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TOP

CONSULTANTS

directory

TOP

CONSULTANTS

directory

Buck consultants,

a XeroX company 155 Wellington St. W., Toronto M5V 3H1

Contact | Marina Scassa, Director of Marketing Email | marina.scassa@ buckconsultants.com Tel | 416-865-0060 Fax | 416-865-1099 Website | www.buckconsultants.ca

cowan Insurance Group ltd.

BenefIts and retIrement

consultInG dIvIsIon

705 Fountain St. N., P.O. Box 1510, Cambridge, Ont. N1R 5T2

Contact | Teresa Norris-Lue, Vice-president, Benefits Tel | 519-650-6363 Fax | 519-650-6433 Email | teresa.norris-lue @cowangroup.ca Website | www.cowangroup.ca Services | Benefits consulting, DC CAP consulting, health and disability management, group benefits third party administration, international programs Cowan provides these services from 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.

THE CONSULTANT WORLD is constantly changing and evolving to respond to market conditions and client needs. To help plan sponsors navigate the many pension, benefits and communications challenges, we bring you the Benefits Canada directory and marketplace listing of the leading consultants across Canada.

aon consultInG

Ste. 500, 145 Wellington St. W., Toronto M5J 1H8

Contact | Marilynne Madigan, Senior Vice-president

Tel | 416-542-5578 Fax | 416-542-5501

Email | marilynne.madigan@aon.ca Website | www.aon.ca

Services | Actuarial services, benefits consulting, communication consulting, compensation consulting, DB pension consulting, DC /CA P consulting, HR consulting, HR outsourcing,

investment consulting (asset allocation, investment manager selection, investment policy development, performance attribution, performance

measurement, research services, risk analysis), plan administration/ outsourcing.

Description | Aon Consulting is committed to delivering innovative, personalized and value-driven human capital solutions. Fuelled by best practices of 36,000 colleagues in 120 countries, our 700+ Canadian professionals in 12 offices help clients shape their organizations into the workplaces of the future through benefits, talent management and rewards strategies and solutions. Total Canadian Clients | 3,000 Total Employees in Canada | 804

BfInance canada

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

Contact | Jean-François Milette, Managing Director

Tel | 514-393-4899 Fax | 514-813-2096

Email | jfmilette@bfinance.com Website | www.bfinance.com Services | bfinance’s investment consulting practice focuses on search and selection of investment managers.

Description | Founded in 1999, bfinance today has serviced more than 300 individual (excluding repeat business) clients from 20 countries

around the world and has grown to more than 60 employees located in offices in London (headquarters), Paris, Munich, Milan, Montreal and Toronto. bfinance is staffed by practitioners with a wealth of complementary, investment, transaction banking and consult- ancy experience.

Brockhouse cooper

Ste. 4025, 1250 René-Lévesque Blvd. W., Montreal H3B 4W8

Contact | Éric Fontaine, Executive Vice-president

Tel | 514-932-1548 Fax | 514-932-8288

Website | www.brockhousecooper.com Services | Investment consulting including portfolio strategies,

manager monitoring, manager search, asset management and transition management.

Description | Brockhouse Cooper is a global company established in 1968 and headquartered in Montreal. It is a premium boutique firm offering integrated financial solutions to institutional clients, specialized investors and investment managers around the world. Brockhouse Cooper offers a full suite of advisory services to help clients manage their entire investment process. As a complete package, or à la carte, clients can access services such as strategy development, manager research, transition management and manager monitoring.

Total Clients | 50

Total Employees in Canada | 17

Services | Retirement (pension and actuarial), health and welfare consulting, investment consulting, administration, and employee communication services. Description | Buck Consultants provides complete and creative, full-service solutions to organizations facing benefits issuse. Our clients include corporations, not-for-profit and educational institutions, and governments. We have built our reputation on making client service our first priority; our vision is to make our clients "rave" about us.

Total Employees in Canada | 240

dan lawrIe

Insurance Brokers ltd.

