Industry Affiliates

Barrington Wealth Partners
Barrington Wealth Partners is a well-established Canadian MGA, and the only national independent producer group in the country. Barrington strives to combine knowledge and buying power so they are positioned to offer the best of class products and services to their growing clientele.

Beard Winter LLP
Beard Winter LLP is a broad-service firm offering clients legal services in insurance litigation, corporate and commercial litigation, construction, corporate, real estate, family, and trusts, wills and estates. Beard Winter LLP has been providing legal services to insurance companies for more than 40 years, and acts for many of the large domestic insurers who operate in the Canadian marketplace. Beard Winter LLP lawyers are recognized in the Canadian directories of Best Lawyers and Lexpert.

Bennett Jones
Bennett Jones is one of Canada's premier business law firms and home to over 380 lawyers and business advisors in nine offices. With exceptional experience in complex cross-border and international transactions, the firm is well equipped to advise foreign businesses and investors with Canadian ventures, and connect Canadian businesses and investors with opportunities around the world.

Blake, Cassels & Graydon LLP
For more than 150 years, Blakes has proudly served many of Canada’s and the world’s leading businesses and organizations. The Firm has built a reputation during that time as both a leader in the business community and in the legal profession – leadership that continues to be recognized to this day.

Read more... For more than 150 years, Blakes has proudly served many of Canada’s and the world’s leading businesses and organizations. The Firm has built a reputation during that time as both a leader in the business community and in the legal profession – leadership that continues to be recognized to this day. We have more than 550 lawyers in offices in Montréal, Ottawa, Toronto, Calgary, Vancouver, New York, Chicago, London, Bahrain and Beijing, and associated offices in Al-Khobar and Shanghai. Serving a diverse national and international client base, our integrated office network provides clients with access to the Firm’s full spectrum of capabilities in virtually every area of business law.

We have more than 550 lawyers in offices in Montréal, Ottawa, Toronto, Calgary, Vancouver, New York, Chicago, London, Beijing and an office in Shanghai through our China Alliance. Serving a diverse national and international client base, our integrated office network provides clients with access to the Firm’s full spectrum of capabilities in virtually every area of business law.

Borden Ladner Gervais LLP
Borden Ladner Gervais LLP offers financial services clients the services of over 60 specialized lawyers working within a fully integrated national network of over 780 professionals. BLG's Investment Management and Financial Services lawyers have an unparalleled reputation in the Canadian financial services industry and provide a full-range of legal services to clients, which include managers, insurance companies and other financial institutions, service providers and distributors, both domestic and foreign.

Cassels Brock & Blackwell LLP
Cassels Brock is a leading provider of legal services to Canadian and international clients. With a complement of more than 200 lawyers, the firm offers a full range of sophisticated business transaction and advisory services. Our firm’s nimble platform allows us to work effectively with organizations of all sizes and types and to handle domestic and international engagements of every nature and complexity.

Read more... Cassels Brock is a leading provider of legal services to Canadian and international clients. With a complement of more than 200 lawyers, the firm offers a full range of sophisticated business transaction and advisory services. Our firm’s nimble platform allows us to work effectively with organizations of all sizes and types and to handle domestic and international engagements of every nature and complexity. Our lawyers make it a point to understand their clients’ business objectives, listen to their needs and stay up-to-date on the issues that affect their industries and markets. Through creative strategies and proactive advice, we help to seize opportunities and overcome challenges.

Chenette, Litigation Boutique Inc.
Litigating is our expertise and we use it throughout Quebec to serve life and health insurers. Our boutique firm champions excellent yet cost-efficient services in all areas of litigation which insurers may face (claims by insured, litigation with advisors, disciplinary matters). Our reputation of integrity and great legal knowledge is invaluable to our clients when presenting before any court or forum.

Davies Howe LLP
Advocacy - the best word to describe our focus. Davies Howe delivers the highest quality of advocacy with the energy and entrepreneurial spirit of a young firm. Our team is composed of thirteen lawyers, each of whom is an experienced advocate with exceptional academic and professional qualifications.

Deloitte.
Deloitte, one of Canada's leading professional services firms, provides audit, tax, consulting, and financial advisory services through more than 7,600 people in 56 offices.

