Eligibility Criteria:
The Entity must engage in Life or Accident and Sickness or Mutual Funds or CIRO (formerly IIROC) activities.

Securities Dealers are not eligible to apply for Corporate coverage on this site. Please contact us at FinancialAdvisorsInquiries@bflcanada.ca for details.

Coverage is always subject to the professional services covered by the policy and its terms, conditions, and exclusions. The coverage you are about to apply for applies strictly to your licensed, authorized activities in Canada.

Payment can be made with credit card, single bank withdrawal or monthly payment (Premium Financing).

Corporate E&O Insurance for Licensed Financial Advisory Firms

Financial advisory firms operate in a highly regulated environment where even minor allegations can result in costly claims. Our Corporate Errors & Omissions (E&O) Insurance is designed specifically for financial advisors companies, helping protect your company against professional liability, regulatory scrutiny, and client disputes.

Regulatory Requirements:

Several provincial regulators require life-licensed agencies to maintain corporate Errors & Omissions (E&O) insurance.

Protect your license and your business.

The BFL Corporate E&O policy conforms with Regulatory E&O requirements and support your ongoing compliance.

Why Corporate E&O Insurance Matters

  • Even when advice is provided in good faith, claims can arise. Corporate E&O Insurance helps protect your firm against allegations of:

  • Negligent or unsuitable financial or investment advice

    Errors or omissions in client recommendations

    Misrepresentation or failure to disclose

    Client complaints and legal action

Simple Application Process:


    1. Complete a short online application

    2. Receive a tailored quotation with competitive premiums, limits and deductibles

    3. Bind coverage quickly and confidently

How it works

Step 01

Create
Account

Use our platform to securely create an account using your email address.

Step 02

Application &
Underwriting

Complete your online application – further underwriting verification may be required.

Step 03

Online
Payment

Complete your online payment via Credit Card, Single Bank Withdrawal, or Monthly Financing.

Step 04

Document
Issuance

A copy of your insurance documents will be emailed to you and will also be available on your client dashboard.

Have Questions?