Overview

We are The Segal Group.

Our clients may have worked with Segal Consulting, Sibson Consulting or Segal Rogerscasey consultants, but we are all part of one team in Canada – The Segal Group – that has been providing benefits, actuarial, human resources and investment consulting for multi-employer trust funds, public sector organizations and private and publicly traded employers since 1975.

As a private employee-owned consulting firm, The Segal Group is a completely independent organization. Our independence allows us to provide totally unbiased consulting services for our clients.

The Segal Group has Canadian offices in Toronto, Edmonton and Montreal as well as offices throughout the United States.

A Tradition of Innovation

Founded in New York City in 1939, early in the development of employee benefit plans in American industry, The Segal Group first conceived, designed and introduced many innovations that are now widely accepted benefit practices. Segal's commitment to creativity continues. One recent example is our consulting related to target benefits plans.

Our Consulting Brands

Over the years, The Segal Group has addressed the needs of plan sponsors through our consulting brands both in Canada and the U.S.

  • Multi-employer and public sector plan sponsors recognize the Segal Consulting name.
  • Private and publicly traded employers are familiar with our Sibson Consulting work.
  • Segal Rogerscasey Canada is well known among plan sponsors as well as financial intermediaries.

These three brands work together under The Segal Group umbrella to provide seamless, accurate and high-quality advice that our clients rely on daily.

Consulting Focused on Your Goals

The Segal Group's consulting philosophy and overall approach is highlighted by our commitment to our clients. We are dedicated to providing clients with creative, timely, responsive and accurate consulting services that will add clear value. We enter each client assignment with no preconceptions regarding what will or will not be implemented. Instead, our goal is to bring to the assignment a multi-disciplinary range of talent in an effort to understand the client's goals, objectives and financial concerns. As a part of this approach:

  • We form partnerships with our clients to determine the scope of our work, and our recommendations are consistent with each client's operation and goals
  • We manage projects effectively and on time
  • We work to understand not only our clients' needs, but also their own capabilities, since many clients have internal expertise and talent that we do not want to duplicate
  • We seek opportunities to make our clients more self-sufficient
  • We maintain an open and constant dialogue with our clients

A Commitment to Quality

At Segal, we maintain our client relationships by providing timely and quality services at the highest level. To ensure that we meet our high standards for quality consulting, we incorporate:

  • A team approach to consulting
  • Thorough peer review
  • Annual client satisfaction surveys conducted by senior managers
  • Professional standards and training for actuarial and consulting staff
  • Investment in company-wide education on quality control

Expertise and Leadership

Our consultants have broad experience and extensive knowledge of the employee benefits field and are frequent speakers at conferences and meetings across the country. Our actuaries are significant contributors to the development of the actuarial profession within the Canadian Institute of Actuaries and the Society of Actuaries. In addition, our consultants have served on numerous committees and task forces to further the interests of our clients and the pension industry.