Mission
Supporting advisors when insurance‑driven planning becomes relevant.
JBIS provides accounting and legal professionals with a trusted insurance resource to bring structure, judgment, and execution into complex client situations. We vet solutions, simplify complexity, and manage the process from introduction through implementation — without disrupting the advisor relationship.
Vision
To be the most respected insurance resource for accounting and legal professionals across Canada.
JBIS is built to operate as an extension of the advisory practice — giving professionals the confidence to support complex insurance planning without added burden, risk, or compromise. We aim to set the standard for how insurance is introduced, structured, and delivered within trusted advisor relationships.
Our Approach
Relationships before products. Always.
The right solution only emerges when the situation is fully understood. JBIS does not lead with products — we lead with context.
We exist to: Apply judgment before introducing structure, simplify complex insurance planning for both advisors and clients and Ensure execution is coordinated and consistent
Not every situation requires a solution. Many require clarity first.
$10M+
Annual Revenue
100+
CPA Firm Relationships
1,000+
Advisors in Network
CPA
Founded by
Core Values
How JBIS operates when it matters most.
JBIS operates inside moments that require trust, judgment, and precision. Our role is not to introduce more complexity, but to ensure that when insurance enters a client conversation, it is handled properly — in a way that protects the advisor, the client, and the outcome. These principles guide how we think, how we act, and how we show up in every engagement.
Be Transparent
Openness builds trust. Honesty drives success. Succeed the right way.
Listen First
Hear more. Understand better. Lead stronger.
Own It
Be accountable. Take initiative. Follow through.
Win with Integrity
Stay humble. Do right by the client. Results follow.
Deliver
Stay flexible. Think forward. Execute without ego.
One Kickass Team
Elevate together. Win together. Celebrate together.
Work with us
Ready to have a conversation?