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Our expertise is your advantage.
Call: (905) 777-9990 or Email

Diligence Review

As an employer and administrator of a group benefits plan and/or retirement program, you have a fiduciary responsibility that needs to be addressed. At BIS, we ensure that our clients have reviewed the key items that are important to their organization. These items are important aspects of their plan that are typically not discussed by carriers or documented in their contracts. Unaddressed, they can pose a financial or fiduciary risk. To limit liability BIS does an annual review of these items to ensure that all are addressed. To learn more about what we do please contact us.


What sets us apart

BIS's attention to detail and hands on approach will make an impact to your group benefits program. Each of our consultants is licensed by the Financial Services Commission of Ontario (FSCO) guaranteeing a higher level of expertise you can trust.

Our expertise is your advantage.

"We value the work BIS does for our organization in ensuring our Group Insurance and Retirement Plan is competitive, up-to-date and understood by our staff. They are true partners!"

Heather M.
NFP Agency


Contact Us

231 Main Street West, Main Floor
Hamilton, ON
L8P 1J4
Phone: (905) 777-9990