Private Client Services

We offer a number of private client services, such as:

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Personal Insurance: Whether you are a first-time homebuyer, have purchased your first condominium, or a student renting an apartment, we can look after your personal insurance needs. This brokerage started as a personal lines agency and we have never forgotten our roots.

• Home Insurance
• Condominium Insurance
• Tenants Insurance
• Rented Dwelling Insurance
• Seasonal Dwelling Insurance
• Course of Construction Insurance

With keen competition in the marketplace, we have affordable and well constructed packages just for you.

• Personal Umbrella Insurance: If you’re in an accident that causes bodily injury or property damage to someone else, you could be sued.

Personal umbrella coverage will protect your assets against certain lawsuits, and cover your legal expenses and loss of income while preparing your legal defense.

Ask us about topping up your existing coverage with a umbrella liability policy if you are:

• A home or condo owner
• An owner of a recreational property (such as a cottage), rental property, boat, or snowmobile
• Active in your community
• A volunteer for school field trips or outings with your children’s friends
• A frequent traveler, even on short business trips
• A volunteer or a director of a non-profit organization, including condo corporations

High Net Worth Insurance: All insurance companies are not the same – neither are our clients. As your Private Client Advisor, we want to provide you with the finest service and protection available, while coverages are tailored to best fit your needs.

Unlike “off-the-shelf” insurance policies, we provide the sophisticated coverage our clients need to insure high value homes and their contents – even if the residence is a vacation home outside Canada.

We also provide complimentary appraisal services. You have worked hard to customize your home – you need an insurance policy that can address your unique coverage requirements.

• Fine Art Collections
• Scheduled Jewellery
• Wine Collections
• Excess Liability to Cover your Vehicles, Properties, Watercraft, and Private Aircraft
• Course of Construction
• Recreational Properties
• Rental Properties
• Kidnap and Ransom Coverage

Travel Insurance: Travel insurance is designed to make your vacation worry-free. In order to protect your trip and to provide peace of mind, we strongly recommend that you purchase travel insurance as part of your vacation package. Emergencies can happen even to the most well-prepared traveler.

We offer a wide range of insurance coverage so you can travel knowing you’re protected.

• Emergency Medical – Single Trip & Annual Policies
• Trip Interruption/Cancellation