Craievich Financial Service

At Craievich Financial, we pride ourselves on being a values-driven Financial Management firm in Southwestern Ontario. Our team is dedicated to building meaningful client relationships and producing personalized wealth solutions for individuals. We understand 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 our door.

Our Approach

At Craievich Financial, we take a values-based approach to financial planning. Our clients, along with our advisors and outside specialists, are all part of arriving at and implementing creative and unique solutions. We believe in instilling dignity of choice and doing what's right, always. Our team is committed to providing ongoing advice and service to our clients through our Craievich Care service program.

Our Process

Our process is designed to provide our clients with effective and efficient results. The Craievich client process coordinates and accesses specialists in the tax and legal areas to ensure that steps are taken for effective and efficient results that are objective and independent. Our four-step process is as follows:

Step 1: Discovery

We begin by discussing our clients' values, goals, and lifestyle requirements. We review documents and financial positions to gain a deeper understanding of our clients' situations.

Step 2: Analysis

We complete a thorough analysis and consult with specialists to develop a suggested action plan.

Step 3: Solutions

We review the plan with our clients and adjust it based on feedback. This ensures that our clients' goals and objectives are aligned with their financial plans.

Step 4: Results

We work with our clients to decide on timelines for plan implementation and build in ongoing follow-up and results management.

Services

We offer a range of services designed to help our clients achieve their financial goals. These services include:

• Financial Planning: Build wealth and security for your family with our financial planning services.
• Business Owners Planning: Grow and protect your business with our business owners planning services.
• Mortgage & Lending Options: Learn about and manage your mortgage and lending options.
• Wealth Continuation: Succeed for the next generation with our wealth transition services.
• Estate Legacy Planning: Create a carefully structured plan with our estate legacy planning services.

Why Choose Us

Our team is committed to providing our clients with the best wealth security, transition, and growth guidance. We believe in instilling dignity of choice and doing what's right, always. At Craievich Financial, we are an intuitive company that acts with integrity and leadership.