Who We Are
Our Mission
At LevPlan, we believe everyone deserves access to expert financial guidance. Our mission is to empower Canadians to take control of their financial future through personalized, comprehensive planning that adapts to their unique goals and circumstances.
Our Story
Founded by a team of certified financial planners, LevPlan emerged from a simple observation: most financial advice is either too generic or too expensive. We decided to change that. By combining deep industry expertise with innovative technology, we've created a platform that delivers personalized financial planning to everyone—not just the wealthy.
Our Values
- ✓Transparency: We believe in clear, honest communication about fees, strategies, and recommendations.
- ✓Expertise: Our team consists of certified financial planners with years of industry experience.
- ✓Client-Centric: Your goals drive our recommendations, not commissions or sales targets.
- ✓Innovation: We continuously improve our tools and strategies to deliver better results.