LifePlan Financial Group Revenue
Financial Services • 
3298 Tennyson Ave, Victoria, Canada • 11-20 Employees
LifePlan Financial Group revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contact at LifePlan Financial Group
David Bulinckx
President
Company overview
| Headquarters | 3298 Tennyson Ave, Victoria, British Columbia V8Z 3P3, CA |
| Phone number | +12507277197 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Financial Advisors, Financial Services, Income, Life Insurance, Financial Solutions, Brokers, Banking Products |
| Founded | 1991 |
| Employees | 11-20 |
| Socials |
LifePlan Financial Group Email Formats
LifePlan Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@lifeplangroup.ca), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lifeplangroup.ca | 50% |
{last name} | doe@lifeplangroup.ca | 50% |
About LifePlan Financial Group
Giving Financial Advisors The Best of Both Worlds... The choice has always been the 'independence and freedom' of brokerage or the 'training and support' of career agencies. Now LifePlan Financial Group offers independence with all the benefits of a market leading support infrastructure. Our mission is to provide Financial Advisors and Financial Planners alike with a wide choice of financial products and solutions from quality companies. We strive to support all the business needs of the Independent Associated Financial Advisors and Planners who have partnered with us, to help their clients achieve their financial goals and protect what matters most to them. Our primary customers are our Associated Financial Advisors. We have focused our attention on providing them with the tools, training and support they need to reach their full potential as independent practitioners. We source or develop whatever products are needed to support our Associated Advisors for success in all the markets they are serving. Marketing Support LifePlan Financial Group is known in the financial advisory community for its strong marketing and business building support. Associated Advisors often cite training and business building resources as a few of their primary reasons for joining LifePlan. Proprietary marketing software and marketing guides are available to support Advisors in all their business development efforts. LifePlan Associated Advisors also gain access to Marketing Specialists and an Advanced Marketing Consultancy of Tax Lawyers and Accountants to support sales in the Advanced Planning marketplace.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
LifePlan Financial Group has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
LifePlan Financial Group has never raised funding before.
LifePlan Financial Group Tech Stack
Discover the technologies and tools that power LifePlan Financial Group's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
Maps
JavaScript libraries
Advertising
Security
Analytics
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Ecommerce
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