OUR HISTORY

At Longevity, our story is one of relentless innovation and dedication to excellence. Founded in 2014 by Ashley Lalonde, a seasoned career agent, Longevity began as an independent advisory firm with a vision to transform the financial advisory landscape in Canada. Ashley, who became the youngest female in Canada to achieve the status of Managing General Agent in 2015, laid the foundation for a firm that would redefine wealth management.

In 2019, a pivotal year, Alaeddine Jabri joined, marking the birth of Longevity. Our mission was clear: to be Canada's most innovative financial advisory firm, serving the unique needs of successful professionals, business owners, and their families. 'The life you want, achieved.' became our rallying cry and the cornerstone of our client interactions.

Our journey has been marked by strategic associations and leadership roles. Joining Advocis®, GAMA Global Canada, CAILBA, and MDRT®, we positioned ourselves at the forefront of industry best practices and professional excellence. Our involvement in the Board of Directors of Advocis® underlines our commitment to shaping the future of financial services.

With Anna Khan's addition, Longevity expanded into advanced tax planning with Longevity Advisory, a testament to our holistic approach. Our digital innovation during the pandemic not only ensured uninterrupted service but also led us to become the top agency for two of Canada's largest financial institutions.

The formation of Longevity Wealth by Craig Ripley in 2022 and the acquisition of Stonebrooke Private Wealth Management in 2023 were significant strides in offering pension-style investment management accessible to a wider range of Canadian families.

Our evolution continues in 2024 with the creation of Longevity Life / Longevity Vie, simplifying the use of exempt life insurance as a powerful wealth planning tool. Today, Longevity stands as a beacon of holistic wealth management, where wealth and well-being unite under the ethos of 'Live well, longer.'

Join us at Longevity, where your financial journey is more than a plan — it's a pathway to a richer, fuller life.

OUR HISTORY

At Longevity, our story is one of relentless innovation and dedication to excellence. Founded in 2014 by Ashley Lalonde, a seasoned career agent, Longevity began as an independent advisory firm with a vision to transform the financial advisory landscape in Canada. Ashley, who became the youngest female in Canada to achieve the status of Managing General Agent in 2015, laid the foundation for a firm that would redefine wealth management.

In 2019, a pivotal year, Alaeddine Jabri joined, marking the birth of Longevity. Our mission was clear: to be Canada's most innovative financial advisory firm, serving the unique needs of successful professionals, business owners, and their families. 'The life you want, achieved.' became our rallying cry and the cornerstone of our client interactions.

Our journey has been marked by strategic associations and leadership roles. Joining Advocis®, GAMA Global Canada, CAILBA, and MDRT®, we positioned ourselves at the forefront of industry best practices and professional excellence. Our involvement in the Board of Directors of Advocis® underlines our commitment to shaping the future of financial services.

With Anna Khan's addition, Longevity expanded into advanced tax planning with Longevity Advisory, a testament to our holistic approach. Our digital innovation during the pandemic not only ensured uninterrupted service but also led us to become the top agency for two of Canada's largest financial institutions.

The formation of Longevity Wealth by Craig Ripley in 2022 and the acquisition of Stonebrooke Private Wealth Management in 2023 were significant strides in offering pension-style investment management accessible to a wider range of Canadian families.

Our evolution continues in 2024 with the creation of Longevity Life / Longevity Vie, simplifying the use of exempt life insurance as a powerful wealth planning tool. Today, Longevity stands as a beacon of holistic wealth management, where wealth and well-being unite under the ethos of 'Live well, longer.'

Join us at Longevity, where your financial journey is more than a plan — it's a pathway to a richer, fuller life.

2014

Ashley Lalonde establishes an independent advisory firm, leading a dynamic team of 12 advisors.

2015

Ashley becomes the youngest female Managing General Agent in Canada.

2017

Alaeddine Jabri joins the firm, marking the birth of Longevity.

2019

Anna Khan joins and Longevity expands into advanced tax planning with Longevity Advisory.

Longevity joins Advocis®, GAMA Global Canada, and CAILBA.

Longevity secures a position on the Board of Directors of Advocis®.

The firm becomes a national sponsor for Advocis®.

2020

Longevity pioneers a digital sales model, and leads as the top agency for two major financial institutions..

Joining MDRT®, Longevity aligns with global standards of excellence in life insurance and financial services.

The firm launches Longevity Benefits, transforming the narrative around Canadian group benefits to focus on unified wealth and well-being.

Longevity joins CGIB, specializing in employee benefits and connecting with industry leaders.

2022

Craig Ripley joins and establishes Longevity Wealth, offering pension-style investment management to Canadian families.

2023

Longevity acquires Stonebrooke Private Wealth Management, expanding its reach and capabilities.

Present

Longevity stands as a pioneer in holistic wealth management, embodying the ethos 'Live well, longer.'

OUR VALUES

Core values are the foundation of Longevity. They direct our business strategies and define our identity. These values are the guiding principles that set the course for our culture.