Jonah Kagan

CFP, CIM, CEA, MBA
Associate

Contact Information

Jonah provides strategic planning for individuals and corporations. His clients appreciate his diligence, transparency and ability to distill complex challenges into customized solutions they can understand.

For individuals and families, Jonah’s areas of expertise include wealth accumulation and management, risk management and estate planning. Working with organizations, Jonah implements and manages group benefit and retirement programs.

Jonah graduated with an MBA from the Schulich School of Business. He is a Certified Financial Planner, holds the Chartered Investment Manager designation, and is a CEA® with the Canadian Institute of Certified Executor Advisors.

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