Judy Tranter B.A., RHU, T.E.P.
judyt@cpfg.com (416) 545-5346
Since 1984, Judy has provided professional financial advice with a special focus on retirement and estate planning, with a view to maximizing retirement income and estate preservation. She is also a member of the Million Dollar Round Table, an international organization of insurance and financial planning leaders. Judy has the professional designation of Registered Health Underwriter and is a member of the Trust and Estate Practitioners Society. Likewise, Judy is deeply involved in her community; she is a past president of the Toronto Branch of the Canadian Diabetes Association and former chairperson of the Hospice Association of Ontario. Currently, Judy sits on several boards and is actively involved in the financial issues of her church. In addition to her work and volunteer commitments, Judy enjoys keeping fit by playing tennis, cycling, kayaking and skiing.
Chad K. Tranter B.ACS, CFP®, CLU
chadt@cpfg.com (416) 545-5347
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 certification and Charter Life Underwriter designation along with his bachelor’s degree in Finance and Administration from the University of Western Ontario. Chad chooses to devote some of his downtime (if you can call it down time) as a director for 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. Chad shares his passion for travel and sport with his fiancée Maria, where you can either find them travelling the world or partaking in one sport or another.
Graeme Martin CFP®
graemem@cpfg.com (416) 545-5305
As an associate at Creative Planning Financial Group and an advisor since 2004, Graeme utilizes the principles of a Certified Financial Planner to provide dynamic insurance and financial planning solutions to small business owners and professionals. Graeme's focus is on strategic risk management solutions to ensure your business and your family are protected financially. In addition, and collectively with the Tranter Team, he helps families facilitate the efficient transfer of the family cottage from one generation to the next. When he's not working, Graeme participates in various sports around the city, or can be found on the lakes north of Kingston, Ontario.
Daniel Stronach RFP, CFP®
daniel@stronach-financial.com (416) 497-3590
Daniel Stronach, president of Stronach Financial Group, is a Certified Financial Planner (CFP) with extensive experience in personal financial planning, particularly for Healthcare professionals and senior executives. He has been advising and managing client’s financial affairs since 1983.
Bonnie Li, BA
bonnieli@cpfg.com (416) 545-5345
Bonnie Li is the administrative assistant to Tranter and Associates Inc. She has comprehensive work experience in facilitating financial planning services. She believes in providing clients with a personalized, impartial and intuitive financial advice. Bonnie worked with the Tranter Team from 1996-2004 following her graduation from school and rejoined Tranter and Associates in 2009 after the birth of her two children. Bonnie has a Bachelor of Arts degree specializing in Math for Commerce from York University and completed a second degree in Microcomputer Systems at Seneca College. Bonnie keeps busy outside of work, taking care of her family as well as having founded BL Design, a jewellry bead design hobby business.