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

Business Insurance / Residential Building, Strata Property Act, Strata Corporation, Dissolution
What Strata Corporations Should Consider When Looking to Sell and Dissolve

As many older strata buildings reach the end of their life cycles and face substantial upkeep costs,…

Mar 28th, 2018 | By: Dani Waters Russell
Business Insurance / Construction, Occupational Health & Safety, WorkSafe BC
WorkSafeBC Releases Plan to Reduce Construction Injuries

WorkSafeBC recently introduced its 2018-2020 Construction High Risk Strategy aimed at preventing and…

Mar 14th, 2018 | By: CapriCMW
Business Insurance / Winery
Top 5 Mistakes When Choosing Winery Insurance

Robert Fiume, our winery insurance advisor and an Okanagan winery owner, reveals the biggest…

Mar 7th, 2018 | By: CapriCMW

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

CapriCMW has the expertise to recommend the best coverage at the most efficient cost, and they look out for my best interest. Their dedication to customer service is evident and I'd be the first to recommend CapriCMW.

George James, Black Hills Estate Winery

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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