Since our founding in 2017, RoyalPlan Financial has been dedicated to helping individuals and families across the Greater Toronto Area (GTA) and beyond achieve their financial goals. Based in Vaughan, ON, we pride ourselves on offering personalized financial consulting services that are tailored to meet the unique needs of our clients. Our team of certified professionals brings years of experience and a commitment to integrity, ensuring that your financial future is secure and prosperous.
Lucas Pelaccia
Founder
At Royal Plan, we specialize in providing comprehensive life insurance solutions tailored to meet your unique needs. Our core value is simple: to deliver the best possible financial solutions and services to our clients. We understand that life insurance is more than just a policy—it’s a promise to protect your loved ones and secure their future.
With a commitment to excellence and a customer-first approach, our team is dedicated to guiding you through every step of the process, ensuring you have the peace of mind that comes with knowing you’ve made the right choice. Trust us to be your partner in securing a brighter, more secure tomorrow.
Years experience
Satisfied Clients
Assets Managed
Client Retention Rate
What We Do
Comprehensive Financial Solutions Tailored to Your Needs
Financial Planning
We create custom financial plans to align with your unique goals. Our expert team develops strategies for retirement, home buying, and securing your family's future.
Asset Protection & Growth
Our focus is on protecting and growing your wealth. From life insurance to investment portfolios, we provide guidance to secure and enhance your assets.
Estate & Legacy Planning
Plan for the future with confidence. Our estate planning services ensure your wealth is preserved and passed on, giving peace of mind to you and your loved ones.
Our Values
Guided by a Clear Vision and Mission
Our Vision
To be the trusted partner in financial growth and security for individuals and families across the GTA and beyond.
Our Mission
To empower clients with personalized financial solutions that protect and grow their wealth, ensuring long-term success and peace of mind.
Trusted by hundreds of clients
Our Process
Streamlined Steps to Secure Your Financial Future
Discover
Understanding your financial goals and current situation through an in-depth consultation.
Strategize
Our experts design a personalized financial plan tailored to your specific needs and objectives.
Implement
We execute your plan with precision and provide ongoing support to ensure continuous success for your future.
Our Team
