Your Clients Build Businesses
PROTECT WHAT
THEY’VE BUILT
JBIS is the respected insurance resource accounting and legal professionals rely on when client needs extend beyond their scope. We curate, educate, and deliver — through the advisor, not around them.
$200M+
Premiums Placed in 2025
100+
CPA Firm Relationships
40+
Years of Collective Financial Services Experience
CPA
Founded
How JBIS Works
Relationships before products. Always.
JBIS is an insurance resource built for accounting and legal professionals.
We vet advanced insurance solutions, simplify complex structures, and support the client journey from introduction through implementation — while keeping the advisor relationship front and centre.
HOW JBIS SUPPORTS YOU
VETTED
We evaluate every product, insurer, and structure before it reaches your clients.
ON‑CALL
JBIS acts as an extension of your practice whenever insurance expertise is needed.
EXECUTED
We coordinate the process from introduction to completion with consistent, white‑glove support.
HOW THE MODEL WORKS
Simple by design. Thorough in execution.
Advisor Identifies the Opportunity
Where the conversation naturally begins
JBIS Educates & Coordinates
Bringing structure and clarity to the next step
Specialist Executes with White‑Glove Support
Delivered properly, without disrupting the relationship
WHO WE WORK WITH
Built for trusted professionals:
CPA FIRMS
Expand your practice without adding overhead.
INSURANCE SPECIALISTS
Bring vetted solutions to Canada’s accounting community.
BUSINESS OWNERS
Access advanced structures through your trusted advisor.
Why JBIS
Built by a CPA who believed accountants deserved better.
Jeromy Spence built his career inside accounting — growing a practice as a partner at MNP by doing something most advisors don't: fully serving clients across every need, not just the engagement in front of him. He saw a gap: clients facing complex risks and opportunities that could be identified but not always addressed within the traditional scope of an accounting relationship.
JBIS exists to bring that depth into your practice. We are not tied to a single insurer, product, or planning outcome — which means we can focus entirely on what is right for the client in front of you. Every product, structure, and specialist we bring to a conversation has been carefully reviewed before it ever reaches a client, evaluated through the same lens: credibility, suitability, and genuine long-term fit.
About JBIS →Looking for a trusted insurance resource?
JBIS is selective about the professional relationships it builds.
JBIS partners with accounting and legal professionals who care deeply about who they refer.