Secure financial freedom by having your money work for you.

State of the art systems in place.

Real Estate Financial Plan
  • Obtain your current & projected future household worth
  • Maximize your real estate wealth by executing on your options
  • Track your wealth over time to know whento make your next move
And More
Access Investments
  • Exclusive debt and equity investments
  • Fractional ownership allows you to minimize your risk & invest as low as $1,000
  • Tax effective investing strategies. Use registered accounts (RRSP, TFSA, etc.).
And More

Our Investments

Mortgage Income Fund


Fully Open

Registered Accounts

Minimum Investment


Compound Annually


Secure tax-efficient income stream with 100% of your investment deployed in housing creation.

Equity Fund


2 Year

Non-registered Investment Only

Minimum Investment


Projected Annual Return


Planulife's Equity Fund allows investors to maximize their after tax real estate return by investing in construction projects.

Tired of the rat race? Ready to work smart?

Get personalized advice based on your needs.

Want to secure financial freedom?

Invest in a blend of debt and equity real estate investments for returns you can count on

Value peace of mind?

Secure your money against real estate, the investment you can see

Want to beat the stock market?

Our hands on approach aims to generate returns at multiples of the stock market

Want to supplement your income?

Invest your savings into a fund that pays monthly returns

Ready for your big payday?

Lock in your funds for optimal returns upon exit in 3 to 6 years

Time to own more with less.

Our investments allow for fractional ownership to spread your risk

Unlimited Real Estate Financial Plans TM

Free. Forever.

We are the only providers of Real Estate Financial Plans. What matters to you most is our primary concern. Our financial planning software is completely free to use.