105 Main St. E.,

Hamilton L8N 1G6

Contact | Jennifer Osborn Financial Services Manager Tel | 905-525-7259 Fax | 905-521-7989

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TOP

CONSULTANTS

directory

TOP

CONSULTANTS

directory

E

cklEr

l

td

.

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

Contact | Todd McLean, Principal

Tel| 416-696-3059

Fax | 416-696-3950

Email | tmclean@eckler.ca

Website | www.eckler.ca

Services | Pension actuarial, administration, risk management, investment consulting,

communications and change, group benefits, technology.

Description | As the country’s largest, independently owned pension and benefits consulting firm, Eckler is committed to delivering progressive solutions and superior service to Canadian organizations. Each of our practice areas (pension and actuarial, investment consulting, communications and change, group benefits and technology solutions) is a leader in its field and committed to service excellence.

H

Ewitt

Ste. 1600, 225 King St. W., Toronto M5V 3M2

Contact | Marcia McDougall

Tel | 416-227-5713

Fax | 416-227-5744

Email | marcia.mcdougall @hewitt.com

Website | www.hewitt.com/canada

Services | HR and benefits outsourcing, compensation and benefits data, as well as consulting in talent and rewards, healthcare, retirement, actuarial, and

organizational change.

Description | Hewitt Associates provides organizations around the world with expert HR consulting and outsourcing solutions to help them anticipate and solve their most complex benefits, talent and related financial challenges. With a history of exceptional client service since 1940, Hewitt has offices in 33 countries, including Canadian offices in Toronto, Montreal, Vancouver, Calgary and Regina.

k

riEgEr

+ A

ssociAtEs

Ste. 300, 43 Front St. E., Toronto M5E 1B3

Contact | David Krieger, President

Tel | 416-363-1221

Fax | 416-363-0677

Email | dak@kriegerandassociates.com

Website | www.kriegerandassociates.com

Services | Benefits consulting, communications consulting, DB pension plan consulting, DC/CAP consulting, HR technology services.

Description | K+A is a proud Canadian consulting boutique offering expertise and support products in the fields of group benefits, HR communications, retirement and technology.

Total Canadian Clients | 42

Total Employees in Canada | 12

Email | josborn@danlawrie.com

Website | www.danlawrie.com

Services | Employee benefits, pension, investment, succession planning, property casualty and HR consulting.

Description | Dan Lawrie Insurance’s dedicated associates are experts in a full range of financial and related property casualty services. For more than 25 years, our solution—based approach has ensured that every dollar spent on benefits and pension has an ROI for the employer and brings values to employees.

Total Clients | 750

Total Employees | 85

Esi c

AnAdA

5770 Hurontario St., 10th fl., Mississauga, Ont. L5R 3G5

Contact | John Herbert, director, product and clinical services

Tel | 905-712-6318

Fax | 905-712-9986

Email | jherbert@express-scripts.com

Website | www.esi-canada.com

Services | Health and dental claims management, claims adjudication, claims payment and eligibility verification

Description | ESI Canada is the

M

ErcEr

(c

AnAdA

) l

td

.

161 Bay St., P.O. Box 501, Toronto M5J 2S5

Contact | Greg Fayarchuk, Canadian Sales Leader

Tel | 416-868-2000

Fax | 416-868-7671

Email | greg.fayarchuk@mercer.com

Website | www.mercer.ca

Services | Consulting in retirement, health and benefits, compensation, performance management,

outsourcing, investment, investment management, communication, change management, HR operations, and information products.

Description | Mercer is a leading global provider of consulting,

outsourcing and investment services. Mercer works with clients to solve their most complex benefits and human capital issues, designing and helping to manage health, retirement and other benefits. It is a leader in benefits outsourcing. Mercer’s investment services include investment consulting and multi-manager investment management.

