# LifePlan Wealth

- **Website:** <https://lifeplanwealth.ca>
- **Primary alias:** `lifeplanwealth.ca`

## Description

LifePlan Wealth Management is a financial planning and wealth management firm based in Victoria, British Columbia. The firm works with individuals and families to understand their needs, goals, and aspirations, then develop personalized strategies to support their financial future. Its services include financial, retirement, and estate planning, investment and tax planning, portfolio analysis, and insurance analysis. The team also helps clients consider health and dental, term life, travel, and critical illness insurance, alongside goals such as protecting family, growing investments, managing income taxes, saving for education, running a business, and building a legacy.

LifePlan serves people at different life stages, from those starting out and young families to established families, retirees, and single clients. Its website offers financial calculators, debt management information, articles, and other planning resources. Clients can book meetings in person, by phone, or online, and access client portfolios through the website. Mutual funds and exempt securities are offered through Portfolio Strategies Corporation; non-securities products and services are provided through LifePlan Wealth Management.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idGUbCgl9n/w/400/h/124/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791306586231)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Cobalt | #004aad | accent |
| Spicy Mix | #876a43 | dark |
| Picton Blue | #3fa5e5 | light |

## Fonts

- var( --e-global-typography-primary-font-family ) — asset _(custom)_
- -apple-system — asset _(system)_

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_Source: <https://brandfetch.com/lifeplanwealth.ca>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._