Creating and protecting wealth since 1971

We help our clients define and realize their financial goals. We have developed a dynamic, innovative and independent financial service organization to provide a broad range of insurance and investment solutions for our clients.

About Creative Planning Financial Group

With 48 years of experience working with families, business owners and professionals, we appreciate the challenges that come with financial success. Learn more about our firm.


Brampton Brick

“Their advice has always been accurate, timely and dependable, and their customer service has been consistently outstanding.”

Brampton Brick

iQ Partners Inc.

“CPFG was instrumental in helping us evolve our shareholders agreement and properly funding this agreement using insurance products to ensure business continuity.”

iQ Partners Inc.


“Having a top notch benefits program is very important to our organization. CPFG’s wealth of experience and expertise has been tremendous.”


Ferguson Chemical Innovations

“CPFG’s understanding of corporate employee benefits and knowledge in funding shareholder agreements has been an asset to our company.”

Ferguson Chemical Innovations

Read more testimonials

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.

Personal Insurance

Specialists in the unique needs of families, private business owners, entrepreneurs and professionals, the advisors at Creative Planning Financial Group strive to provide simple solutions to complex problems.

Our Personal Insurance Services »

Corporate Insurance

All of our advisors are independent business owners themselves, and strategically partner with our firm so they can elevate the level of advice they give to you, their clients.

Our Corporate Insurance Services »

Wealth Management

Whatever your goals, through Creative Planning Financial Group you have access to a broad range of investment solutions that can help build a bridge from where you are today to where you want to be.

Our Wealth Management Services »

Group benefits

Providing a comprehensive benefits plan to employees is a vital component of an employer’s overall compensation package. Our benefits consultants assist both private and public companies design benefits plans that meet their clients' needs.

Our Group Benefits Services »

Contact Us

Creative Planning Financial Group is based in mid-town Toronto and our attentive staff is always happy to serve you.

Contact us

Creative Planning Financial Group
1867 Yonge St., Suite 500
Toronto, ON M4S 1Y5

P: (416) 487-5210