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We provide unbiased and customized insurance, investments and financial planning solutions for your specific needs.

Don’t pay for what you don’t need.

Life planning and insurance
Life planning and insurance

What does Life Planning mean to you?

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Without enough support and guidance, it can feel overwhelming and stressful. There's pressure to prepare for the future, but how can you be sure you're making the right decisions?

As parents, children, caregivers, and professionals, we understand ​

We believe that planning doesn't have to be complicated. We focus on building a solution that has the flexibility to grow and adapt as life changes. ​

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Life Planning means building a solution to protect you and your family today and tomorrow




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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




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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


Our Process

Making decisions about your future can feel overwhelming

Where do you start? How do you know you've made the right choices to protect what's important to you?


You don't just need a plan, you need support and dedicated resources to help you navigate your financial future. So, we keep it simple and only provide you with advice and products that fit your lifestyle, goals and financial well-being.


Companies We Work With

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

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.


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.