Our Team

Sam brings 15 years of experience in Sales, Marketing, and Customer Experience across the fast-paced Regulated Consumer Packaged Goods and Financial Technology industries. He has successfully built teams in both global companies and startups, with a focus on trust, honesty, and solutions that deliver lasting results for clients.

Sam is adept at creating metrics, processes, and culture that drive high-performing teams. He thrives in finding strategic solutions to challenges and is accustomed to the fast-paced environment of startups, often wearing multiple hats. Originally from outside Winnipeg, Sam has lived in BC, Alberta, and Michigan before settling in Calgary. In his free time, he enjoys spending time with friends and family, playing golf and hockey, and cooking.”

Susan specializes in developing strategic growth opportunities and forging alliances for JBIS. She is driven by identifying, connecting with, and understanding the business goals and aspirations of Canadian entrepreneurs. Before joining JBIS, Susan operated her own business development consulting firm and held sales and marketing roles with Ernst & Young LLP in Dallas, San Antonio, Toronto, and Vancouver.
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She studied Business Communication at Ryerson University (now Toronto Metropolitan University), as well as Fundraising Management and Marketing Management at the British Columbia Institute of Technology. Beyond her role at JBIS Susan is an active member of the Canada, Australia & New Zealand Business Association and serves as a mentor with the Ted Rogers Sales Leadership Program at Toronto Metropolitan University. She is also dedicating time to learning Canada’s second official language, with the goal of applying it in both business and personal pursuits.

Chelsea provides tailored solutions through personalized service, drawing on a strong background in public practice since 2015. She is known for her attention to detail, strategic analysis, and dedication to enriching the client experience. Before joining JBIS, Chelsea gained extensive experience supporting the enterprise sector at a large, nationally recognized firm. She later transitioned to a boutique practice specializing in mid-sized corporations, where she was instrumental in guiding clients across industries from retail to agriculture.

A proud Lethbridge native, Chelsea graduated from the University of Lethbridge with a degree in accounting. As a licensed CPA, she combines technical expertise with clear communication, helping sophisticated business owners navigate complex decisions while highlighting JBIS’s unique approach to transactions. When she isn't working hard, Chelsea enjoys an active lifestyle that includes swimming and skiing, as well as campfires at her British Columbia cottage and time with family.

Chris is the founder of Martello Wealth Advisory Inc with over 25 years of wealth management and Estate planning experience. Before founding Martello Wealth Advisory Inc, he was a National Estate Planning Consultant with a large Canadian Life Insurance provider and a Senior Tax Manager with a large Canadian accounting firm.  Chris is a member of the Canadian Advanced Life Underwriters (CALU) and the Canadian Tax Foundation. He has been a guest speaker at various national conferences and has authored and lectured courses for both CPA Canada and CPA Nova Scotia.  

Chris specializes in the owner-manager, high net worth, and professional services markets. He is a licensed expert in advanced life insurance concepts and is committed to delivering bespoke solutions that align with the unique goals of each client. Known for his approachable style and ability to simplify complex strategies, Chris is a trusted advisor for clients navigating their most important financial decisions.

Danielle brings over 15 years of experience in the healthcare and medical industry. Having witnessed firsthand the dedication professionals pour into caring for others, she is now committed to giving back by helping them protect what they’ve built and thrive financially.

She earned her Bachelor of Science from the University of Alberta, which launched her career in healthcare. After years of working within the public health system, Danielle shifted her focus to supporting professionals, entrepreneurs, and business owners in safeguarding their futures and creating long-term financial security. With a deep understanding of her clients’ unique challenges, she specializes in designing tailored solutions that provide both protection and peace of mind.

Danielle is known for going above and beyond - listening closely, collaborating fully, and ensuring every client feels heard and valued. This philosophy extends beyond her work; she brings the same care and presence to her family, friends, and community.

Outside of work, Danielle leads an active, adventurous lifestyle with her two daughters and their dog. Whether it’s trail running, camping, biking, playing sports, riding ATVs, or exploring new places, she thrives on challenge, discovery, and the outdoors.

