About LifePlan investments
"Ahilan Balachandran (also known as Akil) is a Certified Financial Planner (CFP) and Career Coach based in Canada. Upon his arrival, he transitioned from becoming a Medical Doctor to “Financial Doctor” and now serves as the CEO and Founder of LifePlan Investments.
Ahilan’s unwavering dedication to honesty has earned his reputation as an integrity-driven visionary in his field. In a decade, he has garnered extensive leadership experience within the financial sector, with in-depth knowledge of strategic financial, tax, and estate planning. He also specializes in mentoring people to perform at the highest level possible.
As the Founder and CEO of LifePlan Investments, Ahilan is fully committed to providing unbiased, professional, and comprehensive financial advice on wealth management and advanced tax and estate planning to his valued clients. He also helps professional planners who are seeking a career in the financial space as either an advisor or planner. He also advocates harnessing technology to aid his commitment and endeavors. Ultimately, his vision is to create a legacy that will continue to positively impact the world for generations to come and giving back to his community by helping those in need.
In addition to being a CFP, Akil Balachandran holds CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist), and EPC (Elder Planning Counselor) designations while his MBA and CIM (Chartered Investment Manager) are in progress. During his free time, he enjoys spending quality family time with his lovely wife Meena and beautiful twin daughters named Aana and Maya."
Here an overview of the services we provide.
Insurance, Investments, Tax and Estate Planning
Life Insurance, Health Insurance, Disability Insurance, Wealth Management, Group Insurance, Tax & Estate Planning, Retirement and Financial Planning, Pension Plans, Employee Benefits, Executive Compensation Planning, Business Owners Succession Planning, Investments in RRSP, TFSA, RESP, RDSP, Mutual Funds, Segregated Funds, Guaranteed Investments, ETFs.