Creating and protecting wealth since 1971
We help our clients define and realize their financial goals. We have developed a dynamic, innovative and independent financial service organization to provide a broad range of insurance and investment solutions for our clients.
About Creative Planning Financial Group
With 48 years of experience working with families, business owners and professionals, we appreciate the challenges that come with financial success. Learn more about our firm.
Our Services
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate.
Personal Insurance
Specialists in the unique needs of families, private business owners, entrepreneurs and professionals, the advisors at Creative Planning Financial Group strive to provide simple solutions to complex problems.
Corporate Insurance
All of our advisors are independent business owners themselves, and strategically partner with our firm so they can elevate the level of advice they give to you, their clients.
Wealth Management
Whatever your goals, through Creative Planning Financial Group you have access to a broad range of investment solutions that can help build a bridge from where you are today to where you want to be.
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.
Contact Us
Creative Planning Financial Group is based in mid-town Toronto and our attentive staff is always happy to serve you.
Contact us postmaster@cpfg.com
Creative Planning Financial Group
1867 Yonge St., Suite 500
Toronto, ON M4S 1Y5