Professional Liability

Alberta Professional Planners Professional Liability Insurance (PLI) Coverage 2021 Information

APPI is pleased to announce that BMS Canada Risk Services Ltd (BMS Group) is 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. 

Legal Advice for APPI Members

BMS Canada Risk Services Ltd. and Gowling WLG (Canada) LLP are pleased to offer pro bono legal advice to all planners participating in the Professional Liability Insurance Program. View more

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]

BMS Group PLI Commercial General Liability Brochure

BMS Group Cyber Brochure

PLI Sample Certificate and to request your personal PLI certificate send an email to [email protected].

Extended Reporting Period for Retired and Non Practicing Members

As of January 1, 2018, APPI’s new PLI program includes a ten year Extended Reporting Period that is automatically available at no cost or additional premium for Retired and Non-Practicing Members who have been insured under the Institute’s Insurance Program for a minimum of two (2) years. The Extended Reporting Period protects against claims that may arise for up to 10 years provided that the claim is related to prior incidents and exposures that occurred during their past practice and before the end of their last active policy.