Adrian Altamirano, Cfp, Cim, Fea, Cea, Fcsi Email & Phone Number

Toronto, Ontario, Canada

I have built and lead a national business unit focused on delivering a holistic offering for strategic relationships at PPI. The focus of the offering is a unified and dedicated approach to work with firm leadership, management, business development team and most importantly, the firm’s advisors. I'm fortunate to lead a high caliber team with tailored resources, practice management tools and unique competitive advantages in HNW marketplace, all while delivering on the ease of doing business… Show more I have built and lead a national business unit focused on delivering a holistic offering for strategic relationships at PPI. The focus of the offering is a unified and dedicated approach to work with firm leadership, management, business development team and most importantly, the firm’s advisors. I'm fortunate to lead a high caliber team with tailored resources, practice management tools and unique competitive advantages in HNW marketplace, all while delivering on the ease of doing business with PPI. Show less

Toronto, Ontario, Canada

Create a team focused on delivering a holistic experience for strategic relationships at PPI. Our offering is focused on a unified and dedicated approach with high caliber personnel, tailored resources, unique competitive advantages and the ease of doing business with PPI.

Toronto, Canada Area

Provide leadership and direction to a team of business development directors, managers and associates at PPI. As a team, we work on elevating an independent financial advisor's practice by leveraging market leading expertise, unique HNW platform and technology to help empower advisors to build distinctive solutions for their clients.

Toronto, Canada Area

Director responsible for insurance and investments at PPI Solutions - Ontario Division.Attract and cultivate high-caliber advisors who are looking to continue growing their practice with a leading-edge brokerage in Canada.

Toronto, Ontario, Canada

Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners. With more than 12,000 members in 40 Chapters, Advocis, which advocates for professionalism and consumer protection, is the definitive voice of the financial advisory profession in Canada. Advocis members help Canadians realize their financial goals and protect the financial security of their families.

Toronto, Canada

Develop, grow and prosper relationships with key distribution partners throughout the GTA.

Toronto, Canada Area

Worked with a team in charge of Strategic Alliances in Toronto Central, East and West and other surrounding parts of the GTA.

First Canadian Place - Toronto

Established an integrated wealth management practice focusing on top grade investment council, risk management and taxation planning backed by a strong and reputable full service brokerage.

Mississauga, Ontario

Developed go-to market strategy for the Life and Health at State Farm.

Financial Advisor focusing on high level risk management strategies, backed by a top Canadian insurance company.

Fellow Of Csi (Fcsi®), Finance And Financial Management Services

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is.

Certified Financial Planner (Cfp®), Finance And Financial Management Services

Since incorporation in 1995, FPSC has become the premier standards-setter for financial planning in Canada, elevating the standards.

Chartered Investment Manager (Cim®), Finance And Financial Management Services

Recognized as an industry standard in portfolio management, the Chartered Investment Manager (CIM®) Designation ensures that those who.