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).

Clients may also contact the Mutual Fund Dealers Association of Canada or the Ombudsman for Banking Services & Investment (OBSI).