Account Executive
Patrick graduated from Northern Alberta Institute of Technology (NAIT), in 2019, with a Business Administration & Finance Diploma.
Prior to working in benefits and insurance, Patrick worked as an Electrician for several years. Although Patrick learned a lot working in the field, he soon realized that he wanted to be able to utilize his knowledge and capabilities in a different manner – not just his hands!
Patrick's decision to pursue a career in business, and financial services was not easy, but he has not looked back since! Patrick is Life and Accident & Sickness licenced and is looking forward to attaining his Certified Employee Benefits Specialist (CEBS) designation soon.
What Patrick does for you:
Patrick supports the advisor team and our clients in the implementation, renewal analysis and ongoing monitoring of employee benefits plans including life and health plans, health spending accounts, and group retirement savings plans.