PRIVATE WEALTH

Your future. Your wealth. Plan securely with LifePlan.

At LifePlan, we believe that a wealth planning is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you. We're trained, licensed professionals, and we can draw on years of investment planning experience when creating a long-term strategy.

Your wealth and your aspirations are unique, and they need a personalized approach. Our commitment is to work with you and deliver a true wealth management plan that reflects your goals, your values and helps develop your lasting legacy.

With an integrated approach that encompasses wealth strategies, disciplined investment management and sound stewardship, LifePlan offers customized services and solutions to meet all your personal, family and business financial needs.

Some of our customized services include:

• Uniquely personalized investment management and comprehensive financial, retirement and estate planning
• Individually tailored wealth management, sophisticated banking, cash management and high-net-worth credit solutions
• Estate, planning solutions: ensure your wealth is preserved for future generations while getting the professional assistance you need to navigate complex decisions
• Investment counselling with a personalized, established approach, which is tailored to your family’s circumstances by a personal investment counsellor.

Contact our Qualified LifePlan Consultant or Financial Planner Today.

Our qualified consultants will take the time to review your current investment account and see if your investments holding have the right asset allocation and are managed according to your risk tolerance.