Never one to sit still, there is always work to do to improve the industry and I'm hoping to make more positive contributions for many years to come. If you're interested in helping out in any of these, reach out.
Past Projects
| Date | Project Name | Description | Status |
| April 2012 | Trillium Drug Plan Coordination | integrate private plans with provincial plan | Incomplete |
| June 2018 | Group Benefits Scale (GBS) Commission | median rate advisors charge | Complete |
| Oct. 2019 | Maternity Leave Risk Project | protect women returning from mat. leave | Complete |
| July 2020 | LTD NEM Increase Project | protect those declined LTD over the NEM | Complete |
| Jan. 2021 | CGIB Catastrophic Health Insurance Plan (CHIP) | establish a fully pooled | Complete |
| Feb. 2021 | EAP Integration Project | link triggering events to EAP nudges | In progress |
Planned Projects
| Date | Project Name | Description | Status |
| Fall 2023 | The Patrick & Nolan Project | Improving the industry - details to follow | Gavin M - Working on it |
| 2024 | Separate log in credentials on insurer sites | Allow employee and dependents to have separate log-ins to make claims and receive funds (especially important in messy separations | Available for others to run with |
| 2024 | CGIB Traditional Insurance Pooled Plan (TIPP) | Establish a pooled/transparent insured plan for small groups | Researching |
| 2024/5 | Everything you wanted to know about Employee Benefit Plans, but were afraid to ask... | Use collective of advisors to write a definitive employee benefits text book | Acquiring writers |
| 2025 | Build an employee benefits training syllabus | Build a teaching curriculum to follow book above | Pondering |
These projects are initiatives of (or supported by) Dave Patriarche, the founder of CGIB. CGIB is an association dedicated to advisor education and not an advocacy group. The results posted here are for general public reference only and should not be construed as a CGIB initiative, or that it may have been supported by CGIB members in any way. We only share to assist CGIB members.