PolicyAdvisor LIVE
1-888-601-9980
Jiten Puri is our CEO and co-founder, based in Ontario. His mission is to make life insurance more accessible for Canadians by using the latest technology, intuitive website design, and real-world human expertise.
Prior to founding PolicyAdvisor, Jiten worked as an Executive Director with Morgan Stanley in New York. There, he advised global insurance companies and banks on transformative M&A opportunities, with a special focus on the financial technology space. He previously worked with HSBC across Asian markets, managing corporate lending and high-net-worth investing portfolios. He holds an MBA in Finance and Accounting from The Wharton School, University of Pennsylvania.
While managing the company, Jiten still takes the time to meet with clients and personally assist with their life insurance needs. He’s happy to provide you with expert, tailored guidance on which options would work best for you and your family!
A life insurance death benefit is tax-free, but other aspects of your policy may cause tax implications.
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Β© PolicyAdvisor Brokerage (PAB) Inc., is an insurance brokerage licensed to sell life insurance products in Ontario, British Columbia, Alberta and Manitoba. Not available in other provinces. Policy obligations are the sole responsibility of the issuing insurance company. Issuance of coverage is subject to underwriting by the respective insurance company. Please see policy documents for full terms, conditions, and exclusions. The logos and trademarks used here are owned by the respective entities. Refer to our Privacy Policy and Terms of Service sections for additional information.