Corporate Profile

Partners In Planning has become a leader among independent financial service organizations through strategic planning, superior back office services, advanced technology and a strong team of successful advisors 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 values of mutual respect, integrity and professionalism since inception. Continuity of these values is one of the building blocks of our business and the backbone of stability for our advisors. The organization is represented by a select group of individuals who understand the impact their decisions will have on all associated with the corporation.

OUR CORE BUSINESS

Partners In Planning Financial Services Ltd. offers a full range of mutual funds and investment funds.
Partners In Planning Insurance Services Inc., our corporate affiliate, assists advisors in processing a full range of insurance products and segregated funds.