Creative Planning Financial Group
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Meet Our Team

We have carefully selected our Partners, Associates and staff based on the values important not only to us, but to our clients.

  • All
  • Associate
  • Management
  • Partner
  • Senior Associate
Rob Barkin

Rob Barkin

Partner

Marc Berger

Marc Berger

Partner

David Chasson

David Chasson

Partner

Beni Chencinski

Beni Chencinski

Partner

Richard Cooper

Richard Cooper

Partner

Steve Yermus

Steve Yermus

Partner

Andrew Prenick

Andrew Prenick

Management, Partner

Stephanie Raimundo

Stephanie Raimundo

Management

Charles Berger

Charles Berger

Senior Associate

Robert Franklin

Robert Franklin

Senior Associate

Jack Pollak

Jack Pollak

Senior Associate

Aviva Abraham

Aviva Abraham

Associate

Karen Bekker

Karen Bekker

Associate

Ken Gilburt

Ken Gilburt

Associate

Chasin Kalish

Chasin Kalish

Associate

Jonah Kagan

Jonah Kagan

Associate

Kar-Wei Lam

Kar-Wei Lam

Associate

Simon McInnis

Simon McInnis

Associate

Joan Morrow

Joan Morrow

Associate

Robert Olivella

Robert Olivella

Associate

Ken Stern

Ken Stern

Associate

Kyle Szames

Kyle Szames

Associate

Lidia Zielinski

Lidia Zielinski

Associate

Helping our clients define and realize their financial goals.

Set up a conversation with one of our advisors.

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Creative Planning Financial Group
1867 Yonge St., Suite 500
Toronto, ON M4S 1Y5
P: (416) 487-5210
postmaster@cpfg.com

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