As a national insurance marketing organization, PPI offers unmatched support, tools and resources to independent advisors across Canada. 

With four decades of industry experience and innovation, PPI delivers in-depth marketing, actuarial, tax and underwriting support – encompassing all aspects of life insurance – together with the people on the ground who can help advisors elevate their practices. 

From planning experts to custom marketing tools to professional development, our goal is to help you – as an advisor - open new markets and enable your practice to prosper and thrive. 

PPI is a tireless supporter and advocate for Canada’s insurance advisors and the customers they serve.

En tant que société nationale de commercialisation d’assurance, PPI offre un soutien, des outils et des ressources inégalés aux conseillers indépendants partout au Canada. 

Forte de quatre décennies d’expérience et d’innovation dans le secteur, PPI offre un soutien approfondi en matière de marketing, d’actuariat, de fiscalité et de sélection des risques – englobant tous les aspects de l’assurance vie – avec des personnes sur le terrain qui peuvent aider les conseillers à optimiser leurs pratiques. 

Qu’il s’agisse d’experts en planification, d’outils de marketing personnalisés ou de perfectionnement professionnel, notre objectif est de vous aider, en tant que conseiller, à ouvrir de nouveaux marchés et à permettre à votre cabinet de prospérer et de se développer. 

PPI est un partisan et un fervent défenseur des conseillers en assurance du Canada et des clients qu’ils servent.


Insurance

Jim Virtue

Lorri Cormier

Barbara Elder

Derry Roth

Barb Leighton

The Business Development Team at PPI is responsible for identifying and nurturing new business opportunities, forging strategic partnerships, and expanding market reach to foster business growth. They provide specialized support in sales, marketing, and client relationship management to help independent insurance advisors open new markets, enhance their services, and achieve sustainable growth. The team's diverse expertise in wealth management, advanced sales, and strategic growth ensures that advisors receive comprehensive, tailored solutions to elevate their practices.

Business Development Team

The Leadership Team at PPI, comprising senior executives such as the President and COO, Executive Vice-president and COO, and VP Advanced Sales, is responsible for strategically guiding the company in delivering exceptional support to independent insurance advisors across Canada. This team focuses on overseeing operations, driving innovation, ensuring compliance and privacy, enhancing marketing and sales strategies, and fostering a strong company culture, with the ultimate goal of helping advisors open new markets and elevate their practices.

Leadership Team

The Operations and Business Support team at PPI ensures the seamless functioning and efficiency of the company's activities by providing strategic business solutions, managing national events, improving processes, coordinating sales, serving policies, and analyzing business data. This multi-disciplinary team supports advisors through meticulous payroll management, administrative services, and project management, thereby fostering the company's mission to help insurance advisors optimize their practices and thrive in the market.

Operations and Business Support

The Engineering and Technical team at PPI focuses on developing, maintaining, and securing the technological infrastructure that supports the company's advanced tools and resources for independent advisors. This includes software development, systems engineering, cybersecurity, application management, and database analytics, ensuring smooth and efficient operations across all digital platforms used by advisors to elevate their practices. The team collaborates closely to provide robust, reliable, and innovative tech solutions tailored to the insurance marketing landscape.

Engineering and Technical

The Operations Team at PPI ensures the seamless execution of day-to-day activities, supports national operational strategies, and oversees the security, IT, and business improvement initiatives. They play a crucial role in optimizing internal processes, managing risk, and maintaining high standards of service to support independent insurance advisors across Canada.

Operations Team

The Financial Planning and Investment Management team at PPI is dedicated to supporting independent advisors by providing comprehensive financial strategies, investment management services, and operational support. This team collaborates to offer tailored financial plans, oversee investment portfolios, ensure accurate accounting, and manage financial operations to help advisors enhance their client offerings and achieve sustained growth in their practices.

PPI

Org chart

Teams

Business Development Team

Leadership Team

Operations and Business Support

Engineering and Technical

Operations Team

Financial Planning and Investment Management

Offices

PPI

Org chart

Teams

Business Development Team

Leadership Team

Operations and Business Support

Engineering and Technical

Operations Team

Financial Planning and Investment Management

Offices

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