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."