Finanacial Institutions Insurance

CapriCMW's Financial Institutions Group has years of experience in managing the risks of banks, credit unions, mortgage lenders, construction lenders, financial planners, stock brokerages and foreign exchange dealers. We understand the need for competitively priced programs, including coverage for direct losses to property, lost income and the timely replacement of assets.

Our liability programs provide protection of customer goodwill by insuring against third-party claims arising from your products and services. We also advise on the unique risks arising from providing professional financial advice, errors in administration and collateral asset impairment.

Our finance industry risk advisors will support your needs in non-insurable areas such as contract review, risk control for safety of premises and reviews of employee safety.

Our Financial Institution Liability Insurance solutions include:

  • Competitively priced property programs covering buildings, equipment, data processing equipment and related contents on site or in transit
  • Liability programs providing protection from customer incidents on premises and claims arising from security protecting customers and the premises
  • Loss of income programs for business interruption as well as expediting expenses to quickly reopen
  • Professional liability programs for financial advisors and stock brokerages as well as executive protection for directors and officers - Collateral loan/mortgage impairment programs
  • Environmental protection programs for real estate lenders
  • Employee group health and benefits programs
  • Directors and officers, employment practices liability and fiduciary liability programs
  • Cyber and privacy insurance
  • Financial institution bonds and crime insurance designed for operations with large cash exposures and irregular limits on premises or off premises
  • Claims management assistance and advocacy to smooth customer goodwill, settle claims quickly and maintain strong insurer relations

Recent Blog Posts

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Why Harry McWatters Chose CapriCMW for Winery Insurance

Even though Harry McWatters had been in the wine industry for nearly 50 years, founding one of…

Jul 11th, 2018 | By: CapriCMW
Business Insurance / Cannabis, marijuana, legalization, cultivation
New Health Canada Regulations for Cannabis Businesses

Recreational marijuana is set to be legalized across Canada as of October 17, 2018. Shortly after…

Jul 4th, 2018 | By: CapriCMW
Employee Benefits / employee benefits, group benefits, health insurance
The Primary Threat to Sustainable Benefit Plans

The rising cost of prescription drugs is the single greatest challenge to the sustainability of most…

Jun 27th, 2018 | By: Steve Hesketh

What Our Clients are Saying About Us

CapriCMW has provided me with quality service, regular market place quotations, and reputable insurance companies they represent. I highly recommend CapriCMW to any business wishing to see what else is out there, with professional advice and guidance in the best interest of the customer.

Daryl Hrynkiw, Central City Brewers & Distillers

Talk to an Advisor

Your CapriCMW Risk Advisor has highly specialized knowledge of your industry and is empowered to act quickly and independently to ensure direct, personal service.

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