PPI Financial Group Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 06:03:28 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png PPI Financial Group Inc. – Investment Executive https://www.investmentexecutive.com 32 32 WealthBar and PPI launch PPI Valet https://www.investmentexecutive.com/news/industry-news/wealthbar-and-ppi-launch-ppi-valet/ Thu, 25 Jan 2018 17:23:31 +0000 https://www.investmentexecutive.com/?p=345243 In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

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]]> PPI, WealthBar team up to give insurance advisors access to investments https://www.investmentexecutive.com/news/industry-news/ppi-wealthbar-team-up-to-give-insurance-advisors-access-to-investments/ Tue, 01 Aug 2017 18:50:00 +0000 https://www.investmentexecutive.com/uncategorized/ppi-wealthbar-team-up-to-give-insurance-advisors-access-to-investments/ PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings

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]]> PPI Benefits purchases majority stake in CustomCare https://www.investmentexecutive.com/news/research-and-markets/ppi-benefits-purchases-majority-stake-in-customcare/ Thu, 19 May 2016 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/ppi-benefits-purchases-majority-stake-in-customcare/ 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

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]]> PPI rolls out insurance courses https://www.investmentexecutive.com/news/industry-news/ppi-rolls-out-insurance-courses/ Mon, 16 Jun 2014 20:30:00 +0000 https://www.investmentexecutive.com/uncategorized/ppi-rolls-out-insurance-courses/ New program combines sales ideas with technical know-how

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]]> PPI, Dundee Goodman Insurance form strategic alliance https://www.investmentexecutive.com/news/industry-news/ppi-dundee-goodman-insurance-form-strategic-alliance/ Thu, 15 May 2014 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/ppi-dundee-goodman-insurance-form-strategic-alliance/ Clients will benefit from sophisticated support for risk management and estate planning

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]]> A solution to the 10/8 problem? https://www.investmentexecutive.com/news/products/a-solution-to-the-10-8-problem/ Wed, 25 Sep 2013 17:55:00 +0000 https://www.investmentexecutive.com/uncategorized/a-solution-to-the-10-8-problem/ PPI launches alternative for leveraged insurance arrangements

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]]> PPI reviewing options for clients with 10/8 plans https://www.investmentexecutive.com/news/industry-news/ppi-reviewing-options-for-clients-with-10-8-plans/ Tue, 26 Mar 2013 14:55:00 +0000 https://www.investmentexecutive.com/uncategorized/ppi-reviewing-options-for-clients-with-10-8-plans/ Measures in the federal budget aim to prevent the arrangements from being used in the future

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]]> Concentrating on what they do best https://www.investmentexecutive.com/newspaper_/news-newspaper/concentrating-on-what-they-do-best/ Fri, 14 Dec 2012 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/concentrating-on-what-they-do-best/ IPC and PPI have completed their strategic alliance in a bid to bring a full range of insurance products to IPC clients

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]]> PPI launches new insurance products https://www.investmentexecutive.com/news/products/ppi-launches-new-insurance-products/ Fri, 02 Nov 2012 14:00:00 +0000 https://www.investmentexecutive.com/uncategorized/ppi-launches-new-insurance-products/ LifePhases and Signature Life provide coverage that’s highest at the beginning

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]]> Richardson GMP/PPI deal expands https://www.investmentexecutive.com/newspaper_/news-newspaper/news-57906/ Fri, 29 Apr 2011 19:21:00 +0000 https://www.investmentexecutive.com/uncategorized/news-57906/ New formal alliance will allow Richardson GMP advisors to gain full access to the products and services available through PPI

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