Joshua Stein

Client Advisor

Contact Email:
Contact Number: 647.931.2886 ext: 3281


Multinational, Commercial, Private Client


Josh successfully graduated from York University with a BA, majoring in social science research, and minoring in business administration. Josh is well versed on clinical research requirements including completion of his TCPS2 Core certification on ethical conduct for research involving humans through the Government of Canada Panel on Research Ethics. Josh has a strong business background in economics, accounting, finance, supply chain management and marketing acquired both from school and various business ventures. Josh also has a background in contract law & arbitration in the United States. On the insurance side, Josh holds a RIBO Level 2 Unrestricted Technical license to practice insurance. He’s also completed the prestigious Canadian Accredited Insurance Broker designation awarded through the Insurance Brokers Association of Canada and is in the process of completing the internationally recognized Chartered Insurance Professional designation.

Consulting and insurance practice:

Josh is well versed in all lines of insurance including property, casualty, auto/fleet, professional liability, executive liability, cyber, trade credit, financial institution indemnity, stock throughput, clinical trials, and medical malpractice both domestic and international.

Key industries include, wholesale distribution, logistics providers, financial institutions, real estate, private equity, manufacturing, tech, media, hospitality, retail, clinical trials, pharmaceuticals & nutraceuticals. Josh also has specialization in high-net-worth individuals for complex property including personal home, collector cars, art/wine collections, yachts, and international vacation properties. We can obtain coverage and design risk transfer/financing mechanisms both domestically and internationally through facilities in London, US, and Bermuda.

Through strategic partnerships with legal, tax, accounting, and cross-border financial experts, we can work with you to customize, design, and implement an all-encompassing plan to protect you and your assets, wherever they may be.


B.A., R.I.B.(Ont.), C.A.I.B.

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