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Mark Bajus

Director, Group Benefits.

Certified Employee Benefit Specialist (CEBS), Chartered Life Underwriter (CLU), Chartered Financial Planner (CFP).

Mark entered the financial industry in 1986. Initially trained as a product support specialist, Mark advanced rapidly into a brokerage management position, where he won the national award for top brokerage manager in 1989 for a major insurance company. With an interest in the Group benefits side of the financial business Mark formed his own company in 1990. Three years later he would join his brother and father in what would become a family legacy.

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Paul Bajus

Director, Pensions and Corporate Wealth Management.

Chartered Life Underwriter (CLU), Chartered Financial Planner (CFP), Certified Health Insurance Specialist (CHS)
In 1988 after completing the Canadian Securities Course Paul worked as the manager of retirement and investment services of a major Canadian life insurance company. With a focus and a passion for the money side of finance he formed his own company in 1991, two years before the family merger. Paul has been a member of the Executive Investment Club, Executive Life Club, and President’s Council for a major insurance company.

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Greg Parent

Chartered Accountant.

Chartered Accountant (CA), Chartered Financial Planner (CFP), Trust & Estate Practitioner (TEP)

 

Greg obtained his chartered accountant designation in 1985. In addition, Greg has completed the Canadian Institute of Chartered Accountants In-Depth tax course. Prior to joining the Private Wealth & Estate Services group as a Tax & Estate Planning consultant in 2003 he was a Senior Tax Manager with Deloitte in Vancouver, where his practice was primarily in the taxation of private corporations and their shareholders. Greg works with the financial planning group helping to put together tax and estate plans for our business owner clients.

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Jason Bean

Senior Associate, Group Benefits

Associate of the Society of Actuaries (ASA), Group Benefits Associate (GBA)

Jason is a very highly qualified individual and a valuable asset on our team. Jason is an Associate of the Society of Actuaries (ASA) and holds a B. Comm. from the University of Manitoba, with a major in Actuarial Mathematics. With experience as an Actuarial Analyst for a global benefits and pension consulting firm, Jason has a strong technical understanding of pension and group benefit programs. In addition, Jason has experience as a Commercial Real Estate Account Manager for a major bank. Jason’s experience and knowledge enable BFP to maintain the high level of service our clients expect.

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Billy Lehn

Financial Advisor, Individual Insurance & Wealth Benefits
 

Billy joined us in 2017 to help focus on the individual insurance and wealth management side of our business. After completing his economics degree at the University of Victoria, he jumped straight into the financial industry going through training and successfully running his own practice through Freedom 55 Financial for almost 4 years. He has continued to expand his knowledge in the industry by completing his Canadian Securities Course and is now well on his way to completing his Certified Financial Planner designation. With his experience on the personal planning side, Billy will be able to help ensure all of our individual clients are given the time and care they need.

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Rosella Manantan

Senior Administrative Coordinator, Group Benefits.

 

Rosella has been with us since 2006 and she is responsible for all administration and supports the group benefits side of the business. Her background as a Customer Service Manager and her detailed knowledge of group benefit plans, along with her pleasant outgoing personality, make her a great asset when supporting our clients.

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Laurie MacLeod

Administrative Coordinator, Individual & Group Wealth Management.

 

Laurie joined our company in February 2012, and supports the wealth management / financial planning side of the business. She has many years experience working closely with a team of Financial Advisors and knows what is needed to manage the administrative side of our client’s investment portfolios. Her pleasant demeanour and attention to detail makes her perfect for this role.

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