About Us

InvestPlan Financial Inc. has been serving the Greater Toronto Area (GTA), and surrounding areas, since 2016 as a full service Life Insurance Agency. 

We are dedicated to helping our clients achieve financial security and peace of mind through customized life insurance and investment solutions.

With years of experience in the insurance industry, our team is committed to providing personalized service and expert advice to our clients.  We understand that each individual has unique needs and goals, and we work closely with our clients to develop a customized plan that fits their specific situation.

Our agency partners with some of the most reputable insurance carriers in the industry to offer a range of life insurance and investment products.

We take pride in our commitment to excellence and providing exceptional service to our clients.  

Contact us today to learn more about how we can help you achieve your financial goals and protect your loved ones' financial future.