PIP | Our Core Businesses

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Our Core Businesses

Partners In Planning Financial Services Ltd. offers a full range of mutual finds, alterative investments and money products.

Partners In Planning Insurance Services Inc., our corporate affiliate, assists advisors in processing a full range of insurance products (example Segregrated Funds).

Our Core Services And Financial Products

Financial Planning
Portfolio Analysis
Insurance Brokerage Services
Group Benefits Plans
Annuities

Tax Planning
Insurance Analysis
Segregated Funds
Government Bonds
RRSPs, RRIFs, RESPs

Mutual Funds
Estate Planning
GICs
Pension Plans
LIFs and LIRAs

Our Referral Relationships

PIP has a number of service and referral agreements to access additional financial products including:

National Bank Securities
SEI Investments Canada
Qtrade Investor Services

Franklin Templeton

Private portfolio

AGF Private Investment Management Inc.

Manu One

MRS Securities
ING Bank Products

Partners In Planning Has One Of The Finest Back Office Systems In The Industry

Our professional staff provides consistent, courteous, service to all at Partners In Planning Financial Services Ltd.

Our Processing/Data Integrity Department is accomplished at sending and settling transactions and keeping a precise record of all PIP clients and their accounts.

Our Advisor Services and Information Technology Department is dedicated to customer support. These professionals are experienced in the software, systems and programs used within our organization. Partners In Planning is one of the most technologically advanced financial services firms. We constantly research and implement systems that improve the possibilities for advisors and their clients. Our progressive IT Department is well known within the industry and uses its reputation to demand a higher level of service from our partners in technology.


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