Partners in Planning Financial Group Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Partners in Planning Financial Group General Information

Description

Provider of wealth and financial planning services. The company offers different types of mutual funds, wealth protection products, investment products, health and business insurance products.

Contact Information

Website
www.partnersinplanning.com
Formerly Known As
Walton Wealth Management
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 700, 2010 - 11th Avenue
  • Regina, Saskatchewan S4P 0J3
  • Canada
Primary Industry
Other Financial Services
Acquirer
Investment Planning Counsel
Corporate Office
  • 700, 2010 - 11th Avenue
  • Regina, Saskatchewan S4P 0J3
  • Canada

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Partners in Planning Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Partners in Planning Financial Group FAQs

  • When was Partners in Planning Financial Group founded?

    Partners in Planning Financial Group was founded in 1986.

  • Where is Partners in Planning Financial Group headquartered?

    Partners in Planning Financial Group is headquartered in Regina, Canada.

  • What industry is Partners in Planning Financial Group in?

    Partners in Planning Financial Group’s primary industry is Other Financial Services.

  • Is Partners in Planning Financial Group a private or public company?

    Partners in Planning Financial Group is a Private company.

  • What is Partners in Planning Financial Group’s current revenue?

    The current revenue for Partners in Planning Financial Group is .

  • When was Partners in Planning Financial Group acquired?

    Partners in Planning Financial Group was acquired on 01-Nov-2010.

  • Who acquired Partners in Planning Financial Group?

    Partners in Planning Financial Group was acquired by Investment Planning Counsel.

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