Why LifePlan Investments?
Plan. Build. Protect.
Comprehensive, solutions carefully structured around clients’ goals and aspirations from insurance to investments and estate planning.
Advisor Development
Industry leading training, coaching and mentoring for advisors to help build a holistic financial planning practice.
Full Transparency
With access to over 24 companies’ products, we are focusing on providing customized, needs based solutions with full transparency.
Future of Financial Planning
Firm focus on advanced technology - Artificial Intelligence (AI),innovative CRM tools, “My LifePlan” Mobile App are making financial planning easy and accessible to everyone.
Community Involvement
Raising and improving financial literacy within the community. We build partnerships with non-for profit and community organizations that bring positive changes to peoples’ lives. We provide our skills, resources and volunteer our time to help resolve community issues.
Expertise
Certified Financial Planners, with over two decades of experience, help advisors and their clients to develop a tax efficient investment and estate planning strategies.
Welcome to LifePlan Investments.
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 future and the future of your families.
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 - to insurance and investment solutions that meet your specific needs. That means providing choice, opportunity and security that puts you in full control.
My LifePlan APP. Revolutionary, Simplified, Transparent.
On May 1st 2018. LifePlan Investments launched its mobile app to make the financial planning and risk management process simplified and fully transferable. Its free download is available in IOS, Google play and through the web.
MANY FIRSTS - EXCLUSIVELY FOR YOU
CANADA'S FIRST VIRTUAL FINANCIAL PLANNER MEETING
For the first time in Canada, people can talk to a CFP - Certified Financial Planner by booking a 30 minute complimentary and no obligation consultation. All the information released will be kept strictly confidential.
Our idea is to save time and provide people with a professional piece of advice that can be delivered to them anywhere and at any time.
1st Mobile APP in Canada - Revolutionary APP First in Canada
For the first time, we are exclusively offering a Planning and Money Saving App. The idea is to offer transparency and convenience. Now right at the click of a button, you can analyze how your money is doing, how to double your money faster and how much money is needed to protect you and your loved ones.
Ready to gain full control of your finances?
Contact Us for a confidential 30 minute financial check up by Virtual Meeting or In
person
@Downtown Markham
The LifePlan 7 Steps Process
- 1: Understanding your Goals and Objectives
- 2: Analyzing your Current Situation
- 3: Financial Planning
- 4: Risk Management Planning
- 5: Investment Planning
- 6: Tax and Estate Planning
- 7: Progress Monitoring and Review
Ready to gain full control of your finances?
Call us: 905-294-7526 or Email us: Help@LifePlanInvestments.ca
Meet with us in Person.
We are located minutes from Hwy 407 and 404. In part of New Markham Downtown. Free parking at surface and Underground.
