Our Financial Directive

Partners In Planning has one clear financial directive...a financially sound organization.

Financial stability is a top priority at Partners In Planning. The Finance Department is required to meet and exceed our Mission, Vision and Values. We work closely with PIP advisors, fund companies, financial institutions, and other PIP departments to ensure we are responding to the needs of the clients, administrators, advisors and regulators.

We strive to:

• Fund and capitalize the organization to ensure financial stability, longevity and the ability to expand and improve
• Ensure profitability in each fiscal year by prudent fiscal management
• Operate in the most cost effective manner by planning, analyzing and capitalizing on economies of scale
• Budget effectively
• Submit accuarte, timely financial reporting
• Offer a competitive compensation package for advisors and staff
• Meet and exceed all financial requirements of the industry
• Meet and exceed all federal and provincial regulations