Total Canadian Clients | 3,155

Total Employees in Canada | 1,800+

M

icrotrEnds

c

oMputing

s

ErvicEs

Ste. 104, 60 Granton Dr., Richmond Hill, Ont. L4B 1J2

Contact | Tony Gouveia, Director, Sales and Marketing

Tel | 905-882-9844 ext. 110

Fax | 905-882-9845

Email | tonyg@microtrends.net

Website | www.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 a valuable insight to grow a successful business. With FlexTPA, group benefits administrators have full control over the design of flexible benefits cafeteria plans, integration services with carriers/claims payers and a group Web portal for client self-service.

Total Employees in Canada | 5 leading health benefits manager in

Canada. We partner with insurance companies, third-party administrators and the public sector to optimize the value of health benefits for more than seven million Canadians. We ensure that our customers are able to provide high-quality, cost effective healthcare products.

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TOP

CONSULTANTS

directory

TOP

CONSULTANTS

directory

THE SEGAL COMPANY, LTD.

45 St. Clair Ave. W., Toronto M4V 1K9 Chief Client Contact | Pui-Ying Chan, Senior Vice-president

Tel | 416-969-3970 Fax | 416-961-2101

Email | pchan@segalco.com Website | www.segalco.ca Services | Actuarial services,

benefi ts consulting, communications consulting, DB pension plan

consulting, DC/ CA P consulting, HR consulting, investment consulting (asset allocation, employee

communication, investment manager selection, investment policy

development, plan design,

performance attribution, performance measurement, research, risk analysis), computer and management

consulting.

Description | The Segal Company, Ltd. is an employee benefi ts, HR and actuarial consulting fi rm. Our services include actuarial, communication, computer and management consulting, group benefi ts and investment consulting.

Total Employees in Canada | 25

TOWERS WATSON

Ste. 1701, 175 Bloor St. East, Toronto M4W 3T6

Contact | Kevin Aselstine, Managing Consultant Tel | 416-960-2700 Fax | 416-960-2819

Website | www.towerswatson.com Services | Pension consulting (including actuarial and pension administration), health and group benefi ts, insurance, reinsurance and investment consulting, executive compensation, employee rewards, employee surveys and data services, HR function effectiveness and technology.

Description | Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and fi nancial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefi ts, talent management, rewards, and risk and capital management.

MORROW, CROSSDALE &

ASSOCIATES INC.

Ste. 219, 445 Apple Creek Blvd., Markham, Ont. L3R 9X7

Contact | Ted Morrow, Consultant Tel | 905-881-5783

Fax | 905-881-5650

Email | ted.morrow@morcro.ca Website | www.morcro.ca Services | Pension consulting, benefi ts consulting.

Description | Morrow, Crossdale & Associates specializes in plan design, funding levels and underwriting of group life, disability, health and dental programs. The fi rm also provides consultation in the area of pension plans, deferred profi t sharing plans and RRSPs.

Total Clients | 110

Total Employees in Canada | 5 Canadian Branch Offi ce Location | Newmarket

MORNEAU SOBECO INCOME FUND

Ste. 700, One Morneau Sobeco Centre 895 Don Mills Rd.,

Toronto M3C 1W3

Contact | Alex Diemer, Partner, Business Development

Tel | 416-445-2700 Fax | 416-445-7989

Email | adiemer@morneausobeco.com Website | www.morneausobeco.com Services | Pension and benefi ts consulting (DB and DC plans, savings, investments, retirement planning, traditional and fl exible benefi ts plans and communications).

Description | MSIF is the largest Canadian-owned HR consulting and outsourcing fi rm focused on pensions, benefi ts, employee assistance

programs and other workplace health and productivity solutions. We have one of the largest benefi ts consulting practices in the country, and our retirement consulting practice dates back to 1962.

Total Clients | 7,000 Total Employees | 2,400

PBI ACTUARIAL CONSULTANTS LTD.

