web: www.aptusbenefits.ca
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Administrative Support, Claims Advocacy

BAYNES & WHITE
James White, President; 20 Eglinton Ave. W., Ste. 1006, Toronto, ON M4R 1K8
PH: 416-863-9159
Fax: 416-863-9158
eMail: info@bayneswhite.com
Web: www.bayneswhite.com
Client Profile (By # of Employees)
1 to 100: 70
101 to 500: 15
501 to 1,000: 5
1,000+: 7
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, DB Pension Plan Administration
Software & Technology: DB Pension

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

BELTON BOISSELLE BENEFITS & PENSIONS
Kasey Boisselle, President, Group Benefits & Pensions; 1620-155 Carlton St., Winnipeg, MB R3C 3H8
PH: 204-956-9860
Fax: 204-956-9869
eMail: kasey@beltonboisselle.com
Web: www.beltonboisselle.com
Client Profile (By # of Employees)
1 to 100: 40
101 to 500: 25
501 to 1,000: 5
1,000+: 2
Professional Staff: 9
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Guaranteed Standard Issue Disability, Plan Member Warranty, Disability Claims
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Education & Communication, Transition Management, Low Fee Group Retirement Savings Plan, Group Payout Options (RIF/LIF)
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

BEN-X (THE BENEFIT EXCHANGE)
Stephen Cumming, National Sales Manager; 385 Traders Blvd. E., Mississauga, ON L4Z 2E5
PH: 905-631-9788
Fax: 647-288-0447
eMail: scumming@ben-x.ca
Web: www.ben-x.ca
Client Profile (By # of Employees)
1 to 100: 30
101 to 500: 5
501 to 1,000: 5
1,000+: 2
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Eligibility Verification, Healthcare Spending Account Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology

BENE-FIX
Richard Sirois, President & CEO; 201-3455 de la Piniere, Terrebonne, QB J6X 0A1
PH: 450-326-6158
eMail: rs@c-surance.ca
Web: www.bene-FIX.ca
Other Offices: Partners across Canada
Services
Group Benefit: Group Benefit Plans, Actuarial Services, Administration Outsourcing
Healthcare: Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology

BENEFACT BENEFIT CONSULTANTS
Sandy Marincic, Partner; 57 Augusta St., Hamilton, ON L8N 1P8
PH: 905-387-8300
Fax: 905-387-8301
eMail: sandy@ubenefit.ca
Client Profile (By # of Employees)
1 to 100: 25
101 to 500: 3
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy

BENEFEX CONSULTING INC.
Wade Cox, Principal; 10504 - 123 St. NW, Edmonton, AB T5N 1P1
PH: 780-784-2612
Fax: 780-451-4494
eMail: wade@benefexconsulting.com
Web: www.benefexconsulting.com
Client Profile (By # of Employees)
1 to 100: 124
101 to 500: 34
501 to 1,000: 9
1,000+: 8
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Education & Communication

BENEFIT PLAN ADMINISTRATORS LIMITED
Tim Adams, Vice-president, Client Services; 90 Burnhamthorpe Rd. W., Ste. 300, Mississauga, ON L4B 3C3
PH: 905-275-6466
Fax: 905-275-6461
eMail: tadams@bpagroup.com
Web: www.bpagroup.com
Client Profile (By # of Employees)
501 to 1,000: 43
1,000+: 36
Other Offices: Toronto, Halifax, St. John's, London
Professional Staff: 180
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, Administration Outsourcing
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension

BENEFIT SOURCE, THE
Michael Nadler, President; 2552 Bristol Circle, 2nd Floor, Oakville, ON L6H 5S1
PH: 905-785-0084
Fax: 905-829-1019
eMail: michael@benefitsource.ca
Web: www.benefitsource.ca
Client Profile (By # of Employees)
1 to 100: 60
101 to 500: 5
501 to 1,000: 3
1,000+: 3
Other Offices: Mississauga
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Claims Advocacy

BENEFITDECK CONSULTING LTD.
Donald Chu, Principal; 170-422 Richards St., Vancouver, BC V6B 2Z4
PH: 877-318-1812
Fax: 604-909-2641
eMail: info@benefitdeck.com
Web: www.benefitdeck.com
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Association Plans, Private Health Services Plans

BENEFITS ALLIANCE GROUP INC, THE
Gil McGowan, President/ CEO; 8800 Dufferin St., Ste. 103, Concord, ON L4K 0C5
PH: 905-669-5577
eMail: gil.mcgowan@benefitsalliance.ca
Web: www.benefitsalliance.ca
Client Profile (By # of Employees)
1 to 100: 1
Other Offices: Vancouver, Kelowna, Surrey, Calgary, Edmonton, Winnipeg, Thunder Bay, Toronto, St. Catharines, Burlington, Ottawa, Montreal, Halifax, Sudbury, Windsor, Kingston, Markham, Unionville, Concord, Oakville, Cambridge, Aurora, Barrie, Cole Harbour, Peterborough, St. Albert, Surrey, The Blue Mountains, Waterloo, Whitby, Windham Centre
Professional Staff: 130
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
1 - Average Group Clients has between 40-50 Employees.

BENEFITS BY DESIGN INC.
Shylo Kennett, Manager of Corporate Affairs; 500 - 2755 Lougheed Hwy., Port Coquitlam, BC V3B 5Y9
PH: 604-464-0313
Fax: 604-464-7997
eMail: shylo.kennett@bbd.ca
Web: www.bbd.ca
Client Profile (By # of Employees)
1 to 100: 3,300
101 to 500: 600
501 to 1,000: 15
Other Offices: Kingston, Toronto
Professional Staff: 89
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Group RRSP Administration
Software & Technology: Just starting to look into selling system and software

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

BENEFITS DIRECT CORP.
Jacob S. E. Clark, President & Lead Consultant; 195 Dufferin Ave., Ste. 610, London, ON N6A 1K7
PH: 519-672-3476
Fax: 519-672-0554
eMail: jclark@benefitsdirect.ca
Web: www.benefitsdirect.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group RSPs

BENEFITS TRUST, THE
Robert J. Crowder, President; 3800 Steeles Ave. W., Ste. 102W, Vaughan, ON L4L 4G9
PH: 905-264-8990
Fax: 905-251-1123
eMail: rcrowder@thebenefitstrust.com
Web: www.thebenefitstrust.com
Client Profile (By # of Employees)
1 to 100: 1,000
101 to 500: 20
501 to 1,000: 5
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, Full Service Third Party Administration including Claims Adjudication
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Health Claims Adjudication

BENEFITSONTARIO.COM
Craig Ferguson, Broker; 52 Ryans Way, Waterdown, ON L0R 2H5
PH: 866-317-6061
Fax: 866-797-0222
eMail: craig@benefitsontario.com
Web: www.benefitsontario.com
Client Profile (By # of Employees)
1 to 100: 500
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Healthcare Spending Account Administration, Claims Advocacy

BENEPLAN CO-OPERATIVE
Yafa Sakkejha, General Manager; 150 Ferrand Dr., #500, Toronto, ON M3C 3E5
PH: 800-387-1670
Fax: 416-863-5157
eMail: yafa@beneplan.ca
Web: www.beneplan.ca
Client Profile (By # of Employees)
1 to 100: 300
101 to 500: 50
501 to 1,000: 3
Professional Staff: 16
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection

BFINANCE CANADA
Brian Cyr, Managing Director; 1250 Rene-Levesque W., Ste. 2200, Montreal, QC H3B 4W8
PH: 514-393-4899
Fax: 514-934-4640
eMail: bcyr@bfinance.com
Web: www.bfinance.ca
Client Profile (By # of Employees)
1 to 100: 15
Professional Staff: 3
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Risk Management

BFL CANADA CONSULTING SERVICES INC.
David Vanasse, President; 3448 Stanley, Montreal, QC H3A 1R8
PH: 514-315-3335
Fax: 514-843-3842
eMail: dvanasse@bflcanada.ca
Web: www.bflcanada.ca
Client Profile (By # of Employees)
1 to 100: 220
101 to 500: 40
501 to 1,000: 4
1,000+: 8
Other Offices: Toronto, Montreal, Calgary, Quebec City
Professional Staff: 32
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, DB Pension Plan Administration

BILSLAND GRIFFITH BENEFIT ADMINISTRATORS
Janice Young, Benefit Administrator; 501-4445 Lougheed Hwy., Burnaby, BC V5C 0E4
PH: 604-433-8899
Fax: 604-433-8894
eMail: info@bgbenefitsadmin.com
Web: bgbenefitsadmin.com
Client Profile (By # of Employees)
1 to 100: 1
1,000+: 3
Professional Staff: 15
Services
Group Benefit: Administration Outsourcing, Trustee Services
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, DB Pension Plan Administration, Negotiated Cost Pension & Benefit Plan Administration

