Financial planning services
Providing holistic financial plans to individuals, families and corporations across Toronto and the Greater Toronto Area (GTA)
About us
Creekview Financial was founded on June, 2022 by Fui Li and Kenneth Li. Both partners have worked in the financial planning industry for 30+ and 10+ years, respectively. Our goal is to provide excellent financial planning services and advice to our clients while creating fully customizable and comprehensive financial plans.
What we offer
We create holistic and customized financial plans for our clients to achieve their financial goals within their desired timeframe