Hub International Ltd. is acquiring RBI Advisory Group, an Okotoks, Alta.-based employee benefits consultancy. RBI has been providing advisory services to employers and associations around group benefits for almost 20 years. Rick Achtymichuk, RBI’s managing partner and owner, will join Hub International Insurance Brokers, a division of Hub International Canada West ULC. Read: Hub acquiring Saskatchewan-based […]
Hub International Ltd. is acquiring Saskatoon-based Regency Advisory Corp., an employee benefits consulting firm. “We continue to build on our efforts to add talented organizations like Regency to boost our employee benefits and pension capabilities in Canada,” said Keith Jordan, president and chief executive officer of Hub International Manitoba Ltd., in a press release. “Regency has been involved in many […]
Hub International Ltd. is acquiring Mississauga, Ont.-based employee benefits consulting firm GMS Insurance Inc. Last year, the global insurance brokerage acquired GMS’s Kitchener, Ont. operations. The company said owning both entities would allow it to enhance its services to southwestern Ontario and greater Toronto area clients. Read: Hub International acquiring assets of Clarity Benefits Group […]
Mercer is appoints Dr. Andrew Halpert as clinical innovation leader for health in the U.S. and Canada. In the role, Halpert will be responsible for leading Mercer’s clinical consulting offerings and health strategy development. With 30 years of experience in the industry, he was previously the senior director for clinical and network solutions at Collective Health and […]
Compared to the preceding years, 2019 appears to be the year of steady when it comes to progress on hot topics that resonated in the industry in 2017 and 2018. While no single topic has disappeared from the slate, neither have any new ones risen to become topics of urgency among consultants. “Last year, we […]
Morneau Shepell Inc. has closed the previously announced acquisition of Mercer’s stand-alone, large market health and defined benefit pension plan administration business in the U.S. “We are pleased to welcome the very talented employees joining us with this acquisition and our new clients that we look forward to supporting and bringing exceptional service to their […]
The Responsible Investment Association is creating a hub for investors looking for advice on responsible investing and related investment options and services. The RI Marketplace, which functions as an online directory of what’s available to Canada’s institutional and retail investors, highlights more than 150 responsible investment vehicles, including mutual funds, exchange-traded funds, pooled products, separately managed […]
Canadian commercial broker Navacord is acquiring Edmonton-based Benefits Consulting Inc. This is the organization’s second benefits and retirement transaction in 2019, following the acquisition of Future Benefits Management Inc. in June. “Navacord’s goal is to build one of the top benefits and retirement businesses in Canada,”said Marshall Sadd, executive vice-chairman at Navacord, in a press release. […]
Hub International Ltd. is acquiring benefits and retirement consulting group BenefitLink Resource Group Edmonton Holdings Inc. The acquisition is part of Hub’s strategy to increase its offering of Canadian employee benefits and pensions services. The terms of the deal weren’t disclosed. “Businesses today need to proactively manage and navigate the ever-changing benefits and retirement landscape, which […]
Hub International Ltd. is acquiring Porchlight Financial. Located in Vancouver, Porchlight Financial has been offering group retirement plan consulting for 25 years. It specializes in plan member advisory services, financial wellness programs, retirement lifestyle and income planning. “With the addition of Porchlight Financial, Hub continues to create a robust Canadian benefits and pension solution for our clients,” said Dave Terry, president and […]