Team

Phil has over 30 years of experience in the Employee Benefit and Specialty Group Creditor sectors of the Insurance industry which includes positions as Senior Account Executive, Group Manager & National Sales Manager. In addition, his background includes 7 years in the Financial Services industry as a Lender and Business Finance Manager. This unique combination of experience and strong problem solving skills, together with his commitment to responsive service, ensures his clients always receive timely and expert Employee Benefit advice.

Jake came to HFIB in 2016 after working with a major Alberta Insurer and as a team lead for an established medical software development company. He’s responsible for strategically growing the business through the application of business intelligence and best practices, Managing QubeFlex with myHSA, and identifying businesses that align with HFIB’s fundamental philosophy of wanting the “best benefit plan for the money”. His support of HFIB’s superior customer service model when managing existing customers is also what helps HFIB stand out from the pack.

Tracy came to HFI Benefits at the beginning of 2018 after finishing her business administration/ accounting diploma in 2009 and working as a payroll and human resources administrator at a major printing & graphics company. Tracy is responsible for ASO (Admin Services Only) report preparation & client delivery, bookkeeping, accounting, and the preparation of financial reports for management groups such as shareholders, creditors, regulatory agencies, and tax authorities as well as general client service & support as required.

Lisa entered the Employee Benefit industry in 1999 and has worked in various Administration & Service positions on both the Insurer and Advisor/ Broker sides of the Industry. Her primary responsibilities include support processes relating to renewal analysis & formatting, plan marketing’s, policy contract amendments, insurer to insurer plan implementation & transition, claims experience reporting and various other general client admin, service & support requirements. Responding to our clients’ needs in a timely & professional manner with a focus on an attention to detail are core elements of Lisa’s skill sets & work ethic.

Pam started with QubeFlex, HFIB’s combined HSA (Health Spending Account) & WSA (Wellness Spending Account) spending account division in 2015. Prior to this she spent 11 years with Alberta Health Services as a Nurse with a specialization in Mental Health.

Pam’s background as a Nurse/Mental Health Therapist includes Adult Community Crisis Services and School Based Child and Adolescent Mental Health. In addition to expertise in mental health, Pam has a keen interest and knowledge in wellness from a holistic platform including nutrition, movement and spirituality. With increasing employer emphasis on the support and treatment of employee’s mental health and wellness as a whole, Pam’s background and expertise in these areas is becoming more relevant and important to HFIB’s clients. Additionally, Pam’s first career was as a Registered Dental Assistant, adding to her portfolio of health and wellness care and serving her well in her ever expanding role with HFIB.

Jacob came to HFI Benefits at the end of January 2023. He is moving into his 4th year at MacEwan University in the Bachelor of Commerce Program, majoring in Management and minoring in Marketing. As a CRM & Marketing Assistant, Jacob is involved with plan marketing illustrations, request to quote preparation, prospect and client list updates, presentations, and various other benefits advisory support functions.