Financial Lines

Our clients are the preeminent middle market Canadian investment management firms including mutual funds, hedge funds, private equity, investment advisors, banks/lenders and REITS. We also support mortgage brokers, credit unions, and fintech through our brokering and risk management advisory.

Our Approach

We leverage our excellent insurer relationship with key domestic and London sources of capital to mitigate and transfer its risk exposures through the use of insurance. We recognize that you are increasingly susceptible to a lawsuit, regulatory proceeding, or written demand by an unhappy client. Allegations or claims against your organization, its directors or employees, or against a fund you manage can come from everyday decisions, actions, or errors, and increasingly from negligence or fraud by third parties. Such claims are at best a strain on time and resources and at worst a reputational disaster and unexpected financial burden. Allow us to assist you with risk protection against the ever-expanding array of complex professional and management liability exposures, regulatory changes, global market volatility, and increasingly interconnected world of finance.

financial lines insurance

Focus Areas

  • Directors & Officers Liability
  • Employment Practices Liability
  • Professional Errors & Omissions Liability
  • Financial Institution Bond (FIB)
  • Credit and Non-Payment Insurance
  • Cyber Liability
  • Kidnap, Ransom & Extortion
  • Transactional Risk (Representations & Warranties)
  • Exempt Market Dealers FIB Program

Work with a team you can trust.

Our skill in presenting your project to a specialized marketplace of insurance providers familiar with protecting financial clients is a significant advantage for you. We will negotiate on your behalf to ensure the best protection at the best price.

When something goes wrong, we know how to present a claim to get it paid quickly and without issue. If it is not going well, we step in and manage the process and advocate for you.

Globally relevant and backed by global capital, we search our top-tier  Canadian sources of capital, and utilize our Gallagher partners across the globe, to locate the most efficient, highest quality policy in the world for you. Our global network is your competitive advantage.

We don’t have a call centre, we have professionals who care more.

Our dedicated team has specialized experience insuring financial clients. We also partner with financially secure ‘A’ rated insurers and work alongside lenders to ensure your insurance meets everyone`s requirements.

We are professionals, who care more.

Jones Brown is a Canadian insurance brokerage and risk management consultancy with a national footprint and a focus on service excellence.

Contact Us Today