# The Leslie Group

The Leslie Group is an Asset Manager based in Toronto, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Toronto, Canada
- **Region:** North America
- **Address:** Toronto, ON, Canada
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** lesliegroup.com
- **LinkedIn:** https://www.linkedin.com/company/lesliegroup

## Regulatory record

- **Reports private funds:** No

## About

Shawn Leslie launched the firm as a sole proprietorship in 1992, formally incorporating in 1994 as The Leslie Group Limited before adopting the Leslie Consulting Group operating name. The business grew by advising Canadian employers on group benefits, group retirement plans and third-party administration — a bundling strategy that lets clients source plan consulting, compliance and administrative services from a single independent provider rather than an insurance carrier. The firm's practice spans group benefits consulting, group retirement planning, third-party administration and international benefits coordination for employers with cross-border workforces. It maintains offices in Toronto, Calgary, Winnipeg and South Western Ontario, and serves clients across Canada. The website references international affiliates in the United States and Europe to support employers with operations or remote staff in those regions. The executive team, led by Chairman and CEO Shawn Leslie and President Daniel Henry, includes dedicated vice presidents for group benefits (Matthieu Bedard), group retirement (Jay Hopkins), client services (Josie Guarraci) and finance and operations (Chris Goodale). The firm describes itself as one of Canada's largest independent consulting firms, though it does not publish headcount, revenue or assets-under-administration figures. The structural differentiator is its independence from any single insurance carrier or asset manager, paired with an in-house third-party administration capability. Most benefits consultants outsource plan administration to insurers or standalone TPAs; Leslie runs it internally. That architecture lets the firm negotiate coverage terms and investment menus across multiple providers while retaining the administrative margin, a model that suits mid-market and larger employers who want a single accountable vendor for the full benefits stack.

## Sectors

- Insurance
- Wealth Management

## Offices

- Calgary, AB, Canada
- Winnipeg, MB, Canada
- South Western Ontario, Canada

## People

- Shawn Leslie — Chairman and CEO
- Daniel Henry — President
- Chris Goodale — Vice President, Finance and Operations, Compliance Officer
- Matthieu Bedard — Vice President, Group Benefits
- Jay Hopkins — Vice President, Group Retirement
- Josie Guarraci — Vice President, Client Services

## Questions

### Who runs investment decisions at The Leslie Group?

The firm is a benefits consultant, not an asset manager, so it does not make direct investment decisions. Its group retirement practice — led by Vice President Jay Hopkins — advises corporate plan sponsors on investment-menu design and provider selection, but the underlying investment management sits with the fund companies and insurers on the platform.

### Does The Leslie Group participate in fund commitments or only direct client advisory?

Leslie is an advisory and administrative firm. It does not make fund commitments on its own behalf. Its work focuses on helping employers design, administer and optimize group benefits and retirement plans, functioning as an outsourced plan consultant and third-party administrator.

### Which services does The Leslie Group provide beyond benefits consulting?

Beyond traditional benefits consulting, the firm offers third-party administration of group benefits programs and supports employers with international benefits coordination through affiliates in the US and Europe. It also advises on group retirement plans.

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- [Lee Li Holdings](https://altss.com/profile/lee-li-holdings)
- [MDE Investments](https://altss.com/profile/mde-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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