Creating and protecting wealth since 1971
We help our clients define and realize their financial goals.
Who we are
About Creative Planning Financial Group
With over 50 years of experience working with families, business owners and professionals, we appreciate the challenges that come with financial success. Learn more about our firm.
Work with Creative Planning Financial Group
Find out how we can help you meet the challenges in your financial life.
You have goals you want to reach.
Here’s how we can help.
Specialists in the unique needs of families, private business owners, entrepreneurs and professionals, the advisors at CPFG strive to provide simple solutions to complex problems.
With bespoke wealth strategies for your situation, CP Wealth advisors provide you with the insight and continuity to reach successful, long-term outcomes.
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.
“Their advice has always been accurate, timely and dependable, and their customer service has been consistently outstanding.”
“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.
“CPFG’s understanding of corporate employee benefits and knowledge in funding shareholder agreements has been an asset to our company.”
Ferguson Chemical Innovations
“The team at Creative Planning have been our trusted advisors for over 20 years and a pleasure to work with.”
Ron White Shoes
“Willow Printing Group has been a client of Creative Planning for over 20 years overseeing our corporate insurance needs.”
“Creative Planning has been a valuable partner with our company for over 15 years handling all aspects of our employee benefit program.”
“With over 300 employees from North Bay to Toronto, I know that the group benefits plan for our business is in good hands.”
Zedd Customer Solutions
“Our advisor at CPFG is a very dependable individual whose word is ‘gold’.”