PPI
Julie Martin, CPA, CA, BBA has a diverse professional background in the finance industry. Julie began their career at Deloitte & Touche as a Senior Accountant from 1989 to 1993. Julie then served as the Director of Finance at the Huntington Society of Canada from 1993 to 1999. Following that, Julie worked as a Controller at Protexion Products (1997) Inc. for a brief period in 1999. Julie joined Assante Wealth Management in 2000 and held various roles including CFO/Controller, Senior Manager of Finance, and Senior Manager of Finance & Operations until 2004. Julie then moved to Manulife, where they held several positions including Manager of Client Financial Services, Director of Distributor Services, Assistant Vice President of Distributor Services, and Assistant Vice President of Business & Distributor Solutions. During their time at Manulife, they managed large teams, oversaw distributor enablement, and spearheaded strategic initiatives to improve customer experience. Julie joined PPI in 2018 as Vice President of Strategic Initiatives before being promoted to National Vice President of Business Operations, Compensation & Process Improvement in 2019. Julie currently holds the position of Senior Vice President of Operations at PPI, where they focus on enhancing the service offering and integrating acquired businesses. Julie's extensive business knowledge and ability to identify opportunities for improvement have proven valuable throughout their career.
Julie Martin, CPA, CA, BBA completed an Honours Bachelor of Business Administration (BBA) in Accounting at Wilfrid Laurier University. Additionally, they obtained a Chartered Accountant (CA) designation from the Chartered Professional Accountants of Canada.
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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.