FINANCIAL INSTITUTIONS


Staying competitive in the dynamic world of financial institutions requires a risk management advisor with a sophisticated understanding of your business. With continuous industry changes, there are new risks that need to be identified, quantified, managed, and either retained or transferred.

Our Financial Institutions ExpertiseFor decades, Marsh has been the leading broker and risk advisor to the financial institutions industry, providing risk solutions and products to thousands of financial institutions around the world.

Marsh's Financial Institutions Practice works with clients to provide effective risk mitigation strategies that can help them deal with these challenges. Marsh Canada’s Financial Institutions Practice provides advisory and transactional services to:

  • Banks, Credits Unions, Lending Institutions
  • Insurance Companies
  • Investment Banks, Securities Broker-Dealers, Investment Advisors, Asset Managers
  • Mutual Funds, Hedge Funds, Venture Capital and Private Equity Funds
  • Securities Exchanges, Clearinghouses
  • Government-Sponsored Lending Institutions

Marsh Canada’s financial institutions practitioners also sponsor, or have active involvement with, industry organizations that foster networking and information sharing. Our industry experts offer the specialized  knowledge, industry experience, and global resources necessary to help you successfully manage your  world of risk—and come out ahead.
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Risk Spotlight: The Foreign Corrupt Practices Act—Is Your Firm Prepared?
October 03, 2011  |  Views: 1062 |  Comments: 0  | Article Rating
Risk Spotlight: The Foreign Corrupt Practices Act—Is Your Firm Prepared?
We discuss how Marsh can assist organizations in staying prepared and compliant in light of the inherent risks associated with foreign corruption.  Read More...
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Legal and Business Trends Impacting Directors and Officers Liability Insurance
August 11, 2011  |  Views: 3472 |  Comments: 0  | Article Rating
Legal and Business Trends Impacting Directors and Officers Liability Insurance
Securities Class Action ClaimsFilingsAccording to National Economic Research Associates (NERA), in 2010 there were 8 new securities class actions filings in Canada involving claims...  Read More...
Marsh 3D
May 04, 2012  |  Views: 2909 |  Comments: 0  | Article Rating
Marsh 3D
Our dynamic service process embeds powerful analytics and tools to help maximize the impact we can have on your risks at every juncture—from risk identification through quantificat...  Read More...
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Multinational Companies Face Increased D&O Risks With Tighter Insurance and Tax Regulations
November 10, 2010  |  Views: 2598 |  Comments: 0  | Article Rating
Multinational Companies Face Increased D&O Risks With Tighter Insurance and Tax Regulations
Risk managers must ensure they have adequate directors and officers (D&O) coverage, as shareholder lawsuits increase with U.S. companies expanding overseas, according to a recent w...  Read More...
Soft Commercial Insurance Market Conditions Persist in Third Quarter of 2010
October 22, 2010  |  Views: 2368 |  Comments: 0  | Article Rating
Soft Commercial Insurance Market Conditions Persist in Third Quarter of 2010
Soft commercial insurance market conditions persisted through the third quarter of 2010, with lower rates on average across major coverage lines, according to a new report publishe...  Read More...
Provisions of Wall Street Reform May Affect Non-Admitted Premium Tax Obligations
October 06, 2010  |  Views: 2227 |  Comments: 0  | Article Rating
Provisions of Wall Street Reform May Affect Non-Admitted Premium Tax Obligations
Certain provisions of the recently enacted Dodd-Frank Wall Street Reform and Consumer Protection Act may affect state premium tax obligations resulting from premium payments made t...  Read More...
Wall Street Reform Act to Streamline Surplus Lines and Reinsurance Reform
August 18, 2010  |  Views: 2153 |  Comments: 0  | Article Rating
Wall Street Reform Act to Streamline Surplus Lines and Reinsurance Reform
Recent legislation, passed by the U.S. Congress and signed into law by President Obama, creates within the Treasury Department a new Federal Insurance Office (FIO) to streamline su...  Read More...
E&O Rates Declined in 2009, Expected to Remain Stable in 2010
March 17, 2010  |  Views: 2495 |  Comments: 0  | Article Rating
E&O Rates Declined in 2009, Expected to Remain Stable in 2010
Errors & omissions (E&O) insurance rates fell between 5% and 10% in 2009, with the exception of financial institutions, which saw double-digit rate increases early in 2009 but smal...  Read More...
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January 15, 2013  |  Views: 533
Global Insurance Rate Firming Slowed in Q4, Despite Sandy
US east coast storm not expected to be market-changing event  Read More...
October 19, 2011  |  Views: 1891
Marsh Webcast October 26—Hot Topics and Innovations in Financial and Professional Liability
The webcast will examine the latest trends in financial and professional liability and the innovations being introduced to address the risks associated with the Foreign Corrupt Pra...  Read More...
April 27, 2011  |  Views: 1846
First-Quarter Insurance Rate Increases Confined to Loss-Affected Exposures: Marsh
Global Insurance Markets Under Pressure as Atlantic Hurricane Season Approaches Despite record level first-quarter catastrophe losses, insurance rate increases were confined to lo...  Read More...
March 07, 2011  |  Views: 1930
Marsh Webcast — Developing an Integrated Approach to Workers' Compensation
As employers seek to manage escalating workers' compensation claims costs, Marsh will hold a one-hour Webcast on March 9 at 11 a.m. Eastern Time to explore the benefits of an integ...  Read More...
January 26, 2011  |  Views: 2035
Soft Commercial Insurance Market Conditions Set to Continue into 2011: Marsh
Soft commercial insurance market conditions persisted throughout the United States in 2010 and are poised to continue into 2011, according to a comprehensive report published today...  Read More...
January 12, 2011  |  Views: 1685
New Report Warns Current Global Governance Systems Lack Capacity to Deal with Global Risks
The financial crisis has drained the world's capacity for dealing with shocks. The frequency and severity of risks to global stability have amplified, while the ability of global g...  Read More...
January 11, 2011  |  Views: 1634
Marsh Names Jill Sulkes as U.S. Financial Institutions Practice Leader
Marsh, the world's leading insurance broker and risk advisor, today announced the appointment of Jill Sulkes as head of its U.S. Financial Institutions Practice.   Read More...

Contacts
Susan Finbow
National Practice Leader
Toronto ON Canada
416 868 7170
susan.k.finbow@marsh.com