What We Offer

Principal Broker

Peter Morris holds an Unrestricted licence from the Registered Insurance Brokers of Ontario. Peter currently serves as the Principal Broker for a number of insurance brokerages in Ontario. In his capacity as Principal Broker, Peter Morris will provide the necessary support and supervision to a brokerage.

Brokerage Consulting

We provide a range of services to assist brokerages from start-up to full operation. In addition to serving as the Principal Broker, these services can include assistance in preparing a business plan, guidance in obtaining insurance company contracts, and managing the ongoing business relationships with carriers.

Expert Witness

We provide expert testimony and are well-positioned to provide expert witness services with respect to underwriting, policy wordings, loss control, broker conduct, or replacement cost valuations.

Mergers and Acquisitions

Our approach to these transactions is based on finding the right match of business partners. We help guide the parties in closing a deal that meets the requirements of both sides, and have experience closing successful deals.

Testimonials

What clients say about the service provided.

I have known Peter for over 10 years having used his professional services in the past and currently as our Principle Broker and a member of our Advisory Group. Peter brings to the table a vast resume of insurance knowledge, expertise and professional guidance. I would recommend his services without any hesitation.

I retained Peter to act as an expert in an insurance broker negligence case. I was pleased with his work. His report was thorough, thoughtful and well-written. I will certainly continue relying on him for guidance in similar cases involving insurance matters.

Peter is known and respected throughout the insurance industry. In his leadership role in sales, he developed strong relationships built on trust and expertise. As a result, he knows virtually every key executive in the industry. I have had the privilege of working with Peter as a business partner and as a service provider and I value his insight and trust his judgement immensely.

Peter is both focused on details and long term results/impact that are always in the customers’ best interests. He has always epitomized ethical and transparent business practices. He has extensive knowledge and experience in the insurance and insurance services industries. Peter will always be certain to provide his best efforts on your behalf. I can recommend Peter to anyone who desires honesty, hard work and value for services provided.

Peter has provided high quality services to my organization for many years. I have always been highly satisfied with Peter’s professional demeanour and his willingness to work with us to provide the business solutions we needed.

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