Tony is a CFA charter holder and Certified General Accountant with seven years of cash management, treasury and corporate financial analysis experience.

He has a proven track record of creating complex financial models to provide analytical support for negotiating long-term leases, capital project investments and fee/pricing strategies.

Tony has successfully completed multiple financial projects involving interdepartmental teams and providing advice to senior executives. He has extensive experience with credit analysis and pro-forma financial statement analysis.

Michael is the president at CSI Brokers Inc. and holds a number of professional designations: CFP, CLU, CHS, CH.F.C., FLMI, MBA.

Michael was raised in Toronto and obtained his degrees at the University of Toronto and Dalhousie University. Between 1990 and 1995, he worked with the London Life Insurance Company. Michael joined World Travel Protection Canada Inc. (Zurich Insurance) in 1995 as an account manager. In 2000, he joined CSI Brokers Inc. and became president in 2001. Michael was a founding member of the Travel Health Insurance Association of Canada (1997/1998).

James O’Connell has been in the financial industry since 2009. During that time he has been a broker, worked for a chartered bank as well as a top tier insurance company and an MGA before starting with Humania. He has experience building financial plans, consulting on group benefits, issuing debt products, and building pension portfolios.

He has a Bachelor of Commerce from McMaster University and post-graduate certificate in negotiation and alternative dispute resolution from York University. He also has his Chartered Investment Manager (CIM) designation and is working towards his CFP. He is passionate about providing quality advice and solutions to all Canadians in order to preserve quality of life no matter the circumstance.

Fun facts about James are that he is an avid baseball player, golfer, curler, and enjoys the odd game of poker.

Adrian continues to build and lead a national business unit focused on delivering a holistic experience 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. He leads 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.

Adrian joined PPI in 2012 as Sales Director in Ontario; in 2018, he was promoted to Assistant Vice-President of Sales for the region. Finally, in 2021, Adrian accepted the national mandate of Vice-President, Strategic Relationships.

Based out of Toronto, Adrian has well over a decade of experience in various roles within the financial industry, predominantly as a financial planner and sales executive. He began his career as an Insurance Advisor with Sun Life Financial in 2007 and was awarded the "Quick Start Award" for exceeding sale expectations. He then developed the go-to-marketing strategy for life insurance at State Farm before transitioning to BMO Nesbitt Burns, becoming one of their youngest Investment Advisors at the time.

Throughout the years, Adrian has achieved a number of industry designations to provide clients and advisors with holistic financial counsel including his Chartered Investment Manager (CIM) designation, Certified Financial Planner (CFP) designation, Certified Estate Advisor (CEA) designation and finally he successfully obtained his Family Enterprise Advisor (FEA) designation in June 2021.