THE GOLD STANDARD FOR PRINCIPAL BROKER OVERSIGHT, COMPLIANCE, BROKERAGE INFRASTRUCTURE & BUSINESS GROWTH.
Institutional-grade compliance, supervision, and operational systems for Ontario and Canadian brokerages navigating regulatory change.
A PLATFORM APPROACH TO COMPLIANCE & BROKERAGE OPERATIONS
THE COMPLIANCE BURDEN IS INCREASING
Regulatory expectations are rising; documentation, supervision, and accountability requirements are tightening. Many brokerages are operating without the infrastructure needed to prove compliance consistently.
PRINCIPAL BROKER +
DI OVERSIGHT
Structured supervision models; documentation; reporting; accountability.
COMPLIANCE CONSULTING + BROKER EDUCATION
Practical guidance aligned to RIBO expectations; training that supports real-world implementation.
INFRASTRUCTURE + GROWTH
Governance, SOPs, HR, accounting, and marketing support—built to reduce risk and improve execution.
GROWTH & COMPLIANCE CHALLENGES IN INSURANCE
THE COST OF "GOOD ENOUGH" IS TOO HIGH
As regulatory expectations increase, these gaps become more visible (and more risky).
Most brokerages are operating with underlying structural weaknesses that limit their ability to scale and expose leadership to unnecessary risk.
TOTAL DESIGN FREEDOM FOR EVERYONE.
WE DON'T JUST SUPPORT BROKERAGES. WE SCALE THEM WITH CONFIDENCE!
PROFESSIONAL SERVICES
Principal Solutions Canada Group is known for delivering real, measurable growth for insurance brokerages. Our professional services have helped firms grow from $3 million to over $50 million in revenue & expand operations, teams & market reach across Canada.
BEYOND DOCUMENTATION
ADDITIONAL SPECIALIZATIONS
We are committed to providing our clients with exceptional service and the strictest confidentiality.
Are you looking to exit the industry and sell your insurance brokerage? Maybe you are looking to expand your reach and purchasing an insurance brokerage is on your radar. We can help connect you with buyers and sellers.
Are you tired of building a business for someone else? Do you have the book of business and contacts to make it on your own? We have the proven track record and resources that have helped others be successful owning their own insurance brokerage.
Do you have a clear understanding of your insurance business' direction? More than just delivery, a well-focused and well-balanced strategic plan combined with the assistance to implement it will help you get where you want to go.
We are currently licensed in every province except for Quebec and if you are looking to expand your insurance licensing requirements, we have the network of legal professionals across Canada to take the paperwork off your plate and make the licensing process seamless for you.
Established and well-maintained first name relationships with Canadian and international insurance industry leaders, across all aspects of insurance including: brokerage, product, government, technology, support and all manner of thought and opinion leaders.
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