Speaker – Biography: Dave Patriarche

Dave Patriarche founded Mainstay Insurance Brokerage in 1996 as a one person shop specializing in providing employee benefits to small businesses in the Greater Toronto Area. Mainstay has grown substantially and now has clients across the country, including many Canadian subsidiaries of U.S. based organizations.

Dave is a strong believer in continuing education and recognized the need for the group insurance industry to broaden its efforts in this area. In 2003 he started a small networking group, which evolved into regular breakfast meetings across the GTA and then into regular educational seminars. He founded CGIB, the Canadian Group Insurance Brokers, an organization dedicated to supporting networking and continuing education for the group insurance industry. He is an accomplished speaker both with CGIB and at other industry events.  Dave has worked “behind the scenes” to support and act as an expert witness in cases involving employee benefits and is often chosen as the go-to expert for others in the business. CV available here.

Articles

Dave is recognized as a leader in the group benefits industry and is a contributor to various industry publications. He mentors and acts as an informal resource to other benefit brokers, especially those new to the benefits field.  He participates in industry think tank groups and panels such as; the Benefits Advisors’ Drug Plan Outlook, National Pharmaceutical Advisory Boards, and the Canadian Leadership Council on Drug Plan Partnerships.  He is also a member of the Sanofi Canada Healthcare Survey Advisory Board.  You can view some of his recent articles and interviews on the site HERE.

 

I truly appreciate you coming to Windsor and presenting to my brokers at our Partner Forum. The feedback I’m receiving about your presentation is incredible!

Many Advisors don’t often get the opportunity to attend seminars that are held in Toronto as they are just too far away. The fact that you could bring it to them was amazing.

I look forward to supporting you, the CGIB and your seminars on an on-going basis.

Lindsay Gibson Regional Director, SW Ontario, BBD


Employee Benefits Podcasts

Dave joins Howard Kettner, of BenefitsGenius.ca, in a series of Employee Benefits Podcasts geared to brokers that want to specialize and grow their business. We talk on topics such as; choosing, obtaining, protecting and maintaining the best clients, understand the difference between the price and cost of benefits, mentoring, and much, much, more. Listen in and let us know what you think….


Speaking Topics

Dave has a passion for his clients, employee benefits, and the group insurance industry as a whole. He is available to speak on a variety of topics to groups of any size from the boardroom to the ballroom. Target audiences include: insurers, TPA’s, GMGA’s, associations, the pharmaceutical industry, brokers, small and mid-sized business owners, human resource professionals, and any others who might benefit from his message. He has spoken to a variety of audiences at events including: Conference for Advanced Life Underwriting (CALU), Canada Sales Congress (CSC), Group Insurance & Pharmaceutical Committee (GIPC), Arete Group Insurance Advisor Conference (AGIAC), Canadian Group Insurance Brokers (CGIB), the Canadian Pension and Benefits (CPBI) Forum (presentation), BenefitsGenius.ca events, and a variety of insurer, GMGA and TPA broker groups from Vancouver to St. John’s.

Past Presentations include:

  • The top 20 NEW things benefit brokers need to know – 1 to 2 hours
  • Using the plan administration list to sell, close, prospect and retain your clients – 2 hours
  • Selling Value – Group is not just cheap rates – especially if benefits become taxable – 2 hours
  • Amending Contracts, Why Insurers Just Can’t Wait !  – 90 minutes
  • What’s Going on in Small and Mid-Sized Drug Plans  – 1 hour
  • “Back to Basics Benefits” – 1 hour
  • Benefit Plan Renewals: The challenges and choices, A broker perspective – 60-90 minutes
  • Trillium – Past, Present and Future – Why private payer coordination must occur – 1 hour
  • Change Issues – The risks you take switching providers – 2 hours
  • Best Practices in Group Insurance – 60-90 minutes
  • What you miss, may be what gets you! – 2 hours
  • Why Small Employers are NOT implementing changes to their Drug Plans – 1 hour
  • Selling Value, Not JUST Price – Small group is not about rates alone – 2 hours
  • Ontario Trillium Drug Program – The Integration No One Wants to Admit to – 2 hours
  • Building a Plan Administrator Checklist (short version) – 60-90 minutes
  • Employment Offers and Terminations and the Implications of Hiring “Independent Contractors” – half day
  • Building and Using a Plan Administrator Checklist – 3-4 hours
  • Incorporating Technology into your Brokerage – 2 hours
  • Build your Group Benefits Business by Marketing to Small Business – 2 hours
  • Group Insurance Policies and Contracts – half day
  • Forecast or Fortunetelling? Things to think about in benefits for the coming year – 2 hours
  • Effective Communication Skills for Youth – 2 hours – half day
  • Starting your own Business by working at McDonald’s – 2 hours
  • How Giving Back helps to move you forward – 2 hours
  • Changes in Group Travel Coverage – 1 hour
  • Top 10 Group Benefit Communication/Sales Ideas (from Canada Sales Congress) – 18 minutes
  • Don’t see the topic you want? Just ask, we can create one for your audience

