LifePlan Investments

We are people too

General Information
Company Name
LifePlan Investments
Founded Year
2018
Location (Offices)
Markham, Canada +4
Founders / Decision Makers
Number of Employees
17
Industries
Financial Services, Wealth Management, Health insurance +1
Funding Stage
-
Social Media

LifePlan Investments - Company Profile

LifePlan Investments, a Canadian-based startup, offers personalized financial solutions across various sectors including insurance, investments, and estate planning. The company, founded in 2018, prioritizes its clients' financial well-being through a team of specialized experts and a commitment to unbiased advice and transparent transactions. One of their key strengths lies in their devotion to technological advancement, evident through the development of their proprietary Advisor software featuring machine learning AI for efficient and secure account management. The CEO and Founder, Ahilan Balachandran, alongside a team of dedicated financial advisors, holds the mission to help clients PLAN, BUILD, and PROTECT their financial future. LifePlan Investments upholds a client-centric approach, offering a wide range of products from over 24 companies. Their focus on comprehensive, holistic financial planning is further emphasized by the specialized training and coaching for financial advisors, positioning the company as a reliable partner for those seeking financial security. If interested in learning more about career opportunities, contact [email protected].

Taxonomy: Financial Planning, Wealth Management, Investment, Tax Planning, Estate Planning, Retirement Planning, Critical Illness Insurance, RRSP, RESP, Mortgage, Income Protection, Technology Innovation, Holistic Financial Planning, Transparent Transactions

Funding Rounds & Investors of LifePlan Investments (0)

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There is no investment information

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