Who We Are

Our focus on supporting the ‘business of the family’
is our sole purpose.

We help families protect, continue to grow and successfully transition their capital to the next generation.

In doing so, we aim to preserve and enhance the great family companies that we like to call Canada’s “national treasures.”

These families are the foundation of our economy.They contribute in countless and significant ways to our country’s fabric. And we are grateful they exist.

 

OUR OWN BUSINESS FAMILY STORY

We’re a business family too.

Actually, a business family that failed the first time around.

In 1875, J.D. Creaghan immigrated to Canada from Ireland with hopes for a better life. He settled in the Maritimes, building a chain of retail stores that became known as the “Eaton’s of New Brunswick.”  After three generations of family ownership, differing expectations, and lack of a clear succession plan, J.D.’s grandchildren sold the business – a century after it began.

One of those grandchildren was our founder, Frank Creaghan.  Frank had been a successful insurance advisor for 20 years at the time of the sale, and a member of the company’s Board of Directors.  Frank regretted the sale of the company, feeling that the family had options that were never properly explored. In effect, the family heirloom was sold because they couldn’t find a way to plan properly.

Frank devoted the next 25 years to helping other families build plans to successfully transition their businesses.  His own family’s experience taught him first-hand not only the deep regret associated with mismanaging family capital, but also the important lessons needed to maintain it for future generations.

In 1987, Frank co-founded Creaghan McConnell Group with his son, Peter, and son-in-law, Marty McConnell.  Later, in 2000, Bob Gould joined our firm as a partner.  Since then, Peter, Marty and Bob – along with the entire CMG team – have built our firm into Canada’s foremost family capital company.

Our purpose today remains as it was in 1987: to help business families manage the destiny – and future growth – of their businesses.  Thanks to Frank’s vision,  it is our privilege to support many of Canada’s leading families and their advisors.

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Peter Creaghan

Partner

Peter’s focus is evaluating and modeling plans that address the family’s liquidity needs.

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Bob Gould

Partner

Bob’s passion is increasing the confidence of families in achieving their plan.

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Marty McConnell

Partner

Marty focuses on designing and implementing customized insurance strategies.

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Horst Finkbeiner

Chief Operating Officer

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Craig Postons

Brand & Marketing

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Gary Crosby

Tax & Estate Planning

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Denise Daneluzzi

Lead, Client Care Specialist

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Antonija Roes

Client Care Associate

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Nicki Fava

Lead, New Business Associate

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Heather Jackson

Executive Assistant & Office Management

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Ashley Rita

Executive Coordinator

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Samson Chan

Director, Accounting

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Nisha Gaind

Executive Assistant & Special Events

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Christina Outridge

Marketing & Research Analyst

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Holly Rispin

Family Capital Services Manager

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Bryan Lew Yew Pha

Director, Financial Modeling & Analytics

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Richard Lin

Business Analyst

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Juliana Bazha

Director, Technology

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