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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.
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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.
"We are extremely satisfied with our experience with Robert, who has been our financial advisor for nearly 15 years. His personalized and friendly approach immediately put us at ease. He truly takes the time to listen to our needs, understand our situation, and tailor his advice accordingly. Thanks to his expertise and thoughtful recommendations, we have been able to make well-considered and appropriate financial decisions. His support goes far beyond simple advice — he is a true partner in managing our finances. Always available and always attentive, Robert has made topics that can sometimes seem complex much more accessible."
G. & D. Mallet
Long-time Clients
Our Partners
Let's Get In Touch
Questions about our services? We're here to help. Reach out and let's start your financial planning journey.