Skip to main content

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

  •  
  •  
  •  

Life Long Planning Group Ltd.

  • Home
  • About 
    • Our Team
  • How We Work 
    • Life Stages
    • The Four Cornerstones Of Financial Security Planning
  • Products and Services 
    • Businesses
    • Individuals and Families
  • Resources
  • Testimonials
  • Investment Commentary
  • Client Login
  • Contact

    You are here

  1. Home
  2. Michael Wellard

Michael Wellard

Photo of team member
Michael Wellard, CFP

Certified Financial Planner
Investment Representative

Life Long Planning Group Ltd.

After eight years studying and working in accounting, Mike Wellard was looking for more work/life balance and a career that catered more to his strong people skills.

Mike joined Freedom 55 Financial and Quadrus Investment Services Ltd. in 2013 and he couldn’t be more thrilled with his decision. In 2016, Mike joined Life Long Planning Group Ltd. as a partner and continues to build on his experience, while helping the team around him grow.

Mike is licensed to sell life insurance, critical illness insurance, group benefits and disability insurance and is registered to sell mutual funds through Quadrus Investment Services Ltd. in Ontario. Mike is an active member of Advocis, the Financial Advisors Association of Canada, and adheres to their high standards of conduct and strong ethical guidelines.

Mike is very committed to helping the people in the community he loves reach their financial goals, with a focus on minimizing the risks associated with reaching those goals. Throughout the process Mike’s main focus is making sure clients are comfortable with every step in the process. Mike looks forward to meeting with you to show you how easy building a solid financial security plan can be.

Read Disclosures

Products & Services

For Businesses

  • Protecting your business
  • Protecting your employees
  • Solutions Banking

For Individuals and Families

  • Investment products
  • Insurance products

Book a Meeting

Tell a Friend

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

Contact us

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

Click here to view legal, copyright and trademark information

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

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

© 2021 Life Long Planning Group Ltd.. All rights reserved.

Website Design For Financial Services Professionals