Beyond Investment Planning.

Full Control of Your Finances.

Life when planned well puts you in absolute control.
At LifePlan, our comprehensive, solutions are carefully structured around your goals
- from insurance to investments to retirement, business and estate planning.
Learn how we Plan, Build, Protect your assets.
A different approach to investing.

A new way of planning.

Your dreams are special. And your needs are unique.
That's why we believe that investment planning should be structured to improve your entire life,
beyond just finances. It’s time for a different way to manage your money
and a new approach to plan your future.
The LifePlan App

First of its kind in Canada

The revolutionary LifePlan App is the first of its kind in the Canadian market
and is exclusively for the need analysis for clients and advisors.
This revolutionary “My LifePlan” App shows the quote instantly
and demonstrates transparency and openness in the process.
The world is unpredictable.

Yours needn't be.

Our team of committed specialists will go the extra mile to transform your financial future.
We are committed to ensure that you have access to the right information,
resources and support - that meet your specific needs.
And put you in full control.