BUFFETT TAYLOR, A PEOPLE CORPORATION COMPANY
David Czuczman, Practice Leader; 701 Rossland Rd. E., Whitby, ON L1N 8Y9
PH: 905-666-1300
Fax: 905-666-4887
Web: buffetttaylor.com
Other Offices: People Corporation operates in 7 provinces with 28 offices and satellite offices
Professional Staff: 400
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection
Software & Technology: Benefits Administration

C & C INSURANCE CONSULTANTS LTD.
Jeff Ische, President; 6 - 22425 Jefferies Rd., Komoka, ON N0L 1R0
PH: 519-657-1446
Fax: 519-657-4520
eMail: jeff.ische@ccinsurance.ca
Web: www.ccinsurance.ca
Client Profile (By # of Employees)
1 to 100: 520
101 to 500: 82
501 to 1,000: 110
1,000+: 17
Other Offices: St. Catharines, Halifax
Professional Staff: 21
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Manager Search, Education & Communication, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DB Pension Plan Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Fund Reporting, DC Pension

C-SURANCE.CA GLOBAL SERVICE INC.
Richard Sirois, President & CEO; 3455 de la Piniere, #201, Terrebonne, QC J6X 0A1
PH: 866-629-6158
eMail: rs@c-surance.ca
Web: www.c-surance.ca
Services
Group Benefit: Group Benefit Plans, Actuarial Services, Administration Outsourcing, Group Benefit Plans & Administration Outsourcing Tools
Healthcare: Claims Management, Drug Cost Management, Claims Management Tools
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, TPA Tools
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Cloud Ecosystem dedicated to Employee Benefits and Group Insurance Management Insured, Carriers, Advisors, Actuaries & BPM Providers

CALLERY GROUP, THE
Bill Zolis, Senior Employee Benefits Consultant; 1032 Brock St. S., Ste. 200, Whitby, ON L1N 4L8
PH: 905-430-7444
Fax: 905-430-9313
eMail: billz@callerygroup.com
Web: www.callerygroup.com
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

CAMBRIDGE ASSOCIATES, LLC
Jason R. Stefanelli, Director, Pensions & Global Business Development; 100 King St. W. Ste. 5600, Toronto, ON M5X 1C9
PH: 617-457-1185
Fax: 617-457-7000
eMail: jstefanelli@cambridgeassociates.com
Web: www.cambridgeassociates.com
Client Profile (By # of Employees)
1,000+: 2
Other Offices: Toronto
Professional Staff: 2
Services
Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Investment Office Services, Advisory Services, Outsourced CIO Services
Software & Technology: Portfolio Style Analysis, Investment Manager Selection, DB Pension
2 - Client's assets sizes range from $50 million to over $10 billion in AUM

CANADIAN BENEFITS ASSOCIATES INC.
Muneer Feeroze, Managing Partner; 5160 Explorer Dr., Ste. 11, Mississauga, ON L4W 4T7
PH: 289-724-0013
Fax: 289-997-6383
eMail: muneerfeeroze@canadianbenefitsassociates.com
Web: www.canadianbenefitsassociates.com
Professional Staff: 7
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Education & Communication, Risk Management
Healthcare: Drug Cost Management
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DB Pension Plan Administration
Software & Technology: Investment Manager Selection, DB Pension, DC Pension

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

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

CBA CANADA3
Dean Howard, President & CEO; 515 Riverbend Dr., Ste. 102, Kitchener, ON N2K 3S3
PH: 519-579-7749
Fax: 519-579-4422
eMail: cba@corpben.com
Web: www.corpben.com
Client Profile (By # of Employees)
1 to 100: 130
101 to 500: 90
501 to 1,000: 8
1,000+: 6
Professional Staff: 29
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Outsourced DB Pension Administration & Benefit Processing Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: DB Pension Plan Administration
3 - We have changed our company name from Corporate Benefit Analysts to CBA Canada

CEM BENCHMARKING INC.
Alan Torrance, Principal; 372 Bay St., Ste. 1000, Toronto, ON M5H 2W9
PH: 416-369-1078
eMail: alan@cembenchmarking.com
Web: www.cembenchmarking.com
Client Profile (By # of Employees)
1,000+: 500
Professional Staff: 28
Services
Group Benefit: DB Pension Plans, Administration Outsourcing, Benchmarking of administration cost and service levels of pension plans including best practices research.
Investment: Performance Measurement, Benchmarking of investment cost, performance and risk of large pools of capital, including DB, DC and Sovereign Wealth Funds, as well as best practices research.

CONANT EMPLOYEE BENEFITS
Gordon Conant, Principal; 60 Oakhaven Pl., Ancaster, ON L9K 0B6
PH: 289-239-8886
eMail: gordonconant@cogeco.ca
Client Profile (By # of Employees)
1 to 100: 22
501 to 1,000: 1
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Record-keeping & Third-party Administration: Employee Assistance, Healthcare Spending Account Administration, Group RRSP Administration

CONNOLLY GROUP
Shayne Connolly, Vice-president; 109 Richmond St., Charlottetown, PE C1A 1H7
PH: 902-892-5433
Fax: 902-894-3863
eMail: shayne@connollygroup.ca
Web: www.connollygroup.ca
Client Profile (By # of Employees)
1 to 100: 245
101 to 500: 5
Other Offices: Moncton
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

CONTE FINANCIAL SERVICES INC.
Tony Conte, President; 205 - 460 W. Hunt Club Rd., Ottawa, ON K2E 0B8
PH: 613-667-3667
Fax: 613-667-4667
eMail: tconte@cfservices.ca
Web: www.cfservices.ca
Professional Staff: 4
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Special Risk (Inpatriates, Expatriates)
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits Administration

COUGHLIN & ASSOCIATES LTD. A PEOPLE CORPORATION COMPANY
Brian Bockstael, President; 466 Tremblay Rd., Ottawa, ON K1G 3R1
PH: 613-231-2266
Fax: 613-231-2345
eMail: bbockstael@coughlin.ca
Web: www.coughlin.ca
Client Profile (By # of Employees)
1 to 100: 100
101 to 500: 52
501 to 1,000: 26
1,000+: 32
Other Offices: Ottawa, Winnipeg
Professional Staff: 152
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

COWAN INSURANCE GROUP LTD.
Teresa Norris-Lue, Vice-president, Group Benefits & Retirement; 705 Fountain St. N., Cambridge, ON N1R 5T2
PH: 519-650-6363
Fax: 519-650-6433
eMail: teresa.norris-lue@cowangroup.ca
Web: www.cowangroup.ca
Other Offices: Brantford, Burford, Hamilton, Kitchener, Ottawa, Paris, Stratford, Woodstock
Professional Staff: 450
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Health Claims Adjudication

CPAS, A XEROX COMPANY .
Jeanette Willis, Vice-president, Sales & Marketing; 700 - 250 Ferrand Dr., Toronto, ON M3C 3G8
PH: 416-422-0563
Fax: 416-422-5617
eMail: JeanetteW@cpas.com
Web: www.cpas.com
Client Profile (By # of Employees)
1,000+: 150
Professional Staff: 65
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Record-keeping & Third-party Administration: Premium Billing & Collection, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, DB Pension, DC Pension, Recordkeeping Software, Member Retirement Planning Tools, On-premise Hosted & SaaS Solutions

CUBIC HEALTH INC.
Mike Sullivan, President; 26 Soho St., Ste. 390, Toronto, ON M5T 1Z7
PH: 416-203-1446
Fax: 416-203-6202
eMail: msullivan@cubichealth.ca
Web: www.cubichealth.ca
Professional Staff: 15
Services
Group Benefit: Group Benefit Plans, Plan Analytics, Canadian Drug Data Management, Medication Management, Formulary Management
Healthcare: Claims Management, Drug Cost Management, Plan Analytics, Predictive Modelling

CYNTHIA L. BOWDEN INSURANCE AGENCY LIMITED
Cindy Bowden, President; 7030 Woodbine Ave., Markham, ON L3R 6G2
PH: 905-477-8029
Fax: 905-944-0808
eMail: cbowden@cindybowden.com
Web: www.cindybowden.com
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Policy Development, Education & Communication
Record-keeping & Third-party Administration: Claims Advocacy

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

DONALDSON VINCENT ASSOCIATES LIMITED
Don Armstrong, Senior Actuary/Consultant; 38 Lesmill Rd., Toronto, ON M3B 2T5
PH: 416-447-7900
Fax: 416-445-4504
eMail: armstrongd@dvassociates.com
Web: dvassociates.com
Client Profile (By # of Employees)
1 to 100: 29
101 to 500: 5
501 to 1,000: 1
1,000+: 1
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication
Record-keeping & Third-party Administration: DB Pension Plan Administration
Software & Technology: Annuity Factor Software - Add-in Excel Workbook

DT&A
Don Tettmar, President; 1205 Cameron Ave. SW, Calgary, AB T2T 0K8
PH: 403-244-9663
Fax: 403-244-9675
eMail: ddont@shaw.ca
Web: not applicable
Client Profile (By # of Employees)
1 to 100: 50
101 to 500: 1
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Actuarial Witness for the Courts
Investment: Investment Consulting, Manager Search, Asset Allocation, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management
Record-keeping & Third-party Administration: DB Pension Plan Administration

