Insurance and financial decisions can be hard to navigate. Here are some videos to help you understand the basics.


Self Isolation for andrew prenick

Investments with David Chasson

Dollar Cost Averaging

What is a Financial Plan

Helpful Articles

How Does Life Insurance Work?

You buy homeowners insurance to protect your house and car insurance to protect your car, but what about insurance to protect your family’s financial security?

13 habits of mentally tough people

“I have not failed. I’ve just found 10,000 ways that won’t work.” – Thomas Edison

why it’s time to get serious about financial wellness

If we want to tackle financial wellness, there needs to be a holistic approach to personal finance. To address stress, financial wellness can no longer be ignored. This will require a shift in the mindset. 

Does Life Insurance cover coronavirus: frequently asked questions

The spread of Covid-19 has posed an unprecedented global threat over the past few months. In addition to its evolving health implications, there is growing speculation about the impact of the virus on life insurance and other related coverages such as critical illness insurance or disability insurance. 

term life vs. permanent life insurance

Understanding the difference between permanent and term life insurance will help you choose protection you need – and prevent regrets in the future.

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.

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