About Rob Levesque, BPs, RRC®

From tech support in 1997 to teaching in South Korea for 4 years, my journey has always been about translating complex ideas into clear paths. After 13 years at a large financial planning firm, I founded LevPlan in 2019 to offer something better: lower costs, optimized strategies, and a truly human experience.

I view retirement like a music composition. Every note matters, from tax efficiency to pension optimization. When one element is out of sync, the whole harmony suffers. My goal is to ensure you don't miss opportunities or leave your legacy to chance.

My Focus

• Expertise: Registered Retirement Consultant RRC®, specializing in lifestyle and longevity planning for non business owners.
• Philosophy: Retirement isn't just about money; it's about the freedom to live the life you've earned.
• Connection: I work with savers aged 40 to 65 across Canada who value transparency and a real partnership.

When I'm not planning, I'm mountain biking, fitness training, composing music, or enjoying life in New Brunswick with my wife and two sons.

Let's start an honest conversation about your future. No pressure, just a plan that works as hard as you do.

All the best,

Rob