CMW Private Client Services Brochure V3

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Private Client Services IT’S YOUR WEALTH, YOUR LIFE AND YOUR LEGACY. THAT’S WHY WE TAKE IT PERSONALLY.

Transcript of CMW Private Client Services Brochure V3

Page 1: CMW Private Client Services Brochure V3

Private Client Services

IT’S YOUR WEALTH, YOUR LIFE AND YOUR LEGACY. THAT’S WHY WE TAKE IT PERSONALLY.

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CMW Gives You Peace of MindAn experienced Risk Advisor works one on one with you to conduct a personal risk analysis and design a comprehensive, customized solution for your:

• Homes and Vacation or Recreational Properties •VehiclesandWatercraft • Valuable Articles or Collections such as Jewelry, Fine Art and Wine

With this confidential, personalized service, you gain access to:

• Reviews and Audits of your Existing Policies • Ongoing Education for your Personal Asset Protection • Specialists Including Appraisers for Real Estate, Fine Art,

Jewelry and Wine Collections • Coverage on Personal Assets Anywhere in the World • 24/7 Global Emergency Claims Response

Private Client Services by CMW is designed to give you peace of mind knowing your high value assets are protected

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Special Coverage for Unique RisksEXCESS LIABILITYProtecting you against:

• Personal Injury lawsuits, including Libel and Slander •LiabilityarisingfromyourparticipationDirectoronNotforProfitBoards LEGAL EXPENSE COVERAGE • Covering your Defence Costs in the event of a suit being brought against

you or your family • Providing you access to Legal Advice and Assistance FAMILY PROTECTION • Assisting and Settling Kidnap and Ransom Threats facing your Family Members • Covering medical expenses and support needs resulting from traumatic incidents

such as Carjacking, Child Abduction, Home Invasion and Stalking TRAVEL/MEDICAL • Excess Medical Coverage while you are travelling outside of British Columbia

About CMWCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of British Columbia’s top brokers. With decades of experience and specialized knowledge in local sectors, CMW Risk Advisors have been serving businesses and individuals in the Lower Mainland and throughout British Columbia since 1994.

As employee-owners, CMW Risk Advisors are capable of building and nurturing long-term client relationships. Decision-making authority resides in the hands of a few responsible partners, allowing quick, strategic decisions - without bureaucratic delay and, most importantly, based on the best interests of our clients.

Since our beginnings, CMW has carefully assembled a knowledgeable team of professionals who have fueled our rapid growth. This combination of experience and drive has helped forge relationships with clients and our industry partners.

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Contact UsDONNA-LEA BILLESBERGERVice President | Private Client [email protected] 604 235 1856

cmwinsurance.com