About ExcelPlan Financial/Investia Financial Services Inc.
Why work with ExcelPlan Financial? Because we’re the kind of Financial Planners you’d take home to meet your parents.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Burlington, Ontario
- Founded
- 1996
- Company type
- Privately Held
Why work with ExcelPlan Financial? Because we’re the kind of Financial Planners you’d take home to meet your family. The kind of people you'd be proud to introduce to all your friends. Because when you choose us, you’re choosing:
A personal Financial Planning experience designed for your unique needs.
A direct one-on-one connection to financial expertise.
Financial Planning that takes your entire financial life into consideration, not just retirement savings.
Financial Planning that fits your life, not the other way around.
Specialties
- Estate Planning
- Retirement
- Retirement Savings
- RESP
- RDSP
- RRSP
- RSP
- LIRA
- RIF
- LIF
- TFSA
- Non-Registered Investments
- Mutual Funds
- GIC
- Insurance
- Disability
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- and Long Term Care Insurance
Company locations
440 Elizabeth St, Suite 300, Burlington, Ontario L7R 2M1, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 35
- People linked to this company
- 2
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
Explore the company
Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.