Pbi Actuarial Consultants
PBI Actuarial Consultants is an associate-owned Canadian actuarial and benefits consulting firm providing pension consulting, administration, benefits, investment, and benchmarking services to multi-employer pension plans, public sector plans, and institutional trust funds across Canada.
- Company typePrivate
- Founded2008
- HeadquartersVancouver, Canada
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Pbi Actuarial Consultants does
PBI Actuarial Consultants Ltd. (also operating as PBI Conseillers en actuariat) is an associate-owned, privately held Canadian actuarial and benefits consulting firm headquartered in Vancouver, British Columbia, with regional offices in Montreal, Quebec, and Burlington, Ontario. Founded in 2008 with 28 employees and 34 clients, the firm has grown to a team of over 100 employees serving more than 100 plans and funds. PBI's stated point of differentiation is its exclusive focus on collectively bargained and multi-employer plans, a niche underserved by larger generalist consultancies.
The firm delivers five core services: Pension Consulting, Pension Administration, Benefits Consulting, Investment Consulting, and Benchmarking. It also publishes proprietary research and tools, including the "Apples & Oranges" Benchmarking Study for collectively bargained pension plans, the PBI Canadian Pension Funding Indices, the 2024 Canadian Pensioner Mortality Research Project, the Manager Fee Calculator, and annual Government Benefits Guides for Eastern and Western Canada. The technology footprint is non-platform: PBI does not appear to operate proprietary software, and value delivery rests on credentialed human expertise (FSA, FCIA, FIA, ACIA, CEBS, CFA) rather than software products.
PBI's customer base is exclusively enterprise and institutional, comprising multi-employer pension plans, multi-employer group benefit plans, public sector plans, member-funded pension plans, First Nation trusts, endowment trusts, and other institutional funds — including what the firm describes as "some of Canada's largest multi-employer pension plans." The firm is independently owned by its associates/partners with no parent company, no VC/PE backing, and no public listing. Revenue is generated through professional consulting fees on a per-engagement or retainer basis (pricing not publicly disclosed), sold via a direct, sales-led B2B model across Canada. Go-to-market relies on direct relationship selling supplemented by content marketing (publications, guides, calculators), industry event participation, and earned media presence in Benefits Canada and Benefits and Pensions Monitor.
Pbi Actuarial Consultants firmographics
Firmographics- Name
- Pbi Actuarial Consultants
- Legal name
- PBI Actuarial Consultants Ltd.
- Website
- https://pbiactuarial.ca
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- PBI Actuarial Consultants is an associate-owned Canadian actuarial and benefits consulting firm providing pension consulting, administration, benefits, investment, and benchmarking services to multi-employer pension plans, public sector plans, and institutional trust funds across Canada.
- Ownership category
- akta.pro rank
Pbi Actuarial Consultants industry classification
Industry- Product category
- Actuarial and Benefits Consulting Services
- NAICS
- Portfolio Management and Investment Advice (523940), Pension Funds (525110), Insurance and Employee Benefit Funds (5251), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ), Employee Benefits Brokerage & Consulting (FSAEADAC)
Keywords
Where Pbi Actuarial Consultants is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Pbi Actuarial Consultants business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Actuarial and Consulting Services: PBI Actuarial Consultants provides professional consulting services for pension plans, health and welfare plans, and other trust funds. Revenue is generated through consulting fees for services including pension consulting, pension administration, benefits consulting, investment consulting, and benchmarking services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Pbi Actuarial Consultants product offering
Product offeringCore offering
PBI Actuarial Consultants provides professional actuarial and consulting services for institutional clients in Canada, focused on pension plans, health and welfare benefit plans, and trust funds. Core offerings include Pension Consulting (plan design, funding analysis, valuation), Pension Administration, Benefits Consulting (group benefits plan design and cost management), Investment Consulting (manager evaluation, asset allocation, portfolio analysis), and Benchmarking (comparative studies, including the Apples & Oranges study for collectively bargained plans). The firm also publishes proprietary research such as the PBI Canadian Pension Funding Indices, the Canadian Pensioner Mortality Research Project, and annual Government Benefits Guides for Eastern and Western Canada.
Product overview
PBI Actuarial Consultants is an associate-owned actuarial consulting firm offering a comprehensive suite of pension and benefits consulting services. The core offerings include Pension Consulting, Pension Administration, Benefits Consulting, Investment Consulting, and Benchmarking services. The firm also provides specialized tools such as the Manager Fee Calculator and publishes research guides including Government Benefits Guides for Eastern and Western Canada. The company focuses on multi-employer pension plans, group benefit plans, public sector plans, member-funded pension plans, First Nation trusts, endowment trusts, and other institutional funds.
Differentiator
Problem solved
Functional benefit
Products and services
- Pension Consulting Actuarial consulting services for pension plans, including plan design, funding analysis, valuation, regulatory compliance, and member-funded and public sector plans, delivered to institutional plan sponsors and trustees.
- Pension Administration Ongoing administration services for pension plans, including plan management and member servicing for multi-employer and institutional pension plans.
- Benefits Consulting Consulting services for health and welfare plans, group benefit plans, and multi-employer group benefit plans, including plan design, cost management, and drug and other coverage optimization.