Darren brings over 13 years of sales and partnership experience to JBIS, having held roles in sports entertainment, consumer packaged goods, and OEM global distribution. His success is rooted in his ability to build strong, authentic relationships and develop win-win agreements for all parties involved. With a passion for problem-solving and delivering solutions, Darren is a valued asset to our partners.
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Born and raised in Winnipeg, Darren also spent time living in Alberta and Ontario before returning to his hometown. He has a B.Comm in Sports Administration from Laurentian University and started his career post-degree with True North Sports & Entertainment. Outside the office, Darren is a sports enthusiast who enjoys watching, talking, and playing everything from hockey to tennis. When he’s not immersed in sports, he can often be found at the cottage with family and friends.

Dave is a highly experienced professional with an impressive track record spanning over two decades in the industry. Throughout his extensive career, he has honed his expertise in wealth management strategies and estate planning specifically tailored for private corporations and their shareholders. With a wealth of knowledge and experience under his belt, Dave is well-equipped to guide his clients through the complex landscape of financial decision-making.

One of Dave's greatest assets is his profound understanding of insurance products and how they can be strategically applied to create structures that yield tremendous value for his clients and their advisors. By leveraging this expertise, Dave empowers his clients to navigate the intricacies of risk management and protection, enabling them to safeguard their assets and achieve long-term financial security. Outside of the financial world, Dave is a father and a husband of a very active family. From surfing in San Diego to cycling and skiing in Vancouver, Dave enjoys all the west coast has to offer.

With more than 10 years of sales experience, Holly is passionate about helping clients achieve their goals while driving business growth. Her background across the dental, small business, and property sectors gives her a unique perspective on diverse client needs and how to deliver solutions that truly fit.

As a Sales Partner with JBIS, Holly brings energy, professionalism, and a relationship-driven approach to every interaction. She is committed to building lasting partnerships and providing the high level of service that clients and advisors expect from a bespoke firm.

Outside of work, Holly enjoys time with her family, traveling, and staying active outdoors.

Lewis brings more than 10 years of experience in sales and corporate structuring, with a strong background in high-level client interactions. His forte lies in team building and creating tangible value for clients, supported by his deep understanding of customer relationships.
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With a keen eye for talent and a knack for fostering collaboration, Lewis excels at assembling and leading teams that achieve exceptional results. He leverages his knowledge of client relations to tailor solutions that truly resonate, ensuring meaningful outcomes and long-term satisfaction.

Riley’s dedication to building strong relationships, combined with his extensive experience, enables him to deliver exceptional service. After completing his business studies at the University of Texas at Arlington, he gained exposure across a variety of industries before starting his own company. During his five years as a business owner, Riley worked closely with clients to help them achieve their goals, gaining a deep understanding of both the business sector and the importance of trust in long-term partnerships.
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With his knowledge of insurance and firsthand experience running a successful corporation, Riley provides personalized solutions tailored to each client’s needs. He is known for going above and beyond expectations, offering thoughtful advice and support while ensuring every relationship is built on meaningful connection.

Outside of work, Riley enjoys an active lifestyle, most often found on the golf course or at his favourite fishing spot. Away from the office Riley enjoys an active lifestyle, spending the majority of his time either on the golf course, or at his favourite fishing spot.

Sue-Ellen supports the JBIS sales team as a Sales Assistant, bringing many years of experience helping clients and partners. She prides herself on going above and beyond to ensure every relationship and interaction is a positive one. A seasoned Senior Administrator, Sue-Ellen offers a proven track record in executive assistance, project administration, and account management in high-volume environments.

She is resourceful, results-oriented, and detail-focused, with a reputation for being a trusted point of contact who balances multiple priorities with discretion and care. Her enthusiasm, professionalism, and commitment to client service make her an integral part of the team and a valued partner to those we work with. In her spare time, you’ll find her gardening, travelling with her family, or relaxing on the deck while watching the sun set over the mountains.

As a Sales Assistant to the JBIS sales team, Marilyn plays an important role in strengthening client relationships and supporting the company’s growth. Raised in Toronto, she holds an Honours BA from York University and brings more than 20 years of experience in sales, consulting, and administration. Marilyn is recognized for her dedication, professionalism, and ability to deliver exceptional client service.
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With a natural talent for building trust and fostering long-term partnerships, she consistently goes above and beyond to meet the needs of both clients and partners. Her positive outlook and “can-do” approach make her a valued member of the JBIS team. Outside of work, Marilyn enjoys an active lifestyle. She can often be found hiking, skiing, or travelling, and her love of the outdoors keeps her energized and inspired.

