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Wealth Management

Not all investments are the same,
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We've a proven record of helping our clients reach their long-term financial goals.

TFSA

TFSA

RESP

RESP

RRSP

RRSP

GROUP RSP

GROUP RSP

RRIF

RRIF

GROUP PENSION PLAN

GROUP PENSION PLAN

RETIREMENT PLANNING

RETIREMENT PLANNING

WORKPLACE PENSION & SAVINGS

WORKPLACE PENSION & SAVINGS

WEALTH PLANNING

WEALTH PLANNING

IPP

IPP

ALTERNATIVE INVESTMENT STRATEGY

ALTERNATIVE INVESTMENT STRATEGY

PRIVATE WEALTH

PRIVATE WEALTH

NON REGISTERED

NON REGISTERED

GIC

GIC

LIFE ANNUITY

LIFE ANNUITY

SEGREGATED FUNDS

SEGREGATED FUNDS

ETF

ETF

MUTUAL FUNDS

MUTUAL FUNDS


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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