Dentons
Dentons is the world's largest law firm, delivering quality and value to clients around the globe. Dentons is a leader on the Acritas Global Elite Brand Index, a BTI Client Service 30 Award winner and recognized by prominent business and legal publications for its innovations in client service, including founding Nextlaw Labs and the Nextlaw Global Referral Network. Dentons' polycentric approach and world-class talent challenge the status quo to advance client interests in the communities in which we live and work.

Donati Maisonneuve Lawyers
Donati Maisonneuve is a boutique firm specializing in the fields of civil and commercial litigation, more specifically in insurance and liability law, access to information, construction and disciplinary law. Donati Maisonneuve provides its clients with a specialized state-of-the art and efficient personalized service reflecting the personalities of the members of its team.

Read more... Donati Maisonneuve is a boutique firm specializing in the fields of civil and commercial litigation, more specifically in insurance and liability law, access to information, construction and disciplinary law.

Donati Maisonneuve provides its clients with a specialized state-of-the art and efficient personalized service reflecting the personalities of the members of its team. The firm offers a more flexible organizational structure, better adapted to its clients, which are comprised of insurers, brokers, financial institutions, companies of all sizes, and individuals. This structure allows the firm to offer more personalized legal services at more advantageous costs.

EY
EY is a global leader in assurance, tax, transaction and advisory services. Our 167,000 people are united by our shared values, which inspire our people worldwide and guide them to do the right thing, and our commitment to quality, which is embedded in who we are and everything we do.

Fasken Martineau DuMoulin LLP
Fasken Martineau is a leading national business and litigation law firm in Canada. With over 650 lawyers in offices in Vancouver, Calgary, Toronto, Montreal, Quebec City, New York, London and Johannesburg, we provide services to our clients in virtually all areas of the law, on a national and international basis.

FundSERV Inc.
FundSERV Inc. is a leading provider of electronic business services to the Canadian investment fund industry. Established in 1993, Fundserv is a private company that operates on a cost-recovery basis. We lead and facilitate industry committees and working groups that promote automation initiatives and establish the industry’s electronic standards. Our goal is to reduce time, cost, and risk while improving the ease of doing business, so that our members can focus on what matters most to their business.

The Grand Orange Lodge of British America Benefit Fund
The Grand Orange Lodge of British America Benefit Fund is a fraternal benefit society that provides life insurance, accident and sickness insurance, investment products and fraternal benefits for its members and associate benevolent members. The Fund was founded in 1881 and was originally established for the purpose of assisting lodge members, their spouses and independent children in times of need.

HUB Financial Inc.
HUB Financial is the largest Managing General Agency operating in Canada. We provide our independent advisors extensive sales, product, concept and process training and the most efficient process in the industry. Coupled with our proprietary point of sale tools and software, HUB Financial is the MGA of choice for independent advisors and their clients. We also have a Wealth Management Division and a Group Benefits Solution.

International Financial Data Services
IFDS Canada is the leading provider of fund administration and technology services to the world’s largest financial institutions. For over 30 years, tier one investment firms and insurance companies have relied on our proven record-keeping solution, comprehensive back office services, innovative workflow, and insightful reporting tools to support growth, reduce risk, leverage technology, and enhance efficiency.

I.G. Insurance Services Inc.
Investors Group Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of more than 4000 Consultants. Today, Investors Group serves over one million clients through our dedicated Consultant Network and staff team, working out of hundreds of Financial Planning Centres across Canada.

Read more... Investors Group Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of more than 4000 Consultants. Today, Investors Group serves over one million clients through our dedicated Consultant Network and staff team, working out of hundreds of Financial Planning Centres across Canada. Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services. Through I.G.Insurance Services Inc., our consultants offer a full range of Life, living benefit and group insurance from Canada's leading insurance companies. Investors Group Inc. is a member of the IGM Financial Inc. group of companies.

KPMG LLP
Audit, Tax and Advisory professionals dedicated to the Insurance Sector
KPMG LLP is the Canadian member firm of KPMG International providing audit, tax, and advisory services, with focus on industry. With nearly 94,000 people worldwide, member firms provide audit, tax, and advisory services from 717 cities in 148 countries.