St. 1070, One Bentall Centre, 505 Burrard St., P.O. Box 42, Vancouver V7X 1M5

Contact | Tony C.L. Williams, President and Consulting Actuary Tel | 604-647-3232 or 1-877-687-8056 Fax | 604-687-8074

Email | tony.williams@pbiactuarial.ca Website | www.pbiactuarial.ca Services | Actuarial services, benefi ts consulting, DB and DC pension plan consulting, investment consulting, plan administration.

Description | PBI Actuarial Consultants Ltd. is an employee-owned fi rm specializing in providing services to plans managed by boards of trustees. PBI’s associates have extensive experience in all aspects of pension and benefi ts plan design, funding and administration, including setting, implementing and monitoring investment policy.

Total Canadian Clients | 25 Total Employees in Canada | 36

THE WILLIAMSON GROUP

225 King George Rd. Brantford, Ont. N3R 7N7 Tel | 1-800-265-9973 or 519-756-9560 Fax | 519-756-9914 Email | info@williamsongroup.com Website | www.williamsongroup.com Services | Employee benefi ts, pension, executive benefi ts, TPA, corporate wellness, disability adjudication, fi nancial planning, medical concierge service.

Description | The Williamson Group is a solutions provider committed to delivering sustainable employee benefi t strategies to Canadian and international employers. TWG is Canada’s global benefi ts alternative to the major consulting houses. TWG has developed a real–time disability adjudication and administration program that

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TOP

CONSULTANTS

marketplace

TOP

CONSULTANTS

marketplace

EXPECT MORE.

At Brockhouse Cooper, we offer

a full suite of advisory services

to help clients manage their

investments. As a package, or à la

carte, clients may access services

such as strategy development,

manager research and monitoring

and transition management.

www.brockhousecooper.com

of the

Science

The Art

www.eckler.ca

Vancouver • Winnipeg • Toronto • Montreal • Quebec City • Halifax Barbados • Jamaica

A M E M B E R O F A B E L I C A G L O B A L

At Eckler Ltd. our exceptional professionals combine technical excellence with aggressive listening and visionary thinking. The result is inspired solutions to our clients’ business challenges.

pension actuarial administration risk management communications and change group benefits technology investment consulting

The greatest scientists are

always artists as well.

Albert Einstein

Just what the

doctor ordered.

Just what the

doctor ordered.

A HEALTH BENEFIT

MANAGER HANDLING:

• PHARMACY

• DENTAL

• VISION

• HOSPITAL

• HEALTHCARE

PRACTITIONERS

Your prescription for increased efficiency is here!

ESI Canada offers a comprehensive and flexible health benefit management solution designed specifically to meet your company’s claim adjudication needs. You not only get a system – you get our commitment to health benefit manage-ment. Use our state-of-the-art claims processing, plus industry-leading healthcare expertise to manage your benefits. Partner with ESI Canada to get just what the doctor ordered. For a healthier and wiser approach to health benefit management, contact us today.

Visit www.esi-canada.com

or contact:

John Herbert

Director of Product & Clinical Services jherbert@express-scripts.com Tel: 1.888.677.0111, ext. 6318

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TOP

CONSULTANTSmarketplace

TOP

CONSULTANTS

marketplace

Watch the video at

palbenefits.com

.

Or search for “Pal Benefits” on youtube.

Why are

98%

*

of Pal’s clients

totally

satisfied

with our

benefits, retirement,

and

compensation

advice

?

See for yourself…because no-one says it as well as our clients.

Proud sole sponsor of the Toronto Board of Trade’s 2010 Compensation Sur vey

*Independent Sur vey, 2009

Pal Benefits Inc. 1052 Yonge Street, 3rd Floor Toronto, ON M4W 2L1 416-969-8588 1-866-969-8588 www.palbenefits.com

EFAP

 • 

Integrated Disability Management

Selection and Succession

 • 

Health Challenge Events

Return-To-Work Psych Assessments/Diagnosis

Online Tools

 • 

Employee Health Surveys

www.humansolutions.ca

1.888.689.8604

Looking for that perfect

top-to-bottom solution?

