Robert Franklin, CLU, CFP   President

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.

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.

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CPFG Partners:

Back Row (l-r): Richard Cooper, Sheldon Taerk,Charles Berger, Rob Franklin, Mel Gilbert
Front Row (l-r): Andrew Prenick, Irwin Wortsman
 

Charles Berger, RHU

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.

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Richard Cooper, B.A., RHU

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.

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Melvin M. Gilbert, CLU, T.E.P.

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.

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Andrew Prenick, B.Comm, CFP

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.

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S. Sheldon Taerk, B.A., CLU

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.

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Irwin Wortsman, RHU, T.E.P.

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.

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CPFG Associates:


Robert Barkin

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.

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Paul Barron

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.

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Karen Bekker, G.B.A.

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.

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Marc Berger, B.A., CFP

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.

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Beni Chencinski, B.Sc.Eng, PFP, CFP

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.

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Les Freeman, MBA

Les has been in the financial service industry since 1994, helping business owners and high net worth individuals manage business and financial risk. He and his team focus on insurance, tax and estate planning, and investment management. Les helps companies maximize the value they receive for their group benefit premiums while also maximizing employee goodwill. Mutual Funds provided through FundEX Investments Inc.

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Ken Gilburt, BBA, CLU

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.

His practice focuses on assisting individuals with wealth accumulation and estate planning. His particular interest is helping retirees maximize their after tax income. Mutual Funds provided through FundEX Investments Inc.

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Joe Gilinsky, FCIS, T.E.P., RHU

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.

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Hewitt Jones, CFP

Hewitt is a Certified Financial Planner (CFP) and has been in the financial industry since 1997. He joined Creative Planning Financial Group in 2002 and is currently the Assistant Branch Manager for Creative Planning's investment arm. He is licensed in both life insurance and mutual funds and has a depth of experience in the financial planning industry. Hewitt specializes in the financial affairs of entrepreneurs, growing families and small businesses. Mutual Funds provided through FundEX Investments Inc.

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Daniel Keller, B.A.

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.

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.  

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Jay Llave

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.

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.

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Graeme Martin, CFP

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.

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Donald Morrison

Don is one of the original founders of Creative Planning Financial Group. He has been in financial services for over 45 years. He is an MDRT producer and has attained Top of Table status for 10 consecutive years. Don specializes in assisting high net worth individuals plan their estate and organize Shareholder Agreements in a most tax-effective manner. Corporations utilize Don's experience in developing their benefit plans to maximize employee goodwill.

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Joan Morrow, CLU

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.

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Carolyn Nemeth, CFP,CLU

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.

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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.

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Cheryl Siskind Solomon, RHU

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.

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Mary Joy Sloan

Mary Joy has over 30 years in the business specializing in life insurance, retirement products and employee benefit plans.

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Ken Stern, B.Sc., TEP, CHAIP

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).

Ken earned a Bachelor of Science (Honors) from Boston University in 1973 and is a member of the internationally respected Society of Trust and Estate Planners (TEP).  He also holds a Chartered Alternative Investment Planner (CHAIP) designation. In 2001 Ken achieved the highest possible award in the life insurance industry, earning "Top of the Table" status of the MDRT. Mutual Funds provided through FundEX Investments Inc.

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Chad K. Tranter, BACS, CFP, CLU

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.

Chad chooses to devote some of his downtime as a director for the Association of Stony Lake Cottagers, a member of the planning committee for the Toronto Argonauts Foundation, Co-Founder of The Young Professional's Habitat for Humanity Build Day and local environmental efforts in cottage country. Mutual Funds provided through FundEX Investments Inc.    

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Judy Tranter, RHU, T.E.P.

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.

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Deborah Wood, CFP, CLU

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.

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Michael Wortsman, BFA

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.

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Steven Yermus

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.
 

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Photos by Night Day Productions