Selected Clients

For over 20 years we have assisted numerous clients in assessing their IM needs, preparing IM strategies, benchmarking their IM practices or programs, and developing, expanding or implementing their IM programs.

Below is a representative list of selected clients grouped by industry sector.

Energy and Utilities

  • Great Lakes Power Transmission
  • Hydro Ottawa
  • Northwest Territories Power Corporation
  • Kinder Morgan
  • Enova Power Corporation/Waterloo North Hydro

Financial Services

  • Coast Capital Savings Federal Credit Union
  • Canadian Investor Protection Fund
  • Colleges of Applied Arts and Technology Pension Plan
  • Inter-American Investment Corporation
  • Ontario Municipal Employees Retirement System (OMERS)

Health Services

  • Centre for Addiction and Mental Health (CAMH)
  • Community Care Access Centre of Waterloo Region
  • London Health Sciences Centre
  • Pfizer Consumer Healthcare

Other Corporate Clients

  • Brookfield Asset Management
  • DeBeers
  • Elementary Teachers' Federation of Ontario
  • ONE Properties Limited Partnership
  • Vale (formerly Inco Ltd.)


  • Association of Municipalities of Ontario
  • Ontario Association of Chiefs of Police
  • Ontario Association of Community Care Access Centres
  • Ontario Hospital Association
  • Ontario Medical Association

Regulatory Bodies

  • Ontario College of Teachers
  • College of Psychologists of Ontario
  • College of Medical Laboratory Technologists of Ontario
  • College of Physicians and Surgeons of Ontario


  • Caledon Community Services
  • Children's Aid Society of Toronto
  • The Nature Conservancy of Canada
  • Peel Living
  • Roman Catholic Diocese of Hamilton

Municipal Government

  • City of Burlington
  • City of Guelph
  • City of Waterloo
  • City of Vancouver
  • Town of Lincoln

Regional & County Government

  • Haldimand County
  • Region of Durham
  • Region of Niagara
  • Region of Peel
  • Region of York

Provincial Government

  • Metrolinx
  • Ministry of the Environment (Ontario)
  • Office of the Integrity Commissioner (Ontario)
  • Ontario Power Authority
  • TVO (TVOntario)

Federal Government

  • Business Development Bank of Canada (BDC)
  • International Development Research Centre
  • Parc Downsview Park Inc.
  • Senate of Canada
  • Supreme Court of Canada

Other Government

  • Grand Challenges Canada
  • Grand River Conservation Agency
  • Peel Regional Police



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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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