Lifeplan Investments

Financial Services · 51 Employees
Phone Number: 19052947526
Email Address: wecare@lifeplaninvestments.ca
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About
At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and estate planning. We have specialists in every aspect of our business as we prioritize our clients' every need that benefits financial well-being. Our financial advisors are trained and coached by industry-leading and certified experts to help provide our clients with holistic financial plans. With the focus on our clients' financial well-being, we provide products from over 24 companies through unbiased advice, compliant implementation, and fully transparent transactions. We are a firm advocate of developing technology towards helping mankind. Our proprietary Advisor software with machine learning AI assists our excellent financial advisors to give the most comprehensive financial advice and account management with unparalleled efficiency and security which impactfully benefits our clients. The CEO and Founder, Ahilan Balachandran together with his team of financial advisors are happy to help you PLAN, BUILD, and PROTECT your financial future. Feel free to contact us at wecare@lifeplaninvestments.ca or 905-294-PLAN (7526). For careers please email at careers@lifeplaninvestments.ca.
Year Founded
2018
Social Media
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Industry
Financial Services
HQ Location
3601 Highway 7 E 610 Markham, ON L3R0M3, CA
Keywords
InsuranceInvestmentWealth ManagementFinancial PlanningRetirement PlanningTax & Estate PlanningCritical Illness InsuranceRRSPRESPMortgage
Location
4
  • 3601 Highway 7 E 610 Markham, ON L3R0M3, CA
  • Quebec City, Quebec, CA
  • Vancouver, British Columbia, CA
  • Calgary, Alberta, CA

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andy@lifeplaninvestments.ca
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warhol@lifeplaninvestments.ca
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