Mr. Roy would focus on the strategic strengthening of PIP's network
Partners In Planning Financial Group has appointed Bob Roy to the position of chief operating officer (COO) of the company and its wholly-owned subsidiaries, Partners In Planning Financial Services (its mutual fund dealer) and Partners In Planning Insurance Services (its insurance arm).
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 network of independent financial advisors and insurance agents, and client service.
Prior to joining Partners In Planning, Mr. Roy held senior management positions with CI Financial/Assante, AIC/Berkshire Financial, Guardian Group of Funds, and the First City Group of Companies.
Bill Doherty, CEO of Partners In Planning, said: “Bob brings Partners In Planning (PIP) a wealth of knowledge and successful leadership experience in Canadian financial services. Since joining Partners In Planning earlier this year, Bob has played a key strategic role.”
Mr. Roy said: “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. 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.”