A Team You
Can Count On
We combine experience, clear communication, and genuine care to make benefits and retirement planning simple for Canadian businesses.
Brett Brohman
Manager, Group Benefits & Retirement Consultant
Brett leads Regroup with a hands-on approach and a deep understanding of how the right benefits plan supports both employers and employees. Known for his clear communication and practical insight, Brett ensures every client feels confident in their plan.
Bryan Merkus
Group Benefits &
Savings Administrator
Bringing personal attention to every account, Bryan helps clients navigate plan design, renewals, and ongoing support with care and efficiency.
Cliff Steele
Benefits Advisor
Cliff brings practical experience and clear insight to Regroup’s benefits practice, helping employers build group benefits and retirement plans that support both their people and their business. With a straightforward, thoughtful approach, he guides clients through plan design and ongoing support,ensuring benefits are easy to understand, sustainable, and built to work in the real world.
Mario Mota
Benefits Advisor
Mario brings deep industry experience to Regroup’s benefits practice, helping employers design and manage group benefits and retirement plans that support both employees and business goals. With a practical, structured approach, he ensures plans are clear, sustainable, and built to work long term.
Mark Wiesel
Benefits Advisor
Mark brings nearly two decades of experience in financial services, with a strong focus on group benefits and retirement planning. At Regroup, he works with employers to build clear, practical solutions that support their teams, helping businesses navigate benefits, pensions, and long-term planning with confidence.
At Regroup Benefits, our team brings decades of experience, a collaborative spirit, and a shared goal — helping Canadian businesses build strong, sustainable benefit and retirement plans.
Our Team
Our
Story
Regroup was founded on the belief that benefits and retirement planning should feel clear rather than overwhelming. We focus on practical guidance and long term relationships so employers can confidently support their teams.
What began as part of The Steele Group, a trusted name in financial planning, has evolved into a dedicated team focused on helping Canadian employers build stronger and more connected workplaces.
Over the years, we have seen how the right benefits and retirement plans can transform a business. They attract great people, support retention, and build genuine loyalty.
At Regroup, we have shaped our approach around these ideas by combining financial expertise, modern tools, and a hands-on, human style of support that puts relationships first.
Our
Approach
We start by listening. Every organisation has its own structure, goals, and people, and we shape each plan around what matters most to your team.
Our process is open and transparent from the beginning. We explain every option in plain language, outline costs clearly, and keep communication consistent throughout setup, implementation, and renewal.
We believe the best benefits plans are the ones people understand and feel confident using. That is why we focus on clarity, education, and ongoing support.
Whether you are launching your first plan or improving an existing one, Regroup acts as your partner. We guide you through each step, offer practical advice, and refine your plan as your business grows.
Our role is to help you build a structure that supports your people for the long term.
ISO
Certified
We are proud to be in scope under the Quality Management System (QMS) and ISO 9001:2015 certification of The Steele Group Financial.
Having a QMS in place demonstrates our commitment to ongoing improvement and increased customer satisfaction.
Our processes are audited each year to ensure that we meet the rigorous ISO standards. This process demonstrates our ability to consistently provide products and services that meet and exceed client expectations and applicable statutory and regulatory requirements.
Our
Values
Transparency
Reliability
Partnership
Let’s Build Together
