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.