Creating and protecting wealth since 1971

We help our clients define and realize their financial goals.

Find an Advisor

Financial
Planning

Investments

Insurance
Planning

Estate
Advisory

Financial
Planning

Investments

Insurance
Planning

Estate
Advising

Who we are

About Creative Planning Financial Group

With over 50 years of experience working with families, business owners and professionals, we appreciate the challenges that come with financial success. Learn more about our firm.

About Us

Work with Creative Planning Financial Group

Find out how we can help you meet the challenges in your financial life.

Start a Conversation

You have goals you want to reach.

Here’s how we can help.

Being independent and not owned by an insurance company or bank, we can leverage long-standing relationships with insurance and investment companies and always maintain the position as your advocate.

Personal Insurance

Specialists in the unique needs of families, private business owners, entrepreneurs and professionals, the advisors at CPFG strive to provide simple solutions to complex problems.

Learn More →

Corporate Insurance

All of our advisors are independent business owners, and strategically partner with our firm to elevate the level of advice they give to you, their clients.

Learn More →

Wealth Management

With bespoke wealth strategies for your situation, CP Wealth advisors provide you with the insight and continuity to reach successful, long-term outcomes.

Learn More →

Group Benefits

Providing a comprehensive benefits plan to employees is a vital component of an employer’s overall compensation package. Our benefits consultants assist both private and public companies design benefits plans that meet their clients’ needs.

Learn More →

View Our Services

Testimonials

“Their advice has always been accurate, timely and dependable, and their customer service has been consistently outstanding.”

Brampton Brick

Testimonials

“CPFG was instrumental in helping us evolve our shareholders agreement and properly funding this agreement using insurance products to ensure business continuity.”

iQ Partners Inc.

Testimonials

“CPFG’s understanding of corporate employee benefits and knowledge in funding shareholder agreements has been an asset to our company.”

Ferguson Chemical Innovations

Testimonials

“The team at Creative Planning have been our trusted advisors for over 20 years and a pleasure to work with.”

Ron White Shoes

Testimonials

“Willow Printing Group has been a client of Creative Planning for over 20 years overseeing our corporate insurance needs.”

Willow Printing

Testimonials

“Creative Planning has been a valuable partner with our company for over 15 years handling all aspects of our employee benefit program.”

Kernels Popcorn

Testimonials

“With over 300 employees from North Bay to Toronto, I know that the group benefits plan for our business is in good hands.”

Zedd Customer Solutions

Testimonials

“Our advisor at CPFG is a very dependable individual whose word is ‘gold’.”

RoadSport Honda