PPI

PPI
Unparalleled Resources.
At Your Command.
Scroll down

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.

Stratosphere

Digital ecosystem of prospecting, analysis and presentation tools.

Learn more

Knowledge Program

Gain the conviction to engage in complex insurance planning.

Learn more

Advantage Program

Get rewarded for your hard work with premium support, special offers, and discounts.

Learn more

Advisor 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.

Visit Advisor Talk

The Link Between

Educate and inform your clients with content designed just for them.

Learn more

PPI Advisory

Dedicated to Canada's high net-worth insurance market and its unique requirements and opportunities. Complex client needs demand sophisticated planning and strategies.

PPI Advisory

Dedicated to Canada's high net-worth insurance market and its unique requirements and opportunities. Complex client needs demand sophisticated planning and strategies.

PPI Advisory

Advanced Planning Services

Industry experts who work with you in a close-knit, consultative relationship along with your clients and their other professional advisors.

Advanced Planning Services

Industry experts who work with you in a close-knit, consultative relationship along with your clients and their other professional advisors.

PPI Advisory

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 more

PPI Valet

An innovative robo-advice platform that helps advisors like you manage and grow the investment component of your business.

Learn more

Vision and Innovation

In a world where disruption is constant, our core beliefs have never changed.

BUILDING YOUR INSURANCE BUSINESS WITH US

Download the booklet to learn more about PPI.

BUILDING YOUR INSURANCE BUSINESS WITH US

Download the booklet to learn more about PPI.

Download the PDF