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Advisors Page

Akil

Ahilan (AKIL) Balachandran

B.Comm, CFP, CLU, CHS, EPC

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(905) 294-7526 Ext. 1001

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ahilan@lifeplaninvestments.ca

Services

What I Can Help You With

Planning

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Legacy

Retirement

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Financial

Corporate Insurance

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Insurance

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Life & Critical Illness

Health & Dental

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Travel

Income Protection

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Investments

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RRSP

RESP

TFSA

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Portfolio Management

Segregated Funds

investment

Services

What I Can Help You With

Planning

Legacy

Retirement

Financial

Corporate Insurance

calculator

Insurance

Life & Critical Illness

Health & Dental

Travel

Income Protection

coins

Investments

RRSP

RESP

TFSA

Portfolio Management

Segregated Funds

investment

Biography

I started my journey as a medical student in Russia, then made a dramatic switch to join the financial services industry in Canada to help people plan, build and protect their wealth. This move led me to working in management and leadership development roles with a global financial service company.

In 2017, I quit my corporate role to start a new journey – a personal one aimed at changing the status quo of financial advice and the distribution of financial solutions. I was driven by the fact that over time I recognized that insurance and money management around the world is overly complicated and only benefits a privileged few. I believe managing money should be simple enough for everyone to understand.

That is why I created LifePlan Investments to help people plan and take control of their financial futures; and to make them aware of the insurance and investment solutions they can use to build and protect what is most important to them – all in a simple, understandable way.

At LifePlan Investments, I work with a team of professionals (accountants, lawyers, portfolio managers, and other financial advisors)to help plan their financial future, build wealth and protect their legacy and income.

My Team

Rawn

Rawn Dwarka Lakhan

BA, MA, CIM®, FCSI, CIWM, Portfolio Manager

Dwayne

Dwayne Richards

CPA, Accountant

Meena

Meena Visvalingam

EPC, Associate Advisor

prab

Prab Rana

Customer Service

Kim

Kim Tram

Associate

Community

Healthcare

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Markham Stouffville Hospital Mental Health Walk

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ATI foundation

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SickKids

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St.John Ambulance

Non-profit

Food Bank

Feeding Homeless Toronto

feeding homeless

Youth

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YPAM - VP of Business Partnership and Development

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Mount Joy School, Treasurer

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Junior Achievement

Community

I always believe in building and supporting communities and volunteering

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Support Richmond Hill Rotary club

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City of Markham - Pongal Heritage event

habitat group
habitat

Financial Literacy & Mentorship

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Access Employment mentorship

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Skills for change mentorship