DUGGAN BENEFITS INSURANCE AGENCIES INC.
Mike Duggan, President; 5800 Ambler Dr., Ste. 210, Mississauga, ON L4W 4J4
PH: 905-275-7100
Fax: 905-275-7103
eMail: mike@dugganbenefits.com
Web: www.dugganbenefits.com
Client Profile (By # of Employees)
1 to 100: 53
101 to 500: 3
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Outsourced Actuarial Services
Investment: Investment Consulting, Performance Measurement, Education & Communication, Outsourced Investment Counselling
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Group RRSP Administration
Software & Technology: Health Claims Adjudication

ECKLER LTD.
Greg Malone, Principal; 110 Sheppard Ave. E., Ste. 900, Toronto, ON M2N 7A3
PH: 416-696-3098
Fax: 416-429-3794
eMail: gmalone@eckler.ca
Web: www.eckler.ca
Other Offices: Vancouver, Winnipeg, Montreal, Halifax, Quebec City
Professional Staff: 280
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Pension Adminstration
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program, Strategic Plan Design, Vendor Management, Plan Renewals, Post-retirement Benefits
Record-keeping & Third-party Administration: Administrative Support, Call Centre, Eligibility Verification, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Reporting, DB Pension, DC Pension

EMPLOYEE FINANCIAL WELL-BEING
Frank Wiginton, CEO; 209 Richmond Rd., Oakville, ON L6H 1L8
PH: 416-999-7392
eMail: frank@employeefinancialeducation.ca
Web: employeefinancialeducation.ca
Client Profile (By # of Employees)
1 to 100: 12
101 to 500: 9
501 to 1,000: 14
1,000+: 27
Professional Staff: 5
Services
Group Benefit: Financial Wellness Programs, Benefits & Pension Education, Communication Consulting, Employee Education, Severance Communication & Education, Retirement Education
Investment: Education & Communication
Healthcare: Financial Wellness
Software & Technology: Financial Well-Being Software

ENCON GROUP INC.
Rhonda Sommerville, Managing Director, Group & Retiree Benefits; 55 Standish Ct., Ste. 600, Mississauga, ON L5R 4B2
PH: 905-755-2063
eMail: rhonda.j.sommerville@encon.ca
Web: www.encon.ca
Client Profile (By # of Employees)
1 to 100: 7,100
101 to 500: 300
501 to 1,000: 5
Other Offices: Edmonton
Professional Staff: 52
Services
Group Benefit: Group Benefit Plans
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy

EXPRESS SCRIPTS CANADA
Nancy Tibbo, Manager, Marketing & Communications; 5770 Hurontario, Mississauga, ON L5R 3G5
PH: 905-712-8615
Fax: 905-712-9986
eMail: ntibbo@express-scripts.com
Web: www.express-scripts.ca
Other Offices: Montreal, Toronto, Moncton, Winnipeg, Burnaby

FAIRFIELD WATSON & LEWIS INC.
Ian Watson, Partner; #22, 4550 - 112th Ave. SE, Calgary, AB T2C 2K2
PH: 403-262-7278
Fax: 403-262-7251
eMail: ian@fairfieldwatson.com
Web: www.fairfieldwatson.com
Client Profile (By # of Employees)
1 to 100: 195
101 to 500: 70
501 to 1,000: 15
1,000+: 5
Professional Staff: 9
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Healthcare Spending Account Administration, Claims Advocacy

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

FORT EMPLOYEE BENEFITS CONCULTANTS
Chris Payne, Director; 1115-3400 de Maisonneuve W., Montreal, QC H3Z 3B8
PH: 514-481-4021
Fax: 514-481-0085
eMail: cpayne@fort-group.com
Web: www.fortinsurance.com
Client Profile (By # of Employees)
1 to 100: 90
101 to 500: 10
501 to 1,000: 9
1,000+: 2
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Compliance Investment, Education & Communication, Institutional Brokerage, Transition Management
Healthcare: Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Premium Billing & Collection, Eligibility Verification, Claims Advocacy
Software & Technology: Benefits Administration

FRESH START RECOVERY CENTRE
Lisa Simone, National Communications Director; 411 41st Ave. NE, Calgary, AB T2E 2N4
PH: 403-387-6266
Fax: 403-235-1532
eMail: lisa@freshstartrecovery.ca
Web: www.freshstartrecovery.ca
Client Profile (By # of Employees)
1 to 100: 40
Other Offices: Niagara Falls
Professional Staff: 10
Services
Healthcare: Return To Work, Employee Assistance Program

GALLAGHER BENEFIT SERVICES CANADA (GROUP) INC.
Melanie Jeannotte, Area President; 301, 224 - 11 Ave. SW, Calgary, AB T2R 0C3
PH: 403-209-3817
eMail: melanie_jeannotte@ajg.com
Web: www.ajg.com
Client Profile (By # of Employees)
1 to 100: 200
101 to 500: 60
501 to 1,000: 12
1,000+: 11
Other Offices: Toronto, Ottawa, London, Markham,Halifax
Professional Staff: 115
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Compensation, HR Consulting
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, Claims Advocacy

GEORGE & BELL CONSULTING INC.
Brendan George, Jeremy Bell, Greg Heise, Partners; #400 - 601 W. Broadway Ave, Vancouver, BC V5Z 4C2
PH: 604-871-4151
Fax: 604-871-4150
eMail: gheise@georgeandbell.com
Web: www.georgeandbell.com
Professional Staff: 15
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration, Group RRSP Administration

GLOBAL INVESTMENT SOLUTIONS
Jeffrey Hand, Managing Director; 208 Wyecroft Rd., Ste. 201, Oakville, ON L6K 3T8
PH: 905-842-4242
eMail: jhand@global-i-s.com
Web: www.global-i-s.com
Client Profile (By # of Employees)
1 to 100: 20
101 to 500: 3
501 to 1,000: 6
1,000+: 10
Professional Staff: 2
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Investment Governance Monitoring & Education
Software & Technology: Investment Manager Selection, Investment Manager Research and Selection, Global Manager Research Database, DC Pension Plan Governance Tool, CAP Track Services

GMS GROUP MEDICAL SERVICES
John Salmond, Vice-president Sales & Marketing; 2055 Albert St., Regina, SK S4P 0E3
PH: 800-667-3699
Fax: 306-525-3825
eMail: jsalmond@gms.ca
Web: www.gms.ca
Client Profile (By # of Employees)
101 to 500: 115
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

GOODEN ACTUARIAL CONSULTANTS LTD.
Bill Gooden, President & Actuary; 2472, 246 Stewart Green SW, Calgary, AB T3H 3C8
PH: 403-263-5027
eMail: wgooden@gooden.ca
Web: www.gooden.ca
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Investment: Performance Measurement
Record-keeping & Third-party Administration: DB Pension Plan Administration
Software & Technology: DB Pension

GUEST CONSULTING
Michael J. Guest, President; 240 Beechgrove Dr., Toronto, ON M1E 3Z8
PH: 416-284-2440
Fax: 416-284-2440
eMail: mikeguest@sympatico.ca
Web: guestconsulting.ca
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Design, Funding, Search,Employee Education & Communications, Absenteeism & Disability Management, Empoyee Assistance Plans, Wellness Programs, Healthcare Spending Accounts
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

H3 CONSULTING
Chris Bonnett, Principal Consultant; 30 Dean Ave., Guelph, ON N1G 1K7
PH: 416-458-5468
eMail: cgbonnett@gmail.com
Client Profile (By # of Employees)
1 to 100: 1
Professional Staff: 1
Services
Healthcare: Expertise in Workplace Health Strategy, Incentives, Integrating Health Benefits & Health Promotion

HAMILTON+PARTNERS, A PEOPLE CORPORATION COMPANY
Ian Farrer, Partner; 1500,736 6th Ave. SW, Calgary, AB T2P 3T7
PH: 403-232-4578
Fax: 403-262-2074
eMail: ifarrer@hamiltonandpartners.com
Web: www.hamiltonandpartners.com
Client Profile (By # of Employees)
1 to 100: 100
101 to 500: 70
501 to 1,000: 25
1,000+: 5
Professional Staff: 16
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Specialty Disability Plans, Medical Access Products
Investment: Investment Consulting, Manager Search, Performance Measurement, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: TPA on Combination Disability Programs

HANSELL CONSULTING GROUP INC.
Brian J. Hansell, President; Ste. 806-551 Maple Ave, Bulington, ON L7S 1M7
PH: 905-520-6960
eMail: brian@hansellconsulting.com
Web: www.hansellconsulting.com
Client Profile (By # of Employees)
1 to 100: 5
Professional Staff: 3
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Wellness
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program, Wellness

