About Beneficial Insurance Solutions
Beneficial Insurance Solutions is a small, independent insurance brokerage where personal service & long-term relationships are more than just catch phrases.
We like to get to know our clients, have a little fun in our work and do our best every time. We see every new client as someone we still want to be working with years from now – and that is usually what happens.
Our history: In 2003 & 2007, Ron Farrell purchased Bencharski Insurance & Caldwell Insurance, respectively. After several improvements to the businesses he acquired, Ron felt it was time to shape a new identity. We believe that the term “Beneficial” really speaks to what we are here to do – provide appropriate coverage while respecting the value of your dollar. We are here to benefit you.
In addition to our licensed brokers, we have a team of administrative personnel providing integral support for the company, handling many important duties such as answering the phone and greeting clients, data entry, accounting, human resources, and much more. Say hi to them when you stop by too!
Ron Farrell
CAIB, President
Ron has been in the insurance industry since 1997 and has been with Beneficial Insurance since 1999. He bought the brokerage in 2003 and subsequently purchased Caldwell Insurance in 2007, amalgamating them together shortly after that.
His role now is all about making this brokerage the best it can be. With daily activities focused on management, human resources, managing IT, insurance company partnerships and so on, it’s about bringing the best we can as a brokerage to share with our clients.
Now that Ron has over 20 years of experience in business, he is giving back by mentoring and coaching new business owners to help develop good skills and habits in their respective businesses.
Gary Tremblay
Broker Manager and Licensed Insurance Broker
gary@beneficial-insurance.com
Gary has been a licensed insurance agent since 2006 and he specializes in hard-to-place and commercial accounts. He says he particularly loves the challenge of finding just the right insurance product, no matter how complex the circumstances may seem.
Gary has his Level 2 Insurance License and Life License, holds a Bachelor of Business Operations and is a Commissioner of Oaths. Gary is keenly interested in the politics that affect our industry and staying up to date with regulations and standards to have a good understanding of how they affect our clients.
Licensed Insurance Broker
Email: preetpal@beneficial-insurance.com
Preet began his journey in the Insurance industry in 2020 and has his General Level 2 License and Life Insurance License. Specializing in Personal and Commercial Lines, he is dedicated to giving peace of mind to his clients by providing the right coverage at the right price.
Preet is a Commerce Graduate and a Chartered Secretary and has vast experience in the financial sector and has worked with major banks and financial companies as a Fraud Analyst, Credit Analyst, Audit, and Compliance. He is also actively pursuing his Chartered Insurance Professional (CIP) designation from the Insurance Institute of Canada.
Kelsea Hoey
Licensed Insurance Broker
Email: kelsea@beneficial-insurance.com
Kelsea started at Beneficial Insurance in August 2022 on the Administrative team and obtained her first insurance license in January of 2023. Her knowledge and expertise provide clients with the confidence that they are finding their perfect product. She specializes in personal and commercial insurance and is always happy to take on and learn anything new.
Her pursuit of knowledge has pushed her to completing both her level 1 and 2 licenses within a year. She is working towards her life and disability licenses, as well as her CAIB designations.
Jayron Reynoso
Licensed Insurance Broker
Email: jayron@beneficial-insurance.com
Jayron embarked on his insurance journey in February 2023 and obtained his Level 1 General Insurance License. Before diving into the insurance industry, he spent his days working as a Payroll Admin in Manitoba. Jayron specializes in Home, Tenants, Condo, Travel, Commercial, & Auto Insurance. Making a move from MB to AB, he would bring a fresh perspective and dedication to serving clients’ insurance needs.
During his time off he loves to stay active by playing sports such as basketball, volleyball, and badminton. He also loves going hiking and camping to reconnect with nature. He is looking towards pursuing his Level 2 General Insurance License in the future.
Kelly Friesen
Licensed Insurance Broker
Email: kelly@beneficial-insurance.com
Kelly has been in Customer Service for many years and has a strong understanding of the insurance industry. Kelly has her General Level 2 License and prides herself on finding the best product for each client’s individual need. Kelly is always willing to take the time to explain and educate her clients on their products and will offer recommendations to ensure they are protected.
Kelly enjoys spending her free time watching her children play sports and camping with her family. Kelly is also very involved with many animal rescue foundations throughout Alberta.
Brittany Nelligan
Executive Assistant and Licensed Insurance Broker
Email: brittany@beneficial-insurance.com
Brittany has been with Beneficial Insurance since 2021 on the Administrative team. With over a decade of experience in customer service and administrative roles, Brittany works diligently behind the scenes at our brokerage providing exceptional service for billing and other inquiries for clients, as well as providing support to our broker team. With the addition of her Level 1 License, she is able to even further assist our clients that she already works closely with.