Personal Lines Account Executive / Broker
Ashley started her insurance career in 2010 after moving from Austin, Texas to Washington State to be closer to her parents/extended family after graduating from the University of Texas. Hook ‘em Horns! She relocated to Alberta after meeting her husband in Cabo San Lucas on a family vacation in 2012.
Ashley has held her level 1 insurance license since January of 2013 and is currently studying for her level 2 license. Ashley enjoys welcoming new clients into the office and really educating them on our products so that they can make a decision based on her recommendations and their personal needs. With over 7 years of experience Ashley has come across a lot of scenarios and loves constantly learning and problem solving to make enrolling new clients into a new insurance policy a seamless and stress-free process. Ashley wasn’t the best driver in her teens so her insurance rates were a quite high-as she totaled half a dozen cars between 16 -20, her family finds it quite ironic that she is so passionate about insurance.
Ashley’s favorite coffee is an iced white mocha from Starbucks, but doesn’t discriminate and has finally taken to Tim’s.
Her favorite family vacation destination is Puerto Vallarta where she has spent the last 4 Christmas holidays with her American side of her family. When Ashley isn’t at work she can be found looking for mud in her Jeep, riding motorcycles, traveling, cheering on the Seahawks and enjoying her “Canerican” family time.
Ashley’s favorite quote is, “People rarely succeed unless they have fun in what they are doing.”- Dale Carnegie
Commercial Account Executive/Life Advisor
In 2004 Lindsay was released from the Canadian Forces after nearly four years of service and she wasn't sure what she was going to do in the civilian world for a career. By chance she saw an ad for the Cooperators Insurance and sent in her resume. Little did she know that would be the beginning of an insurance career and has brought more challenge and satisfaction then she could have ever imagined. After nearly three years working for the Cooperators she took a brief hiatus from insurance to stay home and raise her little girl. A few years after her daughter was born it was time to go back to work and this is when Lindsay joined Doherty Insurance Ltd. With a strong background in personal lines and life insurance, she was ready to take on the commercial insurance by storm when Bridge Financial Insurance Ltd. had acquired Doherty Insurance Ltd. Lindsay's passion is working with oil & Gas contractors and commercial construction contractors. Her focus is on developing relationships and providing excellent customer service. Lindsay thrives on challenge and is always looking for new ways to better herself both personally and professionally. She currently is a Level 2 General Insurance Agent, a Life Insurance Advisor, and is taking on the next challenge to obtain her Canadian Risk Management Program designation. When Lindsay is not at work, she enjoys playing Lego with her daughter, traveling, spending time with friends, the occasional Netflix marathon, and staying involved in the community of Cold Lake and Bonnyville.
In addition to his daily duties, Doug is currently a Trustee of Bridge Financial Income Fund 1 and a Director of Insuranceopedia Ltd. He is one of the founding partners and formerly the Chief Financial Officer at Magnum Energy Services Group. He was formerly the Chief Financial Officer at Foremost Income Fund in Calgary and the Chief Financial Officer at CMB Insurance Brokers in Edmonton. He has obtained a Bachelor of Commerce from the University of Alberta and is a Chartered Professional Accountant originally having obtain his Chartered Accountant designation in 2007. His spare time is dedicated to golf, curling, running and his loving, supportive family.
VP of Sales and Business Development/Principal
“I discovered a long time ago that if I helped enough people get what they wanted, I would always get what I wanted and I would never have to worry.” – Tony Robbins.
"If people are given enough quality information and options, they will have a greater understanding which will lead them to make great decisions." - Darrel Pendry
This is his personal mandate to build a company that focuses on the end user of our products and services by providing those clients with the best insurance and wealth management advice by the most highly qualified/educated caring staff and to embrace technology and change to constantly improve communication. Darrel has been in the Wealth Management and Insurance Industry for over 10 years and has been a business owner and entrepreneur at heart for 20+ years. Darrel first became interested in stocks and investing in 1992 and has never stopped pursuing knowledge. It really became clear in September 2003, after the early death of his father, that the insurance and wealth industry is where he needs to be. He currently holds licenses in Life, Accident & Sickness, and Level 3 General. His area of expertise is working predominantly with business owners and their families in creating long term, stable wealth and risk management plans, shareholder agreement funding programs, group benefit programs, and group pension programs. When he is not working in the business he spends his time with his family Michelle, Kane, Ryder, and Roxy the dog. Darrel is actively involved in the Alberta Taekwondo Association as Tournament Director, is becoming a certified coach in Alberta and is developing a parent group advisory board. He likes to stay fit by practising martial arts and participating in fitness competitions through the Alberta Body Building Association.
Favorite family vacation: Surfing in Hawaii.