HART ACTUARIAL CONSULTING LTD.
David C. Hart, Consulting Actuary; 2851 Rainbow Cres., Mississauga, ON L5L 2H7
PH: 905-820-2662
eMail: dhart@an-actual-actuary.com
Web: an-actual-actuary.com
Client Profile (By # of Employees)
1 to 100: 5
101 to 500: 1
Professional Staff: 1
Services
Group Benefit: DB Pension Plans, Actuarial Services
Software & Technology: DB Pension

HEALTHSOURCE PLUS, A PEOPLE CORPORATION COMPANY
Brevan Canning, Executive Vice-president, Group Head - Group Benefit Solutions; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 416-445-0000
Fax: 416-445-2222
eMail: brevan.canning@healthsourceplus.com
Web: www.healthsourceplus.com
Other Offices: Montreal, Winnipeg, St. Catharines
Professional Staff: 100
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group Retirement Solutions Division,Plan Governance, Plan Oversight, Benefit Optimization, Wellness Solutions, HR Services
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness & Work Life Balance Programs
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology

HRAND INC.
Murray Malley, President; 215, 5403 Crowchild Trail NW, Calgary, AB T3B 4Z1
PH: 403-537-6298
Fax: 403-539-5511
eMail: murray.malley@hrand.com
Web: www.hrand.com
Client Profile (By # of Employees)
1 to 100: 1,406
101 to 500: 30
Professional Staff: 7
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing, Single Database System of Canadian & International Benefits, Payroll & Human Resource System
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Single Database System of Canadian & International Benefits, Payroll 7 Human Resource System
Software & Technology: Benefits Administration, Health Claims Adjudication, Single Database System of Canadian & International Benefits, Payroll & Human Resource System

HUB INTERNATIONAL STRATA BENEFITS CONSULTING
Glen J. Middleton, President; Unit B2 - 1150 Waverley St., Winnipeg, MB R3T 0P4
PH: 204-984-9450
Fax: 204-984-9460
eMail: info@stratagroup.ca
Web: www.hubstrata.ca
Client Profile (By # of Employees)
1 to 100: 220
101 to 500: 60
501 to 1,000: 40
1,000+: 15
Other Offices: Winnipeg,Calgary, Saskatoon
Professional Staff: 25
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, GRRSPs, Wellness Consulting, IPPs, Benefit Plan Communication Strategies
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Policy Development, Education & Communication, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Consulting
Record-keeping & Third-party Administration: Administrative Support, Call Centre, Premium Billing & Collection, Claims Advocacy
Software & Technology: Employee Benefits Communications; Wellness Portal

HUMAN CAPITAL BENEFITS
Chris Pryce, Managing Director; 249 Yonge Blvd., Toronto, ON M5M 3J1
PH: 416-924-8280
Fax: 416-323-1984
eMail: chrispryce@humancapitalbenefits.com
Web: www.humancapitalbenefits.com
Client Profile (By # of Employees)
1 to 100: 30
101 to 500: 3
1,000+: 1
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

HUMAN WELL INC., THE
Paul Pittman, Senior Consultant; 2463 Village Common, Oakville, ON L6M 0S2
PH: 416-985-1153
eMail: paulpittman@thehumanwell.com
Web: www.thehumanwell.com
Client Profile (By # of Employees)
101 to 500: 10
501 to 1,000: 20
1,000+: 10
Other Offices: Global
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, International, Captives, Multinational Pooling, Self Insurance, Risk Management, Other Employee Liabilities
Investment: Policy Development, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Employee Assistance Program

INVESTMENT GUILD, THE, A PEOPLE CORPORATION COMPANY4
Michael Thomas, Senior Advisor; 2225 Sheppard Ave.E., Ste. 1400, Toronto, ON M2J 5C2
PH: 905-470-9840
Fax: 905-470-6723
eMail: info@investmentguild.com
Web: www.investmentguild.com
Other Offices: 37 offices across Canada
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Wellness Solutions, Group Retirement Solutions
Investment: Investment Consulting, Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Client Server Technology
4 - Employee Benefits By Design

J&D BENEFITS INC.
Todd Rappitt, President; 228-8901 Woodbine Ave., Markham, ON L3R 9Y4
PH: 905-477-7088
Fax: 905-477-2249
eMail: general@jdbenefits.com
Web: jdbenefits.com
Professional Staff: 20
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits Administration

J.J. MCATEER & ASSOCIATES INCORPORATED
Susan Bird, President; 45 McIntosh Dr., Markham, ON L3R 8C7
PH: 905-946-8655
Fax: 905-946-2535
eMail: sbird@mcateer.ca
Web: www.mcateer.ca
Other Offices: Edmonton
Professional Staff: 73
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Communications
Investment: Manager Search, Performance Measurement, Compliance Investment, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

JAMES EVANS & ASSOCIATES (JEA) LTD.
Sheree Johnson, Chief Operating Officer; 1205-4464 Markham St., Victoria, BC V8Z 7X8
PH: 250-389-2779
eMail: s_johnson@jea.ca
Web: www.jea.ca
Client Profile (By # of Employees)
1 to 100: 5
Other Offices: Winnipeg
Services
Software & Technology: Benefits Administration, Client Server Technology, Portfolio Style Analysis, Fund Reporting, DB Pension, DC Pension, Full Pension Plan Administration System providing adaptable functionality such as: Beneficiary Maintenance, Calculations, Member Data Management, Member Self-Service Portal, Tax Reporting, Year End Routines
5 - 100

JDM ACTUARIAL EXPERT SERVICES INC
Peter Gorham, President & Actuary; 313 Powell Rd., Whitby, ON L1N 2H5
PH: 905-999-4763
Fax: 905-438-1330
eMail: pgorham@jdmactuarial.com
Web: www.jdmactuarial.com
Client Profile (By # of Employees)
1 to 100: 10
501 to 1,000: 1
1,000+: 2
Professional Staff: 1
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Expert Testimony, Consultant Search, Governance

JOHNSON INC.
Denise Balch, Business Development Manager; 1595 - 16th Ave., Ste. 700, Richmond Hill, ON L4B 3S5
PH: 800-268-5764
Fax: 905-882-5586
eMail: denise.balch@johnson.ca
Web: www1.johnson.ca
Client Profile (By # of Employees)
1 to 100: 20
101 to 500: 85
501 to 1,000: 105
1,000+: 123
Other Offices: Richmond Hill, St. John's, Halifax, Fredericton, Charlottetown, Ottawa, Edmonton, Calgary, Langley
Professional Staff: 155
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement
Healthcare: Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy

JOHNSTON GROUP INC.
Jackie Olinkin, Manager, Marketing Services; 582 King Edward St., Winnipeg, MB R3H 0P1
PH: 204-774-6677
Fax: 204-774-6698
eMail: info@johnstongroup.ca
Web: www.johnstongroup.ca
Client Profile (By # of Employees)
1 to 100: 28,750
101 to 500: 68
501 to 1,000: 7
1,000+: 5
Other Offices: Toronto
Professional Staff: 200
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration
Software & Technology: Benefits Administration, Client Server Technology

JONES BROWN INC.
Nicholas Landry, Partner, Life & Benefits Practice; 1100-480 University Ave., Toronto, ON M5G 1V2
PH: 416-408-5650
Fax: 416-408-4517
eMail: Nlandry@jonesbrown.com
Web: www.jonesbrown.com
Client Profile (By # of Employees)
1 to 100: 40
101 to 500: 55
501 to 1,000: 10
1,000+: 15
Other Offices: Calgary, Vancouver
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Education & Communication
Healthcare: Disability Management, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration

JONES DESLAURIERS BLEVINS
Ashley Nastasi, Marketing & Communications Specialist; 647 Welham Rd., Unit 9, Barrie, ON L4N 0B7
PH: 416-521-6727
Fax: 705-721-0352
eMail: anastasi@jdbgroup.ca
Web: www.jdbgroup.ca
Client Profile (By # of Employees)
101 to 500: 250
Other Offices: Toronto
Professional Staff: 35
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, DC Pension

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

L&L CONSULTING
Lydia Beck, Co-founder, Occupational Therapist; 19 Harper Ave., Toronto, ON M4T 2L1
PH: 416-527-1607
eMail: lydia@corporatementalhealth.ca
Web: www.corporatementalhealth.ca
Client Profile (By # of Employees)
1 to 100: 10
101 to 500: 2
501 to 1,000: 2
1,000+: 2
Professional Staff: 6
Services
Group Benefit: Workplace Mental Health Consultation & Education, Occupational Therapy Services
Investment: Policy Development, Education & Communication, Risk Management, Mental Health Management, Health Promotion
Healthcare: Disability Management, Return To Work, Employee Assistance Program, Mental Health Consultation, Organizational & Individual Mental Health Support
Record-keeping & Third-party Administration: Auditing Benefits plans & EAP Services

