Learn

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

Videos

Wealth Accumulation For Business Owners/Professionals
Investments with David Chasson
Critical Illness Insurance with Steve Yermus
Dignity and independence as we age with Cheryl Solomon

Helpful Articles

The top 5 rrsp mistakes and how to avoid them

Ready for RRSP season? Here are some expert tips on what not to do with your RRSPs.

Disability Insurance Can help replace your income

We work hard to protect what matters most to us:  our families, our homes, our lifestyles. 

How do employee benefit plans work?

Employer-sponsored benefit plans deliver more than just drug and dental coverage. The more you understand about these plans, the better. 

4 different types of life insurance explained

What’s the difference between term, permanent, participating and universal life insurance policies? And which ones meet your needs?

What is insurance underwriting and how does it work?

Underwriting is a word you may see if you’re looking at buying insurance. Here’s what it means and how you could use it to save yourself some money.

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