Unparalleled Expertise & Experience
Axis Insurance’s Professional & Financial Services division offers specialized coverage for those who shape our world’s structures and strategies. From safeguarding the projects of architects and engineers to ensuring the compliance and security of financial professionals, our tailored insurance policies are designed to protect and empower those who move your business forward. With expert risk assessment and bespoke solutions, our team of 30 serve thousands of professional services clients with operations throughout Canada and abroad.
Insurance Brokers
As insurance brokers, you guide your clients through complex risk landscapes with precision and care. At Axis, we understand the specific challenges you face and proudly offer Western Canada’s leading Errors & Omissions (E&O) insurance program, available to brokers across the entire country. Our tailored E&O coverage protects you against claims of negligence or failure to provide professional advice, allowing you to operate with confidence and focus on what you do best—serving your clients.
With over 60 years of combined expertise in providing E&O solutions, our specialist team supports you with a program known for its comprehensive protection and reliability. This program not only reinforces your credibility but also ensures your professional activities are safeguarded against potential claims, enhancing your ability to conduct business with greater assurance and stability. Choose our E&O insurance to secure the backing of a trusted partner committed to your professional success.
Architects & Engineers
Our professional liability team is Canada’s preeminent insurance and risk management team for architects and engineers. We place coverage for over 450 design firms in British Columbia alone; our team of specialists have the insights, strategy, and connections to ensure that your firm is secured with robust coverage by reputable insurance carriers.
Advantages for our architecture and engineering clients include:
- Access to exclusive insurers
- Pre-claim Advice, Advocacy, & Service
- Complimentary Contract reviews
- Reliable, Consistent Insurance Experience
- Constant Support, Education, & Collaboration
Financial Services
Our team provides insightful guidance and support to financial service firms that is unrivalled by non-specialist brokers. By working with Axis, our financial service clients obtain the right errors and omissions for their operations while satisfying regulatory requirements.
Our team is experienced in risk management strategies for mortgage investment corporations, investment services and asset managers, among our financial services clients.
- Mortgage Brokers
- Mortgage Investment Corporations
- Mutual Funds & Financial Advisors
Real Estate Agents
Our professional services team provide bespoke solutions to real estate agent brokerages and independent agents that includes coverage for open houses, showings, and property management operations. Our insurance program protects several of the largest names in the real estate business throughout Canada for over 20 years, and it continues to perform exceptionally well for our clients, large and small. Many of our long-term clients carry limits in excess of the minimum provided by REEOIC.
Law Firms
Axis Insurance is Western Canada’s leading provider of risk mananagement and insurance services to law firms.
Our professional services team contains several dedicated consultants for law firms with extensive experience in British Columbia and Alberta. Serving over 500 law firms in British Columbia alone, our team exudes knowledge of the industry, empowering your firm with insights, connections, and stability. Axis is a reliable risk management consultant and partner to many throughout the legal industry, and our relationships continue to grow through our premier sponsorship of the British Columbia Legal Management Association (BCLMA).
Accountants & Auditors
Our extensive experience with financial services firms extends over 40 years, providing coverage beyond regulatory requirements to provide robust protection for your business operations, physical presence, information and systems, and its reputation. We provide insightful guidance and broker insurance coverage to all types of accounting professionals, including accountants, auditors, bookkeepers, and controllers.
Our Professional & Financial Services Team
Danielle Wolff
Commercial Sales Associate
Rob McLeod
Senior Vice President, Professional & Financial Services
Mike Russell
Executive Vice President, Professional & Financial Services
Warren McDonald
Account Executive, Professional & Financial Services
Phil Moir
Account Executive, Professional & Financial Services
Raquel Cooper
Vice President, Professional & Financial Services
Mario Montagliani
Account Executive, Professional & Financial Services
Michael Fan
Account Executive, Professional & Financial Services
Shaun Booker
Account Executive
Maggie Matsalla
Manager, Broking Services & Account Administration
Gillian Wang
Senior Account Manager, Professional & Financial Services
Ciara Dixon
Account Manager, Professional & Financial Services
Evann Henderson
Account Adminstrator, Professional & Financial Services
Karla Mendez
Account Manager, Professional & Financial Services