Jonah Kagan - Creative Planning Financial Group

Jonah Kagan, CFP, CIM, CEA, MBA

Wealth Advisor, Creative Planning Financial Group
Portfolio Manager, Creative Planning Wealth Management of ACPI

Jonah provides strategic planning for individuals and corporations. His clients appreciate his diligence, transparency and ability to distill complex challenges into customized solutions they can understand.

For individuals and families, Jonah’s areas of expertise include wealth accumulation and management, risk management and estate planning. Working with organizations, Jonah implements and manages group benefit and retirement programs.

Jonah graduated with an MBA from the Schulich School of Business. He is a Certified Financial Planner, holds the Chartered Investment Manager designation, and is a CEA® with the Canadian Institute of Certified Executor Advisors.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Creative Planning Wealth Management of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Creative Planning Wealth Management of ACPI and covered by the CIPF. Financial planning, insurance and estate planning services are provided through Creative Planning Financial Group. Creative Planning Financial Group is an independent company separate and distinct from Creative Planning Wealth Management of ACPI.