About Us
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
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