Daniel Keller

He works diligently with the goal of providing the best solutions and service for his valued clients.
Daniel began working in the insurance business in 2006. He joined Creative Planning in 2008 as an independent associate advisor. He has completed both LLQP and CSC.
Daniel is a board member of his Clanton Park Synagogue, and has chaired and continues to assist Eitz Chaim his Children’s School with multiple fund raising projects.
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