Who We Are
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.

A Solid History
For almost 25 years, Partners In Planning has operated under the values of integrity, independence, respect and professionalism. These values are the building blocks of our business, and what attracts quality Advisors to our dealership. Today, PIP has evolved into one of Canada’s largest privately-held dealer services organizations with more than 500 mutual fund and licensed insurance Advisors in almost 200 locations, with approximately $4 billion in managed assets and more than 60,000 clients.

Partners Today
Partners In Planning Financial Services Ltd. is Canada's largest national independent mutual fund dealer, with one of Canada’s largest networks of independent Financial Advisors, offering a full range of mutual funds and money products and, through referral arrangements with other financial institutions, stocks, bonds, mortgages, debt instruments and private investment counseling. 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).

Evolving Times
The Canadian investment industry is fundamentally evolving. Clients have become more demanding, technology more advanced, regulatory environments constantly changing and the competition of big banks and insurance companies have encroached even further into the independent Advisor’s turf. As a result, Advisors are increasingly looking to their dealerships for leading tools to better build their businesses and best serve their clients needs.

PIP is committed to providing Advisors the tools they need to build and evolve their independent businesses. Driven by our core values of integrity, independence, respect and professionalism, PIP offers Advisors best-in-class support services, technology solutions, a full range of products and skills advancement opportunities. Partners In Planning is the premier choice for independent professionals, and is dedicated to both growing our company and providing service excellence to our Advisors.

For more information, read our Dealer Services brochure.