Down to Earth Financial Management


	Who WE Are?

Partners In Planning Financial Services 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 counseling.

Through Partners In Planning Insurance Services, representatives can process a full range of life, disability and critical illness insurance products, segregated and Guaranteed Investment Certificates (GICs).

Over 600 representatives manage client assets through the Partners In Planning Financial Group, 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.

PIP has become a leader among independent financial service organizations through strategic planning, superior back office services, advanced technology and a strong team of successful representatives delivering quality products and services. The experienced professionals at PIP are independent financial planners who listen carefully to their clients and work hard to earn their trust and confidence. They have the freedom to offer unbiased, objective advice and to choose from a large range of services and products to tailor clients' plans.

Partners in Planning opened its first office in 1986 in Regina, Saskatchewan, and has been operating under the same ownership since inception. Continuity of ownership is one of the building blocks of our business and the backbone of financial stability for our representatives.

PIP (Belleville) helps people solve their financial problems. This includes personal risk management (insurance needs); debt reduction; support of dependants, starting major projects, as well as building assets for retirement to provide adequate income in later years.
If there is a sales pitch, it is no selling.

"By informing people about what is available and working with them toward their goals, we provide an environment that supports them to tell us what they want. We also help them shop through what is available."
The seminars, advice, interviews, and coffee are free. To pre-register for upcoming seminars. or to book your no-fee financial plan, call (613) 968-6751 and a place will be reserved for you.