Charles Berger

Partner
Charles is a partner of Creative Planning Financial Group and has been in financial services since 1986. He provides the full range of services to his clients, specializing in Life Insurance, Wealth Accumulation, Estate Planning, Employee Benefit Plans and Long Term Care Planning. Mutual Funds are provided through FundEX Investments Inc.

Charles works with high net worth clients, looking at their complete financial picture on both the individual and business side, focusing on their financial goals and well being.

Charles serves on several boards and committees, but the cause that he feels closest to is the Heart and Stroke Foundation of Toronto.

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