Lawyers Financial

Lawyers Financial
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Lawyers Financial is a brand of The Canadian Bar Insurance Association (CBIA).

Lawyers Financial investment and insurance programs help lawyers, their families and employees build and protect financial security.

A not-for-profit corporation, it has a board of directors comprised of lawyers from across Canada. Lawyers Financial represents the full suite of financial solutions available to the legal community.

The Lawyers Financial source for AdvocateDaily.com is Dawn Marchand, Vice President, Marketing & Direct Distribution.

Lawyers Financial Posts

When lawyers should get a financial adviser

Any time is a good time to get a financial adviser, says Dawn Marchand, vice-president of marketing and direct distribution for CBIA/Lawyers Financial. Read more

Set goals, protect income when starting solo: Marchand

New lawyers practising on their own should develop a business plan and set goals to be achieved, says Dawn Marchand, vice-president of marketing, product and client experience for Lawyers Financial, which offers insurance and investment products to lawyers, their families and staff. Read more

Take stock today to plan your retirement: Marchand

Taking stock of how you live today can help you develop a plan for your retirement years, says Dawn Marchand, vice-president of marketing, product and direct distribution for Lawyers Financial, which offers insurance and investment products to lawyers, their families and staff. Read more

Lawyers Financial developing retirement plan for legal community

The legal community may soon be able to get in on the ground floor of an “innovative” retirement plan designed specifically for lawyers and their staff, says Dawn Marchand , vice-president of marketing, product and direct distribution for Lawyers Financial. Read more

New life insurance product meets lawyers’ needs

Lawyers Financial has launched a whole life insurance product specifically designed for the needs of the legal community, says Dawn Marchand , vice-president of marketing, product and direct distribution for the Canadian Bar Insurance Association (CBIA). Read more

Lawyers Financial offers a variety of travel insurance

A last-minute getaway after a long, cold winter may be in the plans for some, but don’t forget about travel insurance in your haste to escape, says Dawn Marchand , vice-president of marketing, product and direct distribution at Toronto-based Lawyers Financial. Read more

Now’s a good time to think about RRSPs, taxes

Taking the time now to consider personal tax implications and laying down a financial foundation for the coming year can go a long way to setting yourself up for success down the road, says Dawn Marchand , vice-president of marketing, product and direct distribution for Lawyers Financial. Read more

New year a good time to revisit finances

The new year offers many new opportunities for lawyers, including the chance to develop a clear picture of personal finances with an eye to planning for the future, says Dawn Marchand , vice-president of marketing, product and direct distribution for Lawyers Financial. Read more

Snowbirds: take heed before taking flight

Taking steps to ensure your travel, home and auto insurance coverage is sufficient can contribute greatly to worry-free extended stays in the United States, says Dawn Marchand , vice-president of marketing, product and direct distribution of Toronto-based Lawyers Financial. Read more

Lawyers Financial dispels myths about insurance

The best way to dispel myths and inaccuracies about insurance and financial planning is to speak to an advisor, says Dawn Marchand , interim CEO and president of Toronto-based Lawyers Financial. Read more

Critical illness vs. disability insurance

There are significant differences between critical illness insurance and disability insurance, but both can provide substantial financial protection for lawyers and their firms, says Dawn Marchand , vice-president of marketing and direct distribution for CBIA/Lawyers Financial. Read more

Questions for your advisor Part 2: Setting your financial goals

In this final instalment of a two-part mini-series on working with financial advisors, CBIA/Lawyers Financial VP Dawn Marchand suggests questions to ask your advisor once you've chosen one . Read more

Questions for your advisor Part 1: Finding someone you can work with

Investors shouldn’t be afraid to interview advisors before settling on someone they can work with, says Dawn Marchand , vice-president of marketing and direct distribution for CBIA/Lawyers Financial . Read more

Financial advice pays off: report

Recent research shows working with a financial advisor is the key to asset accumulation, says Dawn Marchand , vice-president of marketing and direct distribution for CBIA/Lawyers Financial . Read more

Saving amid the rising cost of home, auto insurance

There are several reasons why auto insurance premiums continue to rise and one of them is as simple as the vehicles on the road, says Dawn Marchand , vice-president of marketing and direct distribution for CBIA/Lawyers Financial. Read more