Thank You!! LifePlan 24th Annual Wayne Joyce Memorial Associate Appreciation Event.

The event was a great success! The forecast was for a 70% chance of rain, but we ended up with nothing but sunshine! We couldn't have asked for a better day to play golf and have some fun all the while raising money for a very worthy cause. 

This is the first year we've ever had a Hole-in-One Prize! (Thank you Campus Auto Group) they provided a 2018 Q50 with a twin turbo V6 and All Wheel Drive.

Most importantly we were able to raise... $1,980 for Lions, this is a charitable causes that we can continue to honor Wayne's legacy and support this worthy cause.

Congratulation to the winning team: Sean carey, Caelum Carey, Grant Simpson & Bryan Bulinckx the next group to have their names inscribed on the Wayne Joyce Memorial Trophy.

As well as the winners of the other tournament:

  • Longest Drive: Ben Shong & Chelsey McEwan
  • Closest to the Pin: Sean Carey & Thea Jenkins
  • Putting Contest: Keegan Fitzpatrick & Chelsey McEwan

 

LFSG - The 24th Annual Wayne Joyce Memorial Associate Appreciation Event. 

It’s that time of year again! 

This is a great opportunity to get outside of the office and have some fun together, socializing with colleagues and our partner company reps. While supporting a very worthy cause!

This year we’re adding an extra dose of fun by having a theme… “The Origins of Golf”! Get dressed up in your finest, tacky Scottish golf attire to be eligible for even more prizes! Have fun with it, no one will judge you …. except to decide who will win the prizes!

We’re also working to get a very special prize for anyone capable of making a hole-in-one. But you’ll have to be there to discover what it is!

Registration deadline is June 22nd, 2018.

Please contact our office for more information and registration form.

Looking forward to seeing all of you there!

NOTE: All levels of golfers are welcome!

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Pure Dead Brilliant!

HELLO I'm a....MILLENNIAL

Millennials (also known as Generation Y) following Generation X. Millennials are sometimes referred to as "echo boomers".  They're living their prime years in a low-growth economy where job security and pensions are no longer givens. It's important for the millennials need financial advice. 

Here are some of the articles from Advisor.ca  "Money tips for millennials" 

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Lifeplan Financial is a locally owned Managing General Agency (MGA) in Victoria and we work hard to give advisors the tools they need to succeed across all of British Columbia.  We give our advisors the independence they need with the support they deserve. “Because Your Success… is Our Success.”

    Another Success - Christmas Hampers 2017

    We are happy to announce that when we paired with our sister company PerCuro Clinical Research and this year, we managed to raise $1,770.00 for 4 families in need this year; a new record! This gave us the ability to purchase every child a full outfit along with shoes and a toy or a gift that matched their interests for no less than $50 each. We also were able to increase the value of the gift card for Walmart from $100 to $200!

    Special thanks goes to Gurbinder Amar from Foresters Financial for their corporate contribution!

    Congratulations in being part of a great accomplishment.