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 brings an entrepreneurial, results-driven mindset to every client relationship. She cuts through complexity and industry noise to deliver clear, strategic solutions that align with each organization’s unique goals. Carly doesn’t believe in one-size-fits-all—she partners closely with her clients to design benefit programs that are practical, competitive, and built to support long-term success.
With a career in the insurance industry since 2017, Carly combines technical expertise with real-world business insight. Her background in finance and accounting gives her a strong analytical edge, allowing her to approach benefit planning with both a strategic and financial lens.
Carly is known for her responsiveness, transparency, and ability to simplify complex topics for her clients. She takes pride in being more than just a broker—she is a trusted advisor who is deeply invested in her clients’ success. Her goal is to build long-term partnerships by delivering thoughtful guidance, proactive service, and solutions that evolve alongside her clients’ businesses.
Meet Brooklynn
Bringing a fresh, results-driven focus to the benefits space, Brooklynn leverages her experience with a major insurance carrier to deliver exceptional outcomes for her clients. Her insider knowledge of how carriers operate gives her a distinct advantage when negotiating and designing solutions—ensuring her clients get the very best value and coverage.
Licensed through FSRA and working as a consultant, Brooklynn combines technical expertise with a strong drive to go above and beyond. She is known for her ability to navigate complex situations with confidence while consistently delivering the results her clients need.
Brooklynn quickly builds trust and confidence, making clients feel they are in the hands of a knowledgeable and dedicated advisor. We’re proud to have her as part of the BIS team.
Meet Rosemary
With more than 35 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 most seasoned 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.