LENNOX FINANCIAL GROUP INC.
Chris Lennox, President; #23-1730 McPherson Ct., Pickering, ON L1W 3E6
PH: 905-492-7888
Fax: 888-883-8427
eMail: info@lennoxfinancial.ca
Web: www.lennoxfinancial.ca
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Group DPSP, Group RRSP, Group TFSA
Investment: Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Healthcare: Claims Management, Drug Cost Management
Software & Technology: Investment Management, Investment Manager Selection, Fund Reporting, DB Pension, DC Pension

LESLIE GROUP LIMITED, THE
Rob Campbell, Vice-president, Consulting; 40 Wynford Dr., Ste. 220, Toronto, ON M3C 1J5
PH: 416-510-8966
Fax: 416-510-8964
eMail: rob@lesliegroup.com
Web: www.lesliegroup.com
Client Profile (By # of Employees)
1 to 100: 320
101 to 500: 85
501 to 1,000: 22
1,000+: 9
Other Offices: Winnipeg, Oro Medonte, Ottawa
Professional Staff: 21
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Occupational Accident Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

LESNIEWSKI MOORE CONSULTING GROUP INC.
Dianne Verschuere, Executive Vice-president; 140 - 4th Ave. SW, 1610, Calgary, AB T2P 3N3
PH: 587-952-0347
eMail: Dianne@LMCGroup.ca
Web: LMCGroup.ca
Client Profile (By # of Employees)
1 to 100: 15
Other Offices: Calgary, Winnipeg, Toronto
Professional Staff: 15
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, IPP, RCA, SERP
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management

LIFE & LEGACY ADVISORY GROUP
Robin Bailey, Managing Partner; 2-2390 Bristol Circle, Oakville, ON L6H 6M5
PH: 905-277-1234
eMail: rbailey@lifeandlegacy.ca
Web: www.lifeandlegacy.ca
Client Profile (By # of Employees)
1 to 100: 65
101 to 500: 10
501 to 1,000: 0
1,000+: 0
Professional Staff: 13
Services
Group Benefit: Group Benefit Plans, DC Pension Plans

MAINSTAY INSURANCE BROKERAGE INC.
Dave Patriarche, President; 10 Linton Ct., Thornhill, ON L3T 5M9
PH: 905-886-9203
Fax: 905-707-0216
eMail: dave@mainstayinsurance.ca
Web: www.mainstayinsurance.ca
Client Profile (By # of Employees)
1 to 100: 53
101 to 500: 2
Professional Staff: 1
Services
Group Benefit: Group Benefit Plans, Provides Educational Events, Speaker to Insurer, TPA, Pharma, & Broker Audiences

MANION WILKINS & ASSOCIATES LTD.
Mike Neheli, President; 500 - 21 Four Seasons Place, Toronto, ON M9B 0A5
PH: 416-234-3528
Fax: 416-234-2058
eMail: mneheli@manionwilkins.com
Web: www.manionwilkins.com
Client Profile (By # of Employees)
1 to 100: 54
101 to 500: 25
501 to 1,000: 11
1,000+: 14
Other Offices: Woodbridge
Professional Staff: 115
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Group Insurance Marketing, Personal Financial Consulting Services (Life Insurance, Out of Country, Executive Benefits)
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Group RRSP Marketing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

MATHEIS FINANCIAL GROUP
Mary-Anne Rogers, Manager, Executive Support Services; 1101 Kingston Rd., Ste. 150, Pickering, ON L1V 1B5
PH: 905-837-2600
Fax: 905-837-2598
eMail: info@matheisteam.com
Web: www.matheisteam.com
Client Profile (By # of Employees)
1 to 100: 15
Professional Staff: 15
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Asset Allocation, Portfolio Modelling, Compliance Investment, Risk Management
Healthcare: Disability Management, Return To Work, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration

MCFADDEN BENEFITS & PENSION LTD.
Kevin McFadden, President; 102 - 5 Donald St., Winnipeg, MB R3L 0T4
PH: 204-953-1600
Fax: 204-942-3616
eMail: kevin@mcfaddenbenefits.com
Web: www.mcfaddenbenefits.com
Client Profile (By # of Employees)
1 to 100: 100
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Wellness
Investment: Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Claims Advocacy

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

MDM INSURANCE SERVICES INC.
Michael D. McKay, President & COO; 834 Gordon St., Guelph, ON N1G 1Y7
PH: 519-837-1531
Fax: 519-836-4909
eMail: inquiry@mdm-insurance.com
Web: www.mdm-insurance.com
Client Profile (By # of Employees)
1 to 100: 697
101 to 500: 41
501 to 1,000: 5
Professional Staff: 16
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology

MELDRUM HORNE & ASSOCIATES
Michael Horne, Partner; 220 Laurier Ave. W., Ste. 520, Ottawa, ON K1P 5Z9
PH: 613-233-9015
Fax: 613-233-7270
eMail: michael@meldrumhorne.com
Web: www.meldrumhorne.com
Client Profile (By # of Employees)
1 to 100: 120
101 to 500: 25
501 to 1,000: 10
1,000+: 5
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Healthcare Spending Account Administration, DC Pension Plan Administration, Group RRSP Administration

MERCER
Eric Hachmer, Partner. Market Growth Leader - Canada; 120 Bremner Blvd., Toronto, ON M5J 0A8
PH: 416-868-2551
Fax: 416-868-2136
eMail: eric.hachmer@mercer.com
Web: www.mercer.ca
Client Profile (By # of Employees)
1 to 100: 1,120
101 to 500: 750
501 to 1,000: 270
1,000+: 650
Other Offices: Calgary, Edmonton, Halifax, London, Montreal, Ottawa, Quebec City, Regina, Saskatoon, Vancouver, Winnipeg
Professional Staff: 1,200
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Delegated Solutions, Operational Reviews, Fee Consulting
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Administrative Support, Call Centre, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration

MHB BENEFITS INC.
Candice Woodard, President; 2625 CR 10, RR 3, Picton, ON K0K 2T0
PH: 613-476-0069
Fax: 866-415-8826
eMail: candice@isourcebenefits.ca
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans

MONDELIS ACTUARIAL SERVICES CORP
Kathy Licata, President; 515 Riverbend Dr., Ste. 102, Kitchener, ON N2K 3S3
PH: 519-579-1255
Fax: 519-579-5010
eMail: kathy.licata@mondelis.com
Web: www.mondelis.com
Client Profile (By # of Employees)
1 to 100: 88
101 to 500: 54
501 to 1,000: 7
1,000+: 10
Other Offices: Hamilton
Professional Staff: 10
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Post Employment Benefit Valuations
Record-keeping & Third-party Administration: DB Pension Plan Administration

MORNEAU SHEPELL
Randal Phillips, Executive Vice-president & Chief Client Officer; 895 Don Mills Rd., Tower One, Ste. 700, Toronto, ON M3C 1W3
PH: 416-445-2700
Fax: 416-445-7989
eMail: info@morneaushepell.com
Web: www.morneaushepell.com
Client Profile (By # of Employees)
1,000+: 4,000
Other Offices: Vancouver, Calgary, Edmonton, Winnipeg, Kitchener, Markham, London, Ottawa, Montreal, Quebec City, Fredericton, Halifax, St. John's
Professional Staff: 4,000
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Asset & Risk Management, Total Pension Outsourcing, DC Consulting, Legal Services - Governance & Plan Restatements, Retirement Planning Services, Benefits Communications, Shared Risk Pension Plans, Target Benefit Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Health & Productivity Solutions, Integrative Health & Wellness Solutions, Full Health & Productivity Support, Risk Assessment, Attendance & Disability Management, Plan Implementation & Maintenance, Counselling, Training, Benefits, Crisis Situations, Worker's Compensation Targeted Health
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology, Investment Management, Portfolio Style Analysis, Investment Manager Selection, DB Pension, DC Pension, Health & Welfare Admin

MORROW, CROSSDALE & ASSOCIATES INC.
Paul Crossdale, President; 10 Station Lane, Unionville, ON L3R 1R3
PH: 877-953-1066
eMail: paul.crossdale@morcro.ca
Web: www.morcro.ca
Client Profile (By # of Employees)
1 to 100: 34
101 to 500: 16
501 to 1,000: 5
1,000+: 3
Other Offices: Unionville, Toronto, Thornhill, Newmarket
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Performance Measurement, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

MOSEY & MOSEY INSURANCE AGENCY LTD.
John Mosey Jr., Vice-president; 100 Milverton Dr., #604, Mississauga, ON L5R 4H1
PH: 505-361-2014
Fax: 905-361-2015
eMail: jmoseyjr@mosey.on.ca
Web: www.moseyandmosey.com
Client Profile (By # of Employees)
1 to 100: 290
101 to 500: 65
501 to 1,000: 20
1,000+: 7
Other Offices: Pickering
Professional Staff: 28
Services
Group Benefit: Group Benefit Plans, Plan Design Consulting, Financial Management & Renewal Negotiation, Effective Risk Management Strategies, Provider Audit, Flexible Benefits/Healthcare Spending Accounts, Collective Bargaining Support, Claims Monitoring/Management, Formulary Drug Management, Employee Education & Communication Services, Absence & Disability Solutions, Comprehensive Market Survey & Analysis, Benchmarking & Data Analysis, Innovative Cost Containment Strategies, Human Resource Consulting, Workplace Wellness Strategies
Healthcare: Disability Management, Claims Management, Drug Cost Management, Employee Assistance Program