(6)

TOP

CONSULTANTS

marketplace

TOP

CONSULTANTS

marketplace

Providing Benefits, Actuarial and

Human Resources Consulting Services

Calgary 403.692.2264

Montreal 514.989.3735

Toronto 416.969.3960

And Offices Throughout the U.S.

Retirement

Group Benefit

Communications

Administration and Technology

Investment

www.segalco.ca www.sibson.ca T H E S E G A L C O M P A N Y , L T D .

www.pbiactuarial.ca

Vancouver 604-687-8056 or 1-877-687-8056 Montreal 514-940-2273 ■ Specialists. PBI focuses on serving negotiated

cost and target benefit pension and health & welfare plans.

Innovative. Our expertise in risk management is key to securing fully funded plans for our clients.

Employee owned. No conflict of interest ensures that the best interests of plan beneficiaries remain our primary focus.

Experience. PBI’s actuaries and consultants have been providing consulting services for more than 30 years.

(7)

CONSULTING

TRENDS

column

The entire retirement system isn’t in crisis. A closer look reveals it’s the

third pillar that needs support. Fred Vettese, chief actuary of Morneau

Sobeco, believes there are three possible ways to fix it.

ThERE iS a

general feeling that

we are on the brink of a major

change in our retirement income

system. In a 2010 Morneau

Sobeco 60 Second Survey, 68%

of plan sponsors surveyed felt

that the current system is in crisis.

It has been more than 20 years

since Canadian governments

have given pensions so much

attention. The curious thing is

that this is happening when

poverty levels among Canada’s

seniors are considerably lower

than among the working age

population. From an international

perspective, Canada’s retirement

system ranks a respectable fourth

on a global index, well ahead of

highly developed countries such

as the U.S., Germany and Japan.

(See our January and April Vision

newsletters at

www.morneausobeco.com.)

When we delve a little deeper,

we find that it is the third pillar

of our retirement system that is

in crisis rather than the system as

a whole. That third pillar consists

mainly of RRSPs and registered

pension plans with the main

problem being that not enough

Canadians are covered nor are they

accumulating enough retirement

savings when they are covered.

Three basic ways to fix it are

emerging. One is to

de-empha-size the third pillar and instead

strengthen the second pillar,

which means expanding the

Canada/Quebec Pension Plan. If

this is done, registered pension

plans would almost certainly

have to be reconfigured so as to

accommodate a larger C/QPP.

This would keep the consulting

community busy for an extended

period of time.

Another possibility is to expand

the third pillar by adding a new

vehicle to it – a Canada-wide

voluntary savings plan. Assuming

it goes forward, the big question

is whether this would be a public

sector or a private sector venture.

There are too many different

variations to analyze how this

might unfold.

The most likely fix, though,

will be to leave the three pillar

structure more or less unchanged,

apart from a “tweak” to registered

pension plans to allow a bevy of

new plan designs. The design

that has received the most

attention is target benefit plans

for single-employer situations.

These are plans that look a

lot like defined benefit plans

to the participants but have

more in common with defined

contribution plans when it comes

to employer risk. Target benefit

plans are not perfect but they

may be a good jumping-off point

from which other innovative plan

designs can evolve – designs

which also share the risk between

employers and employees in

new ways.

All this is in addition to IFRS

accounting changes, plan changes

to reflect Ontario pension

legis-lation and the ongoing struggle

to fund deficits in the wake of the

recent financial meltdown. The

next twelve months should be

very interesting.

F

red

V

ettese

is Chief Actuary of

Morneau Sobeco. Fred provides

thought leadership for Morneau

Sobeco and is responsible

for ensuring that professional

standards are maintained on a

national basis. He has over 25

years of experience in providing

pension advice to major

organizations across Canada.

Fred has had many articles

published in Benefits Canada,

Pension and Benefits Monitor,

and other industry journals. He

also sits on Morneau Sobeco’s

Pension Steering Committee and

serves on external committees

including the C.D. Howe Pension

Papers Advisory Group.

References

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