We’re passionate about helping our clients manage their benefits journey and improve their bottom line.
Meet Carly
As a business owner since 2020, Carly’s entrepreneurial mindset has helped her cut through the noise for every client she serves. This focus and knowledge give her clients the confidence that her partnership will guide them to achieving their company’s benefit goals.
Prior to joining the Insurance Industry in 2017, Carly spent several years working in the finance and accounting industry. She has her LLQP, Mutual Funds License, and is currently working towards a GBA designation through Dalhousie. Carly is a dedicated professional with a strong work ethic and is excited to build lasting relationships with clients by providing exceptional service, advice and guidance.
Meet Brooklynn
Bringing new focus to the benefits area, Brooklynn’s prior experience working with a major insurance carrier, gives her the advantage of knowing how to get the very best for clients. Licensed through the FSRA as an agent, and working as a consultant, she has the skill and drive to go the extra mile while achieving the results her clients need. Her competitive nature was cultivated in sports and develped her sharp mind, and an easy-going manner. Brooklynn makes clients feel they are in the hands of a skilled professional. We are thrilled to have Brooklynn working with the BIS team.
Meet Rosemary
With more than 30 years’ experience, Rosemary has honed her skills by gaining business experience working for leading insurance companies. Her 10-year work experience with a leading international carrier has provided her with unique knowledge and insight. Her involvement in contract and corporate policy places her among the few skilled in group insurance and disability. Working with clients throughout the country, she is well aware of the needs of the employer market in Canada and its relevance to the American market, having worked so closely with US-affiliated offices of many large international employers. Never hesitant to go the extra mile, Rosemary has proven to her clients that they can count on her expertise and guidance.
Meet Nina
Finding solutions through research is Nina’s specialty. Our newest Service Representative, Nina is a licensed broker. She is dedicated to the clients she serves and is a delight to work with. Clients know they can count on Nina to get to the bottom of any service inquiry or explore any nuance. Nina’s background began in the legal profession. Through this exposure, she developed her eye for detail, which benefits not only the entire team at BIS but her clients as well. We are very proud to have Nina as our Service Representative.
Meet Tara
Tara acts as a liaison between your human resources department and benefit and/or pension carriers. She understand the importance of responding quickly to a client’s request as well as communicating with insurance carriers on an ongoing basis. Tara recognizes the needs of both employers and employees. She enjoys problem solving and working directly with clients on a daily basis.
We can help.
HR Support
Benefits impact the human resources team in every business and in today’s ever-changing world, the importance of understanding and supporting these commingled issues is growing. Our experienced BIS team protects your full HR interests.
Union
We are a team of seasoned brokers with experience at the union table. We can ensure the agreements you enter into are insurance carrier supported. This can have a dramatic affect both financially and with your union relationship.
Not-For-Profit
BIS has experience sitting on not-for-profit boards. This experience gives us a better understanding of the complicated needs of this sector. Our knowledge and our access to specialized offerings mean we can provide products and solutions few can.