Partners in Planning Financial Services Ltd.

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Use this search tool to find a representative in your area. For existing clients you can gain access to your portfolio from your representative profile.The Partners In Planning Financial Group Ltd consists of two companies. These are Partners In Planning Financial Services and Partners In Planning Insurance Services.Partners In Planning Financial Services Ltd 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 counselling.

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