Financial Institutions

Creative solutions for a complex industry.

Financial Institutions in Canada must follow distinct and stringent regulations. This complex environment creates unique exposures that require specialized insurance coverage. Our dedicated financial lines underwriters are experts in this industry, and are committed to providing our clients with exceptional solutions and services that meet the niche needs of their businesses.

In addition to a dedicated underwriting team, our in-house claims lawyers have a deep understanding of the industry, and have helped financial service companies and individuals successfully manage the defence of claims. Read some of our financial institutions claims examples.

We target:

• Asset managers
• Banks and credit unions
• Hedge fund managers
• Insurance companies
• Mutual fund managers
• Portfolio and investment fund managers
• Private equity firms
• Real estate investment trusts
• Venture capital firms

Our solutions for this industry include:

• Asset Management D&O
• Asset Management E&O
• Directors & Officers Liability
• Employment Practices Liability
• Financial Institution Bonds
• Insurance Company E&O
• Miscellaneous Financial Institutions E&O
• Pension/Fiduciary Liability
• Private Equity & Venture Capital D&O & E&O
• Reps and Warranties

We’re recognized as a leading provider due to our:

• A.M. Best Financial Strength Rating ‘A’ (Excellent); S&P rating of ‘A’ (Strong)
• Efficient cross-border capabilities
• Established Canadian market presence for over 25 years
• Access to Liberty Mutual’s extensive international network
• Local underwriting authority
• Local risk engineering and risk control experts
• In-house claims service team

Contact your local Liberty underwriter to learn more about how we protect the unexpected, delivered with care.