Read more... Audit, Tax and Advisory professionals dedicated to the Insurance Sector

KPMG LLP is the Canadian member firm of KPMG International providing audit, tax, and advisory services, with focus on industry. With nearly 94,000 people worldwide, member firms provide audit, tax, and advisory services from 717 cities in 148 countries. Our insurance professionals help clients address issues, including the increasing pressure for regulatory compliance, enhancing the quality of risk and capital management, and improving the efficiency of financial reporting. Our professionals work together to provide clients access to global support, industry insights, and a multidisciplinary range of services. For more information, visit www.kpmg.ca

Lavery
Our team practising in the distribution of financial products and services can advise you on planning and implementing any type of corporate transaction, including mergers, acquisitions, demutualizations, arrangements, funding transactions governed by regulation, etc.

Read more... Our team practising in the distribution of financial products and services can advise you on planning and implementing any type of corporate transaction, including mergers, acquisitions, demutualizations, arrangements, funding transactions governed by regulation, etc. We also advise our clients on entering into relationships with other stakeholders in the financial sector, whether to form a strategic alliance, for the distribution of a product, reinsurance, outsourcing or otherwise. Our areas of specialization are financial regulation and disciplinary law. As such, we represent our clients before the regulatory and reviewing authorities and also regularly plead cases involving such matters before the courts and administrative tribunals. Many of these cases are in response to enforcement measures initiated by the authorities, such as investigations, search and seizures, complaints and the related litigation. Finally, we assist our clients in responding to public consultations on regulatory policies or draft regulations and in planning the requisite follow-up. We can therefore help you in any matter you are faced with to find the solution that best suits your needs and goals.

McCarthy Tétrault LLP
With offices in every major Canadian financial and business centre, McCarthy Tétrault is Canada's premier law firm. Our lawyers are based in Vancouver, Calgary, London, Toronto, Ottawa, Montréal and Québec. We also have an international presence with offices in New York City and London, England. With close to 800 highly skilled lawyers, McCarthy Tétrault has earned its reputation as one of Canada's most prestigious law firms.

McInnes Cooper
McInnes Cooper is one of the 20 largest law firms in Canada, with 200 lawyers, seven offices, industry-leading clients in every sector and experience in all jurisdictions.

Our clients across North America provide consistent, positive feedback on our ability to deliver quality, service, experience and results – with depth and range of legal specialties.

Read more... McInnes Cooper is one of the 20 largest law firms in Canada, with 200 lawyers, seven offices, industry-leading clients in every sector and experience in all jurisdictions.

Our clients across North America provide consistent, positive feedback on our ability to deliver quality, service, experience and results – with depth and range of legal specialties. Our clients appreciate our commitment to providing top-notch legal service in a timely, responsive and cost-efficient manner – fully tailored to their needs and budget. By providing junior and senior-level support, along with an ideal mix of service specialties, our clients receive exactly what they need, exactly when they need it.

We take it a step further by offering several flexible pricing options, including project-based fee caps, flat or fixed fees, blended rates, volume discounts and annual rebates. Our clients have helped us create these alternatives, and our clients truly benefit.

McMillan LLP
McMillan lawyers are recognized as leaders in Canadian and international professional directories including Lexpert, Martindale-Hubbell, Chambers Global Guide to the World's Leading Lawyers, Global Counsel 3000, International Financial Law Review 1000, Euromoney's Guide to the World's Leading Lawyers, Who's Who Legal, Global Competition Review and Lexpert/American Lawyer Media Top 500 Lawyers in Canada.

Read more... McMillan lawyers are recognized as leaders in Canadian and international professional directories including Lexpert, Martindale-Hubbell, Chambers Global Guide to the World's Leading Lawyers, Global Counsel 3000, International Financial Law Review 1000, Euromoney's Guide to the World's Leading Lawyers, Who's Who Legal, Global Competition Review and Lexpert/American Lawyer Media Top 500 Lawyers in Canada. Our industry-focused teams follow industry developments and participate in industry associations and events, enabling us to deliver sound practical legal advice informed by knowledge of our clients and their industries. By way of example, we have teams concentrating on the energy, oil and gas, mining, media and entertainment, automotive, health care and transportation sectors.

Mercer (Canada) Limited
Mercer is a leading global provider of consulting, outsourcing and investment services. Mercer works with clients to solve their most complex benefit and human capital issues, designing and helping manage health, retirement and other benefits. It is a leader in benefit outsourcing. Mercer's investment services include investment consulting and multi-manager investment management. Mercer's 18,000 employees are based in more than 40 countries.

