Since joining Partners In Planning earlier this year, Bob has played a key strategic role. We are delighted to bring his expertise and skills to the position of COO, which I know will benefit both our valued clients and our tremendous network of independent financial advisors and insurance agents.
Calgary (PRWEB) September 10, 2009
Partners In Planning Financial Group is pleased to announce the appointment of R.E. (Bob) Roy to the position of Chief Operating Officer (COO) of Partners In Planning Financial Group Ltd. and of its wholly owned subsidiaries, Partners In Planning Financial Services Ltd., its mutual fund dealer, and Partners In Planning Insurance Services Inc., its insurance arm.
"Bob brings Partners In Planning (PIP) a wealth of knowledge and successful leadership experience in Canadian financial services," said Bill Doherty, CEO of Partners In Planning, in announcing the appointment. "Since joining Partners In Planning earlier this year, Bob has played a key strategic role. We are delighted to bring his expertise and skills to the position of COO, which I know will benefit both our valued clients and our tremendous network of independent financial advisors and insurance agents."
In his new capacity, Mr. Roy will be involved in all aspects of PIP's operating entities, in particular focusing on continuing the strategic strengthening of PIP's industry-leading network of independent financial advisors and insurance agents, and on top-quality client service, the hallmarks of PIP's approach.
"Partners In Planning has the unique advantage of offering clients the assurance of objective, independent, locally-based financial advice, in a truly entrepreneurial environment backed by the resources and scale of a major national firm," said Bob Roy. "I am very excited about the potential to continue broadening PIP's network of top quality financial advisors and insurance agents and to expand the range of investment and insurance services we and our advisors together provide to our clients."
Mr. Roy has an extensive and successful career in the investment industry, spanning more than 35 years, with a wealth of knowledge, experience and a proven track record of success. Prior to joining Partners In Planning, Mr. Roy has held senior management positions with a number of Canada's leading financial organizations including CI Financial/Assante, AIC/Berkshire Financial, Guardian Group of Funds, and the First City Group of Companies.
About Partners In Planning: Partners In Planning Financial Group Ltd., through its subsidiaries is one of Canada's largest privately-held financial services organizations, with more than 300 independent advisors and agents operating more than 100 offices. Partners In Planning Financial Services Ltd. is Canada's largest national independent mutual fund dealer, with one of Canada's largest networks of independent financial advisors, offering a full range of mutual funds and money products and, through referral arrangements with other financial institutions, stocks, bonds, mortgages, debt instruments and private investment counseling. Through Partners In Planning Insurance Services Inc http://www.partnersinplanning.com/insurance_services.html, insurance agents and clients can access a full range of life, disability and critical illness insurance products, segregated funds and Guaranteed Investment Certificates (GICs).
For more information, please visit http://www.partnersinplanning.com