Graeme Martin & Chad Tranter - Insurance Advisors


"Providing money when it's needed most"
Graeme and Chad, along with their resources at Creative Planning Financial Group, provide clients with sound guidance in developing their life and living benefits insurance plan.

Together with over 12 years of experience in the insurance business, their expertise and knowledge of insurance products and strategies will allow clients to find the right solution for their needs. They take a very comprehensive approach to prioritize the risks associated with life:

• dying too soon
• becoming sick or disabled
• outliving your savings and resources

Graeme and Chad believe in building strong relationships with clients through a process of discovery, recommendations, implementation of strategies and regular review. Through this process they hope to be able to grow with their clients and transition their planning through all of life's stages, from pure risk management all the way to estate planning and optimization. Their target markets are families, small to medium-sized business owners and young professionals.

For more information contact:

Graeme Martin, CFP® 500-1867 Yonge St. Toronto, ON M4S 1Y5 ph: 416-545-5305 fax: 416-487-7940 graemem@cpfg.com www.cpfg.com www.tranterandassociates.com

Chad Tranter, CFP®, CLU® 500-1867 Yonge St. Toronto, ON M4S 1Y5 ph: 416-545-5347 fax: 416-487-7940 chadt@cpfg.com www.cpfg.com www.tranterandassociates.com