CONSULTANTS Directory

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CONSULTANTS

Accompass

1052 Yonge St., Toronto M4W 2L1

CONTACT Sarah Beech, president or

Christopher Lee, vice-president, marketing

TEL 416-969-8588 FAX 416-962-1711

EMAIL [email protected]

WEBSITE accompass.com

SERVICES Benefits and health, investment and

retirement, compensation and incentives.

DESCRIPTION Founded as Pal Benefits in 1997,

Accompass is a leading independent firm that designs and manages its clients’ programs from the biggest picture to the smallest detail. Our clients expect more than periodic meetings and fair value from their plans — they expect a level of attention, proactive preparation and expertise that is all-encompassing.

Actuarial Solutions Inc.

Ste. 203, 19 Amy Croft Dr., Lakeshore, ON N9K 1C7

CONTACT Joe Nunes, president

TEL 519-979-4600 FAX 519-979-4699

WEBSITE actuarialsolutionsinc.com

SERVICES Actuarial Solutions Inc. provides quality

actuarial, consulting and pension administration services.

DESCRIPTION Actuarial Solutions Inc. has built up a

base of loyal clients, including sponsors of DB plans, hybrid plans, capital accumulation plans, executive programs and retiree health plans. Our clients range from small businesses to multi-national corporations and span many industries, including manufacturing, transportation, social services, financial services and regulatory agencies.

TOTAL CLIENTS 50

TOTAL EMPLOYEES IN CANADA 11

Aon

20 Bay Street, Toronto M5J 2N9

CONTACT Réjean Tremblay, chief commercial officer,

Canada and market director, East or George Shipley, vice-president and Canadian national commercial leader

TEL Réjean: 514-982-5178 or George: 416-263-7760

FAX Réjean: 514-845-0678 or George: 416-868-5580

EMAIL [email protected] or

[email protected]

WEBSITE aonhewitt.com/canada

SERVICES Talent, retirement and health consulting;

benefits and pension administration; HR business process outsourcing.

DESCRIPTION Aon empowers organizations to secure

a better future through innovative talent, retirement and health solutions. We offer a range of products and services that drive performance and growth, navigate retirement risk to provide new levels of financial security, and redefine health solutions for greater choice, affordability and wellness.

Aptus Benefits Inc.

Ste. 205, 409 Granville St., Vancouver V6C 1T2

CONTACT William Watt, principal

TEL 604-424-8032 FAX 604-424-8031

WEBSITE aptusbenefits.ca

SERVICES Aptus Benefits Inc. designs employee

benefit and retirement plans for clients who tend to have more complex issues to solve.

DESCRIPTION Aptus Benefits Inc. is a

Vancouver-based firm that takes a design approach to solving complex employee benefit and retirement plans. Working with clients across the country, Aptus takes a fresh approach to benefits — it designs optimal plans that serve the needs of everyone involved.

Baynes & White Inc.

Ste. 1006, 20 Eglinton Ave. W., Toronto M4R 1K8

CONTACT James White, managing partner

TEL 416-863-9159 FAX 416-863-9158

WEBSITE bayneswhite.com

SERVICES Pension consulting (including actuarial and

pension administration) and group benefits consulting.

DESCRIPTION Baynes & White provides full in-house

actuarial pension administration and traditional consulting services to corporate clientele. The firm has developed cost-effective valuation software and systems to serve small and mid-size pension and post-retirement (non-pension) plans.

Benecaid Health

Benefits Solutions Inc.

Ste. 1700, 185 The West Mall, Toronto M9C 5L5

CONTACT Darren Sacks, vice-president, sales

TEL 1-877-797-7448 FAX 1-877-797-7449

WEBSITE benecaid.com

SERVICES employee health benefit plans, health

spending accounts.

DESCRIPTION Benecaid is an administrator of

employee health benefit plans, focusing on providing customizable and sustainable solutions for brokers and their clients. Since 2000, we’ve been providing solutions and innovation designed to make health benefits accessible to all-sized businesses.

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The Beneplan Co-operative

Ste. 500, 150 Ferrand Dr., Toronto M3C 3E5

CONTACT Yafa Sakkejha, general manager

TEL 1-800-387-1670 ext. 252 FAX 416-863-5157

WEBSITE beneplan.ca

SERVICES Group benefits consulting and purchasing;

short-term disability adjudication. Nutritionist on staff for clients at no charge. Brokers welcome.

