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Wealth Management

Not all investments are the same,
let us help you

We've a proven record of helping our clients reach their long-term financial goals.

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TFSA

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RESP

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RRSP

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GROUP RSP

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RRIF

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GROUP PENSION PLAN

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RETIREMENT PLANNING

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WORKPLACE PENSION & SAVINGS

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WEALTH PLANNING

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IPP

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ALTERNATIVE INVESTMENT STRATEGY

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PRIVATE WEALTH

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NON REGISTERED

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GIC

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LIFE ANNUITY

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SEGREGATED FUNDS

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ETF

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MUTUAL FUNDS

Tax & Estate Planning

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Comprehensive Starategic Financial Planning

Comprehensive Starategic Financial Planning

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Tax and Estate Planning

Tax and Estate Planning

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Will, Trust and Estate Review

Will, Trust and Estate Review

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Succession and Legacy Planning

Succession and Legacy Planning

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Charitable Giving Planning

Charitable Giving Planning

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Cross Border Planning

Cross Border Planning


Led by experience. Driven by relationships.

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CEO's Message

Welcome to LifePlan Investments.

Our promise to you, our valued customer, that we will strive to provide you with a more authentic and personable experience and help you make the right financial decisions with confidence.

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Career Opportunities

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Management Opportunities

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Advisor Opportunities

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Internships and CO-OP