Stephanie Raimundo

Office Manager
Stephanie has been a member of the Creative Planning team for over 15 years. She has recently been promoted to Office Manager overseeing the companies daily operations and its 30 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

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

P: (416) 487-5210