Welcome to Partners In Planning
Partners In Planning is Canada's largest national independent mutual fund dealer, with one of the largest networks of independent financial advisors in Canada. With more than 300 independent Advisors and Agents operating more than 100 offices, Partners In Planning offers a full range of mutual funds and money products, as well as stocks, bonds, mortgages, debt instruments and private investment counseling through referral arrangements with other financial institutions.

Through Partners In Planning Insurance Services Inc., insurance agents and clients can access a full range of life, disability and critical illness insurance products, segregated funds and Guaranteed Investment Certificates (GICs).

Contact a Partners In Planning Advisor today!

Insurance Services
Partners In Planning Insurance Services Inc. is a leading provider of Wealth Protection and Wealth Accumulation services to millions of individuals and business customers throughout Canada.

Partners In Planning Advisors take a neutral approach to the products and Carriers that they represent to ensure clients get the right product to meet their specific needs.

Some of the products represented are:

• Wealth Protection Products - Life Insurance, Critical Illness Insurance, Disability Insurance and Long Term Care Insurance
• Benefits and Services - Medical Insurance, Group Benefits and Group Savings Products
• Wealth Accumulation Products - Segregated Funds, Annuities and Guaranteed Interest Products
• Business Insurance (Buy-Sell Funding, Key Man Insurance and Corporate Estate Planning)

Partners In Planning Advisors offer a competitive range of financial products and services through Partners’ many distribution partners:

• Access
• Acure Health
• AIG
• BMO Insurance
• Canada Life
• Desjardins
• Empire Life
• Equitable Life
• Industrial Alliance
• MAI
• Manulife Financial
• Pacific First
• RBC Insurance
• Standard Life
• Transamerica
• Unity

Locate a Partners In Planning Advisor today.