Canadian Western Trust of Vancouver has entered into a strategic partnership with Regina-based Partners in Planning Financial Services Ltd. to provide RRSP and RRIF trustee and administrative services to PIP financial representatives and their clients.

Additionally, as part of the arrangement, CWT has been appointed by PIP to assume trustee and back office services for 1,500 accounts, formerly administered in house by Equinox Investor Services.

CWT will provide PIP representatives with self-directed retirement services, accessible either online via CWeb or by phone from CWT’s Vancouver head office.

“We are thrilled to be working with Partners in Planning and eagerly await the opportunity to provide PIP representatives and clients with quality customer service, a full range of wealth management services and to become an integral part of PIP’s strategic service delivery,” said Adrian Baker, CWT vice president and general manager, in a news release.