Lifelong Investments - PLAN - Lifelong Investments

Real Estate Financial Plan

In 3 minutes, our A.I. technology creates a tailored plan for your financial needs

PROBLEM

Investment - Should you buy a GIC or mutual fund or an investment property?
Realty - An automated home valuation report with recommendations based on your lifestyle and real data.
Mortgage - Our technology will generate an unbiased recommendation based on your situation.
Plan - Receive a free financial analysis and projection of your home .

ADVISORS

Your Bank does not have access to private realty investments
Your Realtor will tell you to upsize instead of renovating
Your Mortgage Advisor will advise you to refinance
Your Bank doesn’t really help you plan your finances

LIFELONG INVESTMENTS PLAN

Returns based on passive real estate investments
For homeowners, an automated home valuation report
Automated mortgage pre-approvals
Free financial statement for your home

Receive a tech-powered unbiased recommendation to make your best moves!

GET STARTED

Start Your Real Estate Financial Plan ^TM

I am years old and My annual income is $

Get Started

Lifelong Robo-Advisor

We can execute your recommendation, while you relax on the beach!

Our deep-rooted technology is trained to make optimized decisions in all market conditions

Investment

Access to Lifelong investments realty secured exclusive private investments
Our technology achieved what was never done before, eliminated all investor expenses!
Tax efficient investing with registered account and capital gains options
Exclusive access to pre-construction properties

Realty

Technology filters tens of thousands of listing to show you the top 10 you need to see at all times
Instant home market evaluations to best time your move
Full service listings to get you TOP DOLLAR that include free renovation management with interest-free loans
Exclusive access to off market properties

Mortgage

Technology reviews products offered by more than 30 top lenders to find your suitable mortgage
Mortgage approval in the cloud with Canada’s largest mortgage network
Tailored budgeting tools and resources that assist you with your financial goals
Exclusive access to proprietary funding programs

How Does it Work

Stage One

Recommendations on your current real estate situation.

By filling out the questionnaire, we will provide a free real estate financial plan.

Start Plan

Stage Two

Recommendations on your current financial situation.

By analyzing your financial data including banking transactions, saving accounts, registered accounts, etc. Our AI algorithms can learn more about you, and give you the best moves toward your financial freedom.

Your data is secured and protected by our encryption, even us cannot access your banking information.

Review Plans with our Advisor

Our technology helps you make your best move. You don’t need to copy others anymore.

Inquiries

High Income
Retired
First Time Home Buyer
Investor

Analyze

Cash savings
Medium risk
No registered accounts
Desire to relocate
Live with family

Recommendation

Invest and rent
Sell and upsize
Downsize and rent
Refinance and invest
Invest

Why Lifelong Investments

Our mission is to put your home on autopilot so you can focus on enjoying life.

Our founders set out to help as many people plan, for free, forever. We built our technology to streamline our unbiased advice that is generally unavailable elsewhere.

Private real estate and financial planners are traditionally reserved for the ultra wealthy. Real estate and mortgage agents are biased to maximize their commissions.

Real estate and financial planning can significantly impact long-term wealth. Our comprehensive approach ensures personalized, unbiased guidance for everyone.

Lifelong Investments Plan. Better advice than your friend who moonlights as a part time Financial Planner.

Our founder saw the system was broken. Clients had no plan for what matters most, real estate. He set out to make a difference. Our technology was built to streamline our unbiased advice to provide unique insight. And we made a pledge to keep it free. Forever!

Success Case Studies

Problem:

The J family wanted to upsize to their dream home closer to the City to be closer to work and better sports for their kids. Both husband and wife worked for government positions with low propensity for increased income. Without taking on a second job, snagging their dream home seemed like a pipe dream.

Entering Planulife:

In 2019, Planulife’s Real Estate Financial Plan identified that the couple had all of their wealth tied up in their family home. This represented over 50% of equity. Planulife’s recommendation was to refinance and invest. This recommendation deferred selling costs to a future date, allowing the family to work towards a dream home purchase.

Success:

By 2021, the couple had a diversified portfolio that included maximizing their TFSA and RRSP contributions. With gains on their family home and equity paydowns, they had enough equity in their home to make their move. With Planulife’s instant home valuations, the couple optimized the timing of their purchase and sale in such a way that they did not even have to tap into their investments to make their move!

Problem:

Entering Planulife:

Success:

Problem:

Entering Planulife:

Success:

Problem:

Entering Planulife:

Success:

Problem:

Entering Lifelong Investments:

In 2019, Lifelong’s Real Estate Financial Plan identified that the couple had all of their wealth tied up in their family home. This represented over 50% of equity. Lifelong’s recommendation was to refinance and invest. This recommendation deferred selling costs to a future date, allowing the family to work towards a dream home purchase.

Success:

By 2021, the couple had a diversified portfolio that included maximizing their TFSA and RRSP contributions. With gains on their family home and equity paydowns, they had enough equity in their home to make their move. With Lifelong’s instant home valuations, the couple optimized the timing of their purchase and sale in such a way that they did not even have to tap into their investments to make their move!

Problem:

Entering Lifelong Investments:

Success:

By 2021, the couple had a diversified portfolio that included maximizing their TFSA and RRSP contributions. With gains on their family home and equity paydowns, they had enough equity in their home to make their move. With Lifelong’s instant home valuations, the couple optimized the timing of their purchase and sale in such a way that they did not even have to tap into their investments to make their move!

Problem:

Entering Lifelong:

Success:

By 2021, the couple had a diversified portfolio that included maximizing their TFSA and RRSP contributions. With gains on their family home and equity paydowns, they had enough equity in their home to make their move. With Lifelong’s instant home valuations, the couple optimized the timing of their purchase and sale in such a way that they did not even have to tap into their investments to make their move!

Lifelong Investments Plan

Real Estate Financial Plan

PROBLEM

ADVISORS

LIFELONG INVESTMENTS PLAN

Receive a tech-powered unbiased recommendation to make your best moves!

Start Your Real Estate Financial Plan TM

Lifelong Robo-Advisor

Our deep-rooted technology is trained to make optimized decisions in all market conditions

Investment

Realty

Mortgage

How Does it Work

Stage One

Recommendations on your current real estate situation.

Stage Two

Recommendations on your current financial situation.

Our technology helps you make your best move. You don’t need to copy others anymore.

Inquiries

Analyze

Recommendation

Why Lifelong Investments

Our mission is to put your home on autopilot so you can focus on enjoying life.

Our founder saw the system was broken. Clients had no plan for what matters most, real estate. He set out to make a difference. Our technology was built to streamline our unbiased advice to provide unique insight. And we made a pledge to keep it free. Forever!

Success Case Studies

Problem:

Entering Planulife:

Success:

Problem:

Entering Planulife:

Success:

Problem:

Entering Planulife:

Success:

Problem:

Entering Planulife:

Success:

Problem:

Entering Lifelong Investments:

Success:

Problem:

Entering Lifelong Investments:

Success:

Problem:

Entering Lifelong:

Success:

Start Your Real Estate Financial Plan ^TM