The Advocis Advantage
Powered by Advocis Broker Services
The Advocis Advantage is built on a foundation designed to provide the highest level of protection with personalized service.
Tax preparations coverage included at no additional charge
Claims station triage
Worldwide coverage with claims brought to North America
Up to $10M in limit options available
Unlimited Term Extended Reporting Period coverage for a one-time premium available for retirees or individuals leaving the industry (lesser limit options are also available)
Security & Privacy Insurance options
Standalone Corporate E&O insurance is available to protect your business in the event of a claim
Digital platform and full service teams available in English and French
Full Prior Act(s) coverage for any unknown covered activities. Agents can be assured that activities undertaken (while being sponsored by others) will be protected as long as there was no prior knowledge that those actions may become claims
About Advocis Broker Services
Advocis Broker Services Inc. was established to serve the needs of financial institutions, financial advisors, and financial planners in Canada. Our team is dedicated to understanding your business. Our affiliation with Advocis, The Financial Advisors Association of Canada, provides us with the necessary insight into the financial services industry.
With more than 7,500 members in chapters across the country, Advocis is the largest voluntary professional membership association of financial advisors in Canada. Advocis is the definitive voice of the profession, advocating for financial advisors, financial planners and consumer protection. As a broker who understands firsthand our clients’ unique needs and who develops insurance and risk management solutions to safeguard them properly, Advocis Broker Services is a compelling source of advisor protection.
Advocis Broker Services understands your business risk needs.