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Ahilan (AKIL) Balachandran
B.Comm,CFP,CLU,CHS,EPC
Certified Financial Planner | AI & CRM Leader | Founder of BlueMind |
Founder & CEO LifePlan Investments | Financial Advisor | Coach |

A bit about Akil in his own words…

I am a Certified Financial Planner (CFP) and creative financial problem solver, based in Canada. My many experiences in life has taught me the value of planning for a successful financial future. My passion now lies in helping other achieve the same. Therefore I created LifePlan Investments, and serve as the company’s CEO and Founder.

My continued efforts to find effective and efficient solutions for financial advisors led me to create BlueMind. BlueMind is created as a Smart Digital Office for financial advisors that provides automated compliance, and reduces administrative tasks through the power of leading edge AI technology. It revolutionizes industry-standard processes, and enables advisors to make smart and effective recommendations in the client’s best interest. This will contribute to more revenue generating activities rather than spending time struggling with complex documentation, tools and software. Think Blue, Think Smart!

I am dedicated to provide leadership within the financial sector, with in-depth knowledge of strategic financial planning, insurance, investments, tax, and estate planning. I also specialize in results-driven coaching and mentoring people to perform at the highest level possible.

At LifePlan, my team is fully committed to using advanced technology to create unbiased, professional, and comprehensive financial advice on insurance strategies, investments, tax, and estate planning for our clients. We focus on helping financial advisors who are seeking a career in the future of financial planning and building solid relationships.

In addition to being a CFP, I hold CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist), and EPC (Elder Planning Counselor) designations. During my free time, I enjoy spending quality family time with my lovely wife Meena and beautiful twin daughters, Aana and Maya."     

 

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