Shaping Dreams Into Legacies
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.
Shaping Dreams Into Legacies
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.
Insurance Innovation
A steadfast commitment to invest in new market segments and technology is at the core of our success over the years.
Insurance Innovation
A steadfast commitment to invest in new market segments and technology is at the core of our success over the years.
Stratosphere
Digital ecosystem of prospecting, analysis and presentation tools.
Knowledge Program
Gain the conviction to engage in complex insurance planning.
Advantage Program
Get rewarded for your hard work with premium support, special offers, and discounts.
Advantage Program
Get rewarded for your hard work with premium support, special offers, and discounts.
Learn moreAdvisor Talk
Your conduit for insurance and financial services news, tools, and strategies.
The Link Between
Educate and inform your clients with content designed just for them.
Advisor Talk
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.
Advanced Planning Services
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
Advanced Planning Services
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
Professional Resource Centre
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.
Professional Resource Centre
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.
Investments
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.
PPI Valet
An innovative robo-advice platform that helps advisors like you manage and grow the investment component of your business.
Investments
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 morePPI Valet
An innovative robo-advice platform that helps advisors like you manage and grow the investment component of your business.
Learn moreVision and Innovation
In a world where disruption is constant, our core beliefs have never changed.
BUILDING YOUR INSURANCE BUSINESS WITH US
BUILDING YOUR INSURANCE BUSINESS WITH US
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.