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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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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

Products & Services

For Businesses

  • Protecting your business
  • Protecting your employees
  • Solutions Banking

For Individuals and Families

  • Investment products
  • Insurance products

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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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The information on this website is intended for residents of Ontario only.

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Representing Freedom 55 Financial, a division of London Life Insurance Company

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