Partners in Planning Financial Services
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Partners in Planning Financial Services, located in Saanich, BC, is dedicated to helping clients achieve their financial goals through proven, commonsense financial planning and investment advice. Founded in 1994 and part of one of Canada's largest independent mutual fund dealerships, the firm prioritizes clients' financial success and offers free initial consultations to assess individual financial situations.
With a team of experienced advisors, including Certified Financial Planners and professionals with extensive backgrounds in business and finance, Partners in Planning provides tailored strategies for clients with investable assets or those nearing retirement. Their commitment to independence ensures that they focus solely on their clients' best interests, offering a range of financial services without being tied to any single financial institution.
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