Miller Thomson LLP
Miller Thomson LLP is one of Canada’s largest national law firms, with more than 500 professionals working from Toronto, Vancouver, Whitehorse, Calgary, Edmonton, Kitchener-Waterloo, Guelph, Markham and Montréal. The firm provides a complete range of business law, advocacy and personal legal services to Canadian and international corporations, entrepreneurs, institutions, governments and not-for-profit organizations.

Moody’s Analytics
Moody’s Analytics offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management to the global financial markets. Moody’s Analytics acquired GGY, developer of AXIS, in March, 2016.

Norton Rose Fulbright Canada
Norton Rose Fulbright has served the business needs of clients in Canada - domestic and international, established and emerging - for more than 130 years. Our multi-disciplinary Canadian insurance sector team consists of over 50 lawyers from our Calgary, Montreal, Ottawa, Quebec City and Toronto offices.

Read more... Norton Rose Fulbright has served the business needs of clients in Canada - domestic and international, established and emerging - for more than 130 years. Our multi-disciplinary Canadian insurance sector team consists of over 50 lawyers from our Calgary, Montreal, Ottawa, Quebec City and Toronto offices. With insurance coverage experts and seasoned defence litigators throughout Canada, we advise clients on coverage and claims issues and defend them and their insured in the context of court proceedings. We also cover the full spectrum of transactional, regulatory and advisory mandates including M&A, governance, compliance, distribution, joint ventures, capital raisings, new authorizations, restructuring and insolvency, reinsurance, contractual and agency advice. Our global network enables us to provide integrated insurance sector advice on both domestic and cross-border mandates throughout Europe, the United States, Canada, Latin America, Asia, Australia, Africa, the Middle East and Central Asia.

Oliver Wyman
Oliver Wyman provides customized actuarial services and strategic insight. Our exceptional client retention exemplifies our commitment to building strong client relationships. With over 275 professionals in 18 offices, our consultants provide independent, objective advice, combining a broad range of expertise with deep, specialized knowledge of specific risks.

Osler, Hoskin & Harcourt LLP
Osler is a leading law firm with a singular focus – your business. From Toronto, Montréal, Calgary, Ottawa, Vancouver and New York, we advise our Canadian, U.S. and international clients on an array of domestic and cross-border legal issues. Our collaborative “one firm” approach draws on the expertise of over 400 lawyers to provide responsive, proactive and practical legal solutions driven by your business needs. For over 150 years, we’ve built a reputation for solving problems, removing obstacles, and providing the answers you need, when you need them. It’s law that works.

Parlee McLaws LLP
Founded over a century ago, with offices in Edmonton and Calgary, Parlee McLaws LLP offers comprehensive legal advice and counsel to clients whose interests span a wide range of businesses, industries and jurisdictions. The firm is one of the largest regional law firms in Alberta, with over 100 lawyers who operate as an integrated unit in both major cities in the Province.

PPI
PPI is a leading marketer of insurance solutions. We offer actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Earning our partners’ trust is at the heart of everything we do.

Read more... PPI is a leading marketer of insurance solutions. We offer actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Earning our partners’ trust is at the heart of everything we do.

The distinct marketing channels of PPI:

PPI Advisory is dedicated to the high net-worth market whose complex estate and tax planning needs demand sophisticated life insurance strategies. In-house experts work with insurance advisors, their clients and professional advisors through a consultative and in-depth process.

PPI Solutions is a national resource for insurance advisors who serve the broad Canadian market, offering proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.

PPI is a tireless supporter and advocate for Canada’s insurance advisors.

PricewaterhouseCoopers LLP
PwC's Insurance Industry Services practice is a leading provider of professional services to life and property and casualty insurers, reinsurers, and insurance brokers.

Read more... PwC's Insurance Industry Services practice is a leading provider of professional services to life and property and casualty insurers, reinsurers, and insurance brokers.

We serve as auditors and business advisors to the majority of insurance companies in Canada. We create value for our clients by providing them with actuarial, audit, advisory and tax services, as well as regulatory and risk assessment and IT systems analysis.

Whether you are a life or property and casualty insurer, our professionals can offer you sound business and financial services. We are ready to help you tackle some of the most challenging insurance industry issues.

