Realizing the Value in Partnership

PPI is a leading marketer of insurance solutions. We offer actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Earning our partners’ trust is at the heart of everything we do.

The distinct marketing channels of PPI:

PPI Advisory

PPI Advisory is dedicated to the high net-worth market whose complex estate and tax planning needs demand sophisticated life insurance strategies. In-house experts work with insurance advisors, their clients and professional advisors through a consultative and in-depth process.

PPI Solutions

PPI Solutions is a national resource for insurance advisors who serve the broad Canadian market, offering proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.

PPI is a tireless supporter and advocate for Canada’s insurance advisors.

In The News

2013
April
March
2012
November
September
May
2012 Federal Budget Update
This bulletin covers changes to the Exempt Test rules for life insurance, changes to the taxation of Group Accident and Sickness plans, and new rules for Retirement Compensation Arrangements.
2011
November
Federal Court decision contains good news for Canadians participating in insurance leveraging strategies
The Federal Court quashed orders authorizing the Canada Revenue Agency (CRA) to require insurers who offer an insurance leveraging strategy, called 10-8, to provide it with plan holder names.
October
September
2010