Vision
To be the premier independent financial services dealership in Canada

Mission
Partners In Planning strives to be the leading independent financial services organization in Canada by:

• Employing the most ethical and successful Advisors
• Offering the most effective back office services, known within the industry for technological advancement
• Embracing continuous development of products, services, education and skills
• Planning and acting strategically to ensure the company is stable, reliable and respectful

Values
The Partners In Planning Team is value driven thereby believing in conduct and business practice that is professional, fair, open and honest, progressive, appreciative and rewarding.

• Professionalism:  Competent and well educated, providing top quality value-added service with the client’s best interest at heart.
• Fair: Universal, consistent treatment of all clients, advisors and employees including honesty, integrity and respect.
• Progressive:  Moving forward with confidence and knowledge through creative innovation, technological advancement and education.
• Open & Honest: Working together, shaping ideas and respecting, while appreciating and listening to the opinion of clients and colleagues.
• Appreciative & Rewarding: Making a determined effort through actions and words to show appreciation and recognition for the contributions made by advisors and employees for the loyalty and support of the clients.