For more questions or Inquiries about our WealthBar’s PPI Valet Services you can call us at +1(403) 870-6059 or send us an E-mail ([email protected]) (we reply within 24 hours)
A platform developed in partnership between PPI and WealthBar, PPI Valet is a robust robo advisory investment platform. The platform offers independent advisors the ability to deliver added value through an enhanced level of service and improved insight into their client’s overall financial outlook.
WealthBar is Canada’s first and largest independent robo advisor. Aiming to democratize investing, WealthBar makes premium investments accessible to everyday Canadians for 1/3 the management fees. Investors get access to a professionally managed portfolio in minutes online.
PPI connects advisors and their clients with precisely what they need to achieve leading-edge financial solutions. As an insurance marketing organization, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. PPI delivers a high calibre of estate planning and technical support for advisors that helps Canadians to plan ahead.
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