Karolina has over 27 years of experience in sales, administration, and customer service, including 18 years in the insurance industry. Known for being approachable and dependable, she values building strong connections with clients, advisors, and partners. She takes the time to understand what matters to each person, picking up on key details and using those insights to guide her approach.

Believing there’s no one-size-fits-all solution, Karolina adapts with care, ensuring every interaction feels thoughtful and personal. Her calm, steady presence and integrity often make challenges easier to navigate for the people she works with. Organized and proactive, Karolina helps keep operations running smoothly while always looking for ways to add meaningful value. She thrives in fast-paced environments and is recognized for her professionalism, adaptability, and genuine focus on people.

Outside of work, Karolina loves spending time with her family, traveling, and skiing whenever she gets the chance.

As Head of Sales Support & Client Experience, Sam is responsible for delivering comprehensive sales support and ensuring seamless execution across all markets. She leads the sales support team, driving initiatives that strengthen client engagement and enhance overall business performance. With a background in private banking, operational leadership, and strategic oversight, Sam brings a sharp ability to detect and mitigate risks, drive growth and profitability, and deliver on strategic targets.

She is recognized for fostering a culture of collaboration and accountability, aligning sales execution with long-term organizational objectives. She firmly believes in empowering employees and harnessing their diverse strengths and talents to attain success. Outside of work, Sam enjoys an active lifestyle and cherishes traveling and quality time with family.

Briana brings more than 10 years of experience in sales and marketing, specializing in building and nurturing client relationships with Fortune 500 companies across the U.S. and Canada. In her previous role as Partnerships Manager, she served as the primary liaison for partners, understanding their business needs, identifying opportunities for growth, and ensuring solutions aligned with their objectives.
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Known for her relationship-driven approach, Briana focuses on fostering long-term partnerships and delivering tailored strategies that drive mutual success. She is passionate about helping clients thrive and contributing to the continued growth of the team. Outside of work, Briana enjoys traveling, running, and spending time with family and friends.

Kaylee is a dynamic professional with over 12 years of financial industry experience, including roles in financial advising, people leadership, and project management. Throughout her career, Kaylee has excelled at building trust, fostering strong relationships, and providing clear and valuable guidance to clients. As a Relationship Manager, Kaylee guides clients seamlessly through each step of their transaction, providing personalized support, clear communication, and timely answers to their questions.

She is driven by a passion for delivering exceptional service, creating positive experiences, and helping clients feel confident and supported throughout their journey. Drawing on her background in operations and her Bachelor’s degree in psychology, Kaylee brings a unique blend of strategic insight and empathy to her role. Her dedication to excellence and commitment to continuous learning ensure she consistently goes above and beyond to exceed expectations.

Outside of work, Kaylee enjoys spending time in the mountains, maintaining an active lifestyle and a healthy work-life balance. She is also passionate about giving back to the community and volunteers her time with local charities and nonprofit organizations.

Jaden serves as an Administrative Assistant at JBIS, bringing exceptional communication, organization, and interpersonal skills to his role. He supports the leadership team by managing critical day-to-day operations, coordinating schedules, preparing reports, and ensuring the smooth execution of administrative tasks.

Jaden also plays a key role in maintaining strong client relationships, streamlining workflows, and assisting with the implementation of performance-driven strategies. By enabling the leadership team to focus on high-level decision-making, he contributes to operational efficiency and the company’s continued success.

Gord is a 35+ year financial services professional, currently focused on innovative private client and corporate structuring, including where applicable, with indigenous partners as well as early stage venture capital. He is a Director with JBIS as well as a Director and Co-Founder of IWF, which builds partnerships between corporate Canada and Indigenous communities for mutual benefit.

His most recent experience in domestic and international financial services includes serving as President of Cidel Trust Company, a national trust company and asset management firm, and as Co-Head of the Caribbean for RBC International Wealth Management before Cidel. He has also held senior leadership roles with CIBC and RBC, with responsibilities spanning corporate strategy, governance, sales management, investment management, fiduciary services, philanthropic planning, cross-border structuring, risk management (including captive insurance), and training and development.Gord has served on numerous for-profit and not-for-profit boards. He is a Chartered Financial Analyst (CFA), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA) and Corporate Director (ICD.d).

Hugh is an accomplished executive business leader and financial services veteran with over 30 years of experience spanning insurance, wealth and employee benefits advice delivery and distribution.

Active in the comunity, Hugh is proud to serve on the Board of Directors for True Patriot Love and Ducks Unlimited Canada.