Partners in Planning Ltd. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sun, 12 Sep 2010 18:46:00 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Partners in Planning Ltd. – Investment Executive https://www.investmentexecutive.com 32 32 IPC to acquire Partners in Planning https://www.investmentexecutive.com/news/industry-news/ipc-to-acquire-partners-in-planning/ Sun, 12 Sep 2010 18:46:00 +0000 https://www.investmentexecutive.com/uncategorized/ipc-to-acquire-partners-in-planning/ PIP parent company Walton Group to focus on its core real estate business

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]]> BCSC to continue with hearing into MFDA governance issues https://www.investmentexecutive.com/news/from-the-regulators/bcsc-to-continue-with-hearing-into-mfda-governance-issues/ Thu, 10 Jun 2010 17:35:00 +0000 https://www.investmentexecutive.com/uncategorized/bcsc-to-continue-with-hearing-into-mfda-governance-issues/ Regulator to go ahead without the participation of Partners in Planning

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]]> Partners in Planning selects Univeris platform https://www.investmentexecutive.com/news/industry-news/partners-in-planning-selects-univeris-platform/ Tue, 11 Dec 2007 18:55:00 +0000 https://www.investmentexecutive.com/uncategorized/partners-in-planning-selects-univeris-platform/ Regina-based mutual fund dealer, Partners In Planning Financial Group Ltd. has chosen a new software platform for its approximately 600 advisors across Canada. The company will now use Univeris Corp.’s Enterprise Wealth Management System (EWMS), a technology system that covers back office operations, front office management, retail product distribution and regulatory compliance. “We required an […]

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]]> New back office partner for Partners in Planning https://www.investmentexecutive.com/building-your-business/financial-planning/new-back-office-partner-for-partners-in-planning/ Tue, 23 Jul 2002 15:45:00 +0000 https://www.investmentexecutive.com/uncategorized/new-back-office-partner-for-partners-in-planning/ Canadian Western Trust to provide trustee services

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