Robert Olivella

Senior Consultant
Rob has been in the financial services industry since 1992.

After studying business at York University, Rob went into sales for one of the big 3 life insurance companies. Rob now specializes primarily in group benefits and group retirement savings plans. He also specializes in providing tax effective insurance solutions and investment advice to his corporate clients. Mutual Funds are provided through FundEX Investments Inc.

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