CANADA LIFE
Contact: Derrick March
Senior Vice-President, Business Development, Workplace Solutions
Address: 330 University Avenue, Toronto, ON, M5G 1R8
PH: 416-552-3300
Email: derrick.march@canadalife.com
Web: canadalife.com
Net premiums (as of Jan. 31, 2024, based on OSFI): Group Pension Premiums & Deposits: $7,393M; Group Pension Assets: $74,184M
Products/Services: RPP/SPP, DPSP, EPSP, RRSP, RESP, PRPP, VRSP, TFSA, NRSP, Investment-only, Group LIF, Group RRIF, Annuities, Deferred Salary Leave Plan, Employee Benefit Plan, Longevity Insurance. Services: CAP Recordkeeping; Customizable Communication Materials; Online Enrolment, Educational and Transactional Website for members, plan sponsors and advisors; Bilingual, Toll-free Client Service Centre; Customizable Education Seminars and Videos; Sponsor Safeguards & Compliance Program; Third-party Financial Planning Website and Seminars; Retirement Income Planning, Member Investment Selection Service; Personalized Member Statement Illustrations. Client Profile (by no. of employees): 1–100, 9,195; 101–500, 1,161; 501–1,000, 166; 1,000+, 152
COMMON WEALTH
Contact: Connor Bays
Director, Sales & Partnerships
Address: 77 King Street West, Suite 2130, PO Box 74, Toronto, ON, M5K 1E7
PH: 855-683-2030
Email: info@commonwealthretirement.com
Web: commonwealthretirement.com
Products/Services: Innovative Products: Common Wealth is Canada’s fastest-growing group retirement provider. Winner of the Pensions & Investments Innovation in Technology Award, the modern platform offers a superior digital experience with fast, easy setup and administration of group plans. Integrated Group RRSP, Group TFSA, DPSP, RRIF, DCPP and highly flexible matching options. High-quality institutional investments from BlackRock® and RBC Global Asset Management and annuity options from Brookfield Annuity with modern recordkeeping technology. Members benefit from low fees for life, built-in personalized retirement planning that projects retirement income including government benefits, automatic investing, and a mobile app to track retirement readiness. Superior Services: Online education, dedicated access to retirement specialists for sponsors and members, customizable enrolment materials, team education. Advisors: Full-service sales and marketing programs, seamless sponsor transfers and guided onboarding. Client Profile: All company sizes.
Co-operators
Contact: Brian Will,
AVP, Group Retirement & Savings Sales
Address: 1900 Albert Street, Regina, SK, S4P 4K8
PH: 1-800-263-9120 ext 615005
Fax: 1-844-808-2909
Email: brian_will@cooperators.ca
Web: cooperators.ca
Net Premiums: Group Pension Premiums & Deposits, $390M; Group Pension Assets, $3,068M
Services: Products include: Group Registered Retirement Savings Plans, Deferred Profit Sharing Plans, Defined Contribution Pension Plans, Simplified Money Purchase Pension Plans, Tax-Free Savings Accounts, Investment-Only Plans, Group Retirement Income Payout Plans, Deferred Salary Leave Plans, Defined Benefit Pension Plans and Group Annuities. Services include: Administration/Record-keeping, Diversified Investment Solutions, Plan Member Education (in-person and online), Virtual Retirement Planning and Investment Advice, and Plan Sponsor Governance Support.
DESJARDINS INSURANCE
Contact: Nadia Darwish
Vice President, Business Development & Client Relationships
Address: 95 St. Clair Ave. West, Toronto, ON, M4V 1N7
PH: 416-926-2700, ext. 5595019
Email: nadia.darwish@dfs.ca
Web: desjardinslifeinsurance.com
Net premiums (as of Dec 31, 2023, based on OSFI): Group Pension Premiums & Deposits, $4,616M; Group Pension Assets, $28,231M
Products/Services: Plan Member Education; Financial Planning; In-Plan Advice & Guidance; Plan Management Services; Transfer-in; Investment Solutions; DC Plans; Group RRSPs; DPSPs; First Home Savings Account (FHSA); Non-Registered Plans; Simplified Pension Plans; Individual Pension Plans; Defined Benefits Plans; Investment-only Plans; Single Premium Annuities; TFSA,VRSP and RIF/LIF/Annuities; Variable Benefits; Supplemental Executive Retirement Plan; Delegated DC; Financial Wellness Centre; Retirement Simulator; Online Investment Advice, Online and Virtual Education Session; Onsite Education; Contribution Limit Monitoring: Online Contribution Rate Management, Customer Service Center, Transactional & Mobile Secured Plan Member Website: Personalized Member Communication; Secured Plan Sponsor Website; Online Sponsor Reports; Personalized Sponsor Dashboards; Electronic Data Exchange; Eligibility Management
FIDELITY CANADA INSTITUTIONAL
Contact: Michael Barnett
Executive Vice-President, Institutional
Address: 483 Bay Street, Suite 300, Toronto, ON, M5G 2N7
PH: 416-217-7773
Email: michael.barnett@fidelity.ca
Web: institutional.fidelity.ca
Products/Services: Fidelity Canada Institutional (FCI) is one of Canada’s largest institutional asset managers, offering plans and a full range of investment products. FCI is a leading provider of Target Date solutions for Group Plans with a range of offerings including Active, Blend and Index Target Date offerings. FCI offers a full suite of options in all asset classes, including Canadian, US, international, emerging markets equity, fixed income, asset allocation, LDI, SMA, and alternatives. As of Dec 31, 2023, FIC had $216.8B assets under management, including $41.75B pension assets from its institutional clients.
