Seniority
Vp
Department
General Business & Management
Location
Canada
Industry
Insurance
Company size
53K
Contact information
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d•••••••@linktr.ee
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Background
About Debbie Patton
My career in retirement products spans over 20 years including providing accounting and reporting services, assisting in regular plan audits and administration and service for all group retirement and savings plans. In January 2008, I joined Pal Benefits (rebranded Accompass and now Gallagher). In my current position I provide service to our clients, including assistance with legislative requirements and CAP governance responsibilities, member education and communication and annual plan reviews. I also provide investment information and guidance to Plan Sponsors and Plan Members. I have attained the following designations and certificates: Certified Financial Planner, Retirement Plans Associates (RPA), Financial Management Advisor, Chartered Financial Divorce Specialist and Certificate In Retirement Strategy.
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