Date:
March 05, 2026
Location:
Time:
1:00 PM (EST)
How well do you understand Errors & Omissions (Professional Liability) Insurance and the types of complaints that can involve professional planners? Join our insurance broker partner, BMS Canada Risk Services Ltd. (BMS), for an informative session Errors & Omissions (E&O) Insurance.
BMS will provide an overview of the E&O Insurance program, including what it covers, how it’s designed to support the unique risks faced by planners, and why it’s an essential safeguard for your career.
This session will help you better understand E&O coverage, recognize potential risks in your practice, and feel confident responding if an issue occurs. It will consist of a 30-minute presentation and 30-minute Q&A.
Speakers:
Ashley Clifford, Associate Director, BMS Canada Risk Services Ltd.