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ABOUT US

Who We Are

Craievich Financial Services was founded on a simple principle: that meaningful financial advice starts with a genuine connection and a deep respect for the people it serves.

 

That belief has guided our team from the very beginning.

Meet The Team

Headshot of David Craievich

Financial Security Advisor, Investment Representative

David Craievich

EPC

David Craievich has been working in the financial services industry since 2001. David is a partner in Craievich Financial Services (CFS) and holds his Elder Planning Counsellor (EPC) designation. I am able to empathize with clients forwarding me the opportunity to provide them with accurate financial advice that will address their immediate and long term needs. I choose to be a financial security advisor because I love teaching and helping people, and understand their personal and financial goals. I am a very proud husband and father to my wife Mary Grace and our two energetic and healthy boys. I get pleasure from volunteering my time in coaching hockey and soccer both at the AAA level as well as the Tyke and Instructional levels with my boys. After enjoying a 10-year professional hockey career, I feel the need to pass forward the knowledge and teamwork that my coaches have shared with me in both my personal, and professional relationships with clients and co-workers.
Headshot of Paul Craievich

Financial Security Advisor, Investment Representative

Paul Craievich

B.A, CLU, CH F.C, EPC

Paul Craievich has been involved in the financial services industry since graduating the University of Windsor in 1991. During this time Paul has worked in many capacities; Branch Manager, Business Director, Marketing Director and Financial Advisor. As co-owner of Craievich Financial Services Incorporated, Paul is fulfilling a lifelong dream of working in business with his brother, David and carrying the family name as a legacy. Education has been at the forefront in Paul’s development and as he would say “the real education began after university”; as can be attested to by the many courses and designations that he carries. Paul lives by the moniker of “doing what’s right always” and as a result has become a trusted and respected financial security advisor in the industry and to clients. Paul gets special enjoyment when he can help clients make the right decisions for their financial affairs that result in a positive experience for all involved. As a husband and father, Paul is dedicated to the values and guidance needed to be a passionate leader to those around him.
Headshot of Mary Grace Craievich

Office Manager

Mary Grace Craievich

Mary Grace has a diploma in Accounting and joined the financial services industry as a financial security advisor in 2003. In five years she built a successful practice where she had the opportunity to get to know some wonderful people and develop great friendships. After a short stay at home raising two very bubbly boys, Mary Grace came back into the workforce to join her husband David at Craievich Financial Services Inc (CFS). Having a background working with numbers, she helps develop and takes pride in creating financial security plans for clients. Mary Grace loves the time she gets to spend with her family, the adventures they have together and watching her little boys grow. She also enjoys time and laughter spent with friends and camping. Providing clients with the right advice, service and opportunities and hearing about their success journeys empowers Mary Grace in this career and puts a smile on her face each day.
Headshot of Craig Allen

Financial Security Advisor, Investment Representative

Craig Allen

B.H.K.

Craig graduated from the University of Windsor with an Honours Bachelor of Human Kinetics. After graduation, he owned and operated a successful health services business. In 2007, he earned his Mortgage Agent designation and grew his practice over the next four years. Wanting to offer clients more comprehensive support, Craig later obtained his life insurance license and mutual fund registration before joining Craievich Financial Services Inc. in 2011. “Throughout my business career, I have worked with business coaches to support my personal and professional growth, as well as the growth of my business. I bring the same approach to my clients, serving as a teacher, coach, motivator, and planner to help them achieve their financial and life goals.”.
Headshot of Myles Arton-Smith

Financial Security Advisor, Investment Representative

Myles Arton-Smith

B. SC, CSC

I am proud to partner with individuals, families and business owners to plan and achieve various financial goals. Having been an active member of the Sarnia and Point Edward community my entire life, I find it extremely rewarding to share a valued service with others, locally and in surrounding areas. From my days as a sailing coach and my more recent involvement in motorsport, I have great appreciation for teamwork and skill development in a friendly atmosphere. As I meet new people, both professionally and outside of the office, I will continue to share my passion for success and excitement in life.
Headshot of Pieter Lindhout

Financial Security Advisor, Investment Representative

Pieter Lindhout

HONS, B.A.