SAS Institute (Canada) Inc.
SAS is the leader in analytics. Through innovative software and services, SAS empowers and inspires customers around the world to transform data into intelligence. SAS gives you THE POWER TO KNOW®.

Schultz Frost LLP
Schultz Frost LLP is a boutique litigation firm located in Toronto. The firm is comprised of forward thinking litigators who provide clients with innovative solutions to all issues, no matter how simple or complex. Schultz Frost emphasizes the need to provide its clients with the most robust defences available in a wide range of insurance practice areas, while never losing sight of its client centric focus.

Read more... Schultz Frost LLP is a boutique litigation firm located in Toronto. The firm is comprised of forward thinking litigators who provide clients with innovative solutions to all issues, no matter how simple or complex. Schultz Frost emphasizes the need to provide its clients with the most robust defences available in a wide range of insurance practice areas, while never losing sight of its client centric focus. This means being highly strategic, results oriented and cost conscious. In addition to trial and appellate work, Schultz Frost is regularly engaged to provide policy development advice, curriculum design and client training, and auditing for our insurer, self-insured and adjusting company clients.

Stewart McKelvey
Stewart McKelvey proudly celebrates over twenty years of innovative leadership as Atlantic Canada's first and largest regional law firm. With a distinguished heritage reaching back to Canada's confederation, our law firm has established an international reputation for generating results. More than 220 lawyers and 350 staff in our six locations have a single objective: the best results for our clients.

Stikeman Elliott LLP
A national firm of more than 460 lawyers, Stikeman Elliott is recognized for the sophistication of its business law practice. The firm was awarded National Law Firm of the Year (Canada) in 2007 by the International Financial Law Review and in 2006 by Chambers Global.

Read more... A national firm of more than 460 lawyers, Stikeman Elliott is recognized for the sophistication of its business law practice. The firm was awarded National Law Firm of the Year (Canada) in 2007 by the International Financial Law Review and in 2006 by Chambers Global. Stikeman Elliott is recognized as a leader in Canadian capital markets and in domestic and international M&A by industry league tables, and is ranked among Canada’s top three business litigation practices by Canadian publisher, Lexpert. The firm also offers in-depth expertise in many industry sectors, including insurance, energy, mining, technology and outsourcing.

Strategic Insight
Strategic Insight is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry. We focus on competitive intelligence, analysis of key trends and market measurement to identify the most accurate information possible for our clients.

Read more... Strategic Insight is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry. We focus on competitive intelligence, analysis of key trends and market measurement to identify the most accurate information possible for our clients.

Since 1992, Strategic Insight has become a thought leader in financial services by constantly identifying trends and creating benchmarks for the industry to follow. With a staff of over 25 experts dedicated to timely and relevant research, we provide the highest possible value of service and support for our clients every day. Our team constantly challenges the norm and discerns new trends to better define fresh ways of looking at the marketplace. Together, their knowledge, passion and dedication come to life in the data they analyze and interpret.

At Strategic Insight, we provide our clients with a comprehensive assessment of the financial services industry at large. We collect a massive amount of data and translate it into easy-to- understand analysis. The completeness and continuity of our data allows our team to constantly challenge the norm, identify new trends, and introduce new ways of looking at the marketplace.

Toronto Police Widows and Orphans Fund
The Toronto Police Widows and Orphans Fund is a fraternal organization whose mission is First to Respond since 1952. We provide immediate financial support to Police families in their moment of need. The Fund has grown over time to be over 10,000 members.

Torys LLP
Torys LLP is an international business law firm with more than 330 New York and Toronto lawyers. Our strength lies in working with clients on mergers and acquisitions, corporate finance, and major litigation matters. In addition, the firm’s expertise in a wide range of other practice areas enables us to focus on the needs of our business clients.

Read more... Torys LLP is an international business law firm with more than 330 New York and Toronto lawyers. Our strength lies in working with clients on mergers and acquisitions, corporate finance, and major litigation matters. In addition, the firm’s expertise in a wide range of other practice areas enables us to focus on the needs of our business clients. Our New York and Toronto lawyers work together to offer a unique wealth of talent, experience and seamless cross-border service to clients on both sides of the U.S.-Canada border and around the world.

Willis Towers Watson
Willis Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.