PPI, a national marketer of insurance solutions, and Dundee Goodman Insurance Agency Ltd. announced a strategic alliance yesterday.
PPI, a national marketer of insurance solutions, and Dundee Goodman Insurance Agency Ltd. announced a strategic alliance yesterday. PPI will provide sales and marketing support, education and tools to Dundee Goodman's insurance advisors. The alliance is supported by an independent study commissioned by Dundee Goodman in 2013 that suggests worries over healthcare needs have emerged as the second most‐important driver, behind retirement itself, of investment planning for certain individuals across Canada. Dundee Goodman's advisers will utilize PPI’s software to generate custom‐made client presentations, insurance and product comparisons. "This alliance marks another step forward in Dundee Goodman's strategic plan to build its private wealth division into a global first class presence,” said the company. Goodman now operates in Toronto, Montreal, Calgary, Vancouver, Ottawa, Victoria, Dubai and London, England.
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