As a business owner since 1997, Steve has insurance carrier experience and special risk market know-how that have powered his path to be a group benefits expert. His entrepreneurial mindset − honed through “Strategic Coach” − has helped him cut through the noise for every client he serves. This focus and knowledge give his clients the confidence that his partnership will guide them to achieving their company’s benefit goals. As a proud Mohawk College grad, honoured with the “Alumni of Distinction Award,” Steve and his business partner have paved the way for students by funding scholarships and bursaries in a variety of programs and disciplines. With further insight acquired from the DeGroote School of Business (Board Governance Certificate), Steve’s clients in the not-for-profit sector know that he fully understands their unique needs. He is dedicated to his clients and to the community in which he lives and works. This is most evident in his current volunteer role as Honorary Treasurer for Renos For Heroes, which assists veterans in living better lives through home renovation. While a lover of jazz music and all things Tiger Cat, he isn’t afraid to take the lead, as is evident in his role as past chair of the Tiger Town Council (group of 100 member ambassadors) and Mosca’s Meanies (council executive). Steve is the kind of partner who knows how to get things done, knows who to contact, knows how to manoeuvre any issue, and is the best person to have in your corner both on and off the benefits field.


With more than 30 years’ experience Rosemary 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.
Involvement in the community is a core philosophy at BIS. Rosemary’s volunteer work as a board member, chair and active participant in many organizations was recognized in 2012 when she was awarded the Queen Elizabeth II Jubilee Medal.
Up-to-date on new and creative methods, and redefining Group Benefits and Retirement Programs, Rosemary brings a fresh approach to meeting and exceeding clients’ goals and expectations.


A seasoned professional with vast knowledge of the inside mechanics of insurance companies, Lori brings valuable insight to all the clients she partners with. With vast experience in underwriting, service and products with many different insurance carriers, Lori understands benefits better than most. This knowledge, combined with her skill in managing details, brings unique value to our clients. A dedicated professional with a keen wit and friendly style, she is always ready and able to assist in all matters relating to Group Benefits. BIS is proud to have Lori as an integral part of the group client team.


With a professional athlete’s determination and focus, Brandon brings a refreshing approach to group benefits and individual insurance. This new perspective enables clients to look at benefits and insurance in a whole new light. His unique skill in accessing a client’s needs and finding the right solution in today’s complicated world makes him a fan favourite. He is a dedicated professional who is ready and able to stick handle any insurance situation to ensure all clients are properly protected.
We are thrilled to have Brandon as a part of both our group and individual teams.


With her past legal experience and her client service focus, Nina provides our clients and the BIS team with a special level of support. Her skills in managing through insurance details and her positive attitude make it easy for anyone who works with her to feel part of our team. We are proud to include Nina as our latest addition to our organization in the role of Service Associate.