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.
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.
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.
At LifePlan, we are about you - our valued client and your individual goals and objectives. This means we invest the time necessary to understand you and your specific needs.
Working with one of the largest and leading Career Salesforce management teams, I have learned how to effectively challenge and develop upcoming advisors. Over the past 11 years, I have led over 500+ advisors and helped them develop their skills as advisors and industry leaders.
I am also proud to introduce the revolutionary LifePlan App, the first of its kind in the Canadian market, exclusively created for the needs analysis for clients and advisors. This revolutionary MGA App shows the quote instantly and demonstrates transparency and openness in the process.
I specialize in helping individuals, families and business owners to develop a strategic financial and proprietary plan which allows them to accumulate more wealth and reduce their taxes significantly. This ensures peace of mind as they stay on track to reach their retirement goals and protect their family.
And it is this same experience that I bring to serving you at LifePlan. 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.