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About Our Brokerage

Our Story

We are proud to be community supporters and advocates. Locally owned and operated since 2017, we are fiercely independent. Our brokers are insurance experts that live in, and contribute to, our community.
We are your full-service insurance broker and our goal is for you to feel educated about your insurance program, whether it be a complex commercial account, a Private Client high value home and auto, or a portfolio of home, auto and commercial insurance. Our clients trust us to take a strategic, holistic approach and our comprehensive audit identifies and addresses gaps.

We help you align your wealth protection strategies with your goals, values, interests, and unique achievements, so you can live a purposeful, passionate life, knowing your assets are protected.

Excel Insurance Group Partner

With its roots tracing back more than two decades, Excel Insurance Group established itself by delivering expert insurance, risk management and surety service to our clients operating in Canada and around the world. We are proud of the reputation we have earned with our clients, broker partners and underwriters.

We maintain long standing relationships with industry veterans and leaders. We work closely with leading broker partners outside of Canada too, delivering seamless client service internationally. As a trusted Partner in the Assurex Global Network, our expertise helps multi-national and cross-border clients to avoid the regulatory pitfalls related to the use of unlicensed (non admitted) insurance in Canada.


Excel Insurance Group team members are licensed in every province and territory in Canada, except Quebec. For clients with Quebec risks and insurance needs, we typically engage one of our Canadian Assurex Global Partners in the service strategy.

Excel Insurance Group teams are comprised of industry veterans that clearly understand the risk issues confronting our clients in key business sectors. We are skilled at any specialty industry that requires significant or high risk management expertise.

Visit Excel Insurance Group’s corporate website to learn more about the Group.

Meet Our Team

Chief Executive Officer

Personal Lines Specialist

Associate Partner

Chief Administrative Officer

Chief Operating Officer

Data Processing Specialist

Commercial Accounts Specialist

Partner & Chief Innovation Officer

Senior Marketing Broker

Client Service Manager, Commercial Mid-Market

Beyond Insurance Mission and Vision

What our pursuit of excellence looks like.

  • We will provide exceptional service to our clients
  • We will provide equity and growth opportunities to our staff
  • We will generously support the communities in which we work

What drives us

  • Beyond Insurance is to be Western Canada’s premier, independently owned, boutique insurance brokerage “The riskiest thing we can do, is just maintain the status quo.” – Bob Iger

Beyond Insurance Values


We champion respect, fostering an inclusive environment where diversity is appreciated and every voice is valued.


Beyond Insurance embodies generosity, prioritizing community impact, meaningful client relationships, and exceeding service expectations.

Continuous Improvement

Beyond Insurance is devoted to constant growth, enhancing our services, and fostering innovative solutions for superior client experience.


Wellness at Beyond Insurance encapsulates comprehensive well-being, guiding our product creation and promoting a balanced workplace.


Connection is central to our philosophy, focusing on building strong client relationships and actively engaging in our community.

Charities We Support

Full-service insurance brokerage specializing in portfolio management for your business and personal needs.


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