DESCRIPTION The Beneplan Co-operative is a

member-owned buying group for employee benefits. Beneplan pays patronage dividends on life insurance, health benefits, dental benefits, and retail sales tax rebates to its members. Beneplan is also one of the few access points to the reformulary drug plan, which provides rebates on prescription drugs.

bfinance Canada

Ste. 2200, 1250 René Lévesque Blvd. W., Montréal H3B 4W8

CONTACT Brian Cyr, managing director

TEL 514-393-4899 FAX 514-934-4640

WEBSITE bfinance.com

SERVICES Bfinance’s investment consulting practice

focuses on search and selection of investment managers.

DESCRIPTION Founded in 1999, bfinance has

served more than 400 individual clients (excluding repeat business) from 25 countries and has more than 70 employees located in offices in London (headquarters), Paris, Munich, Amsterdam, Dubai, New York and Montréal. Bfinance is staffed by practitioners with a wealth of complementary investment, transaction banking and consultancy experience.

Buck Consultants,

A Xerox Company

Ste. 3000, 155 Wellington St. W., Toronto M5V 3H1

CONTACT David McCullagh

TEL 416-644-9276 FAX 416-865-1099

WEBSITE xerox.ca/hrconsulting

SERVICES We offer strategic advice and innovative

technology to help businesses effectively manage their HR programs while engaging employees in their health, wealth and careers.

DESCRIPTION The alignment of your business

needs with the needs of your employees is critical to improving engagement and, as a result, your business success. We look at your needs across the career, health and wealth spectrum — because that’s how your employees view your investment in them.

Corporate Benefit Analysts

Ste. 102, 515 Riverbend Dr., Kitchener, ON N2K 3S3

CONTACT Rob Crofts, executive vice-president,

corporate development

TEL 519-804-9671 FAX 519-579-4422

WEBSITE corpben.com

SERVICES Integrated group retirement (DB, DC),

actuarial, benefit, wellness consulting services and solutions; individual wealth management services.

DESCRIPTION Group retirement and group benefit

plans are important investments for plan sponsors. Corporate Benefit Analysts helps plan sponsors get the most from their investments. We understand the pressures for change. We believe big change deserves great strategy. Helping clients make great decisions is what we do very well.

Cowan Insurance Group

705 Fountain St. N., Cambridge, ON N1R 5T2

CONTACT Teresa Norris-Lue, vice-president, group

benefits & retirement and individual life & wealth

TEL 519-650-6363 FAX 519-650-6366

WEBSITE cowangroup.ca

SERVICES Benefits consulting, DC/CAP consulting,

health and disability management, group benefits third-party administration and international programs. Offices in Cambridge, Ottawa and Hamilton.

DESCRIPTION For 30 years, Cowan has assisted plan

sponsors in managing their pension and benefits plans, helping with administrative challenges and providing health and disability management solutions and international programs.

TOTAL CLIENTS 500+

TOTAL EMPLOYEES IN CANADA 150 – group benefits

and retirement division

Dehoney Financial Group

1777 West 8th Ave., Vancouver V6J 1V8

CONTACT Jim Dehoney, president

TEL 604-684-2300 FAX 604-688-3515

WEBSITE dehoney.com

SERVICES Group benefit plans, third-party

administration, pension, RRSPs, investments and mutual funds, life, disability, integrated disability, individual health and dental plans.

DESCRIPTION Dehoney Financial Group is a

full-service consulting firm that offers group life and health, integrated disability plans, group pension, flexible benefits and third-party administration. We offer financial planning, mutual funds, wealth management, estate planning, individual life, and disability sales and service.

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CONSULTANTS

Eckler Ltd.

Ste. 900, 110 Sheppard Ave. E., Toronto M2N 7A3

CONTACT Greg Malone, principal

TEL 416-696-3098 FAX 416-429-3794

WEBSITE eckler.ca

SERVICES Our select group of advisors offers

excellence in a wide range of areas, including financials, pensions, benefits, communication, investment management, pension administration and change management.

