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

Dollar Cost Averaging

What is a Financial Plan

Why Use A Financial Advisor

Asset Allocation

Ready to Retire

TFSA vs. Mortgage


Retirement Myths

Mortgage vs. Individual Insurance

Long Term Care Insurance

Protecting Your Wealth with Insurance

Estate Maximization

Critical Illness Insurance

Key Person Insurance

Term vs. Perm

Seg Funds 101

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 — from the time of application to the timely delivery of a claim cheque.

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