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We see the value in providing advisors with timely and comprehensive education covering practice management, product information and governance.
Our national resources are offered through a network of local offices from coast to coast.
A superior offering delivered locally with friendly, efficient service helps you to serve your clients well and positions you to compete effectively in today’s market.
PPI Solutions offers life insurance through insurance advisors. If you are looking for information about insurance, please contact your advisor.
Investment Executive’s Advisor Report Card survey series ranks PPI Solutions and PPI Advisory among the top 10 rated firms in 2017. Thank you to our Advisors for your continued support and the opportunity to work with you.
The 6th edition of “Estate Planning with Life Insurance,” by Glenn Stephens is now available. This book provides insight into the many roles life insurance plays in estate planning and demonstrates how it can assist your clients in securing lifetime financial success and a strong legacy. Order your copy today.
Globe and Mail – The Family Enterprise Xchange (FEX) provides a unique blend of shared wisdom and experience to help family enterprises and their advisors flourish. Jim Burton, Chair of the FEX Foundation, and Chairman and CEO of PPI, speaks about how FEX serves as a national voice for a group that is critical to Canada’s economy.