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Our Growing Business
PPI Solutions is the new name for the Financial Management Group of Companies. We are one of the largest distributors in Canada, serving advisors and planners locally from the Maritimes to B.C.
FM British Columbia
Established in 1990 (Pinnacle Brokerage), was focused on serving the greater Vancouver area. Financial Management BC (incorporated in 2002), merged with Pinnacle Brokerage in 2003 assuming the Financial Management BC name. Now with offices in Victoria and Kelowna, Financial Management B.C. services Advisors and Planners province wide.
We have one objective at Financial Management BC to deliver superior local customer service, quality and value in an environment fostering innovation and professionalism. In a very short period of time we have established ourselves as one of the pre-eminent offices serving the Advisors and Planners of B.C. We are a full service Brokerage offering marketing and sales support, professional development seminars, along with a service staff second to none and now as part of the PPI Solutions network we have the advantage of being a part of the largest National MGA in Canada. While we are national in scope, don’t worry we haven’t forgotten our local heritage and how we got here.
As a PPI Solutions company we pride ourselves on our innovative approach to problem solving. Innovation is the fundamental building block upon which all of solutions are premised, it is ingrained in our corporate culture and is fundamental to everything we do.
Our systems are state of the art and are focused on delivering innovative, timely information and support to Advisors and Planners.
If you would like to explore the opportunities at Financial Management BC, please e-mail or call us and we’ll be happy to show you why more than 300 Broker’s province wide look to us every day for their business needs.