Working together is the only way to succeed.
Heritage Benefit Planner's professional and licensed advisers are here to work with you to design a lifestyle plan that will allow you to invest in the future that you want.
Schedule a call to visit with one of our advisers to discuss your investment future.
Head Office
(403) 874-1090
Ted James
250.667.4459
Gerri LeClaire
780.202.0584
Jugit Sumra
778.288.9976
Patrick Frandle, CEO
Patrick is the founder of Heritage Benefit Planners. His rich experience and expert know-how enables him to bring real value to clients through the offer of game-changing and innovative financing alternatives.
With a variety of degrees and licences across the real estate, insurance and brokerage sectors – Patrick brings 20 years of experience to developing growth strategies to financial companies where clients benefit from his management and business consulting background.
Skills and experience:
C.R.E.B. and A.R.E.A. Real estate Licenses and Insurance License
Years of experience in sales and the service of insurance and financial products for the Canadian market, with a core focus on creating client lifestyle plans with suitable products that offer protection and are affordable.