ABOUT US

About US

Craievich Financial is a values-driven Financial Management firm in Southwestern Ontario that builds meaningful client relationships, producing personalized wealth solutions for individuals. Our firm knows that the critical component to our client’s 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. Our team will provide the absolute best wealth security, transition and growth guidance to achieve the desired results, all while leaving every individual feeling better when they leave, then they did when they arrived.

We are an intuitive company that acts with integrity and leadership. Here at Craievich Financial Services Inc. we believe in instilling dignity of choice and doing what’s right, always.

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.

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:

Discovery

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

Step 2:

Analysis

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

Step 3:

Solutions

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

Step 4:

Results

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

Financial
Planning

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

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Business
Owners

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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Wealth
continuation

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

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Estate
Legacy

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

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