Favorite coffee: Tim's black dark roast - no calories!
VP of Administration and IT
Gerry has over 20 years of experience in business management and the development and deployment of software systems. Prior to Bridge Financial Insurance, he was a founding member of Diamond Municipal Solutions where he led Support Services and, later on, the Development team to help Diamond become a market leader in mid-market municipal accounting solutions. Gerry’s family has been involved in Insurance his whole life so it was an easy transition to go from software to insurance once he had achieved his goals with Diamond. Gerry is able to use his experience and knowledge to deliver leading edge solutions so our brokers can provide the best service possible to our clients. Gerry and his family live in Edmonton where he is active in the sporting community and has a passion for soccer.
VP of Finance
Office Manager Cold Lake and Bonnyville
Pam was born and raised in a small town in Saskatchewan. After graduating from high school, she moved to Regina to attend the University of Regina. After completing one year of pre-journalism at university, and 1 year at SIAST for office education, she decided formal education was no longer where I wanted to focus her time. Pam started her insurance career in 1996 at a brokerage in Regina in a personal lines role and quickly moved into the commercial side of insurance, where she remained as a commercial CSR until 2001. Pam and her husband then moved to Cold Lake in 2001, and where she began her career at Doherty Insurance Ltd as a commercial CSR. Pam has obtained her CAIB designation, Risk Management certificate, attended the Banff School of Management and is currently working on the CPIB Designation. Pam now oversees the Commercial Department for Bridge while managing the Cold Lake and Bonnyville operations. Her husband and 2 children enjoy travelling and the most memorable destination - Nassau, Bahamas. Pam enjoys spending time with her children, going to the beach and bike riding. She does manage to fit in golf once in a while and enjoys gardening. Pam dedicates many hours of her time to JDRF (Juvenile Diabetes Research Foundation), as her daughter was diagnosed with Type 1 diabetes at the age of 5. She attends various events in support of JDRF, and organizes an annual community walk in Cold Lake every November. Pam also is an area captain for the Canadian Diabetes Association in Cold Lake for their annual canvassing drive. Her favorite quote is “Life is so much brighter when we focus on what truly matters”. Everyone has a turning point in their life, Pam’s happened when her daughter was diagnosed with Type 1 Diabetes. Her entire life and her families lives where dramatically affected, and changed overnight. The quote above, is how she lives her life each day.
Customer Service Representative/Broker
Wendy has been in the Insurance Industry for 30 years and still enjoys helping clients with all their insurance needs. She received an Accounting Technician Diploma, with Honors, from Reeves Business College in Lloydminster, Alberta, graduating in 1985. Her first job interview was with Musgrave Agencies Insurance (Meridian Agencies Insurance) and she was immediately hired and stayed with the Agency for 20 years as a Personal Lines Customer Service Representative, Licensed in both Alberta and Saskatchewan, and a Payroll, RRSP and Group Ins. Administrator.
In 2005 Wendy moved to Cold Lake, when her husband was transferred to Imperial Oil, and joined Doherty Insurance Ltd. where she continued to work as a Personal Lines Insurance Broker and in 2011 she moved to the Eagle Insurance Office in Bonnyville where she is currently working. She takes great pride in being able to explain each aspect of insurance to her clients so they are knowledgeable when purchasing insurance.
In her spare time, if not travelling to new destinations with her two sons and their families, Wendy enjoys Curling, Hockey, Camping, Fishing and Babysitting her 4 grandchildren. Wendy and her husband also Volunteered for Hockey Alberta in various roles for many years.
If you are ever in the Bonnyville Area, please stop by for a visit and don’t forget to bring a strong cup of coffee and a donut.
Sue has been in the insurance industry for over 30 years, with most of her time working with the small to mid sized commercial accounts. There is probably nothing she hasn't seen or worked on and is a great resource for Bridge's commercial accounts. She enjoys working with clients and learning as much as she can about their business and operations so that she can serve them with the most practical insurance solution.
Sue was a past director for the Alberta Roller Hockey Association for 6 years & enjoys taking teams down to the U.S.A. for competitions.
Kim has been in the insurance industry for 23 years. Originally from the East Coast of Canada, but in recent years has fallen in love with Alberta and all that it has to offer. She enjoys the insurance profession as much today as the first day on the job. Kim has a strong belief in educating the client about their insurance protection plans.
Kim is a true animal lover, and in her spare time she enjoys spending as much time as possible with mother nature, and shoe shopping!