DESCRIPTION Owned and operated by its active

principals, Eckler has earned a reputation for service continuity and high professional standards. Our advisors offer excellence in managing the financial and governance aspects of pension and benefits programs, and are focused on plan sustainability and maximizing member value.

George & Bell

Consulting Inc.

Ste. 400, 601 West Broadway Ave., Vancouver V5Z 4C2

CONTACT Brendan George or Jeremy Bell or Greg Heise

TEL 604-871-4151 FAX 604-871-4150

EMAIL [email protected] or

[email protected] or [email protected]

WEBSITE georgeandbell.com

SERVICES Pension, benefits and investment consulting,

actuarial services and pension administration.

DESCRIPTION Led by partners Brendan George,

Jeremy Bell and Greg Heise, George & Bell consults to sponsors, participants and other stakeholders of pension and benefit plans. Clients include unions, management and jointly governed plans in the public and private sectors.

Johnson Inc.

Ste. 700, 1595 16th Ave., Richmond Hill, ON L4B 3S5

CONTACT Denise Balch, business development manager

TEL 905-747-3994 FAX 905-882-5586

WEBSITE johnson.ca

SERVICES National benefits, wellness and pension

consulting, third-party administrator and pharmacy benefits manager. Voluntary home, auto, travel and pet insurance programs.

DESCRIPTION Johnson is one of the country’s

leading providers of insurance products and benefits. A unique mix of mandatory and voluntary insurance, health and retirement solutions to employee and member groups is supported by an experienced consulting, claims, administration and award-winning marketing team.

TOTAL CLIENTS 400+

TOTAL EMPLOYEES IN CANADA 1,500

Manion Wilkins &

Associates Ltd.

Ste. 500, 21 Four Seasons Pl., Toronto M9B OA5

CONTACT Michael Neheli

TEL 416-234-3528 FAX 416-234-2058

WEBSITE manionwilkins.com

SERVICES Third-party administration, benefit

payment and trust fund consulting, personal financial consulting.

DESCRIPTION Manion is an independent

Canadian-owned firm that specializes in administration, benefit payments and consulting services for corporations and multi-employer plans. This includes pension, life, LTO and STD, health and dental, SUB, vacation pay and legal assistance plans, as well as personal benefit/financial consulting.

Mercer

Ste. 800, 120 Bremner Blvd., Toronto M5J 0A8

CONTACT Stephen Lee, Canada sales leader

TEL 416-868-2882 FAX 416-868-2136

WEBSITE mercer.ca

SERVICES Consulting products and solutions in

retirement, health and benefits, compensation, performance management, workforce analytics, executive remuneration, wellness, investment, investment management, communication, change management, HR operations and information products.

DESCRIPTION Mercer is a global consulting leader

in health, wealth and careers. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset: their people. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies.

TOTAL CLIENTS 3,000

Microtrends

Computing Services

Ste. 610, 100 York Boulevard, Richmond Hill, ON L4B 1J8

CONTACT Tony Gouveia, director, sales and marketing

TEL 905-882-9844 ext. 110 FAX 905-882-9845

WEBSITE flextpa.com

SERVICES Group administration/billing software.

DESCRIPTION Microtrends has developed FlexTPA,

a leading-edge software solution for TPAs that allows them to automate all aspects of group benefits administration/billing, enhance service to their group clients and gain valuable insight into how to grow a successful business. With FlexTPA, group benefits administrators have full control over the design of flexible benefits cafeteria plans, integration services with carriers/claims payers and a group web portal for client self-service.

Skunkworks Creative Group Inc. | George & Bell Consulting Logo | May 17, 2012 | FINAL Font Family: Jeunesse

Pantone Warm Gray 10 C CMYK: 10M 15Y 60K Pantone 167 C CMYK: 18C 80M 100Y 7K CMYK Pantone multia design

www.multiadesign.com 18 Parkview Avenue, Suite 910Toronto Ontario m2n 7h7

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Morneau Shepell

Ste. 700, 895 Don Mills Road, Tower One, Toronto M3C 1W3

CONTACT Tina Giontsis, director, corporate marketing

TEL 416-383-6448 FAX 416-445-7989

WEBSITE morneaushepell.com

SERVICES Health, benefits, employee assistance,

retirement and administrative solutions.Morneau Shepell helps clients reduce costs, increase employee productivity and improve their competitive position, through health, productivity, administrative and retirement solutions.

