Advisors Page

Akil

Ahilan (AKIL) Balachandran

B.Comm, CFP, CLU, CHS, EPC

phone icon

(905) 294-7526 Ext. 1001

mail icon

ahilan@lifeplaninvestments.ca

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

We serve Quebec, Alberta, BC, Ontario

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.

Community

Healthcare

YPAM logo

Markham Stouffville Hospital Mental Health Walk

ATI logo

ATI foundation

SickKids Logo

SickKids

St. John Ambulance logo

St.John Ambulance

Non-profit

Food Bank

Feeding Homeless Toronto

feeding homeless

Youth

YPAM logo

YPAM - VP of Business Partnership and Development

mustangs logo

Mount Joy School, Treasurer

junior achievement logo

Junior Achievement

Community

I always believe in building and supporting communities and volunteering

rotary club of richmond hill logo

Support Richmond Hill Rotary club

markham logo

City of Markham - Pongal Heritage event

habitat group
habitat

Financial Literacy & Mentorship

acces employment logo

Access Employment mentorship

skills for change logo

Skills for change mentorship