Mission Statement

"To be the financial services partner of choice for independent Advisors."

 

The firm of choice in Canada

At PIP we believe in freedom! For our clients freedom means a lifestyle built on financial security for the future and the opportunity to enjoy life along the way. To us it means independence, the ability to offer the widest range of products and services to our clients and the professional freedom to be the best we can be.

Since established in 1986, PIP has grown and expanded in both size and service. We have built the most reliable back office in the industry, believing in continuous improvement, education, professionalism and technological support.

Today PIP includes nearly 300 top quality financial advisors offering service in over 50 locations throughout Western Canada. We are one of the largest independent financial services organizations and we proudly believe we are the best in the industry.

And why are we the best in the industry?

It's because we:

Provide Comprehensive Financial Planning Services

Our experienced Advisors will work with you to develop a comprehensive financial plan that will assist you in achieving your goals and dreams. A financial plan incorporates investment and insurance products, which are chosen specifically for you. Our advisors will discuss a full- range of products and services which may become part of your financial portfolio including:

• Mutual Funds
• Segregated Funds
• Tax Planning
• Estate Planning
• Life Insurance
• Disability and Group Insurance
• GIC's
• Registered Education Savings Plans
• Registered Retirement Savings Plans
• RIF's, LIF'S and LIRA's

Your financial plan will be designed to ensure your needs and the needs of your loved ones are met through every stage of life. Financial planning should give you peace of mind.

Build Strong Relationships

We are an organization built on integrity, creativity and innovation. Since 1986 PIP has provided comprehensive financial planning services to many thousands of individuals and businesses, whose financial circumstances are enhanced by our services.

The success of our clients' long term financial planning depends upon us:

• understanding your immediate and long range financial needs;
• providing individually tailored, well researched independent advice;
• offering a comprehensive range of superior products and services;

Our professional Advisors build and maintain trusting relationships with clients by providing this service consistently. We are in partnership with you throughout the many changes that occur in life. We know that people with sound financial plans are better prepared for the many events that occur in life such as marriage, job opportunities, unexpected death, divorce, birth of children, business opportunities and retirement to name a few. Your financial Advisor is there to help you make important decisions. We are "Building Partnerships for a Secure Tomorrow"

Value Independence

We respect that our clients are individuals with a specific life and financial plans. Our Advisors join PIP primarily because they know the importance of offering unbiased, objective advice, services and products to ensure each client's plan is individually tailored. PIP value independence believing that our top quality advisors provide the best service for our broad range of clients by having the freedom to choose from all available products and services. We have no ties or commitments except to provide our clients with the most suitable financial plan for their particular needs.

Attract top Quality Advisors

The quality of our service depends directly on the quality of our Advisors. At PIP our Advisors are people with integrity, motivation, responsibility and sensitivity . We have attracted team of highly professional, successful, committed financial Advisors who believe in continuous improvement and growth.

At PIP you can be assured our Advisors are dedicated to the financial services industry. Each Advisor possesses an appropriate professional credential and invests time and effort in continuous education and upgrading.

We support our Advisors by providing and co-ordinating professional development opportunities and information regularly. Ours is a complex industry, which is constantly changing.

The knowledge and ability our Advisors gain through this constant exposure to leading edge industry information will benefit clients who want well researched, thoughtful and well planned financial strategies which take into account present and future market conditions.

Invest in Technology

PIP is one of the most technologically advanced financial services firms in Canada. Our Advisors are provided with a full range of technological supports to assist in research and formulation of financial plans.

Through our web-site, clients can access their accounts and provide information to the Advisor any time. We appreciate your busy schedule and will continue to look for ways to provide you with top quality service wherever your travels take you.

Are the firm of choice in Canada

Our corporate values say it all: Professionalism, Fair, Progressive, Open and Honest, Appreciative and Rewarding.

Whether you are a client, employee or Advisor you will appreciate our corporate climate. We recruit the best Advisors, who are provided with useful supports and competitive compensation and benefits. We know these Advisors are well equipped to meet and exceed the expectations of each and every client.

PIP strives to meet and exceed all industry and regulatory standards. We have a top rate compliance program, which means our service is consistently exceptional.

We maintain memberships in the Mutual Fund Dealers Association, Canadian Association of Financial Planners and Canadian Association of Insurance and Financial Advisors.

Make a Plan

So please take the time to talk with one of our Advisors about your financial needs. There is no fee for this service, just the investment of your time.