Patrick Burkart, TRG Advisor
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OUR
ADVISORS

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PATRICK BURKART

Principal

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Specializes in : Benefits consulting, drug management, strategic planning, corporate retirement programs, executive compensation and customized benefits programs
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Patrick-Burkhart
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GET TO KNOW PATRICK

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MORE ABOUT PATRICK

In group benefits, everything is interrelated: the investment and the plan, the employer and the employee, the plan and the workforce. Successful, sustainable benefits plans require strong relationships, and Patrick is passionate about building them.

He has combined this forward-thinking philosophy with his analytical approach to help clients cultivate solid, positive relationships since 1992.

Patrick has a Bachelor of Commerce Degree, holds his Certified Employee Benefit Specialist (CEBS) designation and has completed the Canadian Securities Course (CSC).

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He is a member of the Canadian Pension and Benefits Institute (CPBI), the International Society of Certified Employee Benefit Specialists (ISCEBS), and the International Foundation of Employee Benefit Plans (IFEBP). Most recently, he was certified in the Workplace Mental Health Leadership program offered through Queen’s University.

Along with his family of three kids and two dogs, Patrick is passionate about anything and everything sports and fitness related. He coaches hockey and football, and loves to golf, fish, play hockey, and wake board in what little spare time is left over.  Unfortunately, the guitar lessons seem to be forever on hold, but there is always hope.

Message for Patrick


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  • Patrick's
    ADVISOR
    TEAM

  • Larry Antonation

    Expert in: Retirement consulting, strategic planning, communication strategy, plan design, investment review, and governance

    Phone: 604.714.4860
    Email: lantonation@trggroup.com

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PATRICK'S TESTIMONIALS

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  • We were interviewing benefits consultants and had Patrick Burkart slated as the last to present. After spending 1.5 hours together, we were convinced he and TRG would be best suited. We learned more in that hour and a half from Patrick than we had known collectively about benefits prior to our meeting. It was a truly enlightening experience.

    Linda Lucas
    Chief Operating Officer
    Roper Greyell LLP

    Client since September 2015

  • I must say I am impressed with the service we are getting from TRG. The efficiency with which your team handles and resolves issues is a tremendous value added service. On behalf of our in-house team, we appreciate and value your contribution in our broader benefits partnership.

    Barbara Hughes
    Director, HR
    Century Group Lands Corporation

    Client since October 2012

  • Pat Burkart has been our insurance broker for over 16 years. His knowledge of the insurance industry is outstanding and he continually strives to ensure our benefit plans remain competitive while maintaining company costs. The level of service and commitment that Pat and his team at TRG have for their clients is exceptional.

    Leigh Sue
    Manager, Culture & Talent
    Allscripts Canada Corporation

    Client since 1995

  • Pat has taught me everything I know about health and dental plans and helped our company fine tune our benefits plans over the years to give good coverage to our staff and keeping our company’s costs as low as possible.

    Dan Northam
    VP/CCO
    Exchange Corporation Canada Inc.

    Client since 2008

  • His knowledge in benefits plan design and pensions were indispensable as we made extensive plan changes to our benefits and pension programs. I rely on his expertise, and his recommendations.

    Julie Wong
    Former Manager, Human Resources
    Steels

  • We always feel well represented to insurance companies, and have full confidence that TRG is fighting to get us the best pricing available.

    Omar Lalani
    President
    Trillium Care Communities

    Client since 2006

  • It was a truly enlightening experience.

    We were in the process of interviewing benefits consultants and had Patrick Burkart slated as the last to present. After spending 1.5 hours together, we were convinced he and TRG would be best suited to help guide Roper Greyell in this regard. We learned more in that hour and a half from Patrick than we had known collectively about benefits prior to our meeting. It was a truly enlightening experience.

    Linda Lucas
    Chief Operating Officer
    Roper Greyell LLP

    Client since September 2015

  • The efficiency with which your team handles and resolves issues is a tremendous value added service.