MYBENETECH INC.
Jason Robinson, Director of Operations; 124 Main St. S., Georgetown, ON L7G 3E6
PH: 416-642-1355
eMail: jason@mybenetech.com
Web: www.mybenetech.com
Client Profile (By # of Employees)
1 to 100: 350
101 to 500: 16
501 to 1,000: 5
1,000+: 5
Professional Staff: 9
Services
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Healthcare Spending Account Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology

ORGANIZATIONAL SOLUTIONS INC.
Liz R. Scott, Principal & CEO; 2186 Mountain Grove Ave., #253, Burlington, ON L7P 4X4
PH: 866-674-7656
Fax: 905-315-7945
eMail: lscott@orgsoln.com
Web: www.orgsoln.com
Client Profile (By # of Employees)
1 to 100: 180
101 to 500: 375
501 to 1,000: 210
1,000+: 220
Other Offices: Toronto, Guelph, London, Stratford, Victoria, Vancouver, Burnaby, Surrey, Prince George, Kamloops, Calgary, Edmonton, Winnipeg, Montreal, Quebec, Halifax
Professional Staff: 150
Services
Healthcare: Disability Management, Claims Management, Return To Work
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment
Software & Technology: Benefits Administration

PATON CONSULTING INC.
Hugh Paton, President; 109 Richmond St., Charlottetown, PE C1A 1H7
PH: 902-894-5256
Fax: 902-894-3863
eMail: hugh@patonconsulting.ca
Web: www.patonconsulting.ca
Client Profile (By # of Employees)
1 to 100: 245
101 to 500: 5
Other Offices: Moncton
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Prescription Drug Benefit Expertise, Communications, Legal/ Legislation & Taxation Implications

PAVILION ADVISORY GROUP
Peter Wright, Director, Business Development; 2 Bloor St. W., Ste. 700, Toronto, ON M4W 3R1
PH: 416-642-6474
eMail: pwright@pavilioncorp.com
Web: www.pavilioncorp.com
Other Offices: Montreal, Winnipeg
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management, Discretionary Consulting, Temporary Asset Management, Multi-manager Strategies

PBAS GROUP, THE6
Terry Crawley, Director, Marketing; 110 - 61 International Blvd., Toronto, ON M9W 6K4
PH: 416-674-3350
Fax: 416-674-8018
eMail: terry_crawley@pbas.ca
Web: www.pbas.ca
Client Profile (By # of Employees)
1 to 100: 10
101 to 500: 15
501 to 1,000: 12
1,000+: 31
Other Offices: Vancouver, Calgary, Edmonton, Winnipeg, Montreal, St.John's,Toronto
Professional Staff: 617
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search, Performance Measurement, Portfolio Modelling, Attribution Analysis, Policy Development, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, Fund Valuation, Fund Reporting, DB Pension, DC Pension
6 - Including Benchmark Decisions Ltd and Student Benefits Administrators Inc.
7 - 133 Canadian Employees

PBI ACTUARIAL CONSULTANTS LTD.
Riley St. Jacques, Market Leader & Senior Consulting Actuary; Ste. 1070, One Bentall Centre, 505 Burrard St., Box 42, Vancouver, BC V7M 1L5
PH: 604-647-3206
Fax: 604-687-8074
eMail: riley.stjacques@pbiactuarial.ca
Web: www.pbiactuarial.ca
Other Offices: Toronto, Montreal
Professional Staff: 70
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Risk Management, Target Benefit Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Portable Alpha Overlay Strategies, Alternative Assets Investment (Real Estate, Hedge Funds, Infrastructure)
Healthcare: Health & Welfare Plan Design, Plan Implementation, Insurer Selection, Service Integration, Service Provider Performance Monitoring, Funding & Claim Risk Analysis, Retiree Valuation.
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration, Record-keeping Services, Benefit Calculations, One-on-one Member Meetings, Marriage Breakdown Calculations, Research & Advice regarding Pension Legislation, Government Filings, Educational Seminars, Annual Member Statements, Reconciliation of Expenses, Contributions, Hours Reported & Benefit Payments, Organization & Attendance at Trustee Meetings, Preparation of Meeting Minutes, Annual Member Meetings, Member Communications
Software & Technology: Pension Benefit Calculation Tools, Web-based Pension Administration System

PENAD PENSION SERVICES LIMITED
Matthew Price, Vice-president, Global Business Development; 194 Weber St. E., Kitchener, ON N2H 1E4
PH: 519-743-9000
Fax: 519-743-8346
eMail: mprice@penad.ca
Web: www.penad.ca
Client Profile (By # of Employees)
1 to 100: 6
101 to 500: 3
501 to 1,000: 3
1,000+: 15
Professional Staff: 16
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search
Record-keeping & Third-party Administration: Premium Billing & Collection, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, Client Server Technology, DB Pension, DC Pension, Group Life & Health Benefits Administration & Invoicing Software Systems; Social Security/Insurance & Civil Servant Pension Plan Software Systems

PENMORE
Lio Spagnuolo, Managing Partner; 8800 Dufferin St., Ste. 103, Concord, ON L4K 0C5
PH: 905-669-5577
Fax: 905-669-5738
eMail: lio@penmore.com
Web: www.penmore.com
Client Profile (By # of Employees)
1 to 100: 240
101 to 500: 40
501 to 1,000: 15
1,000+: 5
Other Offices: Toronto, Calgary
Professional Staff: 22
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Executive Planning
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program

PEOPLE CORPORATION
Lisa Villani, Executive Vice-president, Consulting Solutions; 2225 Sheppard Ave.E., Ste. 1400, Toronto, ON M2J 5C2
PH: 416-445-0000
Fax: 416-445-2222
eMail: lisa.villani@peoplecorporation.com
Web: www.peoplecorporation.com
Other Offices: 30 offices across 7 provinces
Professional Staff: 450
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Group Retirement Solutions, Plan Governance, Plan Oversight & Benefit Optimization, HR Services and Wellness Solutions
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness & Work Life Balance Programs
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Health Claims Adjudication, DB Pension, DC Pension

PROBENEFITS
Norm Hounsell, President; 201 - 5705 Cancross Ct., Mississauga, ON L5R 3E9
PH: 647-208-1586
Fax: 905-366-3833
eMail: norman.hounsell@sympatico.ca
Client Profile (By # of Employees)
1 to 100: 36
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Group RRSPs, Health Spending Accounts(HSA)
Investment: Education & Communication
Healthcare: Employee Assistance Program

PROSURE GROUP, A PEOPLE CORPORATION COMPANY
Brenda Brown, Manager, Client Services; 1400 - 2225 Sheppard Ave. E., Toronto, ON M2J 5C2
PH: 416-609-0989
Fax: 416-609-9551
eMail: brenda@prosure-group.com
Web: www.prosure-group.com
Services
Group Benefit: Group Benefit Plans, Administration Outsourcing, Wellness Solutions, Group Retirement Solutions, Health Spending Account Solutions
Healthcare: Claims Management, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy
Software & Technology: Benefits Administration, Health Claims Adjudication

PROTECTORS GROUP BENEFITS, THE
R. Brian Porter, President; 215 George St., N., Peterborough, ON K9J 3G7
PH: 705-748-5181
Fax: 705-748-4831
eMail: brianporter@protectorsgroup.com
Web: www.protectorsgroupbenefits.ca
Client Profile (By # of Employees)
1 to 100: 102
101 to 500: 38
501 to 1,000: 8
1,000+: 4
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Group RRSP Administration

PROTEUS
Peter Henry, President; 250 Ferrand Dr., Ste. 303, Toronto, ON M3C 3G8
PH: 416-421-3557
Fax: 416-421-1348
eMail: phenry@proteusperformance.com
Web: www.proteusperformance.com
Client Profile (By # of Employees)
1 to 100: 8
101 to 500: 9
501 to 1,000: 10
1,000+: 11
Professional Staff: 16
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Pension Governance, Investment Consulting, Administration/Actuarial Evaluation & Search, Executive Retirement Plans, Retirement Planning
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Pension Governance, Foundation Governance, Retirement Planning Workshops/ Seminars, Retirement Planning Counseling, Administration Review & Search, Executive Retirement Plans
Software & Technology: Portfolio Style Analysis, Investment Manager Selection, Fund Reporting, DC Pension
8 - Total of 105 clients, Plan Sponsors (Defined Benefit, Defined Contribution), Foundations, Family Trusts.
9 - Total of 105 clients, Plan Sponsors (Defined Benefit, Defined Contribution), Foundations, Family Trusts.
10 - Total of 105 clients, Plan Sponsors (Defined Benefit, Defined Contribution), Foundations, Family Trusts.
11 - Total of 110 clients, Plan Sponsors (Defined Benefit, Defined Contribution), Foundations, Family Trusts.