DESCRIPTION Morneau Shepell is the largest

company in Canada offering human resources consulting and outsourcing services, and a leading provider of employee and family assistance programs, the largest administrator of pension and benefits plans and the largest provider of integrated absence management solutions in Canada.

Mosey & Mosey Benefit

Plan Consultants

Ste. 604, 100 Milverton Dr., Mississauga, ON L5R 4H1

CONTACT Kevin Ashe, vice-president, corporate

development

TEL 1-800-268-8383 FAX 905-361-2015

WEBSITE moseyandmosey.com

SERVICES Group benefits consulting, audit, marketing.

DESCRIPTION Ontario’s leading public-sector employee

benefit consulting firm offering proactive solutions to over 200 public-sector employers in Ontario.

TOTAL CLIENTS 200-225

Normandin Beaudry

630 René-Lévesque Blvd. W., 30th Floor, Montréal H3B 1S6

CONTACT Éric Montminy, president

TEL 514-285-1122 FAX 514-285-1199

WEBSITE normandin-beaudry.ca

SERVICES Total rewards: pension and savings,

asset management consulting, group benefits, compensation, health and performance, communication.

DESCRIPTION Normandin Beaudry focuses its

efforts on a comprehensive and articulated service offering that will create an “employee experience” to benefit all stakeholders. Normandin Beaudry’s dedicated and visionary teams work together to support organizations at each step of the cycle, delivering products and services backed by relevant, incisive and diverse communications.

Pavilion Advisory

Group Ltd.

Ste. 4030, 1250 René-Lévesque Blvd. W., Montréal H3B 4W8

CONTACT Eric Bolduc, vice-president

TEL 514-227-7714 FAX 514-846-1159

WEBSITE pavilioncorp.com

SERVICES Investment policy development, asset

allocation, risk management, manager research, manager monitoring, alternative investing, socially responsible investing and implemented consulting.

DESCRIPTION As a full-service investment

consulting and advisory firm, Pavilion serves a wide range of institutional investors, from endowments and foundations to some of the largest, most sophisticated pension funds and other institutions. We aim to create value for our clients through in-depth research on investment strategies, fulfilled through customized recommendations and service.

PBI Actuarial

Consultants Ltd.

Ste. 1070, One Bentall Centre, 505 Burrard St., Vancouver V7X 1M5

CONTACT Riley St Jacques, market leader,

senior consulting actuary

TEL 604-687-8056 FAX 604-687-8074

WEBSITE pbiactuarial.ca

SERVICES Actuarial services, risk management,

pension consulting, group benefits consulting, investment consulting and pension plan administration from offices in Vancouver, Montréal and Toronto.

DESCRIPTION PBI is a national independent

associate-owned consulting firm. With a focus on risk, we help you define and quantify objectives, then chart the course for sustainable results.We believe in the pooling of risk and are advocates for the protection and expansion of defined benefit plan structures.

Porchlight Financial

Ste. 1920, 1095 West Pender St., Vancouver V6E 2M6

CONTACT Christopher Forman, managing director

TEL 604-687-4587 FAX 604-688-2129

WEBSITE porchlightfinancial.ca

SERVICES CAP consulting (including plan design,

governance and investment monitoring), employee financial guidance.

DESCRIPTION Porchlight Financial is a full-service

CAP consultancy with over 25 years of experience. Our team works with employers on all aspects of their group retirement plans in an effort to achieve higher levels of member engagement and satisfaction, including available one-on-one employee meetings with a CFP® professional.

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CONSULTANTS

Russell Investments

Canada Limited

Ste. 5900, 100 King St. W., Toronto M5X 1E4

CONTACT Tom Lappalainen, director, strategic advice

TEL 416-640-2472 or 866-737-2228 FAX 416-421-1348

WEBSITE russell.com/ca/institutional

SERVICES Consulting and customized outsourcing

solutions that include governance advice, tailored strategic asset/liability analysis, strategic advice informed by practical implementation experience and risk analysis.

DESCRIPTION We are a global financial services

company serving institutional investors, financial advisors and individuals. Russell’s core capabilities encompass capital markets insights, manager research, and portfolio construction and implementation. We provide worldwide institutions with investment advice and have $2.5 trillion in global assets under advisement.

