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Employee benefits firms

THE LIST LARGEST EMPLOYEE BENEFITS FIRMS (RANKED BY NUMBER OF LOCAL EMPLOYEES)

Name/Address/ Phone/Fax/Web

1Victor Insurance Managers Inc.

500-1400 Blair, Towers Pl. Ottawa, ON K1J 9B8 613-786-2000 victorinsurance.ca

2Cowan Insurance Group*

700-1420 Blair Towers Pl., Ottawa, ON K1J 9L8 613-741-3313 / 613-842-4206 cowangroup.ca

No. of local employees

Year established in Ottawa Key local executive(s) Services offered

162 1962 David Cook president Group and retiree benefits, professional liability, specialty property and casualty insurance.

113 1927 Marc Benoit vice-president of group benefits Helps employers meet group benefit, health and disability management, pension and retirement requirements by providing consulting and administrative services.

3LifeWorks

301-350 Sparks St., Ottawa, ON K1R 7S8 613-238-4272 / 613-238-3714 lifeworks.com/en

4Coughlin & Associates

466 Tremblay Rd., Ottawa, ON K1G 3R1 613-231-2266 / 613-231-2345 coughlin.ca

5Mercer*

550-55 Metcalfe St., Ottawa, ON K1P 6L5 613-230-9348 / 613-230-9357 mercer.ca

6Palladium Insurance Financial

2712 St. Joseph Blvd., Ottawa, ON K1C 1G5 613-824-0441 palladiuminsurance.ca

7Smith, Petrie, Carr & Scott Insurance Brokers

600-359 Kent St., Ottawa, ON K2P 0R6 613-237-2871 / 613-237-1179 spcs-ins.com

8Aon

600-333 Preston St., Tower 1 Ottawa, ON K1S 5N4 613-728-5000 / 613-728-5534 aon.ca

8Gallagher

410-11 Holland Ave. , Ottawa, ON K1Y 4S1 613-670-8488 ajgcanada.com 92 1979 Rob Rosenfeld vice-president for the National Capital Region

89 1958 Michel Quenneville principal consultant Full-service third party administrator; benefits and pension consulting; benefits and pension administration; claims administration, adjudication and payment services; wellness solutions; disability and leave management; individual financial planning.

56 1945 Sylvain Poirier principal and head of office

54 1965 Sylvie Forget Swim Tim Snelling

38 1969 Marjorie Fincham Employee and family assistance; health and wellness; recognition, pension and benefits administration; retirement consulting; actuarial and investment services.

Retirement, health and benefits, compensation, communications, performance management, wellness, investments, investment management.

Employee group benefits & consulting, life, living benefits and retirement services, special risk travel & expatriate programs. Four locations across the greater Ottawa area: Rockland, Orleans, Kanata & Pembroke.

Group and employee benefits; individual health and dental plans.

30 1985 Jarrett Thompson vice-president, health solutions

30 2013 Daniel Sullivan senior vice-president Consulting and actuarial services in health strategies, benefits administration and outsourcing, retirement strategies, investment management, HR outsourcing strategies, communication, compensation, talent strategies, retirement, financial planning.

Employee benefits consulting, risk management services, retirement services, wellbeing and engagement, compensation consulting, human resources consulting, employee communications, multinational benefits, organizational wellbeing.

10 NFP Canada* 202B-2460 Lancaster Rd. , Ottawa, ON K1B 4S5 613-725-2128 / 613-725-5098 nfp.com 11 Capcorp Financial 1050 Morrison Dr., 3rd floor, Ottawa, ON K2H 8K7 613-226-1964 / 613-226-8402 capcorp.ca 12 Beaudry-Deschatelets Financial Group 500-15 Gamelin St., Gatineau, QC J8Y 6N5 819-771-2196 / 819-771-2197 beaudry-deschatelets.com 13 Meldrum Horne and Associates 301-222 Queen St., Ottawa, ON K1P 5V9 613-233-9105 meldrumhorne.com 20 2003 Marc Lajoie managing director for eastern Ontario Group benefit and retirement consulting, commercial insurance, home and auto, private client solutions.

16 1981 Andrew Noseworthy CEO

15 2000 Francois Beaudry president Employee benefits consulting, group retirement savings plans, pay-as-you-go benefits including health care spending accounts, financial planning for business owners and their businesses, life, disability and critical illness insurance, individual investment management.

Employee benefit consulting, group benefit, group annuity plans, institutional asset management, insurance, investments, financial planning.

11 2013 Michael Horne Jamie Meldrum co-founders Group benefit and pension consulting services, benchmarking, employee wellness programs, HR strategies, U.S. and international benefits, executive compensation.

13 Prime Benefits Group 205-460 West Hunt Club Rd., Ottawa, ON K2E 0B8 613-897-7463 primebenefitsgroup.com 11 2020 Tony Conte Dave Dickinson

15 David Burns & Associates 105 Fourth Ave., Ottawa, ON K1S 2L1 613-563-1281 / 613-563-0443 david-burns.com 10 1977 Jennifer Burns Matt Burns Ian Burns partners Employee benefits, wealth management, pension plans, individual insurance, U.S. and international benefits, retirement planning.

16 Bennett Insurance Agency* 34 Summitview Dr., Kanata, ON K2M 2V9 613-727-0424 bennettinsurance.ca 8 1974 Thom Bennett president Shane Bennett vice-president Employee group insurance and group retirement plan strategies and solutions, individual life insurance, critical illness and disability insurance

16 Oegema Nicholson Financial 1453 Woodroffe Ave., Ottawa, ON K2G 1W1 613-686-6338 onfin.ca 18 Crain & Schooley Financial, a division of Johnson Insurance* 7-471 Hazeldean Rd., Ottawa, ON K2L 4B8 613-722-3444 / 613-722-3800 crainschooley.on.ca 19 Desjardins Financial Security Investments* G-1679 Carling Ave., Ottawa, ON K2A 1C4 613-729-1455 / 613-722-8992 investdfsi.ca 8 2014 Jeff Richer president

7 1953 John M. McCavour senior vice-president Shawn McCord senior manager of Ottawa and national groups Employee benefits and pensions, retirement strategies, RRSP, special risk insurance, risk management consulting, group home and auto insurance

6 2000 Stephen Boyce vice-president of Ottawa branch RRSPs, RRIFs, TFSAs, GICs, group benefits, financial planning, retirement planning, estate planning, education planning, life insurance.

20 Lee-Power & Associates 616 Cooper St., Ottawa, ON K1R 5J2 613-236-9007 / 613-236-0329 lee-power.ca 21 360° Health Benefits Inc. 304-555 Legget Dr., Ottawa, ON K2K 2X3 613-780-1574 ian@360hb.ca 4 1970 Matt Power vice-president of benefits consulting Trusteed welfare and pension plans, employee benefits plan consulting, defined contribution pension plans, group RRSPs, individual retirement plans, third-party administrative services.

3 2018 Ian Keith president Employee benefits and group retirement solutions, international travel and expatriate insurance.

Employee benefits, life insurance, financial services, group RRSP, travel insurance.

Expert consulting on a wide range of different types of benefit plans, pension plans, and executive compensation strategies

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