top of page

Message from the Managing Partners


“We are honoured to have the opportunity and responsibility of leading Creative Financial Planning Solutions. Our firm has a rich history. Our continued growth and success originates from the belief that our clients deserve the highest quality advice and service. This not only contributes to our rich history, it also serves to focus our efforts as we look to the future.

We are privileged to be charged with the responsibility of building on Creative Planning’s unique culture. As managing partners, we are determined to continue to give our clients an environment that enables them to deliver the highest quality professional advice and service."

bottom of page