Advocis Broker Services, the business name of Advocis Broker Services Inc., was established to serve the needs of financial institutions and financial advisors in Canada. Our team is dedicated to understanding your business because our affiliation with Advocis, The Financial Advisors Association of Canada provides us with the necessary insight to the financial services industry.

With more than 13,000 members in 40 chapters across the country, Advocis is the largest voluntary professional membership association of financial advisors in Canada. Advocis is the definitive voice of the profession, advocating for financial advisors and consumer protection. Our objective at Advocis Broker Services is to be a different type of insurance solutions provider. A broker who understands firsthand our clients’ unique needs and develops insurance and risk management solutions to protect them properly.

Traditional commercial insurers operate as all companies do by fulfilling their fiduciary duty. They do this by maximizing shareholder value to ensure a profitable bottom line. By knowing, not merely stating that we “understand” the needs of our clients, Advocis Broker Services knows how to maximize your value by delivering superior and innovative solutions.

Our Dedicated Team Serving:

  • Distribution Networks
  • Family Offices
  • Financial Advisors
  • Financial Institutions, such as banks, mortgage banks, insurance companies and pension plans
  • Financial Planners
  • Financial Services Agencies
  • Hedge Funds
  • Investment Fund Managers
  • Law Firms, and
  • Management Consultants
  • Managing General Agents
  • Other related industries
  • Portfolio Managers
  • Private Equity
  • Privately Placed Funds
  • Security dealers
  • Third Party Administrators

Our Key Insurance Products Offered:

  • Automobile Liability
  • Cost of Corrections
  • Cyber & Privacy Risk Liability
  • D&O/E&O Management Liability
  • Directors & Officers Liability
  • Electronic Computer Crime
  • Employment Practices Liability
  • Fiduciary Liability
  • Financial Institution Bonds/Crime
  • Independent Review Committee
  • Kidnap & Ransom
  • Loss Mitigation Protection
  • Professional Liability/E & O
  • Property & Casualty
  • Travel Accident