Welcome To
Craievich Financial

Craievich Financial is a values-driven Financial Management firm in Southwestern Ontario that builds meaningful client relationships, producing personalized wealth solutions for individuals.

The firm knows that the critical component to client success is investing both the intellectual and emotional energy needed to assist in making the best overall decisions for every person who walks through the firm’s door.

About US


Build wealth and security for your family with our financial planning services.

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Grow and protect your business with our business owners planning services.

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Mortgage & lending Options

Learn about and manage
your mortgage and
lending options.

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Plan succession for the next generation with our wealth transition services.

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Plan and create a carefully structured plan with our estate legacy services.

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How Can We Help You?

Our Process

At Craievich Financial we use a values based approach.  Our clients along with advisors and outside specialists are all part of arriving and implementing creative and unique successful solutions. The Craievich client process coordinates and accesses specialists in the tax and legal areas to insure steps are taken for effective and efficient results that are objective and independent. We pride ourselves on the ongoing advice and service our clients receive with our Craievich Care service program.

Step 1:


  • Discuss values , goals, and lifestyle requirements
  • Reviews documents and financial position

Step 2:


  • CFS complete analysis and consults with specialists
  • Develop suggested action plan

Step 3:


  • CFS reviews plan with Client
  • Adjusts plan based on feedback

Step 4:


  • CFS and Client decide on timelines for plan
  • Builds in ongoing follow-up and results management


When my wife and I first met David Craievich over 10 years ago we were talking about our debt loads, our financial future and just beginning to piece together a plan for our retirement. David and the team at Craievich Financial Services provided us with financial advice, life insurance products and investment options that now work to support our retired lifestyle.

Through an in depth evaluation of our teacher pensions, an inventory of our personal family circumstances, and measuring our goals for retirement, Craievich Financial Services have advised us and our family so that we are confident in our financial future while living a balanced and rewarding lifestyle.