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Financial Planner Insurance

As a Financial Planner or Investment Advisor offering investment services to other businesses or individuals, you have potential exposures just by doing business.  No Investment Advisor firm is too small to need coverage.  No matter the size of the company, one or 100, the risk of potential lawsuits are real and can be debilitating for an investment company of any size.  Defense costs, even in frivolous cases, can be costly and incredibly time consuming.
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Calgary Financial Planner Insurance

As a Financial Planner or Investment Advisor offering investment services to other businesses or individuals, you have potential exposures just by doing business.  No Investment Advisor firm is too small to need coverage.  No matter the size of the company, one or 100, the risk of potential lawsuits are real and can be debilitating for an investment company of any size.  Defense costs, even in frivolous cases, can be costly and incredibly time consuming.

A professionally crafted professional liability insurance program can be cost-effective and help protect you accounting business and financial security.

We have specifically tailored insurance protection policies for accounting professionals to help ensure you have the right protection from the array of exposures you face including losses resulting from errors and negligence.

Financial Planner and Investment Advisor Professionals Insurance Key Policy Recommendations:

  • Errors and Omissions Liability Coverage
  • Personal Fiduciary Coverage
  • Investment Advisor Coverage
  • Commercial Property Insurance (if applicable)
  • Health Benefits Insurance for staff
  • Personal Liability Insurance
  • Commercial Vehicle Insurance

Let us help you put all the pieces of your Investment Advisor Insurance Policy together to ensure you have all the coverage you need in one place.

Krywolt Insurance knows Investment Advisor Professional Liability and we will work with you to custom tailor your Investment Advsor Insurance Policy to ensure your firm or business has the appropriate insurance coverage for your business.

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You need an insurance expert that understands Financial Planner Insurance to be able to define all the possible risks associated with your business so you get the best possible coverage to ensure that a single simple accident or oversight doesn’t overcome your business. You know your business, we know the risks and the ways to protect your business from potentially crippling law suits or loss.

We don’t offer instant online quotes for Financial Planner Insurance because there is no way we can get to know you and your business without speaking to you and coming to understand all the complexities or simple processes that need to be insured.
FREE Financial Planner Insurance AUDIT
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Office: 1 (403) 475-5434
Toll Free: 1 (844) 464-5424
Fax: (403) 475-9656
Email: [email protected]
Krywolt Insurance Brokers
#620, 5940 Macleod Trail SW
Calgary, AB 
T2H 2G4

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