CBIA/Lawyers Financial

WITHOUT YOU THERE IS NO US
Lawyers Financial exists for you. Our insurance and investment products are tailor-made for Canada's legal community at exclusive prices not available to the general public. As a not-for-profit organization, we measure success in satisfied clients, not dollars.

Address

5 Park Home Ave, Suite 500, Toronto, ON M2N 6L4

Phone

1-800-267-2242

Fax Number

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Product/Service Education

  • Investments

    The Lawyers Financial Investment Program has been designed to help you accumulate wealth and to create an income once you've retired. Administered by Morneau Shepell, with investments provided by Canada Life, a variety of retirement, investment and savings products are available to the entire legal community. That includes lawyers, law firm employees, law students, Quebec notaries, legal community retirees, and their families.

  • Life Insurance

    Life insurance doesn't insure a life, it insures a lifestyle. It protects assets, income, wealth and ultimately your loved ones' financial security. In addition, life insurance is an excellent alternative to mortgage insurance. It can also provide significant business advantages for legal professionals by:
    • Creating a tax-free pipeline of cash from a corporate to its shareholders
    • Improving your business' ability to obtain financing
    • Funding a buy-sell agreement to ensure your family receives the full value of your practice.
    The bottom line is that life insurance is an important financial tool to help build and protect wealth, both personally and professionally.

  • Health & Dental

    Being self-employed, a member of a small firm, or retired does not mean that you have to go without health benefits. HealthProtect extended health care coverage can help provide you and/or your family with protection against serious medical events, as well as help you with day-to-day costs that may not be covered by your Provincial Health Care plan.h Care plan.

  • Pension

    Through CBIA/Lawyers Financial, law firms of all sizes can now provide predictable, cost certain, cost effective, adequate and sustainable workplace pensions through DBplus. This option has none of the legal or financial risks associated with firms managing their own plans. The main law firm obligation will be to set up payroll deductions and remittances, just as they do now for CPP.

  • Employee Benefits

    The Lawyers Financial Employee Benefits program is designed exclusively for small to mid-sized law firms, with as few as three employees, and offers advantages typically reserved for larger employers. There are several levels of coverage available to provide options to meet your employees’ needs and your budget.

  • Office

    Whether your law firm rents office space or owns its own building, it's vital to have protection against possible damage to business property, as well as many other risks. Everything in your office is critical to its day-to-day operation including the confidential information you safeguard for the privacy of your clients. Lawyers Financial Commercial Office Insurance ensures that you are prepared in the case of events that can cripple your office or jeopardize the safe operation of your firm.

Product/Service Videos

Attending Representatives

To set up a one-on-one appointment with one of the attending representatives, please contact them via their contact information as listed below.

  • David Camps

    VP Marketing and Client Experience

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  • Natalie McGrath

    Marketing Specialist

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Ontario Trial Lawyers Association

1190 Blair Rd, Burlington, ON L7M 1K9

Phone: (905) 639-6852

Email: admin@otla.com

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