Professional Liability

Alberta Professional Planners Professional Liability Insurance (PLI) Coverage Information

BMS Canada Risk Services Ltd (BMS Group) as the Institute’s exclusive insurance broker for all regulated members' Professional Liability Insurance (PLI). Partnering with BMS supports APPI’s ongoing strategy of providing the most comprehensive and cost-effective liability coverage to our regulated members. 

In addition to PLI, APPI members have access to Commercial General Liability (CGL), Legal Entity PLI, Property/Content/Crime Coverage, Cyber Security and Privacy Liabiity, Employment Practices Liability (EPL) and Legal Services Package.

Learn more about PLI and additional coverage options here. APPI Coverage Brochure 2024-2025

Legal Advice for APPI Members

Do you have legal questions related to your professional liability? Get answers by calling the pro bono legal services hotline available to all members participating in APPI’s Errors & Omissions (Professional Liability) Insurance Program.

Learn more about about the pro bono legal services offered through the APPI Insurance Program here. APPI Legal Assistance Brochure 2024-2025

Extended Reporting Period for Retired and Non-Practicing Members

Are you retiring or discontinuing practice? The APPI Errors & Omissions (Professional Liability) policy automatically provides 10 years of extended reporting at no charge for professional liability claims that are first discovered and filed after you have retired and/or discontinued practice.

Contact BMS

APPI participating members will also benefit from additional practice risk resources, continued educational support and exceptional customer services.

If you have any questions about the liability protection available, please contact BMS Group toll free: 1-844-294-2714 or via email: [email protected]

For more information about your Insurance Broker, BMS, and Insurance Regulatory Principles of Conduct click here: Regulation | BMS (bmsgroup.com)

This content is provided for general information purposes only and does not constitute broker advice. Please speak with a broker at BMS if you have any questions about your insurance coverage or your specific insurance needs.