Senior Insurance Policy Administrator
Terri started her insurance career by accident…. In 1992, during her first year at NAIT studying business administration, she stumbled upon a summer filing job. Through 17 years she worked her way through receptionist, mail room, data entry and processing, underwriting assistant all the way to senior underwriter specializing in Farms. In that time Terri has completed her WETT certification as well as the CIP (Chartered Insurance Professional designation). Terri then went on to become an Integration Analyst assisting agencies in training and becoming a Personal Lines Insurance Specialist. As companies evolve her position was transitioned out and so she decided to take a year off and completed the Culinary Arts program at NAIT, but insurance was always calling. Terri came back to insurance 5 years ago. Obtained her level 2 insurance license and started with a broker in the processing department, helping become more paperless and embrace electronic documents. An opportunity arose to start fresh with a new agency, Bridge Financial Insurance Ltd. Being here the past year and a half, I am enjoying the everyday opportunities to share my experiences and look forward to the future challenges.
Erin Flett has been in the insurance industry for 13 years. She graduated from the Insurance and Risk Management Program at Grant MacEwan College in 2002 and began working for Doherty Insurance Ltd in 2003. Erin received her Canadian Accredited Insurance Broker designation in 2008. She started out as a Customer Service Representative for Automobile and Property Insurance but for the last 4.5 years she has been an in-house personal lines underwriter for Peace Hills. Erin is married and has 5year old twin boys who recently started kindergarten. She plays volleyball over the winter and soft ball in the summer months.
Tannys, a former banker, had decided to switch to insurance after being 12 years as a stay at home Mom . She has been educating clients on their insurance needs for 15+ years and absolutely loves her career and finds her days fulfilled when she helps another family understand their insurance policy and coverage's. She specializes in personal insurance, from quoting & selling to servicing all your home, auto, vacation needs including your travel trailer, boat & emergency medical travel insurance. If you need insurance for something just ask, as we have several specialty markets also. Tannys has been married 31 years to her husband, Craig. They have 3 fantastic children, 2 daughters in law and a future son in law!
She loves black coffee, white wine, pizza, travelling in the mountains and golf !
Favorite Quote - “Doing what you like is Freedom.. Liking what you do is Happiness”
Jennifer has a Level 2 General Insurance License and has been in the insurance industry for 12 years in the Cold Lake branch. 10 years have been in the personal lines department and the last 2 years are within the commercial department. She has competed CAIB 1 and is currently in the process of getting her Life Insurance License. Jennifer is always eager to learn, always happy to help out clients as much as possible, considers herself a TEAM player and believes TEAM work is what makes the work environment a success both for the staff and clients.
Jennifer is the mother of 2 handsome boys, Cael 9 and Jacob 4. When she is not working, her main goal is to spend as much time with her children as possible as they grow up so fast and every second she spends with them makes her day the most enjoyable. Jennifer is actively involved in: volunteer work in the Cold Lake community, the chair of the parent advisory council at the ART Smith Aviation Academy, a director of the Novice Hockey Division with Cold Lake Minor Hockey, and to top it all off she coaches soccer.
Favorite Activity: Camping with her boys
Favorite Coffee: McDonalds coffee
Favorite Saying: One day life will flash before your eyes, so make sure it is worth watching!
Christa first started in the insurance industry in 2002 and worked as a customer service representative for 5 years in the personal lines. She then decided to step away from insurance to start her family. Christa now has returned in 2014 and is happy to be back in this growing industry. Her current roll is in the commercial processing department. Christa is born and raised in Cold Lake and is involved with her children's school boards, the curling board and does a wide variety of volunteer work in the community.
Shantel has been in the insurance industry for over 6 years and has been a great addition to the Bridge Financial Insurance Ltd. TEAM. She enjoys spending time with her son doing things like fishing and playing baseball. She has grown up in Cold Lake, Alberta and prides herself on the knowledge of the area and her connections with her customers.
Favorite drink: Coffee!!! 2 milk and 1 sugar.
Andrea joined the Bridge Financial Insurance TEAM with almost 20 years of retail management experience, of which 7 of those years she owned and operated her own retail store. High customer service standards have always been her mandate and continues to be as a Customer Service Representative/Broker and has enjoyed the switch over to insurance. Her transitioning into this role has been exciting and she looks forward to talking with her clientele.
In her spare time, Andrea like to spend time with family and baking.
Andrea has a weakness for everything candy and chocolate.
Life Motto: "Live in the Now!"
Customer Service Representative/ Broker
Kate is new to the insurance industry. She has lots of experience in customer service from her years of work in educational institutions and non-profit organizations. She received her BA in Psychology from the University of Ottawa in 1987. She spent the last ten years working for Portage College, helping students with their various academic needs. Kate is married and has three children and five step children. She and her husband are often referred to as Ed and Kate Plus 8! Ed and Kate have 4 grandchildren and when they are not babysitting the grand kids they like to escape to warm sunny destinations. Kate enjoys camping, fishing and painting.
