Partners in Planning Financial Group Overview
- Year Founded
-
1986
- 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
Primary Industry
Other Financial Services
Acquirer
Investment Planning Counsel
Primary Office
- 700, 2010 - 11th Avenue
- Regina, Saskatchewan S4P 0J3
- Canada
Partners in Planning Financial Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|