Coverages Available:
- E&O (Professional) Liability
- Directors’ & Officers’ Liability
- Financial Institution Bond / Crime
- Cyber Insurance
- General Liability & Business
Select the Option That Fits Your Business
Individual Life Agents and Financial Advisors
If you are a licensed life agent, financial advisor, financial planner, mutual fund advisor, exempt market registrant, CIRO registered advisor, asset manager, accountant, or auditor, get a quote below.
Brokerages and Firms
If you operate an incorporated agency, advisory firm, or personal corporation, contact us below and we’ll arrange Errors & Omissions, Directors’ & Officers’, Cyber, and business insurance coverages that reflects your business structure.
Ready to Meet the Specialists?
Our dedicated financial services insurance team works with advisors across Canada. We’re here to help you understand your options and determine the coverage that’s right for your practice.
Life Agent and Financial Advisor Professional Liability (E&O) Insurance
- No membership required
- Product specialists
- Policy rates and wordings specifically developed for advisors
- Accredited educational resources
- Available across Canada
- Compliant with provincial regulatory requirements
- Instant Certificate of Insurance
- Claims Advocacy
Our Financial Services Insurance Team
National
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Rob McLeod
Senior Vice President, Professional & Financial Services
British Columbia
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Warren McDonald
Associate Vice President, Professional & Financial Services
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Liz Taylor
Manager, Broking Services and Account Administration
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Tyler Hamera
Account Executive, General Commercial Insurance
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Michael Fan
Account Executive, Professional & Financial Services
ALberta
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Raj Aujla
Vice President, Energy
Ontario
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Jack Mazakian
Senior Vice President, Professional & Financial Services
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Loretta Eldridge
Account Executive, Professional & Financial Services
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Jordyn Dawson
Commercial Account Manager, Professional & Financial Services
Protect Your Practice with Confidence
Every client relationship comes with responsibility and risk. Speak with our team to find insurance solutions tailored to the unique exposures facing life agents, financial advisors, and financial planning professionals.
Contact Our Team