Partner In Wealth For Business Owners and Professionals

Specializing in Private Wealth Management, Investments, Corporate & Personal Insurance Solutions

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With over 40 years of experience, we have provided our clients with ongoing counsel, to navigate complex financial situations and implement simplified action plans.

Our goal is to free our clients from the complexities that come with success, grow and protect their wealth, and ultimately help them achieve financial freedom and peace of mind.

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Marc Berger CFP®

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Hi, I’m Marc, a Certified Financial Planner and independent financial advisor. I am a partner at Creative Planning Financial Group and Wealth Advisor with Aligned Capital Partners Inc.

I was born in South Africa, grew up in Thornhill, and studied at the University of Western Ontario. I now work out of my mid-town Toronto office and live nearby.

Over the past 12 plus years, I have been driven by the desire to provide clients with thoughtful, unbiased advice. From financial planning, investing, and insurance , my goal is to provide financial certainty and peace of mind.

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Marc Berger CFP®

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Hi, I’m Marc, a Certified Financial Planner and independent financial advisor. I am a partner at Creative Planning Financial Group and Wealth Advisor with Aligned Capital Partners Inc.

I was born in South Africa, grew up in Thornhill, and studied at the University of Western Ontario. I now work out of my mid-town Toronto office and live nearby.

Over the past 12 plus years, I have been driven by the desire to provide clients with thoughtful, unbiased advice. From financial planning, investing, and insurance , my goal is to provide financial certainty and peace of mind.

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″ background_color=”#eca72b” custom_padding=”20px||20px||true”][et_pb_row _builder_version=”3.25″][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Click Here Text” _builder_version=”3.27.4″ text_font=”||||||||” text_font_size=”26px” link_font=”|700|||||||” link_text_color=”#ffffff” text_orientation=”center” background_layout=”dark” animation_style=”slide”]Click here to learn more or to setup an appointment [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]

With large financial and family responsibilities, it's hard to know exactly what you should be doing with your money.

  • How much should you contribute to your RRSP, TFSA, mortgage, or other investment opportunities each year?
  • Is your estate planning optimized? Are your loved ones going to be looked after once you're gone?
  • Is your investment portfolio setup up for optimal growth and tax efficiency?

We understand. Sophisticated planning is time-consuming and complicated.

Let us take the wheel so you can focus on what you do best.

We are here to save you time, prompt you to act when needed, and provide peace of mind knowing that you’re being taken care of.



Marc Berger, B.A., CFP®

I've been helping families and entrepreneurs since 2006.

Click here read more about my team and I.


Partner at Creative Planning Financial Group

Wealth Advisor of Aligned Capital Partners Inc.

Member of the Financial Planning Association of Canada

Wealth Distilled

By Marc Berger, CFP®

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Our Services.

Click one of the options below to learn more >

Financial Planning

A comprehensive and evolving financial plan is the cornerstone to growing and protecting your wealth.

Find out why >

Investing

We use an evidence-based, systematic approach to investing.

Learn why this is the smartest way to invest >

Insurance

We get to know the details of your financial situation and family so that you get the best coverage for your unique situation >

Wealth Transfer

Let our team help you minimize taxation, protect your assets from creditors, and efficiently transfer wealth to the next generation >

Our Commitment to You.

Larger financial institutions offer cookie cutter solutions and a revolving door of advisors. Your financial situation, family, and business are unique. 

We're here to prompt and assist you in all major financial decisions. We’ll help you ensure that:

  • Your important documents are up to date, including wills and insurance policies
  • You don’t miss important deadlines, like the RRSP or TFSA contribution deadlines
  • Annual tax documents are available to send to your accountant
  • CPP payments are turned on at the optimal time
     
    We strive to become your long-term, trusted partner. 

Here is what makes us different:

Attention and Service

We'll prompt you to meet regularly, or as needed, to ensure your plan is up to date. We are proactive about maintaining regular contact and responding to emails and voicemails in a timely manner.

Know that we understand just how busy you are.

Independence

We operate independently of any large financial institutions. 

What does this mean for you? A competitive, transparent fee structure, unbiased advice, and access to exclusive to high net worth private markets. 

As an independent advisor with a boutique firm, all the investment and insurance solutions we recommend are aligned with our clients best interest.  

Network of Best In Class Professionals

In addition to our area of expertise, we have a network of experienced professionals ready to help you. If you need a lawyer, accountant, or any other contact related to our work, we're happy to provide you with a highly recommended expert.

We are also happy to work in collaboration with your existing trusted advisors. 

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Book a 15 minute call with Marc to learn if we're a good fit to work together.

BOOK A CALL

Marc Berger is an Investment Advisor and is also licensed for the sale of insurance products. Marc Berger is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. The name of the entity being represented should correspond to the business being conducted.

Creative Planning Financial Group is a trade name of Aligned Capital Partners Inc. (ACPI). Investment products are provided by ACPI, and include, but are not limited to, mutual funds, pooled funds, stocks, and bonds. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (https://www.IIROC.ca) and a Member of the Canadian Investor Protection Fund (https://www.CIPF.ca). Marc Berger is registered to provide securities advice and investment products to residents of Ontario, Alberta, and New Brunswick.

Non-securities related business includes, without limitation, fee-based financial planning services, estate and tax planning services, tax return preparation services; advising in or selling any type of insurance product and any type of mortgage service. Any advice which may be given in respect of non-securities services or products is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI. Accordingly, ACPI does not provide or supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Marc Berger and Creative Planning Financial Group. ACPI will therefore not be liable or responsible for any non-securities related business conducted by Marc Berger and Creative Planning Financial Group.

This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Any reference in this website to specific services, securities and/or investment products should not be regarded as an endorsement, offer or solicitation to buy or sell any investment fund, security or other product or service. Any investment products and services referred to herein are only available to investors in certain jurisdictions where they may be legally offered and to certain investors who are qualified according to the laws of the applicable jurisdiction.

The Canadian Investor Protection Fund (CIPF) does not offer protection (within limits) to any non-securities related business conducted by Creative Planning Financial Group. CIPF Coverage is available to IIROC Dealer Members and does not protect insurance and segregated products not held by a Member. A brochure detailing CIPF protection is available upon request.

The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by ACPI, its affiliates or any other person as to its accuracy and completeness. Content may not be reproduced or copied by any means without the prior consent of the author and Aligned Capital Partners Inc. Content is subject to change without notice. By accessing links to external websites you will be leaving this website and Creative Planning Financial Group of Aligned Capital Partners Inc. is not responsible for the information contained on these external websites.