Partners In Planning is the financial services partner of choice for independent and professional Advisors.
We are a growing national company and a leader in the financial services industry, driven by integrity and inspired by independence. Our goal is to provide service excellence to a select group of professional Advisors and their clients, while maintaining industry leading compliance and corporate governance standards.
Partners In Planning offers a full range of financial solutions, including mutual funds and other investments, as well as wealth protection and other insurance products.
Join Partners In Planning Today
We invite professional and ethical professionals to join our team and search for those who share our vision and dedication to become the financial services partner of choice for independent Advisors.
New Client Information Brochure
Our New Client Information Brochure outlines everything new and prospective clients need to know. Download English | French
PIP Announcement - Stephen Clarke
It is with great pleasure that we announce the appointment of Stephen Clarke to the position of Vice President Marketing. [read more]
Relocation of PIP Edmonton Regional Office
Effective Thursday, August 20, 2009 Partners In Planning’s Edmonton Regional Office
relocated to Calgary... [read more]
Relocation of PIP Ontario Regional Office
Effective Thursday, July 30, 2009 Partners In Planning’s Ontario Regional Office relocated from Markham to Toronto... [read more]
Partners Launches PIP Self-Directed
We are pleased to announce PIP Self-Directed is open for business. When you move your clients into a PIP Self-Directed, we’ll waive the trustee fee for the first year! [read more]
FPSC urges Canadians to protect themselves by improving financial literacy
Council offers guidance for evaluating advisors. [read more]