Cassandra has just joined the Bridge Financial Team in February of 2017. She has been in the insurance industry since 2012. Cassandra was a personal lines broker in Ontario for 3 years, moved to Cold Lake for a commercial lines broker position and recently transitioned to personal lines with Bridge. She has always enjoyed customer service and enjoys helping clients whenever she can and provide them with the insurance knowledge and advice they deserve.
In her free time: Cassandra enjoys baking, swimming in the summer and play time with "Creasy", her dog.
Favourite Vacation: was in 2017 where she backpacked through Thailand.
Favourite Drink: Coffee w/ 2 cream & 2 Sweetener if you happen to pop in to the Bonnyville location.
Customer Service Representative/ Administrator
Katie joined the Bridge Financial Insurance Team in November of 2016 as Bonnyville's Office Administrator. She received her Level 1 Insurance License in January of 2017. Katie is new to the insurance industry, and is looking forward to continuing to grow her knowledge by getting her Level 2 Insurance License. Previously she worked in the oilfield industry for 3 years right out of high school and decided to try something new. When she is not working, she enjoys: finding muddy back roads in her Jeep, baking, and spending time at the lake with family/friends and her dog Autumn.
Favorite Drink: McDonald's double double
Favorite Quote: "Stay humble, work hard, be kind."
Larry joined the Bridge Financial Team in the summer of 2016. He has come to us with over 7+ years of personal lines customer service experience in Ontario. The insurance path had started in Ontario through his friends and family as they were all involved in the insurance industry. After moving to Alberta he stepped away from the insurance field and joined the oil industry for a short period of time, but eventually came back to insurance with Bridge in 2016 and is very happy with his decision, ad glad to be part of the exciting, ever changing insurance industry - it is never dull. Currently he holds his Level 1 and is studying for Level 2 license and currently is working out of the Cold Lake office. If you don't see Larry around the town, he is probably working at his acreage in Cherry Grove or at the local golf course hitting a few balls.
Favourite Vacation: He said he will never stop the golf game after him hitting a Hole-In-One in Maui, Hawaii while on a family vacation where he won a 24 karat GOLD putter! - Best vacation ever.
Favourite Quote:Just as Zig Ziglar stated "you can get everything out of life you want if you will just help enough other people get what they want."
Favourite Drink: Every flavour of hot chocolate if you are popping by for a visit.
Customer Service Representative/ Administration
We want to provide a warm welcome to Andrea. Andrea is new to the insurance field, and since joining Bridge she has earned her Level 1 license in January of 2017. After 12 years of successfully owning and operating her nail salon, and 6 years home with her youngest, it was time to break into a new career.
She made her way from Calgary to Cold Lake in 2000, when a military family was posted to CFB Cold Lake. They came for a visist and never left! It was in Cold Lake she met her husband, Scott, and they were married in 2006.
Andrea has 3 beautiful kids that all avidly play soccer in the Cold Lake community. It makes sense that she volunteers most of her spare time with Cold Lake Minor Soccer as their Registrar and PR Community Contact.
Andrea looks forward to meeting and helping all new and existing clients with their insurance needs.
Customer Service Representative
Erin has come to Bridge recently with 5 years experience as a insurance agent with a direct insurer and now is excited to learn more to allow customers more options. She is working towards her Level 2 General License and already has received her Life Insurance License.
In her spare time Erin is a budding artist that loves going to paint nite events, laughing at the Comic Strip, and probably is the Pinterest Guru around baking & cooking interests. Spending time with her family is always a priority, along with reading and belongs to a monthly book club. The Spanish language is Erin's next goal for this fall.
Erin's favorite trip was a family vacation to Playa Del Carmen, Mexico. Since Erin will be working out of the Bridge Edmonton office if you stop by to say hello her favorite drink is a Tim Horton's coffee with 1/2 french vanilla.
Maternity Leave Administration/Reception
Melissa started with Doherty Insurance in May 2014 as the receptionist. She provides excellent customer service and is a valued member of our team. Melissa has had extensive customer service experience in various retail positions before joining Doherty insurance. Melissa has recently gotten married and spends most of her time with her hubby and family. Melissa’s hobbies include working out and cooking!
RETIRED - Customer Service Representative/Broker
After 26 years Lee has retired as of 2016 and we wish Lee the best in his retirement!
Lee has been with Doherty Insurance Ltd. since 1989 when he started his insurance career. He has maintained his role as a personal lines CSR for the last 26 years. Lee is a valued and experienced member of our personal lines team and has enjoyed the long term relationships he has built with the clients. Lee and his family have lived in the Cold Lake area since 1989.
Retired- Previous Owner of Doherty Insurance Ltd.