About Us

Partners In Planning Financial Services Ltd. (PIP) is one of Canada's fastest growing financial services organizations. Over 550 advisors manage assets in excess of $3.7 billion in over 100 locations in 10 provinces.

Partners In Planning has become a leader among independent financial service organizations through strategic planning, superior back office services, advanced technology and a strong team of successful representatives delivering quality products and services. The experienced professionals at PIP are independent financial planners who listen carefully to their clients and work hard to earn their trust and confidence. They have the freedom to offer unbiased, objective advice and to choose from a large range of services and products to tailor clients' plans.

Partners In Planning opened its first office in 1986 in Regina, Saskatchewan, and has been operating under the same values of mutual respect, integrity and professionalism since inception. Continuity of these values is one of the building blocks of our business and the backbone of stability for our advisors. The organization is represented by a select group of financial advisors who understand the impact their decisions will have on all associated with the corporation.

Our Head Office Mandate

The internal service provided at Head Office supports and facilitates the overall mission of Partners In Planning...to Achieve Excellence in Financial Planning.

Our Strategic Direction

Partners In Planning is committed to customer service, new ideas, processes and products. We are actively involved in industry changes and improvements that meet the needs of clients, advisors and the organization. We operate under clear, concise, standardized policies and practices. Direction and goals are clearly articulated to every PIP advisor, employee, and associate.