General Inquiries
Phone: 1.877.967.4357 (Option 1) 8 AM to 6 PM EST, Monday to Friday
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Website Inquiries
Please email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it with any website related questions or comments.

Governance & Compliance
Partners In Planning encourages clients to speak to their Advisor about any concerns they may have regarding a financial product or service.  If a matter cannot be resolved there, clients may contact their Advisor’s branch manager or the Compliance department at Partners In Planning’s Head Office by email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it . The Compliance department investigates and responds to all issues initiated in writing (hard copy or by email).

As a last resort, clients can contact the Mutual Fund Dealers Association of Canada or the Ombudsman for Banking Services & Investment (OBSI).