Our Service And Support Is Offered Regionally

Our regional offices provide provincial compliance, processing services, branch management services, customer service support, branch and provincial training, branch set up and on-going support.

Partners Planning Package - The Tools For Your Trade

Our advisors are provided with a full range of technological support to research and formulate financial plans. We offer a strong back office system, email, information exchange, advertising, electronic forms, toll-free help line, and comprehensive reports.

Advisors are required to associate with dealers who provide a standard level of service. Partners in Planning offers a quality, cost saving technology package that representatives subscribe to. We negotiate great prices that are based on volume and pass the savings on to you.

We supply the essential tools to run your business and negotiate excellent prices on your behalf for additional optional software to compliment the basic software package. The price of our basic package is set each year and is deducted from your commission monthly. Contact your recruiter of the marketing team for a brochure describing our technology package and its current cost. Our Customer Service Team would be pleased to answer your questions regarding optional software products that are available.

Our Basic Package includes

• Personal advisor Web Page
• Corporate PIP E-mail Address
(If Required)
• Corporate Intranet Access
• Electronic PIP Application Forms
• Toll-Free Help Line
• Head Office Support Staff
• Advisor E-Newsletters
• Access to FundCom/Fund Portal
• Links to Free Financial Planning Tools
• Continual Project and System Upgrades

Personal services you receive

• Corporate e-mail address is our first line of communication to you and your assistants.
• Personal Web Page on the PIP website so your clients can contact you.
• Web Rep which gives you access to your clients' accounts on-line.
• Home Consumer which enables your clients to view their accounts on-line.

Optional Software (at corporate pricing)

• Q-Plan Professional
• FPS
• Bellchart Plus
• Goldmine
• NaviPlan
• Briefcase
• PalTrak
• Scantech
• Power Assist
• Maximizer
• and much, much more