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

REALALTS
Catherine Ann Marshall, Consultant; 121 Richmond St. W., Toronto, ON M5H 2K1
PH: 416-839-7773
eMail: c.marshall@realalts.com
Web: www.realalts.com
Client Profile (By # of Employees)
1 to 100: 8
Professional Staff: 3
Services
Investment: Education & Communication, Practice focused on Private Assets particularly Real Estate, Infrastructure, Agriculture, Timber, & other natural resources

ROBERTSON, EADIE & ASSOCIATES LTD.
John Deinum, Partner; 481 Morden Rd., Ste. 210, Oakville, ON L6K 3W6
PH: 905-338-7002
Fax: 905-338-7022
eMail: jdeinum@re-a.com
Web: www.re-a.com
Client Profile (By # of Employees)
1 to 100: 70
101 to 500: 30
501 to 1,000: 3
1,000+: 6
Professional Staff: 11
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management
Record-keeping & Third-party Administration: Claims Payment, Administrative Support, Employee Assistance, Call Centre, Healthcare Spending Account Administration, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: Investment Manager Selection, DB Pension, DC Pension

RUPERT CASE MANAGEMENT
Dr. Raymond Rupert, Senior Nurse Case Manager; 505 Eglinton Ave. W., Ste. 203, Toronto, ON M5N 1B1
PH: 647-350-5500
eMail: rrupert@rupertcasemanagement.com
Web: www.rupertcasemanagement.com
Client Profile (By # of Employees)
1 to 100: 50
101 to 500: 50
501 to 1,000: 30
Professional Staff: 15
Services
Group Benefit: DB Pension Plans
Healthcare: Disability Management, Claims Management, Return To Work, Complex Case Management, Catastrophic Care, Mental Health Case Management, Addiction Management, Patient Advocacy

RUSSELL INVESTMENTS
Tom Lappalainen, Director, Strategic Advice; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-2472
Fax: 416-362-4494
eMail: tlappalainen@russellinvestments.com
Web: www.russellinvestments.com/ca/
Client Profile (By # of Employees)
1,000+: 1,800
Other Offices: Montreal, Calgary, Vancouver
Professional Staff: 560
Services
Group Benefit: DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication, Risk Management, Transition Management, Implemented Solutions, Governance Reviews, Asset Liability Studies

RWAM INSURANCE ADMINISTRATORS INC.
Dan Galloway, Chief Operating Officer & President; 49 Industrial Dr., Elmira, ON N3B 3B1
PH: 519-669-1632
Fax: 519-669-1923
eMail: dan.galloway@rwam.com
Web: www.rwam.com
Client Profile (By # of Employees)
1 to 100: 4,561
101 to 500: 125
501 to 1,000: 9
1,000+: 12
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy

SECLON
Jean-Guy Sauriol, President; 85 Scarsdale Rd., Ste. 309, Toronto, ON M3B 2R2
PH: 416-640-5795
eMail: jgsaur@seclon.com
Web: www.seclonlogic.com
Professional Staff: 6
Services
Software & Technology: Benefits Administration, Client Server Technology, DB Pension, DC Pension, SECLON designs, develops, implements and maintains web based client server applications for sponsors of benefits and pension plans, including flexible pensions and benefits

SEGAL ROGERSCASEY CANADA (MEMBER OF THE SEGAL GROUP)
Ruo Tan, President; 65 Queen St. W., Ste. 2020, Toronto, ON M5H 2M5
PH: 416-642-7792
Fax: 416-304-0570
eMail: rtan@segalrc.com
Web: www.segalgroup.ca
Other Offices: Montreal, Edmonton
Professional Staff: 7
Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management, Portfolio Management, Investment Research, Investment Product Design
Software & Technology: Investment Management, Portfolio Style Analysis, Investment Manager Selection

SEGAL GROUP, THE
Cameron McNeill, Senior Vice-president; 45 St. Clair Ave. W., Ste. 802, Toronto, ON M4V 1K9
PH: 416-969-3963
Fax: 416-961-2101
eMail: cmcneill@segalco.com
Web: www.segalgroup.ca
Other Offices: Montreal, Edmonton
Professional Staff: 20
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Asset Liability Modeling, Participant Communications
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management
Healthcare: Plan Design & Budgeting, Claims & Eligibility Audits, Plan Data Analysis, Wellness, Vendor Bidding
Software & Technology: Multi-employer Fund Website Development, Information Technology Assessment, Technology Acquisition & Implementation Operation & Organization Assessments, Feasibility Studies for Benefits Administration Options, Liability Driven Investing, Asset Liability Modeling

SELECTPATH BENEFITS & FINANCIAL
Gordon Hart, President & CEO; 310-700 Richmond St., London, ON N6A 5C7
PH: 519-675-1177
Fax: 519-675-1331
eMail: gord@selectpath.ca
Web: www.selectpath.ca
Client Profile (By # of Employees)
1 to 100: 757
101 to 500: 110
501 to 1,000: 21
1,000+: 14
Other Offices: Sarnia
Professional Staff: 17
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, International Benefits, Multinational Pooling, Executive Health, Wellness/Coaching, White Label Plans, Voluntary Plans, Group Home & Auto, Business Succession
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program
Record-keeping & Third-party Administration: Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, Client Server Technology, Investment Management, Investment Manager Selection, DC Pension, Human Resource Information Systems, Payroll Services

SMITH PENSION & ACTUARIAL CONSULTANTS
Donald M. Smith, Partner; Ste. 2000, 1188 W. Georgia St., Vancouver, BC V6E 4A2
PH: 604-443-3712
Fax: 604-687-2315
eMail: don_smith@smithpac.ca
Client Profile (By # of Employees)
1 to 100: 12
101 to 500: 13
501 to 1,000: 14
1,000+: 15
Professional Staff: 5
Services
Group Benefit: DB Pension Plans, DC Pension Plans, Actuarial Services
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration
Software & Technology: Investment Manager Selection, Fund Valuation, DB Pension, DC Pension
12 - CONFIDENTIAL
13 - CONFIDENTIAL
14 - CONFIDENTIAL
15 - CONFIDENTIAL

STEVEN COHEN INSURANCE AGENCY INC.
Steven R. Cohen, President; 1 Eva Rd., Ste. 324, Toronto, ON M9C 4Z5
PH: 416-259-1166
Fax: 416-259-5885
eMail: steven@stevencohenins.ca
Web: www.stevencohenins.ca
Client Profile (By # of Employees)
1 to 100: 86
101 to 500: 7
501 to 1,000: 2
Professional Staff: 2
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Manager Search, Asset Allocation, Compliance Investment, Policy Development, Education & Communication

STRATEGIC BENEFITS & INSURANCE SERVICES LTD.
Debra Dobing, Owner & Employee Benefits Consultant; 945 Princess St., Kingston, ON K7L 3N6
PH: 877-507-4433
Fax: 613-507-4401
eMail: debra@strategicins.ca
Web: www.strategicins.ca
Client Profile (By # of Employees)
1 to 100: 225
101 to 500: 5
501 to 1,000: 1
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Compliance Investment, Education & Communication

STRATEGIC INCOME SECURITY SERVICES
David Lee, President; 120 - 3480 Gilmore Way, Burnaby, BC V5G 4Y1
PH: 604-633-2114
Fax: 604-633-2115
eMail: info@siss.ca
Client Profile (By # of Employees)
101 to 500: 1
1,000+: 12
Professional Staff: 5
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial & Administration Services Provider Searches
Investment: Investment Consulting, Manager Search, Asset Allocation, Portfolio Modelling, Policy Development, Education & Communication, Risk Management, Strategic Consulting

SUSTAINALYTICS
Max Zehrt, Director, Institutional Relations Canada; 215 Spadina Ave., Ste. 300, Toronto, ON M5T 2C7
PH: 416-861-0403
Fax: 416-861-0183
eMail: max.zehrt@sustainalytics.com
Web: www.sustainalytics.com
Client Profile (By # of Employees)
101 to 500: 350
Professional Staff: 25016
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Sustainability Research & ESG Analysis of Securities
Investment: Investment Consulting, Performance Measurement, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Portfolio Analytics, ESG & Corporate Governance Services, Responsible Investment Policy Development
Software & Technology: Investment Manager Selection
16 - Approximately 45 staff in Toronto. Sustainalytics is a global firm with offices and representatives in 13 countries around the world.

