Judy Tranter

BACS, CHIS, TEP
Insurance Advisor

Contact Information

Judy has provided professional financial advice with a specialized focus on estate planning for many years.

She holds a designation as a Certified Health Insurance Specialist and past member of the Society of Trust and Estate Planners and the Million Dollar Round Table producer.

Judy is past President to the Toronto Branch of the Canadian Diabetes Association, former chair of the Hospice Association of Ontario, member of the Junior League and various other community boards. She is deeply involved in her community and is an avid sports woman, enjoying many outdoor activities.

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