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Patrick Bailey BA (Econ.)
President
Patrick has been in the group benefits industry for over 25 years. After several years as a successful benefit consultant, Patrick founded Baicorp Financial in 1989 with a focus on providing value to all current and potential Baicorp clients.
In 1996, Patrick founded BaiTrak Benefit Administrators to provide a central point of contact for the HR Departments of clients who elect to take advantage of a multi-carrier benefit program.
Patrick oversees the day-to-day operations of both companies and frequently meets with clients to ensure that the high standards he has set are being maintained. |
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Pankaj Arora, B. Math
Director of Group Sales & Marketing
Pankaj has a Bachelor of Mathematics and over 18 years experience in the insurance industry. His vast experience includes working as an actuarial consultant, corporate account executive and underwriting consulting in the group benefits industry.
Pankaj is accountable for the development of new client relationships and serves as our primary consultant to our current Baicorp clients. His background lends special emphasis on providing innovative solutions that best suit our client’s needs, designing customized client programs and developing marketing strategies. |
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Chris Fulton
Manager, Group Retirement Services
Chris has been involved in business and personal insurance for over 10 years; first specializing as a consultant, designing Group Life and Health corporate programs and more recently as a specialist in financial planning for business owners and individuals providing financial protection and freedom for themselves and their families.
Chris utilizes an industry leading financial planning software program that has been evolving for over 30 years, known as LEAP (Lifetime Economic Acceleration Process). With this program we have found that most individuals have collected a ‘bunch of financial products’ over the years and have it stored in what we affectionately call the "financial junk drawer". LEAP allows us to organize these financial products and provide structure while maximizing the value of what you already have. With the LEAP program we unlock your financial wealth and decrease your risk and remarkably with no additional out of pocket expenses to you. |
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Peter Fosbery, BA (Econ.), CFP
Corporate Financial Planning
Peter has over 30 years experience in the insurance and financial planning fields.
Peter specializes in providing Estate & Financial Planning services to Senior Executives and high net-worth individuals. He has developed proprietary software to calculate Income and Estate projections for any kind of asset or liability.
Peter also counsels Public and Private Corporations on Executive Pension Plans, SERPs and RCAs. |
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Ron Clarke, CFP, CLU
Manager, Individual Services
Ron is a Certified Financial Planner and Chartered Life Underwriter with 40 years experience in the financial services industry.
Ron assists individuals within our corporate client base with their insurance and financial planning needs together with investment and estate planning needs to ensure they have protected themselves, their family and their future. |
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