Our Industry Commitment

PPI is not simply about selling insurance. Our deeper role is to challenge people to dream – to plan, and create a legacy.

PPI pioneered the development of consumer-responsive life and health insurance products and innovative financial planning applications to help consumers manage their personal financial risks in a comprehensive, flexible and dynamic way.

PPI is a tireless supporter and advocate for Canada’s insurance advisors and was instrumental in founding the Conference of Advanced Life Underwriters (“CALU”) in 1991. Jim Burton, Chairman and CEO of PPI, served as its first Chairman until 1994 and remains actively involved as an honorary board member of the organization.

PPI Advisory and its employees continue to work on furthering the integrity and future of the insurance industry through ongoing corporate support and involvement, working closely with industry and government partners on a variety of national advocacy and industry issues. Employees maintain active memberships with all key industry associations, having been instrumental in the evolution of many of these entities:

Industry Associations


  • The Conference for Advanced Life Underwriters (CALU)
  • Canadian Life and Health Insurance Association (CLHIA)
  • Chartered Professional Accountants Canada (CPA Canada)
  • Canadian Institute of Actuaries (CIA)
  • The Canadian Bar Association (CBA)
  • The Canadian Tax Foundation (CTF)
  • Advocis and Canadian Association of Financial Planners (CAFP)
  • The Society for Trust and Estate Practitioners (STEP)
  • The Canadian Life Insurance Standards Association (CLIEDIS)
  • The Million Dollar Round Table (MDRT)