Banking and Investment ExcellenceMonarch Financial Services & Wealth ManagementCorporate ProfileContact Us
Monarch Financial Services & Wealth Management
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Phone: 780-422-0938
Fax: 780-424-6885



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Monarch Registries

Risk Management and Consulting Services:

Risk Management and Consulting Services


We offer a complete range of Risk Management and Consulting services on a fee basis as they relate to commercial property and casualty insurance products, most specifically in the area of Professional Liability insurance, Errors and Omissions insurance, Malpractice insurance, Employment Practice Liability insurance and Not for Profit and For Profit Directors and Officers Insurance.

David B. Harvey our Risk Management Consultant holds the professional designations of Associate Insurance Institute of Canada (AIIC), Certified Canadian Insurance Broker (CCIB) and Chartered Insurance Professional (CIP). He is a Past President of the Independent Insurance Brokers Association of Alberta as well as former Vice President of the Insurance Brokers Association of Canada. Mr. Harvey has over 40 years experience in the brokering of general insurance and specialized professional liability insurance, has authored many Insurance Industry trade publication articles and has appeared as an expert witness in regard to insurance litigation matters. David is considered one of, if not Western Canada's foremost leading authority in the area of both Professional Liability insurance (all classes) and Directors and Officer's liability insurance both For Profit and Not for Profit D&O.

We are able to provide full general insurance Audits, Risk Analysis and Insurance Surveys in respect to all classes of commercial property and casualty insurance with our specialty being in the area of Professional Liability insurance and Directors and Officers Liability Insurance.

We will design and prepare custom insurance specifications tailor made to your general insurance and risk management requirements incorporating risk management and loss control features. Through our alliance with leading property and casualty insurance brokerages we are able to secure proposals (at your request) from various selected insurance brokers based upon your insurance specifications (prepared by our office). We will review such proposals to make certain that such proposals are compliant with our prepared insurance specifications. We will then provide you with unbiased advice and recommendation(s) as to which broker and proposal best meets your needs and budget, while adhering to our philosophy of cost containment in regard to our clients property and casualty insurance program.

Our Risk Management and Consulting Fee structure is reasonable and affordable as well as cost effective. For future information in connection with our Risk Management and Consulting Services as well as fee structure, please contact:

David B. Harvey CIP.,CCIB.
Ph: 780 422 0938
Fax: 780 424 6885




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