Business Details
50+ Years
experience
Your Trusted Financial Partner in Toronto
Creative Planning Financial Group has been dedicated to helping clients define and realize their financial goals since 1971. With over 50 years of experience serving families, business owners, and professionals, we specialize in addressing the unique challenges of financial success. Our independence from banks and insurance companies allows us to maintain client advocacy while leveraging long-standing relationships with industry partners. We offer tailored solutions in personal and corporate insurance, wealth management, and group benefits, prioritizing simplicity in complex financial scenarios.Our team of certified advisors provides expertise in critical illness insurance, estate planning, investment management, and business succession strategies. We emphasize transparency, personalized service, and long-term partnerships, ensuring clients receive objective advice aligned with their values. Headquartered in Toronto, we serve clients across Canada with a commitment to financial security and continuity.
Services
Personal Insurance
Corporate Insurance
Wealth Management
Group Benefits
Financial Planning
Details
- Year established: 1971
Highlights and features
- We offer 50+ years of experience in personalized financial planning and insurance solutions
- Our independent advisors maintain client advocacy without institutional affiliations
- We provide tailored wealth strategies for both individual and corporate clients
- Our team includes certified professionals with expertise in complex financial scenarios
- We maintain long-term client relationships through transparent, objective advice
Associations and certifications
- Canadian Investor Protection Fund (CIPF)
- Investment Industry Regulatory Organization of Canada (IIROC)
What people say
Accurate, timely and dependable
Instrumental in helping us evolve
Trusted advisors for over 20 years
Understanding of corporate benefits
Dependable individual whose word is gold
Services
Personal Insurance
We provide comprehensive personal insurance solutions tailored to families and professionals. Our services include critical illness, disability, and life insurance to protect against financial risks. With customized plans, we help maintain lifestyle stability during unexpected health challenges while ensuring proper estate protection for loved ones.
Wealth Management
Our bespoke wealth management services combine investment management with financial planning. Certified advisors create personalized strategies to grow and protect assets while minimizing tax implications. We focus on long-term outcomes through risk assessment, portfolio optimization, and estate transfer planning for individuals and businesses.
Corporate Insurance
We specialize in corporate risk management solutions including key person insurance and business succession planning. Our advisors help companies protect against financial disruptions from executive disability or death while creating funding strategies for buy/sell agreements to ensure business continuity during ownership transitions.
Group Benefits
We design customized group insurance plans for businesses of all sizes. Our services include health, dental, life insurance, and retirement planning solutions. We offer flexible options like Health Spending Accounts and Administrative Services Only plans to help employers attract talent while managing benefit costs effectively.
Estate Planning
Our estate planning services focus on tax-efficient wealth transfer strategies. We help clients create comprehensive plans that preserve family dynamics while minimizing estate taxes. Services include wills, trusts, and insurance solutions to ensure financial security for future generations.
People
Marc Berger
Partner
With decades of experience in financial services, Marc Berger specializes in wealth management and estate planning. He helps high-net-worth individuals and business owners develop comprehensive strategies to protect and transfer their assets efficiently while maintaining tax advantages.
David Chasson
Partner
David Chasson focuses on corporate insurance and business succession planning. He assists business owners in creating funding strategies for buy/sell agreements and protecting companies against financial risks associated with key executive disabilities or deaths.
Kar-Wei Lam
Partner
Kar-Wei Lam specializes in investment management and retirement planning. He works with clients to develop customized portfolio strategies that align with their financial goals while providing guidance on tax-efficient retirement income solutions.
Richard Bank
Associate
Richard Bank provides financial planning services with a focus on risk management. He helps clients assess insurance needs and develop comprehensive plans that address both personal and business-related financial risks.
Jonah Kagan
Associate
Jonah Kagan specializes in group benefits and employee insurance programs. He assists businesses in designing comprehensive benefits packages that attract talent while managing costs through innovative solutions like Health Spending Accounts.
Questions
What services does Creative Planning Financial Group offer?
We provide personal and corporate insurance, wealth management, estate planning, and group benefits solutions tailored to individual and business client needs.
Do you serve clients outside Toronto?
While based in Toronto, we serve clients across Canada with customized financial solutions through both in-person and virtual consultations.
What makes your firm different from banks?
As independent advisors not affiliated with banks or insurance companies, we maintain complete client advocacy and offer objective financial recommendations.
How do you handle investment management?
We create customized portfolios based on individual goals, combining financial planning expertise with disciplined investment strategies to optimize long-term outcomes.
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