Jim Brownlee Cfp, Clu, Ch.f.c.

Jim Brownlee, CFP, CLU, CH.F.C., currently serves as the Executive Vice President of Distribution and Leader of Strategic Growth Initiatives at PPI since January 2023. Jim holds the position of Principal at Quantum Planning Group Inc., a firm dedicated to providing financial advisory and consulting services to high-net-worth families and organizations. As a Board Member at the Calgary Foundation since July 2014, Jim contributes to community initiatives. Previously, Jim was the Vice President of MGA Partnerships at Canada Life, fostering relationships with top managing general agencies and advisors, and served as a Council Member for the Alberta Insurance Council. With extensive experience in the financial sector, including leadership roles at Freedom 55 Financial, Jim's educational background includes degrees in Economics from the University of Victoria and several professional designations in financial planning and insurance.