Investments

• Are the investments high risk?

  We have access to a variety of low, medium and high risk investment opportunities.

• How do these investments differ from public securities?

  Our investments are private market placements. The rules and regulations in the private market can be less stringent than public securities, avoiding a lot of overhead costs in an attempt to provide higher returns.

• Are my investments locked in?

  Investments range from being fully open to being locked-in for the duration of a project, which can range up to 7 years.

• Can I invest through registered accounts (TFSA, RRSP, etc.).

  Yes – All of our investments are eligible for registered accounts. We help in setting up your account.

• Do all Members get to access the same investments?

  Investments are on a first come first serve basis. Once the investment is fully funded, you will be unable to participate.

Real Estate

• Is Lifelong Investments a real estate brokergage?

  Yes. We are licensed and part of the National Association of Realtors.

• What services are offered for selling?

  Full service listing packages only. Our goal is to get top dollar for your home.

• What services are offered for buying?

  Our software helps align your family’s goals with our Plan Advisors in order to move efficiently.

• Does the Lifelong realty service cost more than other options?

  By operating efficiently we cut out a lot of costs in the process to save you money.