Partners In Planning’s objective is to make an Advisor’s transition as smooth and seamless as possible. We have two dedicated transition teams, each offering immediate support and effectively guiding Advisors through a transition of their book of business with minimal impact and inconvenience to Advisors and their clients.

Financial Advisors
A dedicated transition team offers immediate service & support to effectively guide Advisors through a seamless transition of their book of business with minimal disruption to both Advisors and their clients.  Upon approval, Partners In Planning Advisors receive an introductory Transition Plan which outlines the next steps to ensure a smooth transition process.

To express interest in transitioning to Partners In Planning Financial Services Ltd., contact Bob Roy, Chief Operating Officer, today at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or at 1-877-967-4357 (Ext. 5430).

Insurance Advisors
A dedicated transition team, as well as a Sales & Business Development Team work closely with Advisors to see them through their transition to Partners’ MGA, ensuring all needs and priorities have been identified and documented in a business transition plan.

To express interest in transitioning to Partners In Planning Insurance Services Inc., contact Michelle Kilty, Executive Vice President of Sales & Business Development, at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or at 1-877-967-4357 (Ext. 5402).