The Partners In Planning Financial Group Ltd consists of two companies. These are Partners In Planning Financial Services and Partners In Planning Insurance Services. Partners In Planning Financial Services Ltd is Canada’s largest national independent mutual fund dealer and offers a full range of mutual funds and money products. Referral arrangements with other financial institutions allow Partner In Planning Financial Services to refer clients for such products as stocks, bonds, mortgages, debt instruments and private investment counselling. Through Partners In Planning Insurance Services Inc, representatives can process a full range of life, disability and critical illness insurance products, segregated funds and Guaranteed Investment Certificates (GICs).
Over 600 representatives operate through the Partners In Planning Financial Group Ltd, which with over 100 offices open across Canada, has a presence in every province. Partners In Planning’s commitment to customer service, new ideas, processes and products has earned it a national reputation for excellence in financial planning and has attracted some of the most ethical and respected representatives in the mutual fund and insurance industries.
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