Vital Partners Inc. - Calgary

5/5 β˜… based on 8 reviews

About Vital Partners Inc.

For me, a great day is all about collaborating with our clients and helping them to achieve clarity and peace of mind. We work hard to understand the unique objectives of our clients, and then helping them to develop efficient and effective options.  I thrive when I get to simplify the details, stay on top of the most efficient options, and ultimately, make a positive difference in people’s lives.

 

I am a graduate of Mount Allison University and I am a Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Chartered Life Underwriter (CLU), and a Group Benefits Associate (GBA). I am a member of Advocis and The Financial Planners Standards Council, and I have been a contributor to several magazine publications.

 

I have been in the benefits and insurance industry since 1995 and have significant experience in helping clients protect what matters most. I am a long time community volunteer for many events and organizations and I am fortunate to work everyday with our amazing clients and our terrific team at Vital Partners.  

 

Quick Facts:

BA (Hons) (Bachelor of Arts with Honors), Mount Allison University)

Professional Designations:  CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist), GBA (Group Benefits Associate)

Contact Vital Partners Inc.

Address :

138 18 Ave SE #103, Calgary, AB T2G 5P9, Canada

Phone : πŸ“ž +877788
Postal code : 2
Website : http://www.vitalpartnersinc.com/
Categories :
City : G

138 18 Ave SE #103, Calgary, AB T2G 5P9, Canada
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Leann Hackman-Carty on Google

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Your company’s attention to detail is fantastic and your professionalism and customer service is second to none. I greatly appreciate how focused you and your staff are on helping your customers understand the complicated world of health benefits. In the end both the employee and employer benefit. Keep up the great work!
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Lucy Mrakawa on Google

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I would highly recommend Vital Partners for any business! We have been using the services of Vital Partners for many years now. They are the most responsive, supportive and caring group that we have ever worked with! If you need benefits support in your business, Vital Partners are number one!
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Evan Howe on Google

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We have been a client of Vital Partners for 5+ years and have had the pleasure of interacting with them to support our small business in Alberta during a time that had significant pressures on Alberta businesses and individual team member’s. As a small team, it is rare that providers have spent the time to understand the unique blend of services to maximize the experience for our needs. Vital Partners not only researched and packaged what worked best for requirements, but they actively participated in the negotiation and implementation of programs for each of our team members. While a small business, we have had numerous advanced needs that have required extended support. Each and every instance has not only been met with positive reassurance, but even where it was necessary for them to deliver bad news in regard to our requests, they have done so with professionalism and offered further details to explore what alternative avenues may be available for us. My own personal situation required such interaction and not only was it a pleasure to connect with them for resources, I have had the courtesy of their personal follow up to ensure that all was address to my expectations. I would suggest that in your research of available resources that you note who is going to be supportive of your outreach and changing needs. My experience is that only one company has ever delivered on that for us and that is Vital partners.
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Mary-Jo Dionne on Google

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My family has been a client of Vital Partners for more than a decade. We turn to them for advice and guidance often. My peace of mind comes in large part because of the relationship I have with Jennifer and Andrea and their skilled team. I have recommended them to my professional and personal network and will continue to do so.
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Shauna Baty on Google

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After having my business with another benefits company for years , I decided to work with Vital Partners. Their customer service and attention to detail are second to none. My claims are processed quickly and accurately. Less headaches for me to deal with. I highly recommend Jenn and her team.
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Robert Moskovitz on Google

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We have been clients of Andrea Shandro of Vital Partners for the past couple of years, and we have had great service, fantastic experience, and every interaction was of the highest quality. Andrea and her team provide a valuable service in which they help broker supplemental group benefits to small and medium size companies, which would otherwise struggle with finding optimal coverage. These benefits are a supplement to publicly offered health services and are common to most employees who work in this great province. Vital Benefits have always been very efficient, very supportive, and are the consummate service-oriented company, providing their services with the highest degree of ethical and moral compass, with compassion and good spirit. We would certainly recommend Andrea and her Vital Partners team to any company, small or large, and we can guarantee that you will have the benefits of a great service provider and interact with people of the highest professional and personal caliber.
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George Mylonas on Google

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Our company joined Vital Partners last year. Andrea had assisted us in going through the various options we could add into our plan for our employees. The service Andrea and Vital Partners was very professional and had assisted us in making the right choice to better care for our employees. The administration of the plan is also super easy, and Vital Partners is easily available to help if needed. I think any company considering health care benefits should consider the brokers at Vital Partners as they have been nothing less than fantastic ! Thank you Andrea !
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Laureen Regan on Google

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As a small business, we want to provide our valuable employees a benefits package that will demonstrate their value to the organization and support them in their health and wellness goals and needs. Our company has been working with Vital Partners for a number of years to guide us and connect us to the best employee benefit program for our team's needs and our company. We have always found the Vital Partners team to be exceptionally responsive and professional to our inquiries. They patiently worked with us to understand the needs our the company and our employees and to match us to the right plan. I would highly recommend businesses seek the professional advice and guidance provided by the Vital Partners team when seeking an employee benefits program. They are excellent!

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