What we offer
Real Estate
- Real estate agent concierge chatbot to answer all your questions
- Automated home evaluation with comparable sales
- Customized options with listings in your desired cities
- Automated appreciation expectations for your home or a home you may want to buy
- Personal real estate agent assistance 24-7
Execution
- Moving Truck
- Free Staging with in house staging inventory
- Home market ready program with free construction management
- Maximum home marketing exposure through online paid advertising
- Exclusive access to deals on home items (renovators, furniture, and more)
What we offer
Mortgage
Planulife operates as Lifelong Capital Corporation mortgage brokerage (license #12917)
and mortgage administrator (license #12977) licensed with the Financial Services Regulatory Authority of Ontario
- Mortgage broker concierge chatbot to answer all your questions
- Breakdown of cash flows from buying and selling (including selling costs, legal, land transfer tax, etc.)
- Leveraging options for debt consolidation or investment to optimize the equity you have in your home
- Mortgage pre-approval based on your income
- Mortgage amortization information so you know how much principal and interest you are paying
Execution
- Access to Canada’s top mortgage brokerage network with a range of lenders
- Paperless mortgage underwriting process to streamline approvals
- Exclusive down payment assistance programs
- Robust financial calculating tools to optimize your scenario
What we offer
Investissement
- Investment advisor concierge chatbot to answer all your questions
- Automated optimal investment strategies based on your income, goals and current real estate plans
- Future value calculations to better time your life objectives, be it growing your family or transitioning to retirement
Execution
- Access to exclusive, no fee, real estate investment opportunities.
- All investments are tax efficient through registered accounts (TFSA, RRSP, etc.).
- Review investments on your investor portal in our online dashboard.
- Tax planning deployed to help you maximize your investment returns.