Financial
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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Dealing with the High Risks of Mergers and Takeovers
March 24, 2011  |  Views: 632 |  Comments: 0 
Dealing with the High Risks of Mergers and Takeovers
Corporate directors and officers face mounting risks of personal liability. These stem fromtheir actions, inactions, and often merely because they were directors and officers (D&O)...  Read More...
Financial Institution Risk
March 31, 2011  |  Views: 401 |  Comments: 0  | Article Rating
Financial Institution Risk
As a financial institutions client of Marsh Canada, you are drawing from the full breadth of Marsh & McLennan Companies’ expertise and service solutions. Marsh has built its busine...  Read More...
Legal and Business Trends Impacting Directors and Officers Liability Insurance
August 11, 2011  |  Views: 1055 |  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, 2011  |  Views: 849 |  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...
Political Risk
February 18, 2011  |  Views: 648 |  Comments: 0  | Article Rating
Political Risk
In today's global economy, executives recognize that investment opportunities in foreign markets bring new risks not encountered in domestic regions. Whether a company is entering ...  Read More...
Professional Liability (Errors and Omissions)
April 18, 2011  |  Views: 741 |  Comments: 0 
Professional Liability (Errors and Omissions)
Financial institutions operating in today’s environment are facing the most complex challenges ever imagined. The competitive landscape and intense regulatory scrutiny are posing m...  Read More...
Residual Risk
February 22, 2011  |  Views: 589 |  Comments: 0 
Residual Risk
Residual value guarantees play a vital role in asset securitization and balance sheet protection. Not only can this type of coverage protect you against negative asset valuation, b...  Read More...
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Dodd-Frank Whistleblower and Clawback Provisions to Affect Directors and Officers
May 13, 2011  |  Views: 542 |  Comments: 0  | Article Rating
Dodd-Frank Whistleblower and Clawback Provisions to Affect Directors and Officers
Directors and officers may be directly affected by the whistleblower and “clawback” provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank)...  Read More...
Global Regulatory and Tax Changes to Affect Multinational Companies
March 14, 2011  |  Views: 555 |  Comments: 0  | Article Rating
Global Regulatory and Tax Changes to Affect Multinational Companies
Multinational companies are demanding greater adherence to insurance and premium tax compliance regulations, as they face enhanced scrutiny from governmental bodies.  Read More...
Multinational Companies Benefit from Soft Market But Face Regulatory Compliance, Taxation Challenges
March 11, 2011  |  Views: 483 |  Comments: 0  | Article Rating
Multinational Companies Benefit from Soft Market But Face Regulatory Compliance, Taxation Challenges
The global regulatory environment has hanged substantially, particularly in relation to insurance requirements and premium taxes changes.  Read More...
Multinational Companies Face Increased D&O Risks With Tighter Insurance and Tax Regulations
November 10, 2010  |  Views: 384 |  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: 302 |  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: 260 |  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: 308 |  Comments: 0 
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: 309 |  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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October 19, 2011  |  Views: 308
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: 390
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: 339
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...
February 17, 2011  |  Views: 456
Risk & Insurance® Power Brokers® Issue Honors 46 Marsh Insurance Brokers
Risk & Insurance® magazine has named 46 Marsh colleagues as Power Broker® winners and finalists in its annual issue recognizing the industry’s best for their creativity, problem-so...  Read More...
January 26, 2011  |  Views: 466
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: 328
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: 264
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...
May 28, 2010  |  Views: 191
Insurance Innovation Critical to 'Green Economy' in China
Insurance innovation is critical to supporting the green economy, according to Marsh, the world's leading insurance broker and risk adviser and key participant in the 13th China Be...  Read More...
May 06, 2010  |  Views: 254
European Financial Institutions Overlooking the Value of Insurance to Save Costs
European financial institutions are buying less insurance or decreasing their sums insured in an effort to reduce costs, despite an increase in claims notifications. While the tact...  Read More...
April 27, 2010  |  Views: 296
Marsh U.S. Consumer Introduces Marsh HSA Services
Marsh U.S. Consumer, the leading broker and administrator of affinity insurance and membership product programs, has introduced Marsh HSA Services to provide best-in-class health s...  Read More...
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Contacts
Susan Finbow

Toronto ON Canada
416 868 7170
susan.k.finbow@marsh.com
   
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