Plan for life. Build for generations.
Lifinity builds one long-term plan for families and business owners: protecting what you have, growing what you save and building the independence to live and retire on your terms.One long-term plan to protect what you have, grow what you save and retire on your terms.
- 5 provincesNS · ON · AB · BC · SKNS ON AB BC SK
- In writinga summary after your callafter your call
- 4 stagesfrom Protect to Transferlife to legacy
Life + infinity = Lifinity
Insurance. Investment. Independence.
Most people are shown a product. You'll be shown a plan.
Starting with a productProduct first
One policy, picked before anyone asks about your life.Policy first, questions later.
- How the advisor is paid comes up late, or not at allPay disclosed late, if ever
- Questions about your goals come after the pitchGoals asked after the pitch
- You're left to remember what was saidNothing in writing
- Coverage that fits today, not the next chapterFits today, not tomorrow
Starting with a planPlan first
Your situation first. Recommendations second.Your life first, policy later.
- Disclosure first: licensing, the insurers involved and how your advisor is paidPay disclosed up front
- We map your family, income, debts and goals before any productGoals mapped before any product
- A written summary after your call: what was found and what's nextCall summary in writing
- Reviewed when life changes: a baby, a house, a business, retirementReviewed as life changes
Three steps. No surprises.
You'll always know what happens next, and the decision is always yours.Always know what's next. The decision is yours.
- STEP 1
Answer a few quick questions
It takes about 30 seconds. It tells your advisor where you live and what you'd like to talk about, so your first call starts prepared.30 seconds, so your first call starts prepared.
30 seconds · online - STEP 2
Discovery call on Zoom
It opens with your advisor's disclosure, then you go through your situation together. Join from a laptop or desktop so you can look at the numbers on screen.Disclosure first, then your situation. Join from a laptop to see the numbers.
45 minutes · Zoom - STEP 3
Your written summary
After the call you get a summary of what was found and your next steps, in writing.What was found and your next steps, in writing.
After the call · your pace
Planning for every chapter of life.
Every plan follows the same four stages. Where you start depends on where you are today.Four stages. You start wherever you are today.
- STAGE 1
Protect
Life, critical illness and disability insurance, so your family's plan survives a bad day.Life, critical illness and disability insurance.
- STAGE 2
Accumulate
Savings plans that keep working: TFSA, RRSP, FHSA and segregated funds.TFSA, RRSP, FHSA and segregated funds.
- STAGE 3
Utilize
Turning what you've saved into retirement income you can count on.Savings into steady retirement income.
- STAGE 4
Transfer
Leaving more to the people you love, with insurance to help cover estate costs.Leaving more to the people you love.
Own a business?
Corporate-owned insurance, key person cover and group benefits for your team, planned alongside your personal goals.Corporate insurance, key person cover and group benefits.
People at a turning point.
Young families
A new baby or a new mortgage, and a family that depends on your income.A new baby, a new mortgage.
Newcomers to Canada
Building a life here and learning how Canadian insurance and savings plans work.New to how insurance and savings work here.
Business owners
Incorporated professionals and owners protecting the business and the people in it.Protecting the business and its people.
Pre-retirees
Ten years or less from retirement and wanting income that lasts.Ten years or less from retirement.
What people ask before they book.
Something else on your mind? EmailOther questions? Email gmon@lifinity.ca.
Do I have to buy anything?
No. You'll hear what's recommended and why, and the decision is always yours.
How is the advisor paid?
Mostly through commissions from the insurance companies whose products are recommended. You hear exactly how it works, including any conflicts of interest, at the start of your first call.
Which provinces does Lifinity serve?
Nova Scotia, Ontario, Alberta, British Columbia and Saskatchewan. If you live somewhere else, Lifinity can't advise you yet.
Why a laptop or desktop?
You'll look at numbers and illustrations together on screen. A phone screen is too small to follow along comfortably.
What should I have ready?
Nothing for the first call. If you already have policies or a group benefits booklet from work, keep them nearby.
Is Lifinity a fit for newcomers?
Yes. Lifinity's founder came to Canada as a student. Some insurance options depend on your residency status, and that gets checked together on your first call.
Does Lifinity manage investment portfolios?
Not yet. Today, Lifinity's advice covers life and health insurance, including segregated funds. Investment services are in the works, and your advisor is working toward the licensing needed to offer them. Until then, stocks, ETFs and mutual funds aren't offered. Join the monthly email to hear when that changes.
An engineer's eye for risk. A buyer's discipline for value.
Engineering is where I started. I studied mechanical engineering in India and began my career at a petrochemical company, where you learn early that good systems are built for the day something goes wrong.
I came to Canada to study supply chain management. Soon after I finished, an accident showed me how quickly a peaceful life can change, and how much it matters to have a plan before you need one.
In Nova Scotia's health system I grew from stores clerk to senior buyer. My job was to compare suppliers, read the fine print and get the best value for the people who depended on us. Along the way, finance and planning became my passion, and in December 2025 I left that role to build Lifinity full time.
I bring the same discipline to your plan. I compare options across insurance companies, explain the trade-offs in plain English and put your interest before mine. That's why I tell you how I'm paid before you tell me anything about your money.
And I keep learning. After earning my RRA® designation, I'm working toward my securities licence, because your plan deserves an advisor who keeps getting better.
G Mon
- RRA®Registered Retirement Analyst
- 5 provincesLicensed in NS · ON · AB · BC · SKNS ON AB BC SK
- 14,000+follow @gmontalks
Your plan should outlive you. That's the point.
Book a 45-minute discovery call. Disclosure first, recommendations second, decisions always yours.A 45-minute call. Disclosure first. Decisions always yours.
Not ready to book?
Get one plain-English money note a month: insurance, RRSP and TFSA season, and what's changing in Canada.One plain-English money note a month.
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