Robert Franklin

BA, CFP, CLU, TEP
Partner

Contact Information

Rob has been a life insurance specialist for more than thirty years, working as an integral member of his clients’ advisory teams. He provides practical solutions for business owners and professionals to manage their human resources and protect their wealth.

Rob earned the professional designations of a Certified Financial Planner, Chartered Life Underwriter and Trust and Estate Practitioner. He is a Partner of Creative Planning Financial Group and a Past- President of our professional association, Advocis Toronto and The Estate Planning Council of Toronto.

Rob is a member of The Society of Estate and Trust Practitioners, The Conference for Advanced Life Underwriters and a Life Member of the Million Dollar Round Table.

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