Lupin Planning Group Inc.

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Lupin Planning Group Inc. At Lupin Planning Group, we create intentional financial plans that keep our clients moving forward. We call it our Invested Mama Method!

Moving you and your money forward involves asking the right questions and taking the time to truly listen to what is being said. Next we educate you on your options, align your dreams with your actions and keep you on track every step of the way. At Invested Mama Inc., we take the overwhelm out of the financial planning process and replace it with a sense of clarity, control, and momentum.

An afternoon well spent at the CBS Expo Business Conference connecting with local business owners, entrepreneurs, and co...
10/16/2026

An afternoon well spent at the CBS Expo Business Conference connecting with local business owners, entrepreneurs, and community leaders.

Jackie joined fellow local business owners for a fireside chat on community growth through collaboration and partnership. It was a great reminder of the value of working together and the strength of the community we're proud to be part of. 🤝

Today, Jackie had the opportunity to attend the 2026 State of the Province Address hosted by the Board of Trade, featuri...
10/14/2026

Today, Jackie had the opportunity to attend the 2026 State of the Province Address hosted by the Board of Trade, featuring Premier Tony Wakeham.

Events like these provide valuable insight into the economic priorities, workforce challenges, and growth opportunities shaping Newfoundland and Labrador's future. Staying connected to these conversations helps us better understand the factors that may impact our clients, their businesses, and their long-term financial goals.

📸 A few highlights from today's event below.

🦃 Happy Thanksgiving!Today is a day to slow down, appreciate life's blessings, and spend time with those who matter most...
10/12/2026

🦃 Happy Thanksgiving!

Today is a day to slow down, appreciate life's blessings, and spend time with those who matter most.

We're taking the day to celebrate with our families and will return to our regular hours tomorrow.

Wishing everyone a safe, happy, and grateful Thanksgiving

Jackie spent the week in Vancouver, BC attending the PPI Signature Forum, bringing together 80 advisors from independent...
10/09/2026

Jackie spent the week in Vancouver, BC attending the PPI Signature Forum, bringing together 80 advisors from independent firms across Canada.

The conference focused on some of the most important conversations shaping our industry today, including advanced tax and estate planning, business growth strategies, and innovative ways to better serve clients.

Opportunities like this allow us to stay informed, challenge our thinking, and continuously enhance the value we bring to the families and businesses we work with.

Because great advice doesn't happen by standing still.

And yes, Jackie did find some time for Puppy Yoga along the way! 🐶🧘‍♀️

We're always investing in knowledge, relationships, and professional development to ensure we're delivering the best possible experience for our clients.

You don't need to have everything figured out before you start planning for your future.One of the biggest misconception...
10/07/2026

You don't need to have everything figured out before you start planning for your future.

One of the biggest misconceptions we see is that financial planning is only for people who have already reached certain milestones. In reality, financial planning is what helps you reach them.

Whether you're buying a home, growing your investments, preparing for retirement, or protecting your family's future, having a clear strategy can help you make confident decisions and stay focused on what matters most.

This World Financial Planning Day, we're celebrating the value of taking that first step. Your goals may change and life will undoubtedly bring surprises, but a thoughtful financial plan can help you navigate whatever comes next.

We believe financial planning is about more than money. It's about helping you build the life you want, with confidence.

We were honoured to support the 2026 Circle of Distinction Awards. Congratulations to all award recipients and nominees,...
10/06/2026

We were honoured to support the 2026 Circle of Distinction Awards. Congratulations to all award recipients and nominees, and thank you to YWCA St. John’s for an inspiring celebration of leadership and community impact.

“A healthy person has a thousand wishes, but a sick person only has one.”That reminder speaks to the importance of prote...
10/06/2026

“A healthy person has a thousand wishes, but a sick person only has one.”

That reminder speaks to the importance of protecting not only our financial wellbeing, but our overall health and quality of life.

Today, healthcare benefits can be about much more than prescriptions. Through Blue Cross, members may have access to services like virtual doctor visits, mental health support, dietitians, physiotherapy, and health coaching, all designed to help people access care when they need it.

The best benefits plans don't just help when you're sick. They help you stay healthy.

🎉 Happy Birthday, Michelle! 🎂Wishing you a birthday filled with happiness, laughter, and all the things you love. May th...
10/02/2026

🎉 Happy Birthday, Michelle! 🎂

Wishing you a birthday filled with happiness, laughter, and all the things you love. May the year ahead bring you continued success, great health, and countless reasons to smile. Thank you for everything you do, Michelle. Enjoy your special day!

From the trail to your financial journey, success rarely happens overnight.After another great day volunteering at the T...
10/01/2026

From the trail to your financial journey, success rarely happens overnight.

After another great day volunteering at the T'Railway Trek Half Marathon, we're sharing a few lessons from the trail that apply just as much to building financial confidence as they do to crossing a finish line.

Check out our latest blog: Lessons from the Trail.

Lessons from the Trail This past weekend, our team was proud to volunteer at the T'Railway Trek Half Marathon, cheering on runners and helping keep them hydrated along the course. Watching hundreds of runners take on the challenge was a reminder that running and financial planning have more in commo...

Proud to support the T’Railway Trek Half Marathon once again! Congratulations to all the runners for their hard work and...
09/29/2026

Proud to support the T’Railway Trek Half Marathon once again!

Congratulations to all the runners for their hard work and determination. And thank you to our amazing volunteers who helped keep everyone going along the way.

Community, teamwork, and lots of finish-line smiles.

Address

1/221 Conception Bay Highway
Conception Bay South, NL
A1W3H1

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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