PPI Advisory is dedicated to Canada’s high net-worth insurance market and its unique requirements and opportunities. Complex client needs demand sophisticated planning and strategies that PPI Advisory and our Associates (insurance advisors) team up to provide.
The PPI Advisory process is consultative and thorough. Our concierge planning support is personal and dedicated. We deploy the most advanced estate and tax planning expertise coupled with a deep understanding of life insurance and its custom application.
Unmatched expertise and an enviable track record of product and support tool innovation provide a rock-solid foundation for you to build your clients’ trust and your practice.
Building trusted relationships with our associates is at the core of our business.
Spécialiste du marché de l’assurance