The Canadian economic landscape is faced with the burgeoning maturation of baby boomers, the largest and wealthiest segment of Canada’s population.
The combination of an aging boomer population and the expected wealth transfer from their retirement is driving the demand for unbiased solutions.
Baby boomers are in the most productive years of their lives and have developed substantial net worth. They represent a significant opportunity for knowledgeable and sophisticated financial advisors to work with them to protect and preserve their assets. A number of trends support PPI’s market focus:
- Long-term growth in the high net-worth market
- Need for wealth transfer product
- Continued consolidation within the financial services industry
- Increased governance at the federal and provincial levels
Our Associates are well-suited to providing consultative insurance and financial solutions to the high net-worth segment of the market.