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
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.

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance? Or would life insurance offer you mortgage protection and more?

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?

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