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Answer 15 key questions and you will gain immediate insights based on the following 3 key areas:
Saving Habits
Build a stronger financial foundation.
Cash Flow
Optimize your monthly budget and improve cash flow.
Retirement Readiness
Evaluate your current retirement plan and see how on-track you are.
This assessment has been carefully developed to quickly and easily produce valuable insights based on your answers.
Answer our simple questions
to jump start your financial clarity journey!
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Research-Backed Planning
Discover why working with experienced advisors makes a measurable difference in your financial future.
RBC Wealth Study
3.9x More Value
Working with an experienced advisor can add 3.9x more value and up to 4x more assets over time compared to DIY investors.
Source: RBC Gamut Study
LEVPLAN Story
Since 2006
LEVPLAN has been building comprehensive Canadian financial plans for nearly two decades, serving thousands of families across the country.
Trusted by Canadian Families
Partnership & Credentials
Regulatory Backed
Our experienced team of certified experts works hand in hand with trusted partners and regulatory organizations to ensure the highest standards of professional practice.
Industry Certified & Regulated
What Our Clients Say
Real stories from real people who transformed their financial lives with LevPlan.
"LevPlan helped me create a comprehensive retirement plan that gave me peace of mind. Their personalized approach made all the difference."
Sarah Johnson
Small Business Owner
Our Partners
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Questions about our services? We're here to help. Reach out and let's start your financial planning journey.