Partners In Planning is committed to help Advisors succeed and provide a variety of value added services and support so that they can focus on managing their business and servicing their clients.

Following is what some Advisors have said about Partners In Planning:

“High ethical standards are what attracted me to join Partners In Planning. As a producing Representative and Branch Manager, I have witnessed good corporate governance and strong compliance consistently embraced at all levels of PIP.”

Carol Tichelman, Chilliwack, British Columbia

“I have been with PIP since 2000 and believe it to be the best dealer around. PIP allows its Advisors to work with their clients without interference or direction to sell any particular product. This allows us to work with clients’ best interest in mind. The Head Office staff is exceptional and the service responses are efficient. I would highly recommend PIP to any Advisor thinking of moving dealerships.”

Marc St. Arneault, Prince George, British Columbia

I am very pleased with the outstanding support that I have received over the past five years from Partners In Planning. Each needed item promised by PIP has been delivered before the deadline and has exceeded my expectations. As an independent veteran in the financial planning business, I like the solid presence, the coast-to-coast support and the integrity and quality of the PIP Head Office and regional teams.”

Lisa Allin, Belleville, Ontario

Read more about What Our Advisors Say.