LifePlan Investments

Finance · Canada · 51-200 Employees

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Overview

Headquarters

3601 Highway 7 E Suite 610, Markham, Ont...

Phone Number

(905) 294-7526

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LifePlan Investments

LifePlan Investments is a Canadian financial services company specializing in life insurance, health insurance, and wealth management. They provide customized financial solutions tailored to meet the needs of individuals at every stage of life, including retirement planning and support for new Canadians. Their mission is to simplify insurance and investment processes, ensuring clients receive unbiased advice and the right coverage without unnecessary costs. LifePlan Investments aims to help clients secure their financial future through personalized planning and expert guidance.Explore more
LifePlan Investments's Social MediaPopular SearchesLifePlan InvestmentsLifePlan Investments IncShakisha Parameswaran - LifePlan InvestmentsLifeplaninvestmentsMichael Mastrogiacomo, CLU- Financial ConsultantSIC Code 62,628NAICS Code 52,523Show more

LifePlan Investments Org Chart

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Meena Visvalingam, President at LifePlan Investments
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifePlan Investments

<$5M
51-200
Private
-
2017
$29.5M
51-200
Private
-
1994
Yvette Fu, Chief Financial Officer at GP Wealth Management
Yvette FuChief Financial Officer
$12.4M
51-200
Private
-
2013
$9.2M
11-50
Private
-
-
KG
Kim Garvey-McLaughlinInsurance Administrator
$6.2M
11-50
Private
-
1987
TN
Tim NashBranch Manager
$5M
11-50
Private
<$5M
2009
JA
Jeffrey AdemaCross-Border President, Wealth Management
<$5M
11-50
Private
-
1993
WJ
William JoryFinancial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LifePlan Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LifePlan Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LifePlan Investments.

LifePlan Investments Tech Stack

A closer look at the technologies used by LifePlan Investments

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Frequently Asked Questions Regarding LifePlan Investments

What is LifePlan Investments's official website?
LifePlan Investments's official website is www.lifeplaninvestments.ca
What is LifePlan Investments's Revenue?
LifePlan Investments's revenue is <$5 Million
What is LifePlan Investments's SIC code?
LifePlan Investments's SIC: 62,628
What is LifePlan Investments's NAICS code?
LifePlan Investments's NAICS: 52,523
How many employees does LifePlan Investments have?
LifePlan Investments has 51-200 employees
What industry does LifePlan Investments belong to?
LifePlan Investments is in the industry of: Finance, Insurance, Securities Trading
What is LifePlan Investments competition?
LifePlan Investments top competitors include: De Thomas Wealth Management, Jory Financial, GP Wealth Management, Cardinal Point Wealth Management
What technology does LifePlan Investments use?
Some of the popular technologies that LifePlan Investments uses are: WordPress.org, PHP, DoubleClick, Google Cloud DNS
How do I contact LifePlan Investments?
LifePlan Investments contact info: Phone number: (905) 294-7526 Website: www.lifeplaninvestments.ca
What does LifePlan Investments do?

LifePlan Investments is a Canadian financial services company specializing in life insurance, health insurance, and wealth management. They provide customized financial solutions tailored to meet the needs of individuals at every stage of life, including retirement planning and support for new Canadians. Their mission is to simplify insurance and i... nvestment processes, ensuring clients receive unbiased advice and the right coverage without unnecessary costs. LifePlan Investments aims to help clients secure their financial future through personalized planning and expert guidance.Read More

What are LifePlan Investments social media links?
LifePlan Investments Linkedin page LifePlan Investments Twitter page LifePlan Investments Facebook page
Is LifePlan Investments a public company?
LifePlan Investments is private company therefore does not currently have an official ticker symbol
See more information about LifePlan Investments

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