retirement consultants

Keyword: retirement consultants

21 results found
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Winnipeg-based Ellement Consulting Group is merging with Vancouver-based George & Bell Consulting Inc. The combined firm, which will operate under the Ellement banner effective Jan. 1, 2025, will consist of 220 employees servicing 250 plan sponsor clients throughout Canada, advising on $3 billion of annual health and welfare payments and premiums and $120 billion of […]

  • By: Staff
  • November 13, 2024 November 11, 2024
  • 15:00

Navacord Corp. is expanding its group benefits business by acquiring British Columbia-based independent benefits brokerage Dehoney Financial Group. Dehoney, which has been in business for 40 years, provides benefits and retirement consulting, administration and life insurance products for executives and employees, working with a mix of public and privately owned Canadian companies. Read: Navacord acquiring Ontario-based […]

  • By: Staff
  • September 9, 2020 November 17, 2020
  • 15:00
Navacord acquiring Ontario-based benefits firms

Navacord Corp. is acquiring Ontario-based firms Selectpath Benefits and Financial Inc. and ProBenefits Consulting Inc., more than doubling its benefits revenue. With a strong presence in Ontario’s southwest, Selectpath specializes in benefits and pension solutions for the hospital and health-care sectors, as well as a wide range of industries including transportation, automotive dealerships, technology and […]

  • By: Staff
  • July 23, 2020 November 12, 2020
  • 15:15

During the coronavirus pandemic, employers and employees have seen major changes to their group retirement plans. For example, many employees who were able to continue working during the pandemic have seen employer contributions reduced or fully suspended. And some employees have seen this in addition to a pay cut or reduced hours. Of course, financial wellness has […]

Morneau Shepell appointing new retirement solutions partner

Morneau Shepell Ltd. is appointing Glen Oikawa as a client relationship partner, retirement solutions partner and Calgary office leader. In the new role, he’ll focus on delivering innovation, thought leadership and dedicated service to several of the organization’s largest plan sponsor clients across Western Canada. With more than 20 years of experience in financial well-being, […]

  • By: Staff
  • June 26, 2020 November 12, 2020
  • 15:00
Half of Canadians confident they can manage investments in retirement: survey

Many Canadians are interested in learning more about how to manage their money as they make the transition to retirement, according to a new survey by Mackenzie Investments. About half (47 per cent) of baby boomers said they want to know more about how to make the transition to retirement. This age group is slightly more […]

  • By: Staff
  • November 14, 2019 November 12, 2020
  • 15:20
Hub acquiring Ontario-based benefits, retirement firm

Hub International Ltd. is acquiring ProCorp Financial Inc., an Ottawa-based boutique benefits and retirement consulting firm. Hugh Doyle, president of ProCorp Financial, will join Hub Ontario and report to Matt Lievers, president of employee benefits and retirement at Hub Ontario. “We are thrilled to welcome Hugh and the ProCorp Financial team to Hub,” said Gregory Belton, executive chairman of Hub Ontario. “ProCorp […]

  • By: Staff
  • October 7, 2019 November 12, 2020
  • 09:00
Hub acquires Ontario benefits consulting firm

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 […]

  • By: Staff
  • September 9, 2019 November 12, 2020
  • 15:05
2019 Consultants Report: What benefits and pension topics are top of mind for consultants?

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 […]

Mercer Canada appoints wealth business leader in Vancouver

Mercer Canada has appointed Bernard Mercier as partner and wealth business leader for its Vancouver division. In the new role, he’ll be responsible for service offerings as well as leading the pension and investment team. With more than 30 years of experience in retirement consulting, business development and leadership, Mercier has expertise directing pension plan […]

  • By: Staff
  • July 31, 2019 November 12, 2020
  • 15:00