PPI
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.
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PPI
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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.