Request A Trial Broker Account
Like what you see so far! If you are interested in exploring the opportunities further please request a trial Broker account from the office closest to you.
We'll get back to you shortly with an id and password which will allow you to explore, at your leisure, all of the information , tools and concepts that have made PPI Solutions the choice of so many Brokers across the country!
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 Calgary
Established in 1978 as one of the first MGA's in Canada Financial Management has been supporting Advisors and Planners across the Prairies for well over 3 decades ! We have earned our reputation as the pre-eminent MGA in Southern Alberta with a proven track record of support, service, innovation and leadership.
As we have grown over the years and developed our National foot print in partnership with PPI Solutions we haven't forgotten our small town roots and the personal touches that have allowed us to grow one Broker at a time. Our staff, many of whom have been with us for over 15 years, are professional, experienced, knowledgeable and committed to consistently developing innovative methods to deliver the superior service we are known for We are committed advocates for our Advisors and Planners striving not only to meet expectations but exceed them.
Over the years we have earned a reputation as a leader in the development leading sales ideas and innovative concepts. We believe strongly in growth through education and conduct numerous seminars, training sessions and professional development events.
At the forefront of technology we offer a number of unique tools that allow us to consistently deliver timely and efficient service, while providing our Advisors and Planners with unique opportunities to manage and grow their practices.
If you would like to explore the opportunities at Financial Management, please e-mail or call us and we'll be happy to show you why so many Advisors and Planners province wide look to us every day for their business needs.