Richardson GMP aligns with PPI

Richardson GMP has announced that its wholly owned subsidiary, Richardson GMP Insurance Services Limited, has established a strategic alliance with PPI to provide a national insurance advisory service.

Under the agreement, Richardson GMP investment advisors now have access to products and services available through PPI Advisory and PPI Solutions as well as local insurance experts who work directly with clients and the in-house Wealth and Estate Planning Team.

“Our alliance with PPI is another key tool in our growing availability of resources that allow our advisors to offer clients the most comprehensive approach to wealth management,” said Andrew Marsh, CEO, Richardson GMP. “PPI is a recognized market leader in the insurance industry and we are excited to formalize and extend our long-standing relationship to provide the highest quality service for our clients.”

“In the four years we’ve worked together, PPI Advisory and Richardson GMP have successfully developed estate and insurance plans for a number of their top-end clients,” said Kevin Wark, senior vice president, Business Development, PPI. “The expansion of our relationship to include the products and services of PPI Solutions allows us to serve a larger segment of Richardson GMP’s clients, and we are very pleased to be continuing our partnership with an industry leader in the investment community.”

Staff

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