Life when planned well puts you in absolute control. At LifePlan Investments, our comprehensive, customized solutions are carefully structured around your goals and aspirations - from insurance to investments to retirement, business, tax and estate planning. Our services are varied. But our commitment to Build. Plan Protect is unwavering.
LifePlan Investments is a brokerage firm focused on helping Canadians achieve their lifetime financial goals and dreams with the help of advanced technology and trusted financial professionals.
As a committed and socially-responsible organization, we provide the utmost opportunity for advisors to develop the lifetime financial planning career and truly care about the client’s well-being.
We are fully focused on providing a ‘Plan’ base solution than just do the transaction for the client. Our advice is unbiased and professional, most importantly just the product based.
At LifePlan Investments, our mission is to provide customized, unbiased, fully transparent insurance and wealth management solutions to our clients with a focus to Plan, Build and Protect their wealth,
legacy and financial future with our strong professional community of advisors and consultants.
To Be the Leader in:
Providing financial advice where we focus on innovation and technological advancement, truly taking care of clients.
Helping people to build and enjoy their life with a proper plan for the future.
Building a very strong advisor community by providing them full support to build their business.
Developing people and strategies for risk and money management worldwide.
Initiating positive change by working for humanity with humility around the world.
Life Insurance, Health Insurance, Disability Insurance, Wealth Management, Group Insurance, Tax & Estate Planning, Retirement and Financial Planning, Pension Plans, Employee Benefits, Executive Compensation Planning, Business Owners Succession Planning, Investments in RRSP, TFSA, RESP, RDSP, Mutual Funds, Segregated Funds, Guaranteed Investments, ETFs.
LifePlan Investments Launched its Virtual Financial Planner platform which will help clients to save time and money in an efficient way. We also have a fee based financial planning, ROBO and Powerful AI Platforms for our clients along with the discretionary trading for custom based portfolios managed by CFA partners. This will not only manage the investments, allocate assets or rebalance portfolios, but also give you the ongoing monitoring for your investments' goals which will enable you to be smart with your money and reach your goals effectively.
‘Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients.’ Sir. Richard Branson.
At LifePlan Investments, we are putting our advisors and clients in the same priority. We take care of our advisors, so they provide the best service and advise our clients deserve. This allow us to create a true “FAMILY” environment in our work culture.
Today, we all concern about our day to day living, careers taking over by technology, complicated investment options, and volatile financial markets. Our financial world is becoming more and more complicated over time. To break this taboo, complications and the iron wall, we simplified the financial systems with full transparency to advisors and clients.
We have developed a unique, simplified financial planning-led approach considers income, emergency funding, taxes, insurance, investments, retirement goals, legacy and estate plans to build a holistic plan that customized for your specific individual, family or business needs.
We are committed to provide you with a more authentic and personable experience and help you make the right financial decisions with confidence.
We provide full transparency in every interaction with you. When you work with us, you will also get true unbiased, professional solutions based on your needs. Our advisors have access to 25 major insurance and investments firms along with the private banking solution, and high net-worth investment council. Regardless of the company they choose to provide insurance and investment solutions, their compensation structure is equal, and their pay will be the same. Their focus is to understand your complete need and find the best solution for your problem, not based on compensation or company incentives. This is how we continue to provide unbiased service and advice that keeps you on track to achieve your goals.
On May 1st 2018 we launched our first Mobile App called “My LifePlan - the first Virtual Financial Planning platform in Canada. The MyLifePlan App has many firsts to its credit. It brings total transparency, information, tools, financial assessments and more at no cost. We designed the MyLifePlan app to simplify your financial planning information and help you to take control of your money. We shall continue to innovate, revolutionize and simplify the information that you need to make good financial decisions.
Along with our A.I. based technology, our advance CRM and “My LifePlan” app helps our Financial Consultants to have effective and meaningful conversations with their clients and provide honest, unbiased advice for their specific needs. Our trained Advisors use these tools to not only serve their clients but also bullet proof their businesses.
Around the world while advanced technology, AI and robotic processes are replacing individual advisors, we use the same technology to enhance our advisor practice, create transparency and trust for the financial service industry. It is our innovation, commitment to help people and personal touch that continues to set us apart in our industry.
We train our advisors to specialize in helping individuals, families and business owners. Together we develop a strategic financial and proprietary plan which allows you to accumulate more wealth and reduce your taxes significantly. This ensures peace of mind as you stay on track to reach your retirement goals and protect your family.
We pride ourselves on building relationships and providing you with a dedicated service team making sure we have consistent communication so that we can best understand your unique priorities.
We look forward to working closely with you.