Our commitment to our clients (aka our Partners):
Andrea is a Co-Founder of Vital Partners and works with our clients to develop and design tailored benefits and insurance solutions. She is dedicated to providing clients with candid, up-front advice, as well as excellent service.
Andrea received her Bachelor of Arts from University of Alberta in 1998 and her MBA from Simon Fraser University in 2007. Since then, Andrea has worked in conjunction with senior industry professionals to develop product knowledge and expertise. She is also a Certified Health Insurance Specialist (CHS).
Andrea is an active member of the community, a spouse, and mother of two boys. A former co-chair of the Canadian Women’s Foundation breakfast committee, Andrea dedicates her volunteer time to community economic development. She is currently a member of the Community Relations Committee at Momentum.
Jennifer is a Co-Founder of Vital Partners and has a passion for making sense of complex insurance products. Through her collaborative approach, she assists clients to achieve clarity and peace of mind. Jennifer works specifically with individuals and entrepreneurial companies, and has a proven track record for helping clients design innovative and cost-effective insurance and employee benefits programs.
Jennifer has been in the insurance industry since 1995. She is a graduate of Mount Allison University and is a Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Chartered Life Underwriter (CLU), and a Group Benefits Associate (GBA).
Jennifer is a member of Advocis and The Financial Planners Standards Council, and has been a contributor to several magazine publications. Jennifer is married with 2 children, and is also a dedicated volunteer in Calgary.
Karen Hancock is the Client Service Manager with Vital Partners. She brings over 17 years of industry experience in benefits and customer service roles and has expertise in the areas of plan review, claims, billing, and eligibility. Karen always puts her clients first and is committed to developing strong, reliable relationships.
Prior to joining Vital Partners, Karen worked for a large, Calgary-based benefits consulting firm where she developed a thorough understanding of how benefits are administered from an insurer’s perspective. It is because of this experience that Karen has the ability to resolve customer issues quickly and efficiently.
Karen is also an active volunteer, lending her time to various charities and organizations.
With 30 years of experience, Brad has built successful private planning firms and held numerous senior executive positions building insurance distribution and estate planning support within national investment and securities firms. His firm, ClearVista Advisory Inc. provides peace of mind and clarity through truly integrated planning to highly successful individuals, families, and business owners. Using a unified process, and in collaboration with a tightly knit strategic network of Tax, Legal, and Accounting professionals.
Brad provides integrated planning expertise, process management and strategy implementation support. Brad’s specific expertise lies in the areas of insurance, tax and estate planning, legacy planning and business succession.