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TESTIMONIALS

Hear From Our Clients

Stacey Doherty - Controller, Sarnia Golf & Curling Club Ltd.

Client for

10

+ years

Craievich Financial is there with you every step of the way. They really do care about your business and the best possible plan for your needs.

"When it comes to picking a group benefits plan for your business it can be overwhelming at the amount of companies and packages to choose from.


Craievich Financial is there with you every step of the way.  They really do care about your business and the best possible plan for your needs.


Personal one-on-one service is hard to come by these days, but David and his team are always ready to help with Professional, Trusted and Courteous service anytime.


I highly recommend Craievich Financial for all of your group benefits & pension needs."

Dan Gibbons

Client for

13

+ years

We would highly recommend "Craievich Financial Services, Paul Craievich," to anyone looking for honesty, knowledge diversity and personal service for their investment portfolio.

"We have been clients of Craievich Financial Services for about 13 years now.


When we decided to complete a review of our portfolio we were looking for a group that would best service our needs taking into consideration, trust and the attention we felt that would best manage our portfolio.

We met with Paul Craievich a number of times prior to making the final decision to transfer our portfolio to Craievich Financial.


The final decision was made based on previous personal involvement, outside of financial, as well as the recommendations provided within our portfolio.  Paul not only assisted in reviewing the portfolio but offered expanded products beyond what we had and made recommendations that would provide for the best solutions for our pending retirement and estate planning.


Since the transfer they have kept in touch with us to schedule semi-annual reviews with open and honest alternatives available to us.


We would highly recommend "Craievich Financial Services, Paul Craievich," to anyone looking for honesty, knowledge diversity and personal service for their investment portfolio."

Linda Donohue

Client for

4

+ years

Since Brian passed away, Paul has been so helpful and supportive and I wanted to thank you. You did a few things that I will remember forever that helped me through this very rocky time.

Margaret Little

Client for

30

+ years

I’ve been working with Paul Craievich for 30 years and I couldn't be more pleased with the guidance and support I’ve received. From helping me navigate investments to planning for my long-term financial goals, he has consistently provided clear, actionable advice tailored to my unique situation.

"I’ve been working with Paul Craievich for 30 years and I couldn't be more pleased with the guidance and support I’ve received. From helping me navigate investments to planning for my long-term financial goals, he has consistently provided clear, actionable advice tailored to my unique situation. What stands out the most is his ability to break down complex financial concepts in a way that’s easy to understand, and the genuine care he puts into my financial well-being. I feel confident and secure knowing that my finances are in such capable hands. I highly recommend Paul Craievich to anyone looking for professional, trustworthy, and personalized financial advice!"

Leo Spence

Client for

10

+ years

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.

"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."

Stack of balanced smooth stones on a pebble beach with waves.

Achieve Financial Balance With Guidance You Can Trust.

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Insurance products, including segregated fund policies, are offered through Craievich Financial Services Inc., and David Craievich, Paul Craievich, Craig Allen, Myles Arton-Smith, and Peter Lindhout offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd.

For the Quadrus privacy policy, click here https://www.quadrusinvestmentservices.com/privacy.html

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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