LIFEPlan
Year of foundation: 2016
Headquarters: Laval, QC
LIFEPlan is a complete system of financial analysis in wealth management.
This platform, which stands out for its human and financial approach, proposes a plan of achievements centered on the person and what is dear to him/her to achieve. A system greatly appreciated by the Financial Advisors not only because it is simple to use, complete and efficient but also for its quality to assist their clients over the years.
How we benefit from the program
Desjardins’ Startup in Residence program has allowed us to make our company and our business model evolve rapidly by giving us access to senior experts internal or external to Desjardins. We are quickly learning how to navigate in the environment of large financial institutions and adapt our offer. The acquired knowledge and the developed business relationships are simply incredible. The notoriety provided by our participation to the program opens doors that we initially believed were out of reach.