Learn

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

Videos

Self Isolation for andrew prenick

Investments with David Chasson

Critical Illness Insurance with Steve Yermus

What is a Financial Plan

Helpful Articles

Do You Need Mortgage insurance?

Your home is likely the biggest asset you’ll ever own. So how can you protect it in case something were to happen to you? Homeowners have a few options to choose from, like mortgage insurance and mortgage protection with life insurance.

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?

The Hidden costs of early rrsp withdrawals

RRSPs are excellent savings vehicles for retirement. But early withdrawals from these tax-sheltered accounts can affect your tax bill right now.

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. 

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