(Russell’s global resources)

The Segal Group

Ste. 802, 45 St. Clair Avenue W., Toronto M4V 1K9

CONTACT Cameron McNeill, FFA, FCIA,

senior vice-president

TEL 416-969-3963 FAX 416-961-2101

WEBSITE segalco.ca

SERVICES Group benefit plans, DB pension

plans, DC pension plans, actuarial services, asset liability modelling, participant communications, investment consulting, manager search, performance measurement, asset allocation.

DESCRIPTION The Segal Group is a leading

employee benefits, compensation, human resources, actuarial and investment consulting firm in Canada, headquartered in New York with nearly 1,000 employees throughout North America. Clients include state and local governments, multi-employer pension and health and welfare plans, corporate and non-profit employers and professional service firms.

Segal Rogerscasey

Canada (Member of

The Segal Group)

Ste. 2020, 65 Queen St. W., Toronto M5H 2M5

CONTACT Ruo Tan, CFA, president

TEL 416-642-7792 FAX 416-304-0570

WEBSITE segalco.ca

SERVICES Investment consulting, manager search,

performance measurement, asset allocation, portfolio modelling, compliance investment, investment product design, investment management, portfolio style analysis, investment manager selection.

DESCRIPTION Segal Rogerscasey Canada, a global

investment solutions firm, provides innovative, client-driven consulting advice and outsourcing solutions. Clients include corporations, non-profit organizations and governments. We work with financial service firms through Rogerscasey, a division of Segal Advisors.

PRL Benefits Limited

Ste. 1500, 155 University Ave., Toronto M5H 3B7

CONTACT Gary Kawaguchi, president

TEL 416-640-4005 FAX 416-363-7351

WEBSITE prlbenefits.com

SERVICES Advisory and brokerage services for

employee group benefits, retirement savings, business succession and insurance planning.

DESCRIPTION PRL Benefits is an independently

owned benefits advisor that partners with employers to maximize the well-being and financial security of employees across Canada. Our experienced professionals are dedicated to delivering value with transparency and excellence through superior consulting, plan performance and negotiating expertise that aligns financial solutions to client interests.

Proteus Performance

Management Inc.

Ste. 303, 250 Ferrand Dr., Toronto M3A 3G3

CONTACT Ryan Kuruliak, vice-president

TEL 416-421-3557 FAX 416-421-1348

WEBSITE proteusperformance.com

SERVICES Pension governance consulting, investment

consulting, investment management search, recordkeeper search, retirement education services.

DESCRIPTION Proteus delivers a comprehensive

process of pension governance and investment consulting. The six critical elements of governance covered are plan design, investment policy, performance measurement, employee communications and cost/benefit analysis. The implementation and ongoing maintenance of the process helps ensure compliance and mitigates the risk of liability. Proteus also provides an extensive list of retirement planning services.

Robertson, Eadie &

Associates Ltd.

Ste. 210, 481 Morden Road, Oakville, ON L6K 3W6

CONTACT John Deinum

TEL 905-338-7002 FAX 905-338-7022

WEBSITE re-a.com

SERVICES Pension consulting, pension actuarial and

pension administration services.

DESCRIPTION Robertson, Eadie & Associates

Ltd. is a firm of actuaries and pension consultants incorporated in 1991. We specialize in providing pension actuarial and administrative services to small to mid-size clients whose primary concern is high-quality, cost-effective advice. Our clients have pension plans ranging in size from under 100 members to several thousand members. We are committed to the long-term viability of the pension arrangements sponsored by our clients.

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The Williamson Group —

A Cowan Company

225 King George Rd., Brantford, ON N3R 7N7

CONTACT Colleen Baker, director, business

development & global benefits

TEL 1-800-265-9973 FAX 519-756-9914

WEBSITE williamsongroup.com

SERVICES Integrated corporate solutions

within group benefits consulting, global benefits consulting, group pension consulting, disability management and individual financial planning.

DESCRIPTION The Williamson Group—A Cowan

Company (TWG) provides integrated solutions for employer sponsored benefits, retirement solutions, disability management and individual financial services. We provide employers with custom solutions that foster healthier and more productive work environments — experience the difference between being listened to and being heard.

