LP Financial Planning Services Ltd. is a mutual fund dealer committed to helping you reach your goals.

Experienced advisors. The right advice.

The right advice considers both your unique situation and those investment and financial planning strategies that have been proven to work over decades. Collectively, our advisors have faced virtually every situation you may find yourself dealing with…either personally or through another client. That knowledge and experience ensures that the advice you receive is the right advice.

LOOKING FOR A LEGACYRETIREMENTFINANCIALBUSINESS ADVISOR?

OVER 30 YEARS OF EXPERIENCE

LP Financial Planning Services Ltd.

LP Financial Planning Services Ltd. has been supporting advisors for over three decades and continually strives to integrate industry leading processes and systems. The result is that both you and your advisor can have the utmost confidence in the security of your investments and integrity of your information.

Management Team

Curtis Jenkins

President

Darren Pott

Chief Financial Officer

Adam Dudley

Chief Compliance Officer

Joe Shaski

Chief Operations Officer

GET IN TOUCH

Have questions?

Please fill out the form to ask about any questions or concerns you may have.

  • info@lpfinancial.ca
  • 204-944-3770
  • Toll-Free: 1-877-332-0575
  • 1000-305 Broadway, Winnipeg, MB R3C 3J7
LP Financial Planning Services Ltd.
Member of the Canadian Investment Regulatory Organization

The Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization (SRO) that oversees mutual fund dealers, investment dealers, and trading activity on Canada’s debt and equity marketplaces.

    LP Financial Planning Services Ltd. is an investment dealer with over 30 years of financial expertise that is committed to helping you reach your goals.

    ADDRESS

    1000-305 Broadway, Winnipeg, MB R3C 3J7

    PHONE

    (204) 944-3770

    TOLL-FREE

    (877) 332-0575

    EMAIL

    info@lpfinancial.ca