If you are interested in having him present at your event, please call for pricing and availability 1-877-624-6789 or dave@mainstayinsurance.ca.

Current Speaking Engagement Bookings

Sept. 21st Vancouver, Sept. 27th Toronto, Oct. 4th Vaughan, Nov. 1st Vaughan, Nov. 13-16 Vancouver & Calgary, Nov. 21st Toronto, Nov. 29th Vaughan, December 5-6 Toronto, Jan. 17-19 Vancouver, January 24-25, Toronto, Feb 5-16 Toronto, March 7th Vaughan, April 2nd Vaughan, May 7-9th Vancouver & Calgary, May 10th Vancouver, May 23rd Toronto, June 6th Vaughan

THANK YOU FOR AGREEING TO GIVE THIS “VALUE” SEMINAR TO OUR DISTRIBUTION PARTNERS. THE CONTENT WAS INFORMATIVE AND EXTREMELY USEFUL FOR BOTH THE NEW GROUP ADVISOR AND THE ADVISOR WHO HAS BEEN SELLING GROUP FOR YEARS.

WE ARE ALL AWARE THAT IN ORDER TO RETAIN CLIENTS, WE SHOULD EXPLAIN/SELL ON VALUE RATHER THAN JUST PRICE. ONCE A CLIENT UNDERSTANDS THIS, WE USUALLY RETAIN THAT CLIENT MUCH LONGER THAN IF THEIR FOCUS IS SOLELY ON PRICE.

THE WAY IN WHICH YOU LAID OUT THIS VALUABLE INFORMATION AND IDEAS ON HOW IT COULD BE PRESENTED TO A CLIENT WAS SIMPLE, CLEAR AND INVALUABLE. WE RECEIVED FANTASTIC FEEDBACK ON THE SUBJECT AND LOOK FORWARD TO WORKING WITH YOU AGAIN.

Liane Dozois, Senior Account Executive, Empire Life


Community Work

Dave has been a proud supporter of the Yonge Street Mission for over 15 years and has introduced many clients and industry members to the Evergreen Dinner Program for street youth. He has also worked with street involved youth in their efforts to find employment and has spoken on a variety of topics including his famous “I am NOT a cop!” session that talks about starting your own business and using existing job opportunities to launch yourself to the next level.

He has been a “hands on” volunteer with Broad Reach Foundation for Youth Leaders, a charity dedicated to providing youth with leadership opportunities through sailing. He also runs “Bleed ‘n Feeds” at a local blood donor clinic encouraging friends, associates, and clients to support a great cause.

Personal

Dave spends his spare time with his wife Joanne and their sons Matthew and Mitchell. He also enjoys taking groups sailing on Lake Ontario, the Caribbean and Mediterranean seas.

Dave’s last BIG adventure sail was a “Heavy Weather” sailing passage direct from Nova Scotia to St. Martin in Fall 2015.  You can see more on that trip here….

http://www.findmespot.com/spotadventures/index.php/view_adventure?tripid=341088

His next BIG adventure is an East to West “Atlantic Crossing” in January 2019 from Cape Verde (off the Africa Coast) to Guadeloupe (in the Caribbean).  A trip of over 4,000 km (2,200 nautical miles).

 

 

Interested in learning more about Dave’s passion for sailing?  Want to come sailing for an afternoon  or a day?

Don’t miss reading “DON’T DELAY, SAIL TODAY”
aka Don’t put off ’til retirement, what you can enjoy today!

Summer Sailing with Mainstay

DJP Sailing Resume

boat info            dpjppp            mpmppp