About Us

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.

With 48 years of experience working with families, business owners and professionals, we appreciate the challenges that come with financial success. Our clients rely on that experience for proven strategies that meet their challenges. Our approach to building lifelong relationships and working collaboratively with your other trusted advisors ensures that we deliver the financial solutions that are right for you.

Our Clients

Our clients range from successful individuals and their families to large, privately held companies.  More importantly, our clients have goals, dreams and visions they want to protect.  

Testimonials

Brampton Brick

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

Brampton Brick

Ron White Shoes

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

Ron White Shoes

Willow Printing

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

Willow Printing

Kernels Popcorn

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

Kernels Popcorn

Zedd Customer Solutions

“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

iQ Partners Inc.

“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.

FirmEx

“Having a top notch benefits program is very important to our organization. CPFG’s wealth of experience and expertise has been tremendous.”

FirmEx

Ferguson Chemical Innovations

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

Ferguson Chemical Innovations

RoadSport Honda

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

RoadSport Honda

Our People

We have carefully selected our Partners, Associates and Staff based on the values important not only to us, but to our clients.

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

P: (416) 487-5210