Down to Earth Financial Management

Your Terms. Your Comfort.

Something happens when people reach 30 - they realize that they are not immortal, says Lise Allin, President of Partners in Planning (Belleville).

At this stage, people start evaluating their stations in life and take a look at future financial options - owning a home, retirement planning, children's education or owning a business.

Partners in Planning (Belleville)

1 Catharine Street,

Belleville, Ontario K8P 1K8 (map)

1863 Queen St. E,

Toronto, Ontario M4L 3Y6 (map)

15 Gerow Road,

Napanee, Ontario K7R 3L2 (map)

Phone: (613) 968-6751 Fax: (613) 968-2845

Toll Free: (800) 555-5898

Until June 1986 when Lise opened her office, Belleville did not offer a service for these people. Now in our 18th year, our office is located at One Catherine Street (at the footbridge) where we have been since September 1991.

This office is one of over 100 in Canada, and we are proud to be part of a network of over 600 representatives and growing!.

You can reach us Toll Free! at

1-800-555-5898