THORPE BENEFITS
Roger Thorpe, President; 1000 - 60 St. Clair Ave. E., Toronto, ON M4T 1N5
PH: 416-966-9229
Fax: 416-966-1701
eMail: mail@thorpebenefits.com
Web: www.thorpebenefits.com
Client Profile (By # of Employees)
1 to 100: 100
101 to 500: 20
Professional Staff: 8
Services
Group Benefit: Group Benefit Plans, Wellness Consulting, Onsite Wellness Programming

TRG GROUP BENEFITS & PENSIONS INC.
Lisa Jandali, Chief Operating Officer; 800 - 1177 W. Hastings St., Vancouver, BC V6E 2K3
PH: 604-714-4400
Fax: 604-714-4401
eMail: ljandali@trggroup.com
Web: www.trggroup.com
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans
Investment: Investment Consulting, Manager Search, Performance Measurement, Portfolio Modelling, Attribution Analysis, Policy Development, Education & Communication, Risk Management, Transition Management, CAPSA Review & Compliance
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Preferred Provider Network, Choice Benefits
Record-keeping & Third-party Administration: Employee Assistance

TRI FIT INC.
Sue Pridham, President; 1307 Devon Rd., Oakville, ON L6J 2L7
PH: 905-845-0006
Fax: 905-845-0002
eMail: sue@trifit.com
Web: www.trifit.com
Client Profile (By # of Employees)
1 to 100: 75
1,000+: 100,000
Professional Staff: 75
Services
Group Benefit: Corporate Fitness & Wellness Services
Healthcare: Corporate Fitness & Wellness Services
Software & Technology: Web-based Fitness & Wellness Challenges

UNION BENEFITS
Paul A. Gillis, President & CEO; 151 Frobisher Dr. E220, Waterloo, ON N2V 2C9
PH: 519-725-8818
Fax: 519-725-9362
eMail: pgillis@ubps.on.ca
Web: www.unionbenefits.ca
Other Offices: Halifax
Professional Staff: 6
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing
Healthcare: Claims Management, Drug Cost Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Employee Assistance, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DB Pension Plan Administration, Collection of remittances from contractors on behalf of multi-employer union locals

WESTCOAST ACTUARIES INC.
Stephen Cheng, Managing Director & Senior Consulting Actuary; 908 - 1166 Alberni St., Vancouver, BC V6E 3Z3
PH: 604-730-1898
Fax: 604-730-1886
eMail: stephen.cheng@westcoast-actuaries.com
Web: www.westcoast-actuaries.com
Professional Staff: 22
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Legal Evidence, Post-Employment Benefits Valuation, Post-Retirement Benefits Valuation
Investment: Manager Search, Performance Measurement, Policy Development, Education & Communication, Transition Management
Healthcare: Disability Management, Claims Management, Drug Cost Management, Predictive Modelling
Record-keeping & Third-party Administration: Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, DB Pension Plan Administration, SERP Administration

WESTERN COMPENSATION & BENEFITS CONSULTANTS
Barry D. Cook, Partner; 2000 - 1188 W. Georgia St., Vancouver, BC V6E 4A2
PH: 604-683-9155
Fax: 604-687-2315
eMail: wcbc@wcbc.ca
Web: www.wcbc.ca
Client Profile (By # of Employees)
1 to 100: 17
101 to 500: 18
501 to 1,000: 19
1,000+: 20
Professional Staff: 10
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing
Investment: Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Record-keeping & Third-party Administration: Administrative Support, DB Pension Plan Administration
Software & Technology: Investment Manager Selection, Fund Valuation, DB Pension, DC Pension
17 - CONFIDENTIAL
18 - CONFIDENTIAL
19 - CONFIDENTIAL
20 - CONFIDENTIAL

WHITE WILLOW BENEFIT CONSULTANTS, A PEOPLE CORPORATION COMPANY
Glenna Chestnutt, Practice Leader; 2225 Sheppard Ave. E., Ste. 1400, Toronto, ON M2J 5C2
PH: 905-640-9142
Fax: 905-640-2349
eMail: glenna@whitewillow.ca
Web: www.whitewillow.ca
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing, Group Retirement Solutions, Wellness Solutions
Healthcare: Disability Management, Return To Work, Drug Cost Management, Employee Assistance Program

WIEGERS FINANCIAL & BENEFITS
Cliff & Deb Wiegers, Partners; 120 33rd St. E., Saskatoon, SK S7K 0S2
PH: 306-244-0949
Fax: 306-244-4026
eMail: deb.wiegers@wiegers.ca
Web: www.wiegers.ca
Client Profile (By # of Employees)
1 to 100: 560
101 to 500: 10
501 to 1,000: 1
Other Offices: Humboldt, Kindersley
Professional Staff: 45
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, HR Solutions, Coaching
Investment: Investment Consulting, Asset Allocation, Portfolio Modelling, Compliance Investment, Education & Communication, Risk Management, Institutional Brokerage
Healthcare: Employee Assistance Program

WILLIAMSON GROUP, THE - A COWAN COMPANY
Don Williamson, President; 225 King George Rd., Brantford, ON N3R 7N7
PH: 800-265-9973
Fax: 519-756-5773
eMail: don@williamsongroup.com
Web: www.williamsongroup.com
Client Profile (By # of Employees)
1 to 100: 220
101 to 500: 87
501 to 1,000: 15
1,000+: 13
Other Offices: Cambridge
Professional Staff: 80
Services
Group Benefit: Group Benefit Plans, DC Pension Plans, Administration Outsourcing, Commercial Insurance
Investment: Investment Consulting, Manager Search, Asset Allocation, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employee Assistance Program, Wellness Programs
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification, Healthcare Spending Account Administration, Claims Advocacy, DC Pension Plan Administration, Group RRSP Administration
Software & Technology: Benefits Administration, DC Pension

WILLIS TOWERS WATSON
Nicolas Crook, Managing Consultant; 175 Bloor St. E., Ste. 1701, Toronto, ON M4W 3T6
PH: 416-960-2773
Fax: 416-960-2819
eMail: nicolas.crook@willistowerswatson.com
Web: www.willistowerswatson.com
Client Profile (By # of Employees)
1,000+: 39,000
Other Offices: Vancouver, Calgary, Toronto, Montreal
Professional Staff: 1,000
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Employee Opinion Surveys
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Portfolio Modelling, Attribution Analysis, Compliance Investment, Policy Development, Education & Communication, Risk Management, Institutional Brokerage, Transition Management, Delegated Investment Management
Healthcare: Disability Management, Claims Management, Return To Work, Drug Cost Management, Employer Drug Purchasing Coalition
Record-keeping & Third-party Administration: Administrative Support, Call Centre, DC Pension Plan Administration, DB Pension Plan Administration, Group RRSP Administration
Software & Technology: DB Pension, DC Pension

WINCH GROUP INC., THE
Gary Winch, President; 3027 Harvester Rd., Burlington, ON L7N 3G7
PH: 905-639-4287
Fax: 905-639-9352
eMail: g.winch@winchgroup.com
Web: www.winchgroup.com
Client Profile (By # of Employees)
1 to 100: 500
101 to 500: 115
501 to 1,000: 10
Other Offices: Burlington, Cambridge, St. Catharines
Professional Staff: 11
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Administration Outsourcing
Investment: Investment Consulting, Manager Search, Performance Measurement, Asset Allocation, Compliance Investment, Policy Development, Education & Communication, Risk Management, Transition Management
Record-keeping & Third-party Administration: Claims Adjudication, Claims Payment, Administrative Support, Call Centre, Premium Billing & Collection, Eligibility Verification

XEROX HR SERVICES
Hart Massie, Director, Client Strategy; 155 Wellington St. W., Ste. 3000, Toronto, ON M5V 3H1
PH: 416-865-0060
Fax: 416-865-1099
eMail: hart.massie@xerox.com
Web: www.xerox.ca/hrservices
Other Offices: Montreal, Ottawa
Services
Group Benefit: Group Benefit Plans, DB Pension Plans, DC Pension Plans, Actuarial Services, Administration Outsourcing, Communications
Investment: Investment Consulting, Manager Search, Asset Allocation, Compliance Investment, Education & Communication, Risk Management
Healthcare: Disability Management, Return To Work
Record-keeping & Third-party Administration: Call Centre, DC Pension Plan Administration, DB Pension Plan Administration
Software & Technology: Benefits Administration, Client Server Technology, Investment Management, Investment Manager Selection, Fund Valuation, DB Pension, DC Pension

YOURNURSE
Jamie Marcellus, President; 7030 Woodbine Ave., Ste. 102, Markham, ON L3R 6G2
PH: 888-327-1500
Fax: 905-477-1956
eMail: jmarcellus@yournurse.ca
Web: yournurse.ca
Services
Group Benefit: Employee Assistance, Medical Second Opinion, Disability, Chronic Disease, Wellness, Healthcare Navigation
Healthcare: Disability Management, Return To Work, Employee Assistance Program, Employee Assistance, Medical Second Opinion, Disability, Chronic Disease, Wellness, Healthcare Navigation
Record-keeping & Third-party Administration: Employee Assistance, Call Centre, Employee Assistance, Medical Second Opinion, Disability, Chronic Disease, Wellness, Healthcare Navigation

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