- Investment Consulting Investment consulting services for institutional clients, including investment manager evaluation, portfolio analysis, and asset allocation strategies for pension and trust funds.
- Benchmarking Comparative studies and benchmarking services for pension and benefit plans, including the Apples & Oranges Benchmarking Study focused exclusively on collectively bargained pension plans.
Companies that use Pbi Actuarial Consultants
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles2 records
Pbi Actuarial Consultants technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pbi Actuarial Consultants partnerships and signals
Strategic signalScale indicators4 records
Recent moves7 records
Expansion highlights5 records
Pbi Actuarial Consultants competitors and assessment
Company assessmentBroad incumbents
- Willis Towers Watson (WTW): International actuarial, investment, and benefits consultancy with significant Canadian pension practice. Direct competitor on pension and benefits consulting, differentiated by global benchmarking and integrated technology platforms.
- Mercer: Global actuarial, benefits, and investment consulting arm of Marsh McLennan with deep Canadian operations across pension and multi-employer plan consulting. Overlaps directly with PBI on pension administration and benefits advisory, but competes at much larger scale with bundled investment management.
- HUB International: Canadian insurance brokerage and benefits consulting platform with retirement and group benefits advisory practices. Overlaps with PBI on benefits consulting for institutional clients, though HUB's core is brokerage distribution.
- Morneau Shepell (now TELUS Health): Pre-eminent Canadian benefits, pension, and HR consulting firm acquired by TELUS Health. Directly overlaps with PBI on benefits consulting and pension administration but operates at much larger scale with technology-enabled delivery.
- Buck (acquired by Conduent): North American actuarial, benefits, and retirement consulting firm serving mid-market and large employers, including multi-employer plans. Comparable service mix to PBI with broader technology-enabled administration capabilities.
- Aon: Global professional services firm with a major actuarial and retirement consulting practice in Canada. Competes head-to-head with PBI on multi-employer pension mandates and benefits consulting while offering a far broader risk and brokerage portfolio.
Others
- Koskie Minsky LLP: Canadian law firm with a leading practice in pension, benefits, and multi-employer plan matters. Adjacent rather than directly competitive — frequently a co-advisor with PBI on collectively bargained plan sponsors — making it a useful ecosystem peer.
Emerging players
- LifeWorks (now TELUS Health): Canadian-origin employee benefits and pension administration provider that merged into TELUS Health. Comparable on pension administration services to PBI's smaller administration book, with stronger technology and scale post-merger.
Direct peers
- Eckler Ltd. Canadian actuarial and pension consulting firm headquartered in Toronto with a similar mid-market institutional focus. Closely comparable to PBI on pension and benefits advisory and the most direct Canadian-headquartered peer in the dataset.
- Segal Group: North American consulting firm highly specialized in multi-employer and Taft-Hartley plans — the same collectively bargained segment PBI targets. Comparable business model and client base, making Segal PBI's most relevant cross-border niche peer.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Pbi Actuarial Consultants social profiles
Digital presencePbi Actuarial Consultants financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pbi Actuarial Consultants leadership team
Management profileNumber of profiles
Profiles19 records
Pbi Actuarial Consultants funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pbi Actuarial Consultants M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pbi Actuarial Consultants
What does Pbi Actuarial Consultants do?
PBI Actuarial Consultants provides professional actuarial and consulting services for institutional clients in Canada, focused on pension plans, health and welfare benefit plans, and trust funds. Core offerings include Pension Consulting (plan design, funding analysis, valuation), Pension Administration, Benefits Consulting (group benefits plan design and cost management), Investment Consulting (manager evaluation, asset allocation, portfolio analysis), and Benchmarking (comparative studies, including the Apples & Oranges study for collectively bargained plans). The firm also publishes proprietary research such as the PBI Canadian Pension Funding Indices, the Canadian Pensioner Mortality Research Project, and annual Government Benefits Guides for Eastern and Western Canada.
Is Pbi Actuarial Consultants a public or private company?
Pbi Actuarial Consultants is a private company. It is classified as management employee owned and is currently operating.
When was Pbi Actuarial Consultants founded?
Pbi Actuarial Consultants was founded in 2008. It employs 101 to 250 people.
Where is Pbi Actuarial Consultants based?
Pbi Actuarial Consultants is headquartered in Vancouver, Canada, in the North America region.
How does Pbi Actuarial Consultants make money?
One revenue line is on record: actuarial and Consulting Services.
Who are Pbi Actuarial Consultants's main competitors?
Broad incumbents on record are Willis Towers Watson (WTW), Mercer, HUB International, Morneau Shepell (now TELUS Health), Buck (acquired by Conduent) and Aon. Koskie Minsky LLP is listed as an others. LifeWorks (now TELUS Health) is listed as an emerging player. Direct peers are Eckler Ltd. and Segal Group.
Does Pbi Actuarial Consultants have an API?
No public API is recorded for Pbi Actuarial Consultants.
What industry is Pbi Actuarial Consultants in?
Pbi Actuarial Consultants's product category is Actuarial and Benefits Consulting Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 8742.