TOTAL CLIENTS ~400

TRG Group Benefits &

Pensions, Inc.

Ste. 800, 1177 West Hastings St., Vancouver V6E 2K3

CONTACT Lisa Jandali, chief operating officer

TEL 604-714-4400 FAX 604-714-4401

WEBSITE trggroup.com

SERVICES Employee benefit plans and wellness

consulting, retirement plan consulting, employee communication.

DESCRIPTION TRG is an independent,

advisor-owned firm that has been recognized for our innovation and thought leadership. Based in Vancouver, our team has over 300 years of combined experience in the employee benefits industry, and excels at designing customized employee benefits, wellness, and retirement plans for businesses and not-for-profit organizations.

Westcoast Actuaries Inc.

Ste. 908, 1166 Alberni St., Vancouver V6E 3Z3

CONTACT Stephen Cheng, managing director

TEL 604-730-1898 ext. 128 FAX 604-730-1886

WEBSITE westcoast-actuaries.com

SERVICES Actuarial consulting, valuation and

administration services for employee pension and health and benefits (including post-employment) plans, health and benefits consulting, actuarial evidence and expert reporting.

DESCRIPTION Experts in pension and benefits

programs. We understand our clients’ needs and provide best solutions through innovative design and quality actuarial advice. We deliver exceptional value in consulting and administration services to clients across Canada by exercising prudent and responsible fiscal management and development of leading-edge systems.

TOTAL CLIENTS 1,000 +

Western Compensation &

Benefits Consultants

Ste. 2000, 1188 West Georgia St., Vancouver V6E 4A2

CONTACT Barry D. Cook

TEL 604-683-9155 FAX 604-687-2315

WEBSITE wcbc.ca

SERVICES Compensation, group benefits,

executive remuneration, pension, investment and actuarial consulting.

DESCRIPTION For over 30 years WCBC has helped

Canadian employers pay employees appropriately by providing customized solutions, professional advice and market-based research. Our expertise in the design, evaluation and management of compensation, group benefits and retirement programs results in high-quality, practical solutions tailored to your needs.

Is your company

missing from

this section?

CONTACT

Francesca Gibson [email protected] 416.764.3883

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CONSULTANTS

Marketplace

CONSULTANTS

Marketplace

OUR CLIENT LIST:

YOU.

We take pride in getting to know you and your business. We bring things to your attention and take things off your desk. From the biggest picture to the smallest detail. Because you are our only client.

accompass.com

BENEFITS & HEALTH | INVESTMENT & RETIREMENT | COMPENSATION & INCENTIVES

Risk. Reinsurance. Human Resources.

Health and Benefits

Consulting

At Aon, we deliver strategies and solutions to achieve better results. Our health and benefits professionals work closely with you to understand your organization’s unique challenges, and provide tailored, cost-effective strategies to minimize your risk.

aon.ca

Aon Risk Solutions

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Global

perspective.

Customized

solutions.

MONTREAL | CHICAGO | WINNIPEG | INDIANAPOLIS | TORONTO

www.pavilioncorp.com

Pavilion Advisory Group®_{is a}

boutique investment services firm with global perspective and global reach. Serving institutional and other investors, we provide clients with customized, research-based solutions designed to maximize investment outcomes.

Contact us to learn more.

Pavilion Advisory Group is a registered trademark of Pavilion Financial Corporation, used under licence by Pavilion Advisory Group Ltd. in Canada and Pavilion Advisory Group Inc. in the United States. © 2015 Pavilion Advisory Group Ltd. All rights reserved.

By coming together, Cowan Insurance Group and The Williamson

Group have created even better collective strength, consultative advice,

and multi-line products and services to meet the risk management and

insurance needs of businesses and individuals.

We are paving the way to market leadership with enhanced bench

strength, access to specialized subject matter experts and partnerships

with local, national and international markets—providing even better

advocacy on our clients’ behalf.

Two great companies

join together for one

great purpose—

caring for our clients,

colleagues, and

community.

www.cowangroup.ca/benefits

www.williamsongroup.com

We care about what you care about.

Group Benefits & Retirement | Disability Management | Business Insurance | Personal Insurance | Wealth Management