Associates


ASSOCIATES

PATRICK FRANDLE

Associate Advisor

Patrick`s insurance career started in 1991 after being recruited by PennCorp Insurance where he also obtained his Insurance License.  After his success in PennCorp, he was recruited by a franchise owner at Allstate Insurance to help in servicing his current clients with Living Benefits and Life Insurance products. Patrick took this office and placed them overall in the top 3 franchises across Alberta.

Patrick had a car accident in 1997 and this tragic event inflamed his passion for helping others to realize the importance of having the same insurance coverages in place to protect their families, their income and their future wealth as well.

In 2011, Patrick formed his own insurance brokerage company called Heritage Benefit Planners Inc. which gave him the ability to deal with many insurance providers.

Since 2013, Patrick has been a Managing Partner since at Canada Financial. Since then Patrick has obtained an abundance of new knowledge and now experiences new successes with Wealth Building, Corporate Buy Sell Agreements, and Succession Plans, which he believes everyone should have in place to protect themselves and families.

BRENT FELIX

Wealth Building Associate

Brent`s career started working with Provincial and Federal governments as well as private companies to implement ideas into working profitable projects over a couple of decades. After being in key positions, he decided to build his own resource company. Brent`s ambition brought the small sized company to national sized company in less than 5 years. This gave him the idea of carrying his talent to the financial services industry.

Before achieving his partnership at Canada Financial family, Brent worked for La Capitale (PennCorp) and Heritage Benefit Planners providing expertise in personal disability and individual financial planning.

Brent is LLQP multi-provincial certification and specializing in helping Business Owners and Professionals in the areas of Disability Insurance, Life Insurance, Long Term Guaranteed Investments, Partnership and Criss-Cross Agreements with insurance based wealth transfer strategies from corporate to private assets. 

Brent`s positive, hard working philosophy inside and outside the insurance industry always brings a clear focus to the people he represents and has greatly contributed to his knowledge and expertise. He currently is a Managing Partner at Canada Financial, a president on a volunteer board of a Non-Profit Children's Society and Charities helping retired service men and women.