Professionalism. Knowledge. Experience.
|
|
|
Robert Franklin, CLU, CFP President
Rob's specialty is in providing life insurance solutions for the needs of business owners and professionals to help them protect their wealth. Rob is currently on the executive board of the Estate Planning Council of Toronto. He is a Past-President of Advocis Toronto, a member of the Society of Estate and Trust Practitioners, a member of the Conference for Advanced Life Underwriters and a Life Member of the Million Dollar Round Table. Mutual Funds provided through FundEX Investments Inc.
Daniel provides expert insurance and investment solutions for individuals and small businesses, with a strong focus on young professionals. His other area of expertise includes employee benefit plan design and implementation and cost analysis of existing plans. He works diligently with the goal of providing the very best solutions and service for his valued clients. Mutual Funds provided through FundEX Investments Inc.
Jay Llave
Jay has focused his efforts on advising entrepreneurs and their families with their insurance and financial plans. Jay is a member of Advocis, the Financial Advisors Association of Canada.
Robert Olivella Rob has been in the financial services industry since 1992. After studying business at York University, Rob went into sales for one of the big 3 life insurance companies. Rob now specializes primarily in group benefits and group retirement savings plans. He also specializes in providing tax effective insurance solutions and investment advice to his corporate clients.
|
Rob, the President of Creative Planning Financial Group, has been a life insurance specialist for more than 25 years. He is a graduate of the University of Western Ontario and has earned the professional designations of a Certified Financial Planner, Chartered Life Underwriter and Trust and Estate Practitioner. 
This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
416-545-5340
Charles is a partner of Creative Planning Financial Group and has been in financial services since 1986. He specializes in the area of corporate life insurance, estate planning and wealth accumulation. He deals with a high net worth clientele. Mutual Funds provided through FundEX Investments Inc.
Richard is a partner of Creative Planning Financial Group and has been in the insurance business since 1986. He specializes in individual and corporate estate planning. The majority of clients are owner-operators of incorporated businesses. He also has an extensive book of benefit business. Richard is a member of MDRT and has achieved Court of the Table as well as being a speaker of note at industry conferences. Mutual Funds provided through FundEX Investments Inc.
Mel is a founding partner of Creative Planning Financial Group, and has been in the financial services for 40 years. Since 1971 he has been offering insurance related estate planning advice to clients, their advisors, and families. The majority of these clients are owners of incorporated businesses. He graduated from the University of Toronto with a Bachelor of Commerce Degree, became a CLU in 1963, CH.F.C in 1990, and C.F.P. in 1997. He is a speaker at conferences in Canada and the United States.
Andrew Prenick is a partner of Creative Planning Financial Group and has been in the financial services industry since 1992. He holds a B. Comm and a CFP degree. His expertise is in the areas of employee benefits, pension plans and estate planning. His basic strategy is to look at prudent options that will satisfy the unique financial needs and objectives of his individual and corporate clients. Mutual Funds provided through FundEX Investments Inc.
Sheldon is the Chairman and a founding partner of Creative Planning Financial Group. He has been in the life insurance business for over 40 years. He specializes in corporate life insurance and employee benefits. He is a lifetime member of MDRT, a Top of the Table producer, and a speaker across Canada and the United States. He has spoken at the Ontario Sales Congress and Million Dollar Round Table in Dallas.
Irwin is a partner of Creative Planning Financial Group with over 17 years of experience. He is a life member of Million Dollar Round Table, and a member of the Society of Trust & Estate Practitioners. He is licensed Registered Health Underwriter specializing in assisting high net worth individuals with estate and succession planning. He has extensive knowledge of employee benefit plans and has helped many corporations to control their costs.
Robert has been in the financial services industry since 1996. Robert specializes in developing uniquely tailored packages, for individuals or small to mid-sized companies, that are economical, tax efficient and specifically suited to the individual or company needs. For high net worth individuals this means optimal estate planning, charitable giving and tax efficiency. For small to medium-sized businesses this means providing tax effective and optimal insurance coverage for key executives, disability supplements, group insurance benefits and best premium/result performance over the full range of corporate insurance needs.
Paul started his career in 1974 with The Mutual Life of Canada and moved to Creative Planning in 1992. He currently oversees the life insurance and investment needs of over 400 clients. His specialties are - the designing and managing of life insurance and investment products for families and business people. Mutual Funds provided through FundEX Investments Inc.
Karen, a group benefits specialist, has a wealth of experience in large corporate group benefits. Karen has over 20 years of experience in financial services. Besides group benefits, Karen offers a unique service to women whom she assists in "Taking Charge of their Lives" encompassing financial goal setting, retirement and estate planning.
Marc provides expert solutions for individual and corporate clients. Areas of expertise include investment planning, insurance and estate planning, and employee benefit plans. Marc has been an associate at Creative Planning since 2005. In 2008 he earned the Certified Financial Planner professional designation. Marc graduated with honours from the University of Western Ontario in 2004. Mutual Funds provided through FundEX Investments Inc.
