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Life Long Planning Group Ltd.

Life Long Planning Group Ltd
1350 Fisher St, Suite 109
North Bay ON P1B 2H1

Phone: 705-472-7790
Fax: 705-494-7845

adam.underwood@f55f.com
kelly.mcquoid@f55f.com

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Life Long Planning Group Ltd.

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Creating a Financial Security Plan for

Financial Freedom

We strive to serve our clients during the financial security planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Advice You Can Trust

Your path to Life Long financial independence.

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Learn about what we do and our approach to help you save fast.

Creating a Financial Plan for

Financial Freedom

Helping you build a plan as individual as you are.

Learn More

Learn about what we do and our approach to help you save fast.

 

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Working With You

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

 

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Team members

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Financial Security Advisor
Investment Representative

Life Long Planning Group Ltd.

Adam...

Adam Underwood, B.A.

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Financial Security Advisor
Investment Representative

Life Long Planning Group Ltd.

Kelly...

Kelly McQuoid

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Certified Financial Planner
Investment Representative

Life Long Planning Group Ltd.

After...

Michael Wellard, CFP

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Certified Financial Planner
Investment Representative

Life Long Planning Group Ltd.

In 1994,...

Nancy Kirkham, CFP, EPC

Marketing Associate

Life Long Planning Group Ltd.

June McCharles has been in financial services...

June McCharles, B.A.

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Our Services

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

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For Business

You’ve worked hard to build your business; we want to help you protect it. Whether starting a new venture or maintaining a successful one, we can help you address your needs.

 

For Individuals

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.

Products We Offer

Life Insurance

Life insurance is one of the best ways to help protect the people who rely on you. Buying life insurance shows you are committed to creating a positive future for your loved ones and can reassure them that they will be taken care of.

Critical Illness and Disability Insurance

Mitigating your risk against uncontrollable events such as disability or critical illness is key to your financial security.

Travel Insurance

If you're planning on traveling out of the province or out of the country, travel insurance gives you a simple, affordable way to protect against the cost of unexpected emergency medical expenses and more that may happen during your trip.

Investments

Financial stability has always been a major consideration of every person. For those who want to secure their financial standing in the future, would have to make the necessary investments. Some investments can fulfill more than one financial purpose and serve as a valuable resource.

 

Mortgages

Financing a home may be the biggest financial decision you make. Let us help make home ownership a piece of your plan.

Group Retirement and Health Benefits

Today more than ever, employee benefits packages and retirement plans are key ingredients to attracting and retaining quality employees.

Financial Planning

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true. We are focused on helping you achieve freedom and choice at all stages of life.

Estate Planning

Whatever your age, whatever the size of your estate, a proper estate plan will ensure that it is passed along as you desire, with minimum taxes and with no complications or delays for your heirs.

Looking to learn more?

Get in touch today

Contact Us

Contact info

North Bay Location
1350 Fisher St, Suite 109
North Bay, ON
P1B 2H1 CA

Office: (705) 472-7790
Adam: Ext. 4287, Kelly: Ext. 4245
Fax: (705) 494-7845

Email: adam.underwood@f55f.com
Email: kelly.mcquoid@f55f.com

Timmins Location
273 Third Ave., Suite 205,
Timmins, ON
P4N 1E2 CA

Office: (705) 531-5555, Ext. 5551
Fax: (705) 531-0055

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