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].
There is no investment information
No recent news or press coverage available for LifePlan Investments.