PPI elevates independent financial advisors to the next level.
Supporting you with market leading expertise and technology, we empower you to build the best solutions for your clients.
Unparalleled resources. At your command.
PPI elevates independent financial advisors to the next level.
Supporting you with market leading expertise and technology, we empower you to build the best solutions for your clients.
Unparalleled resources. At your command.
A steadfast commitment to invest in new market segments and technology is at the core of our success over the years.
A steadfast commitment to invest in new market segments and technology is at the core of our success over the years.
Digital ecosystem of prospecting, analysis and presentation tools.
Gain the conviction to engage in complex insurance planning.
Get rewarded for your hard work with premium support, special offers, and discounts.
Get rewarded for your hard work with premium support, special offers, and discounts.
Learn moreYour conduit for insurance and financial services news, tools, and strategies.
Educate and inform your clients with content designed just for them.
Your conduit for insurance and financial services news, tools, and strategies.
Dedicated to Canada's high net-worth insurance market and its unique requirements and opportunities. Complex client needs demand sophisticated planning and strategies.
Dedicated to Canada's high net-worth insurance market and its unique requirements and opportunities. Complex client needs demand sophisticated planning and strategies.
Industry experts who work with you in a close-knit, consultative relationship along with your clients and their other professional advisors.
Advisor’s Guide to Life Insurance Taxation
Industry experts who work with you in a close-knit, consultative relationship along with your clients and their other professional advisors.
Advisor’s Guide to Life Insurance Taxation
An online library of tax and estate planning education materials. You'll find technical strategies and sample agreements to help you create sophisticated solutions for your clients.
An online library of tax and estate planning education materials. You'll find technical strategies and sample agreements to help you create sophisticated solutions for your clients.
Providing the best client solutions requires holistic planning. That’s why we work with partners to provide a selection of investment options, including segregated funds.
An innovative robo-advice platform that helps advisors like you manage and grow the investment component of your business.
Providing the best client solutions requires holistic planning. That’s why we work with partners to provide a selection of investment options, including segregated funds.
Learn moreAn innovative robo-advice platform that helps advisors like you manage and grow the investment component of your business.
Learn moreIn a world where disruption is constant, our core beliefs have never changed.
PPI is a national insurance marketing organization supporting independent advisors as they help Canadians plan for a secure future. If you are looking for insurance, please speak with your Advisor.