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)

 

Text Box: To contact us:

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

Toll Free: (800) 555-5898

 

Products and Services

Your Terms.  Your Comfort.

If, as a result of our planning work, you decide that you need insurance or investment products, we are able to implement them for you. 

 

However, unlike some advisors, we have access to solutions from all major providers in Canada, including:

 

 

New!

 

Browse our selection of
Financial Planning Books!

 

How Money Works

How Money Works (Workbook)

The 4 Little Pigs (for Children!)

The Money Team

         Insurance & Annuities                               Investments

AIG Assurance

AGF Mutual Funds

Canada Life

AIM Trimark Investments

Desjardins

BMO Mutual Funds

Empire Life

B2B Trust

Manulife Financial

CI Mutual Funds

National Life

Dynamic Mutual Funds

Standard Life

Fidelity Investments Canada

Transamerica Life Canada

First Asset Advisory Services

Unity Life

Franklin Templeton Investments

UNUM Life

Mackenzie Financial Corporation

 

MRS Trust

 

Saxon Mutual Funds

 

Sunlife Trust

 

Sunwise Seg. Funds

 

TD Mutual Funds

 

Vengrowth