Beni has been in the financial services industry since 1996. He has an engineering degree and holds life and mutual fund licenses. Beni specializes in life insurance as an investment vehicle and in medical recovery (critical illness) products. Mutual Funds provided through FundEX Investments Inc.
Ken has been an insurance advisor since 1983. He has a degree in business administration from York University, and holds a Chartered Life Underwriter designation.
Joe has been a life and health insurance advisor for over 22 years. He advises self-employed business owners on the effective use of life and health insurance in a well balanced financial plan. He is a Fellow of the Institute of Chartered Secretaries and Administrators, a member of Advocis, the association of insurance and financial advisors, and a member of the Society of Trust and Estate Practitioners. Joe is also a member of the Conference for Advanced Life Underwriters and a Life Member of the Million Dollar Round Table. Mutual Funds provided through FundEX Investments Inc.
Daniel was born and grew up in Cleveland, Ohio. He was licensed to provide both insurance (life, disability, critical illness and group benefit plans) and investment solutions while living in the United States. In March 2008, Daniel joined Creative Planning Financial Group as an Associate Advisor.
Jay began his financial career in banking in 2004. He joined Creative Planning Financial Group in 2009 and is applying this experience to assist his clients in their financial independence.
An advisor since 2004, Graeme utilizes the financial planning principles of a Certified Financial Planner to provide dynamic solutions to small business owners and professionals. Mutual Funds provided through FundEX Investments Inc.
Joan has been an insurance advisor for the past 19 years and joined Creative Planning in 1998. She is an active life insurance and investment funds advisor and is a current member of Advocis. Joan received her CLU designation in 1998 and maintains her high level of expertise through consistent training and education courses. Joan specializes in wealth preservation and estate planning. Mutual Funds provided through FundEX Investments Inc.
Carolyn has been an associate of Creative Planning since 1994. Her objective is to create efficient and unique financial solutions for families, executives and business owners in the areas of estate planning, retirement and investment planning and insurance planning. Carolyn also has extensive experience advising her corporate clients as it pertains to their employee group benefit programs. Mutual Funds provided through FundEX Investments Inc.
An independent insurance advisor, Cheryl has been working in partnership with Creative Planning for many years. Able to handle all of your insurance needs, she is particularly passionate about building a plan that will allow her clients to continue to live independently. Living benefits, critical illness and disability coverage have been key elements of her business for many years. A developing focus of her practice is in the area of elder planning. Cheryl is fully licensed to sell life insurance and mutual funds, and is a fully certified Registered Health Underwriter (RHU) and Elder Planning Counsellor (EPC). Mutual Funds provided through FundEX Investments Inc.
Mary Joy has over 30 years in the business specializing in life insurance, retirement products and employee benefit plans. 
Ken specializes in developing and implementing wealth and financial risk management strategies for individuals, typically age 55 and over. Licensed to provide insurance and investment products since 1991, Ken works with a team of professionals to assist in the implementation of financial plans developed on behalf of his clients. He has published a number of articles and has also had numerous public speaking engagements, including the prestigious Million Dollar Round Table (MDRT) Annual Meeting (New Orleans, June 2005).
Chad is an associate at Creative Planning Financial Group and works closely with his Tranter & associates team in providing financial and insurance solutions to their clientele of business owners, professionals and cottage owners. Chad has earned his Certified Financial Planner and Chartered Life Underwriter designations along with his bachelor's degree in Finance and Administration from the University of Western Ontario.
Since 1984, Judy has provided professional financial advice with a special focus on estate planning. She holds the RHU designation as a Registered Health Underwriter, is a member of The Society of Trust and Estate Practitioners and the Million Dollar Round Table. She is also deeply involved in her community. Judy is a past president of the Toronto Branch of the Canadian Diabetes Association, former chairperson of the Hospice Association of Ontario and currently is a member of the Junior League as well as sitting on several other community boards.
Debbie is a Certified Financial Planner and Certified Life Underwriter with over 23 years of experience in the financial services industry. Her mission is "to provide objective, suitable and diversified financial planning solutions so her clients can achieve their life objectives". Debbie manages over $40M in investment assets for her clients and those of some of her colleagues' clients. In her role as Branch Manager, Debbie also oversees compliance on the Investment side of Creative Planning's business. Actively involved in the community, Debbie is the Treasurer for The Mood Disorder's Association of Ontario and Vice-President of the Million Dollar Round Table Canadian Foundation. Mutual Funds provided through FundEX Investments Inc.
Michael has been working as an employee benefits and group insurance specialist since 2003. He manages over 100 corporate clients whose organizations range from 2 to 500 employees. He has been responsible for insuring thousands of lives for life, critical illness, disability, health and dental benefits, resulting in over $4,000,000 in annual premium. It is Michael's mission to assure his clients the promise of superb service at all times. He is a graduate of Concordia University.
Steven began his career with Sun Life of Canada in 1993 and since that time has developed an extensive client base of successful business people and professionals. Steven has set himself apart as a "risk management specialist" by his ability to identify holes in his clients' financial plans and then ensuring those risks are appropriately mitigated. Mutual Funds provided through FundEX Investments Inc.
Mutual Funds Provided Through FundEX Investments Inc.
