retirement consultants – Benefits Canada.com

Ellement merging with George & Bell Consulting

bwolfe — Wed, 13 Nov 2024 20:00:57 +0000

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 […]

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Navacord accquiring B.C.-based benefits broker

mschmit — Wed, 09 Sep 2020 11:00:16 +0000

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 […]

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Navacord acquiring Ontario-based benefits firms

mschmit — Thu, 23 Jul 2020 11:15:21 +0000

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 […]

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Financial wellness more important than ever during coronavirus

mschmit — Tue, 30 Jun 2020 04:30:36 +0000

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 […]

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Morneau Shepell appointing new retirement solutions partner

mschmit — Fri, 26 Jun 2020 11:00:12 +0000

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, […]

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Half of Canadians confident they can manage investments in retirement: survey

mschmit — Thu, 14 Nov 2019 11:20:59 +0000

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 […]

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Hub acquiring Ontario-based benefits, retirement firm

mschmit — Mon, 07 Oct 2019 05:00:20 +0000

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 […]

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Hub acquires Ontario benefits consulting firm

mschmit — Mon, 09 Sep 2019 11:05:17 +0000

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 […]

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2019 Consultants Report: What benefits and pension topics are top of mind for consultants?

ANNA CAMPION — Fri, 16 Aug 2019 04:57:14 +0000

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 […]

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Mercer Canada appoints wealth business leader in Vancouver

mschmit — Wed, 31 Jul 2019 11:00:00 +0000

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 […]

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