LifePlan Investments

LifePlan Investments

Services Financial
610-3601 Highway 7 East
Markham, ON
Our mission is to provide simplified, digitalized, & fully transparent insurance & wealth management


We provide comprehensive and customized solutions carefully structured around your goals and needs, from insurance to investments and tax and estate planning.

Our advisors are trained and coached by industry-leading mentors to help provide you with simple and holistic financial plans.

As we focus on your financial well-being, we provide products from 24 companies through unbiased advice, compliant implementation, and fully-transparent transactions. Our advisors compensate from LifePlan Investments equally regardless of which company they choose for you. They focus on what truly benefits you and your needs.