Customized Solutions for


We Simplify Insurance and Investments to
Fit Your Needs for Today and for the Future!

Companies We Work With

Industrial Alliance logo
Manulife logo
Canada Life logo
Canada Protection Plan logo
Sun Life Financial logo
RBC logo

Don't Pay for What You Don't Need!

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We found most people have some insurance coverage or investments, but they don't have a plan or road map for their financial future. Let us help you.

Time for a second opinion on your insurance and investments plan!


Our mission is to provide simplified and unbiased advice, offering tailored solutions for every stage of your life.
  • Life Insurance
  • Health Insurance
  • Group Benefits
  • Wealth Management


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    You've worked hard to accumulate your wealth and assets, it's important they go to the people and organizations that mean the most to you. We can help with right-sized support and unbiased advice. Let's discuss:

    Lifestyle planning
    Building the best investment portfolio for you
    Preserving assets for future generations
    Providing support for your favourite charity or cause
    Tax efficiencies and strategies



    senior couple

    If you are looking to build a plan to protect your lifestyle today and achieve your goals in the future we can help. Whether it's adventures in travel, exploring new hobbies or simply living your best life we can help. We'd like to talk to you about:

    Protecting your investments
    Alternative mortgage protection solutions
    Building protection plans for your loved ones
    Managing your day to day finances
    Planning for your child's education
    Your ideal retirement income

    Secure Your Future, One Step at a Time

    At LifePlan Investments, we understand that your financial needs change as you journey through different stages of life. That’s why we offer personalized solutions tailored to fit your unique needs and goals. No matter where you are in life, we’re here to guide you towards financial success!

    Life & Health Insurance Planning

    Secure your and your loved ones' future with our comprehensive life, health, and group insurance plans. Our experts will guide you through the process, ensuring you get the right coverage without paying for what you don't need. LifePlan is more than an insurance provider - we're your partner in safeguarding your most valuable asset - your health.

    Wealth Management Planning

    Whether you're starting your investment journey or you're an experienced investor, our wealth management services are designed to maximize your financial growth. At LifePlan, we believe in making your money work for you. Let us guide you in building and protecting your wealth through unbiased, transparent, and expert advice.

    Planning for Business Owners

    As a business owner, you're not just planning for yourself, but for your business too. We get it! LifePlan offers tailored solutions to help secure your business's financial future. From succession planning to business insurance, we’re here to simplify the complex world of business finances for you.

    Planning for New Canadians

    Welcome to Canada! Starting a new life in a new country can be overwhelming, especially when it comes to financial planning. LifePlan is here to make this transition smoother for you. We offer tailored financial planning and investment advice to help you secure your financial future in your new home.

    Our Process

    What Our Clients Say About Us

    We can always say good things about ourselves, but to hear it from our customers is a wonderful testimony to how we successfully help protect people.

    Very humble, helpful, always available when I need advice.


    Thank you life plan investments for your amazing service! My family and I are are very happy with your services. We would definitely recommend you to all our friends.


    Received very good guidance from experienced and skillful management on long term benefits. This includes LLQP License exam preparations and registrations , increased my understanding for financial products, planning and solving client needs.


    Shopping for Life Insurance Quote or questions about buying Wealth Insurance?

    We can find the best coverage from the insurance Market. We don’t just find the best price; we find the right solution to your need…

    If you want to cover your mortgage or final expense or buy wealth Insurance so that you can use the money tax efficiently, we can help. 


    We Actively Support our Community

    CWB logo
    SickKids Logo
    YPAM logo
    ATI Logo
    St. John Ambulance logo
    habitat for humanity logo
    rotary club of richmond hill logo

    Career Opportunities

    We are always looking for dynamic, eager and passionate people who want to help people around them. If you want a rewarding career and a family-like team, see open roles and apply now.