Business Details
50+ Years
experience
Your Trusted Financial Advisers in Toronto, ON
Creative Planning Financial Group has been dedicated to helping clients define and realize their financial goals since 1971. With over five decades of experience serving families, business owners, and professionals, we specialize in addressing the unique challenges that accompany financial success. Our independence from insurance companies and banks allows us to leverage long-standing relationships with industry partners while maintaining an unwavering commitment to acting as our clients' advocates. Through collaborative partnerships with trusted advisors, we deliver tailored financial solutions that reflect individual priorities. Our expertise spans personal and corporate insurance, wealth management, and group benefits, supported by a team of certified professionals with deep industry knowledge.Client testimonials highlight our accurate advice, exceptional service, and ability to provide certainty in changing financial landscapes. We prioritize long-term relationships and comprehensive strategies that protect assets, minimize tax implications, and ensure business continuity. Our team's collective experience, including multigenerational business transitions, positions us to offer practical solutions to complex financial challenges. As a firm rooted in client-centric values, we focus on simplifying financial complexity while aligning strategies with personal and professional aspirations.
Services
Personal Insurance
Corporate Insurance
Wealth Management
Group Benefits
Investment Management
Details
- Year established: 1971
Highlights and features
- We have over 50 years of experience in financial advisory services
- Our independent advisors maintain no conflicts of interest with financial institutions
- We provide tailored solutions for complex financial scenarios
- Our team includes certified professionals with multigenerational business transition expertise
- We maintain long-term client relationships with proven track records of success
Associations and certifications
- Canadian Investor Protection Fund (CIPF)
- Investment Industry Regulatory Organization of Canada (IIROC)
What people say
Accurate, timely and dependable
Trusted advisors for over 20 years
Valuable partner
Understanding of corporate benefits
Dependable individual
Services
Personal Insurance
We provide comprehensive personal insurance solutions addressing critical illness, disability, life, and long-term care needs. Our advisors help clients protect family financial security through tax-efficient strategies while maintaining independence from insurance providers. Services include estate planning integration and customized risk management solutions for entrepreneurs and professionals.
Corporate Insurance
Our corporate insurance services specialize in business succession planning, shareholder agreements, and key person protection. We help businesses secure funding for buy/sell agreements and implement continuity strategies through tailored insurance solutions. Our advisors have firsthand experience navigating multigenerational business transitions.
Wealth Management
We offer bespoke wealth management strategies combining investment management, tax optimization, and estate planning. Our approach focuses on long-term outcomes through personalized financial plans that align with client values. Services include advanced financial planning, risk assessment, and retirement strategy development.
Group Benefits
We design customized group benefits packages including health, dental, life insurance, and retirement plans. Our solutions cater to businesses of all sizes with flexible options like administrative services only (ASO) plans and health spending accounts (HSAs) to attract and retain talent.
Investment Management
Through our partnership with Aligned Capital Partners Inc., we offer comprehensive investment management services. Our strategies focus on emotion-driven decision avoidance and long-term portfolio optimization while maintaining independence to create client-specific solutions aligned with financial goals.
People
Marc Berger
Partner
With decades of experience in financial services, Marc Berger provides strategic leadership in developing comprehensive wealth management solutions for high-net-worth individuals and business owners.
David Chasson
Partner
David Chasson specializes in corporate insurance solutions, leveraging extensive industry experience to help business owners implement succession plans and risk management strategies.
Kar-Wei Lam
Partner
Kar-Wei Lam focuses on investment management and advanced financial planning, bringing technical expertise to create tax-efficient wealth preservation strategies for clients.
Richard Bank
Associate
Richard Bank supports clients with retirement planning and estate advisory services, working closely with senior partners to deliver comprehensive financial solutions.
Jonah Kagan
Associate
Jonah Kagan specializes in group benefits solutions, helping businesses design customized employee benefit programs that meet evolving workforce needs.
Questions
What financial services do you specialize in?
We specialize in personal and corporate insurance, wealth management, investment planning, estate advisory, and group benefits solutions for individuals and businesses.
How are you different from other financial advisors?
As an independent firm not affiliated with banks or insurance companies, we maintain complete objectivity while offering access to a wide range of financial solutions tailored to client needs.
How does your financial planning process work?
We begin with comprehensive needs assessment, then develop customized strategies integrating insurance, investment, and estate planning components that align with your specific goals and circumstances.
Do you work with businesses outside Toronto?
While based in Toronto, we serve clients across Canada with particular expertise in supporting businesses operating in Ontario's Greater Golden Horseshoe region.
How can I schedule a consultation?
Contact us through our website or call (416) 487-5210 to arrange an initial consultation with one of our experienced financial advisors.
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