Elevate your practice into the digital age.

You’ve spent years building your business and your clients value the relationship you share. You’d like to deepen those relationships while continuing to grow your business. PPI Valet can help. 

Online wealth management to help you grow your business.

Powered by WealthBar, Canada’s largest independent robo-advisor, PPI Valet is an innovative platform that helps advisors like you manage and grow the investment component of your business.

Grow your business

Added value for you and your clients.

Assured regulatory compliance, saving you time and giving you peace of mind

Premium portfolios exclusively for your clients, that are professionally managed and rebalanced

Low fees and the ability to set your own financial planning fee, so you can pass savings onto your clients

Digital onboarding reducing paperwork, and ensuring your clients get the portfolio that best aligns to their needs


Learn how PPI Valet can help your business grow.

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Take the next step towards scaling your business and helping clients. Complete the form below and a PPI Valet representative will be in touch.

Contact one of our regional valet representatives directly. Contact Us

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