Partners In Planning is a national wealth services organization and financial planning dealership that offers a wide array of quality products and investment solutions, superior back and front office services, advanced technology and a strong team of successful Advisors.

• Partners In Planning Financial Services Ltd. - a mutual fund dealership offering a full range of mutual funds and investment products. Referral arrangements with other financial institutions allow Partners In Planning Financial Services to refer clients for such products as stocks, bonds, mortgages, debt instruments and private investment counselling.
• Partners In Planning Insurance Services Inc. - a Managing General Agency (MGA) offering a full range of life, health, group and business insurance products, including segregated funds and Guaranteed Investment Certificates (GICs).

People
Almost 60 head office employees support approximately 300 independent Advisors across Canada, to help deliver Partners In Planning products and services to clients of either Partners In Planning Financial Services Ltd. or Partners In Planning Insurance Services Inc. Many Partners In Planning Advisors are registered to sell products for both agencies. Partners Advisors are independent financial planners who have the freedom to offer unbiased, objective advice and to choose from a large range of services and products for their clients.

High Standards
As a member of the Mutual Fund Dealers Association of Canada (MFDA), Partners In Planning believes in protecting the interests of investors and strives to exceed the regulatory requirements set for the industry.

Location
Partners In Planning Advisors operate in over 100 offices across Canada. With regional offices in Burnaby (British Columbia), Calgary (Alberta), Regina (Saskatchewan) and Toronto (Ontario), Partners In Planning main offices are in Calgary and Regina.

History
Partners In Planning (PIP) was founded in 1986 by a group of Financial Advisors in Regina, Saskatchewan.  Since then, PIP has steadily grown and evolved into a dynamic and successful organization that has withstood the challenges of the financial industry, while maintaining long-standing commitment to clients.