Sheldon Taerk

BA, CLU
Founding Partner

Contact Information

Sheldon is the Chairman and a founding partner of Creative Planning Financial Group.

He has been in the life insurance business for over 40 years. He specializes in corporate life insurance and employee benefits. He is a lifetime member of MDRT, a Top of the Table producer, and a speaker across Canada and the United States. He has spoken at the Ontario Sales Congress and Million Dollar Round Table in Dallas.

Sheldon is a member of the Board of Directors of Mount Sinai Hospital.

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

P: (416) 487-5210