iA FINANCIAL GROUP
Contact: Martine Sohier
Senior Vice-President, Sales
Address: 1080, Grande Allée Ouest, C.P. 1907, succursale Terminus, QC, G1K 7M3
PH: 418-684-5000
Email: martine.sohier@ia.ca
Web: ia.ca
Net premiums (as of Dec 31, 2023, based on OSFI): Group Pension Premiums & Deposits: $2,590M; Group Pension Assets: $21,236M
Products/Services: Defined Contribution Plans, Registered Pension Plans, Simplified Pension Plans, Registered Retirement Savings Plan, Deferred Profit Sharing Plans, Tax-free Savings Account, Defined Benefit Plans, Individual Pension Plans, Retirement Compensation Arrangements, Annuity Products, Insured or Guaranteed Annuities, Registered Retirement Income Funds, Life Income Funds, Investment-only Services, Dynamic Asset Management, Pooled Funds and Guaranteed Investments, Life Cycle Portfolios, Customized Life Cycle Portfolios
OPEN ACCESS
Contact: Jason Hubbell
VP, Sales & Distribution
Address: 1 Richmond St., Suite 701, Toronto, ON, M5H 3W4
PH: 416-364-8492
Email: jhubbell@openaccessltd.com
Web: openaccessltd.com
Products/Services: Open Access is a provider of Group Savings plans in Canada. Open Access offers full-service group savings solutions for all-sized clients; whether an organization has two employees or 2,000 employees, Open Access will treat them with white-glove service and our full range of products and services. Open Access offers DC Pension Plans, Group RRSPs, TFSA, NRSPs, CAP Governance, Discretionary Investment Management, Financial Education and Planning with a focus on Financial Literacy. New in 2024, Open Access also offers Debt Management solutions, which are easily incorporated into existing GRS plans that allow employees to prioritize their own goals. We have a full-service sales and marketing model for advisors and offer customized implementations, online enrolment, and asset transfers.
SUN LIFE
Contact: Ted Singeris
Head of Westen Canada, Vice-President Client Relationships and Business Development
Address: 140 4th Ave SW, Calgary, AB, T2P 3N3
PH: 416-587-0878
Email: ted.singeris@sunlife.com
Web: sunlife.com/workplace/en/group-retirement-services
Products/Services: Group DCPP, RRSP, TFSA, DPSP, EPSP, NREG
TELUS Health
Contact: Jean-Francois Potvin
Senior Director, Business Development
Address: Place TELUS Montréal 630 René-Lévesque Blvd W, Montréal, Quebec, H3B 1S6
PH: 416-445-2700
Fax: 416-445-2700
Email: jean-francois.potvin@telushealth.com
Web: telus.com/en/health/employers/consultinglinkname=See_all_consulting_services&linktype=ge-meganav
Net premiums (as of January 31, 2024, based on OSFI): Group Pension Assets, $13,900M
Products/Services: CAP Arrangements: Defined Contribution Pension Plan (DCPP); Group Registered Retirement Savings Plan (RRSP) and Spousal Plans; Deferred Profit Sharing Plan (DPSP); Simplified Pension Plan (SPP); Tax-free Savings Account (TFSA); First Home Savings Account (FHSA); Individual Pension Plan (IPP); Locked-in Retirement Account (LIRA); Registered Retirement Income Fund (RRIF); Non-registered Plan; Stock Plan; Supplemental Executive Retirement Plan (SERP); Retirement Compensation Arrangement (RCA); Employee Profit Sharing Plan (EPSP); Employee Savings Plan (ESP); Group Investment Account (GIA); Registered Education Savings Plan (RESP); Recovery Expense Plans; Notional Plans; Voluntary Retirement Savings Plan (VRSP) (Quebec); Pooled Registered Pension Plan (PRPP; Small Business Solution (RRSP, TFSA); Universal Program for transitioning plan members. Decumulation Plans: Group LIF (Life Income Fund); Group RRIF (Registered Retirement Income Fund); Variable Benefits. Other Retirement and Financial Services: CAP Recordkeeping (full outsourcing, co-sourcing or system only); Multiple Employer and Association Solutions (including digital onboarding and contracting); Pensioner Payroll Services; Online Sponsor Reporting; Comprehensive Responsive Websites for plan members, plan sponsors and advisors; Responsive Enrolment and Financial Planning Support Tools; Fully Transactional Mobile App; Plan Sponsor Portal and Tools; Retirement Projection Tools and Retirement Income Planning Tools; Contribution Limit Monitoring; Online Contribution Remittance Tools; Secure Electronic Data Exchange and APIs; Eligibility Management; Customizable Communication and Design Services; Bilingual, Toll-free Customer Service; Customizable Education Seminars and Videos; Governance and Compliance Reporting and Support for Plan Sponsors; Financial Advice and Guidance; Transition Services. Other Services: Defined Benefit Pension Plans (DBRPP); Actuarial Services; Supplemental Employee Benefits; Employee Benefit Plans (EBP); Employee Assistance Programs (EAP); Disability Management Solutions; Workers’ Compensation and Health and Safety; Case Management Software; Investment Solutions