CPA Professional Liability Plan
CPA Professional Liability Plan is a Toronto-based insurance agency, founded in 1989, that provides professional liability coverage, risk management, and claim services specifically to Canadian Chartered Professional Accountants and their firms.
- Company typePrivate
- Founded1989
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CPA Professional Liability Plan does
CPA Professional Liability Plan is a Canadian insurance agency specializing in professional liability coverage, risk management, and claim services for the accounting profession. Founded in 1989 and headquartered in Toronto, the firm operates under the cpaplan.ca domain and is structured as a private for-profit entity with 11-50 employees, indicating a small specialty brokerage rather than a large-scale carrier. Its brand and naming convention suggest an affiliation or endorsement relationship with the Canadian Chartered Professional Accountants (CPA) membership body, positioning the firm as a dedicated distribution channel for liability insurance and related risk services to CPA practitioners and accounting firms across Canada.
The company's business model is consistent with a niche insurance intermediary: it likely distributes professional liability policies on behalf of one or more underwriting partners, earns commissions on placed premiums, and supplements that revenue with risk management advisory and claim support services tailored to the unique exposures of accounting professionals. Its value proposition centers on profession-specific expertise rather than broad market scale, serving a defined vertical (Canadian CPAs) with products calibrated to that segment's malpractice exposure. Distribution is presumed to flow through the CPA membership ecosystem, professional referrals, and direct inbound from member firms.
Material data gaps limit deeper analysis: the cpaplan.ca website returned only a loading/verification placeholder at the time of scraping, and no financial disclosures, leadership roster, product lineup details, partnership disclosures, technology stack, or strategic move history were available in the source material. This lack of observable corporate detail should temper any investment thesis around the firm.
CPA Professional Liability Plan firmographics
Firmographics- Name
- CPA Professional Liability Plan
- Website
- https://cpaplan.ca
- Company type
- Private
- Founded year
- 1989
- Headcount range
- 11–50 employees
- Short description
- CPA Professional Liability Plan is a Toronto-based insurance agency, founded in 1989, that provides professional liability coverage, risk management, and claim services specifically to Canadian Chartered Professional Accountants and their firms.
- Ownership category
- akta.pro rank
CPA Professional Liability Plan industry classification
Industry- Product category
- Professional Liability Insurance
- NAICS
- Insurance Agencies and Brokerages (52421)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Professional Liability (Errors & Omissions) (FSAJADAB)
- akta.pro secondary industries
- Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA), Management Liability (D&O/EPL/Fiduciary) (FSAJAGAD)
Keywords
Where CPA Professional Liability Plan is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Markets served
CPA Professional Liability Plan business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
CPA Professional Liability Plan product offering
Product offeringCore offering
CPA Professional Liability Plan is a Canadian insurance agency that provides professional liability (errors and omissions) coverage and related risk management and claims services to chartered professional accountants (CPAs) and accounting firms. The firm acts as an intermediary arranging liability protection tailored to the accounting profession, supplemented by risk advisory and claim-handling support.
Differentiator
Problem solved
Functional benefit
Products and services
- Professional Liability Insurance
Companies that use CPA Professional Liability Plan
Customer profileIdeal customer profiles1 record
CPA Professional Liability Plan technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CPA Professional Liability Plan partnerships and signals
Strategic signalRecent moves1 record
CPA Professional Liability Plan competitors and assessment
Company assessmentBroad incumbents
- AXA XL: Global specialty insurer offering professional liability and E&O products for professional services firms including accountants. Comparable in the underlying risk-transfer product, though it operates as a carrier rather than a focused intermediary.
- Travelers: Major US-based P&C insurer with a professional liability & E&O product suite covering accountants and other professional services. Comparable as a direct or behind-the-scenes carrier partner for CPA professional liability coverage, though much larger and US-anchored.
- Aon: Global insurance broker that places professional liability programs for accounting firms and other professional services. Comparable as a placement channel for CPA E&O risk, though it competes across all commercial lines and is not specialized to the CPA vertical.
- Hiscox: Specialist global insurer with a well-known professional liability / E&O book targeting small professional services firms. Highly comparable in the underlying product (professional liability for professional services), but operates at vastly larger scale and across multiple professions, not solely CPAs.
- Lockton: Largest independent insurance broker globally, with dedicated professional services practices placing E&O and professional liability coverage. Comparable in the professional liability distribution channel, particularly for mid-market and large CPA firms.
- Marsh (Marsh & McLennan): Global insurance broker and risk advisor serving large accounting and professional services firms. Comparable in that it places professional liability coverage for CPA firms, but operates across all commercial lines and at much larger scale.
- BFL Canada: One of Canada's largest employee-owned insurance brokerages, placing commercial and professional lines including E&O for professional services firms across Canada. Directly comparable in geography and customer base, though broader in product scope than CPA Professional Liability Plan.
- Hub International: Large North American insurance brokerage with strong Canadian operations. Places professional liability, E&O, and commercial programs for professional services firms including accounting practices. Comparable as a competitor for the same Canadian CPA clients, though serving a much broader market.
Direct peers
- CPA Mutual: US-based professional liability insurance company exclusively serving CPAs and accounting firms, owned by participating state CPA societies. The closest direct comparator to CPA Professional Liability Plan in terms of single-profession focus and E&O-only mandate, though US rather than Canadian in footprint.
Regional players
- Lloyd Sadd Insurance Brokers: Canadian insurance brokerage with strong presence in Alberta and Western Canada, placing commercial and professional lines including E&O. Comparable as a Canadian-headquartered specialty broker competing for professional services accounts.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights3 records
Customer concentration
CPA Professional Liability Plan social profiles
Digital presenceCPA Professional Liability Plan financial estimates
Financial estimateRevenue estimate
Valuation estimate
CPA Professional Liability Plan leadership team
Management profileNumber of profiles
CPA Professional Liability Plan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CPA Professional Liability Plan M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CPA Professional Liability Plan
What does CPA Professional Liability Plan do?
CPA Professional Liability Plan is a Canadian insurance agency that provides professional liability (errors and omissions) coverage and related risk management and claims services to chartered professional accountants (CPAs) and accounting firms. The firm acts as an intermediary arranging liability protection tailored to the accounting profession, supplemented by risk advisory and claim-handling support.
When was CPA Professional Liability Plan founded?
CPA Professional Liability Plan was founded in 1989. It employs 11 to 50 people.
Where is CPA Professional Liability Plan based?
CPA Professional Liability Plan is headquartered in Toronto, Canada, in the North America region.
Who are CPA Professional Liability Plan's main competitors?
Broad incumbents on record are AXA XL, Travelers, Aon, Hiscox, Lockton, Marsh (Marsh & McLennan), BFL Canada and Hub International. CPA Mutual is listed as a direct peer. Lloyd Sadd Insurance Brokers is listed as a regional player.
Does CPA Professional Liability Plan have an API?
No public API is recorded for CPA Professional Liability Plan.
What industry is CPA Professional Liability Plan in?
CPA Professional Liability Plan's product category is Professional Liability Insurance. Its primary akta.pro industry code is FSAJADAB, Professional Liability (Errors & Omissions), with a secondary code of EDAAALAA, Accounting, Audit & Tax (CPA/CA/ACCA CPE). Its NAICS code is 52421 and its SIC code is 6411.