Living as Planned

Richmond Hill, Canada Founded: 2010 • Age: 16 yrs Acquired By People Corporation
Provider of retirement and pension insurance financial planning services

About Living as Planned

Living as Planned is a Financial Services company based in Richmond Hill (Canada) founded in 2010, and was acquired by People Corporation in November 2019. Provider of retirement and pension insurance financial planning services. The company has 33 employees. Living as Planned offers products and services including Life Insurance, Employee Benefits, Disability Insurance, Critical Illness Insurance, and Retirement Annuities. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension. Its legal entity is Living as Planned Inc. Its competitors include CPP Investments, Questrade and CAAT.

Company details

Founded in 2010, Living as Planned operates in the financial services sector from Richmond Hill, Canada. Retirement planning and pension insurance are provided to clients seeking long-term security. Financial advisory services are extended to support individual and group needs in wealth management. Operations focus on tailored solutions within the insurance and planning domains, serving regional markets.

  • Headquarters Richmond Hill, Canada
  • Employees 33
  • Stage Acquired
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website livingasplanned.com
  • Social LinkedIn
  • Acquired by People Corporation (Nov 2019)
  • Legal Name Living As Planned Inc.
Operational Areas
Key Metrics

Products & Services of Living as Planned

Living as Planned offers a comprehensive portfolio of products and services, including Life Insurance, Employee Benefits, Disability Insurance, Critical Illness Insurance, and Retirement Annuities.

Life Insurance
Insurance Product

Provides financial protection for individuals and families against life events.

Employee Benefits
Group Insurance

Delivers benefits packages for employees through employers.

Disability Insurance
Insurance Product

Covers income loss due to disabilities.

Critical Illness Insurance
Insurance Product

Offers payouts upon diagnosis of serious illnesses.

Retirement Annuities
Financial Product

Provides steady income during retirement years.

Investors in Living as Planned

Living as Planned has secured backing from 1 investor. Prominent investors backing the company include People Corporation.

All
InvestorDescriptionFounded YearDomainLocation
Group benefits, retirement, and human resource services are provided.
2007peoplecorporation.comWinnipeg, Canada
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Investor details for Living as Planned

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Timeline of Living as Planned

2 dated milestones of Living as Planned across 9 years, from founding to its latest funding, stage changes and deals.

  1. Founded Living as Planned is founded.
  2. Exit Acquired by People Corporation.

Competitors of Living as Planned

Living as Planned has 3 listed competitors in our database. They include CPP Investments, Questrade and CAAT.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
cppinvestments.com1997Toronto, Canada
Pension fund assets are managed for sustainable long-term growth.
questrade.com1999Toronto, Canada49
Online investment platform
caatpension.ca1967Toronto, Canada
Retirement planning services are provided to Canadian workers.
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Detailed competitors of Living as Planned

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Frequently Asked Questions about Living as Planned

Living as Planned was founded in 2010.

Living as Planned is headquartered in Richmond Hill, Canada. It is registered at Richmond Hill, Ontario, Canada.

Living as Planned has 33 employees.

Founded in 2010, Living as Planned operates in the financial services sector from Richmond Hill, Canada. Retirement planning and pension insurance are provided to clients seeking long-term security. Financial advisory services are extended to support individual and group needs in wealth management. Operations focus on tailored solutions within the insurance and planning domains, serving regional markets.

Living as Planned's top competitors include CPP Investments, Questrade and CAAT.

Living as Planned offers Life Insurance, Employee Benefits, Disability Insurance, Critical Illness Insurance, and Retirement Annuities.

Living as Planned has 1 investor. Key investors include People Corporation.

Living as Planned operates through Living As Planned Inc..

Yes. Living as Planned was acquired by People Corporation in November 2019.

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