    I must say I am impressed with the service we are getting from TRG.  The efficiency with which your team handles and resolves issues is a tremendous value added service.  On behalf of our in-house team, we appreciate and value your contribution in our broader benefits partnership.

    Barbara Hughes
    Director, HR
    Century Group Lands Corporation

    Client since October 2012

  • The level of service and commitment that Pat and his team at TRG have for their clients is exceptional.

    Pat Burkart has been our insurance broker for over 16 years. His knowledge of the insurance industry is outstanding and he continually strives to ensure our benefit plans remain competitive while maintaining company costs. The level of service and commitment that Pat and his team at TRG have for their clients is exceptional. I can go to Pat and his team with any issues and they are dealt with in a timely manner. They are always pro-active with quarterly status and reviews as well as recommending services and features that would benefit our employees and our company. I would highly recommend Pat and his team!

    Leigh Sue
    Manager, Culture & Talent
    Allscripts Canada Corporation

    Client since 1995

  • We talk and meet on an ongoing basis and Pat is pro-active in reviewing our coverage suggesting changes to make it as cost effective as possible.

    I’ve worked with Pat Burkart and his team for over 4 years and our company has received excellent advice and service. Pat has taught me everything I know about health and dental plans and helped our company fine tune our benefits plans over the years to give good coverage to our staff and keeping our company’s costs as low as possible. We talk and meet on an ongoing basis and Pat is pro-active in reviewing our coverage suggesting changes to make it as cost effective as possible.

    Thank you Pat for all your great help and support.

    Dan Northam
    VP/CCO
    Exchange Corporation Canada Inc.

    Client since 2008

  • I rely on his expertise, and his recommendations. What more could I ask for – always there when I need him.

    I have been working with Patrick Burkart and TRG for several years, and Pat has been a tremendous “guide” in the benefits and pension world. His knowledge in benefits plan design and pensions were indispensable as we made extensive plan changes to our benefits and pension programs. I rely on his expertise, and his recommendations. What more could I ask for – always there when I need him.

    Julie Wong
    Former Manager, Human Resources
    Steels

  • I have, and will continue to recommend Mr. Burkart and the TRG team to all of my business associates.

    Trillium Care has had the pleasure of working with Patrick Burkart and his team at TRG for several years.

    After switching our portfolio to Mr. Burkart, we quickly realized that his team provides best in class service, backed up with the highest levels of industry expertise. Working with a provider that specializes in group benefits and pensions has given our company a distinct advantage over our competitors as has allowed us to manage our bottom line and at the same time, keep our employees healthy and happy.

    We always feel well represented to insurance companies, and have full confidence that TRG is fighting to get us the best pricing available.

    I have, and will continue to recommend Mr. Burkart and the TRG team to all of my business associates.

    Omar Lalani
    President
    Trillium Care Communities

    Client since 2006

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PATRICK'S LATEST BLOG POSTS

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The Benefits of an EAP

By Patrick Burkart on March 18, 2016

What’s the Latest Employee Benefits Trend?

By Patrick Burkart on January 25, 2016

Is It Possible to Opt Out of All Group Benefits?

By Patrick Burkart on June 9, 2015

Why Employer Paying for Employee Benefits Makes Sense

By Patrick Burkart on February 16, 2015

The Inherent Liability of Offering a Benefits Plan

By Patrick Burkart on November 25, 2014

Can You Force an Employee to Retire?

By Patrick Burkart on August 19, 2014

Long Term Disability (LTD) Executive Discrimination

By Patrick Burkart on February 24, 2014

Inflationary Trends

By Patrick Burkart on January 28, 2013

True Costs

By Patrick Burkart on October 9, 2012

The Taxability Myth

By Patrick Burkart on June 19, 2012

GET IN TOUCH WITH PATRICK

Learn how Patrick can help with your group benefits.

Phone 604.714.4407, email pburkart@trggroup.com or send a message.

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