The Rising Stars of the insurance and investment industries — A track record of business leadershipBy Kate McCaffery | April 24 2018 09:00AM
National Vice-President, Investments
At the age of 24, Keith Newhook took a small, regional MGA and grew it, through a series of successful acquisitions and an aggressive recruitment strategy, to become the largest financial services brokerage in Atlantic Canada.
He later joined PPI Solutions in 2006 as president and CEO of PPI Solutions (Atlantic) Inc., and has since been an integral part of PPI Solution’s expansion across the country. Newhook ultimately sold PPI Solutions (Atlantic) to PPI Solutions in 2017, taking over as the company’s new national vice president of investments.
Inside of PPI Solutions, Newhook designed the company’s segregated fund dealer platform where his sales training and reporting resulted in nearly 20 per cent growth for the company, year over year.
He spearheaded the company’s knowledge program course, Buying and Selling a Practice, to help advisors navigate the common but complex process of buying or selling a book of business and played a lead role in creating the company’s online marketplace, called MatchBook, designed to match up buyers and sellers.
Most recently Newhook also headed a project developed with WealthBar, to launch PPI Valet, a platform that helps advisors introduce their clients to robo-investing.
Newhook is a CALU (Conference for Advanced Life Underwriting) member since 2002. He sits on the board of directors with CAILBA (Canadian Association of Independent Life Brokerage Agencies) and works as co-chair of the Advocis Political Advocacy Committee to help shape current and future regulatory changes in the financial services industry.
In addition, Newhook is also founder and organizer of the PPI Solutions Annual Charity Golf Classic, which has raised almost $700,000 since its inception, to support local cancer care.