Business Details
Your Trusted Partner for Financial Planning Solutions
Craievich Financial is a values-driven financial management firm dedicated to building meaningful client relationships and delivering personalized wealth solutions. Our approach combines intellectual and emotional investment to help clients make informed decisions aligned with their goals. With a focus on integrity and leadership, we coordinate tax and legal specialists to implement objective, creative solutions. Our team prioritizes ongoing advice through the Craievich Care service program, ensuring clients feel supported throughout their financial journey. We specialize in financial planning, business owner strategies, mortgage solutions, wealth transition, and estate legacy planning.Our process includes discovery, analysis, tailored solutions, and results management, emphasizing dignity of choice and ethical practices. Founded on 35 years of combined industry experience, our team serves individuals and businesses in Southwestern Ontario. We pride ourselves on empowering clients to achieve financial security while maintaining a balanced, rewarding lifestyle. Our advisors hold specialized designations like Elder Planning Counsellor and Certified Financial Consultant. Through strategic partnerships and a client-first philosophy, we aim to leave every individual feeling better equipped for their financial future.
Services
Financial Planning
Business Owners Planning
Mortgage & Lending
Wealth Continuation
Estate Legacy Planning
Highlights and features
- We use a values-based approach to align financial solutions with client priorities
- Our team holds specialized designations like Elder Planning Counsellor and Certified Financial Consultant
- We coordinate tax and legal specialists for comprehensive, objective solutions
- Craievich Care program ensures ongoing personalized advice and service
- 35 years of combined experience serving Southwestern Ontario clients
What people say
Confident in financial future
Balanced rewarding lifestyle
Personalized solutions
Expert guidance
Ongoing support
Services
Financial Planning
Our financial planning services help build wealth and security for families through comprehensive evaluations of current financial status and future goals. We create customized strategies that allocate income for expenses, savings, and investments while addressing risk management, retirement, and estate planning needs. Our advisors use a values-based approach to develop actionable plans that evolve with clients' changing life circumstances.
Business Owners Planning
Business owners planning services focus on growing and protecting enterprises through specialized strategies for succession planning, disability insurance, and key person protection. We help business owners implement overhead expense plans and corporate-owned life insurance solutions while addressing unique challenges like cash flow management and succession transitions. Our advisors provide guidance on safeguarding business assets and ensuring continuity during unexpected events.
Mortgage & Lending
Mortgage and lending options include flexible financing solutions like Manulife One Accounts that combine mortgages, loans, and savings into one efficient system. We help clients manage debt strategically through term sub-accounts, tracking sub-accounts, and financial flexibility tools that reduce interest costs and accelerate debt repayment. Our advisors provide guidance on mortgage options for different life stages, including retirement planning applications.
Wealth Continuation
Wealth continuation services focus on intergenerational wealth transfer through tax-efficient strategies involving wills, trusts, and life insurance. Our advisors help clients create succession plans that ensure smooth asset transitions while minimizing probate fees. We specialize in participating life insurance policies and segregated funds to protect wealth for future generations while addressing clients' current financial security needs.
Estate Legacy Planning
Estate legacy planning services help create structured inheritance plans through wills, trusts, and insurance solutions. We guide clients in organizing personal and financial affairs, developing executor instructions, and implementing charitable giving strategies. Our approach ensures clients' wishes are clearly documented while providing educational resources and annual checkups to maintain up-to-date estate plans that reflect current circumstances.
People
David Craievich
Financial Security Advisor, Investment Representative
Partner at Craievich Financial with Elder Planning Counsellor designation. Specializes in teaching financial literacy and helping clients achieve long-term goals. Former professional hockey player committed to community coaching and family values.
Paul Craievich
Financial Security Advisor, Investment Representative
Co-owner with 30+ years experience. Holds CLU, CH F.C, and EPC designations. Focuses on doing what's right for clients while maintaining family business legacy. Prior roles included branch management and marketing director positions.
Mary Grace Craievich
Executive Associate
Diploma in Accounting with successful financial practice background. Specializes in creating financial security plans while balancing family life. Provides analytical support to client strategies and enjoys helping clients achieve their goals.
Pieter Lindhout
Financial Security Advisor, Investment Representative
25+ years experience in financial services. Merged Lux Financial with Craievich in 2018. Focuses on estate planning and investment strategies while actively involved in community service through Big Brothers and foster parenting.
Myles Arton-Smith
Financial Security Advisor, Investment Representative
Sarnia native with community-focused approach. Combines motorsport teamwork experience with financial planning. Specializes in helping local individuals and businesses achieve financial goals through personalized strategies.
Questions
What financial planning services do you offer?
We offer comprehensive financial planning including retirement strategies, investment management, risk management, and tax-efficient wealth transfer solutions tailored to individual client needs.
How do you support business owners?
We provide business succession planning, key person insurance, disability coverage, and corporate-owned life insurance solutions to protect and grow business assets.
What mortgage options are available?
We offer Manulife One Account solutions with flexible sub-accounts, tracking interest separately, and financial flexibility features for debt management and home equity access.
How do you approach estate planning?
We create customized estate plans using wills, trusts, and life insurance to ensure smooth asset transfer while minimizing probate fees and addressing executor responsibilities.
What makes your team qualified?
Our advisors hold designations like Elder Planning Counsellor, Certified Financial Consultant, and Chartered Life Underwriter, with combined experience exceeding 100 years.
