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Company: PPI Financial Group Inc.

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In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

  • By: Leah Golob
  • January 25, 2018 October 17, 2019
  • 12:23
Mandeville, Smart Money introduce WealthPort service

PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings

The acquisition of the Calgary-based small business benefits provider was a natural fit for PPI Benefits, which provides businesses with benefits products and services

New program combines sales ideas with technical know-how

Clients will benefit from sophisticated support for risk management and estate planning

  • By: IE Staff
  • May 15, 2014 May 15, 2014
  • 09:30

PPI launches alternative for leveraged insurance arrangements

Measures in the federal budget aim to prevent the arrangements from being used in the future

IPC and PPI have completed their strategic alliance in a bid to bring a full range of insurance products to IPC clients

  • By: Brent Jolly
  • December 14, 2012 October 30, 2019
  • 00:00

LifePhases and Signature Life provide coverage that’s highest at the beginning

New formal alliance will allow Richardson GMP advisors to gain full access to the products and services available through PPI

  • By: Paul Brent
  • April 29, 2011 October 30, 2019
  • 14:21