Advocis Broker Services Inc was established to serve the needs of financial institutions, financial advisors, and financial planners in Canada. Our team is dedicated to understanding your business. Our affiliation with Advocis, The Financial Advisors Association of Canada, provides us with the necessary insight to the financial services industry.
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, financial planners and consumer protection. Advocis Broker Services is a compelling source of advisor protection. A broker who understands firsthand our clients’ unique needs and develops insurance and risk management solutions to protect them properly.
Advocis Broker Services understands your business risk needs.
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
- Management Consultants
- Managing General Agents
- Portfolio Managers
- Private Equity
- Privately Placed Funds
- Security Dealers
- Third Party Administrators
- Other related industries
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
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