Simon McInnis

Associate

Contact Information

Simon's passion is providing simple solutions to complex problems for his private business-owner clients. His focus is on coordinating a full range of wealth and estate planning opportunities related to intergenerational wealth transfers.

Having spent several years at a commercial bank, Simon grew to realize that the only way to build robust and truly customized solutions for his clients is through the autonomy of the independent world. As both an insurance and investment advisor, he puts in motion tailor-made solutions to help his clients achieve their goals.

Simon prides himself on providing exceptional service and finds great satisfaction in being a resource his clients can rely on at all stages of their financial journey.

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