Dundee Goodman Insurance Agency and PPI Solutions are forming a strategic alliance, says PPI.
PPI will be providing sales, marketing, education and tools to Dundee Goodman’s insurance advisors.
“The arrangement will provide Dundee Goodman advisors with wider access to insurance companies and insurance product solutions,” says Jim Virtue, president of PPI Solutions. Virtue says Dundee Goodman’s advisors will use the PPI Toolkit, proprietary software that generates custom‐made client presentations, insurance concepts and product comparisons. PPI will also be providing estate-planning expertise.
Dundee Goodman has expanded to about 100 investment advisors across Canada, managing more than $6 billion.