Pieter Lindhout has been working in the financial services industry since October 1993. On January 1, 2018 Pieter has merged his practice known as Lux Financial with Craievich Financial Services in order to better service his clients' needs. Pieter holds an Honours B.A. from the University of Toronto. The technical aspects such as creating individualized investment plans as well as a focus on estate planning give me great satisfaction. Moreover, I derive immense fulfillment from the close relationships with my clients. In my leisure time, I am very much engaged in the community. I have been involved with Big Brothers for many years as well as being a foster parent since 1994. As a seasoned advisor, I am happy to share the technical experience I have learned over the years as well as life experience with my existing and future clients.
Headshot of Sara Case

Operations Associate

Sarah Case

Sarah is the Operations Associate at Craievich Financial Services. In this position, she provides administrative assistance to the financial advisors and clients in the office. Sarah began her career in the financial industry in 2015 as an Administrative Assistant/Marketing Associate at Freedom 55 Financial in Sarnia. She was valued by the managers and financial advisors as a critical support pillar for the team. She joined Craievich Financial Services in January 2019. In her spare time, Sarah enjoys attending concerts, cooking, and binge-watching documentaries on Netflix. She is also passionate about multimedia production and has been hired to produce videos and slideshows for retirement parties, weddings, and work events in the past. Sarah takes pride in her work and is committed to excellence in service. Enthusiastic and personable, Sarah’s passion is to contribute, support, and make a difference.
Headshot of Rachel Case

Operations Associate

Rachel Case

Rachel is the newest member of the Craievich Financial family! In her role as Operations Associate, she happily assists clients and financial advisors in the office. She attended the Medical and Executive Office Administration program at Lambton College and graduated in 2017. Rachel previously worked as a Medical Office Administrator for two reputable physicians in Sarnia. In her spare time, Rachel enjoys baking, going to the movies, and spending time with her friends and family. She loves to problem-solve and tackle new challenges within the workplace. Rachel is very excited to learn and grow with her new team members at Craievich Financial Services!
Headshot of Jennifer Caley

Operations Associate

Jennifer Caley

Jennifer is an operations associate at Craievich Financial Services. In this position she provides administrative assistance to the financial advisors and the clients in the office. Jennifer has been in the customer service industry since 1997. In 2019 she started as a Client Advisor with a large financial institution. Organizational skills, excellent customer service and full cash processing knowledge are some of her attributes. Jennifer is always looking to learn and broaden her financial business knowledge. Jennifer is new to Craievich Financial and is excited to help our advisors and clients with their investing and insurance needs. Jennifer grew up in Lambton County and now resides in Point Edward with her three grown boys. Throughout her boys sport careers many hours were spent on boards, committee’s and managing and co-managing teams. She also was the Convener of the Herb Lea Lacrosse Tournament for 1 year. Jennifer loves gardening around her home, spending time with her boys, baking and cooking for them is apriority. Also walking though the many trails and walk ways in Point Edward and Sarnia is a must for her. Summer is her favorite season, and a lot of time is spent with her friends going to concerts and time by the pool.

Work with experienced advisors focused on your goals, your future, and what matters most.

The Craievich Commitment

We believe client success comes from investing both expertise and care to guide every individual toward their best financial decisions.

Our Story

David Craievich pursued his long-standing passion for teaching and helping others by guiding them through life’s financial decisions. David & Mary Grace became business partners, and together, they built a practice grounded in trust, empathy, and integrity.  In 2007, they brought their shared vision to life by founding Craievich Financial Services.

Paul Craievich had already built a respected career with Canada Life, leading and mentoring advisors across Ontario. In 2010, he joined David to expand the company and strengthen its roots in the community they proudly serve today.

What began as a shared vision between two advisors has grown into a family legacy — one dedicated to building lasting relationships and empowering clients to make thoughtful, informed financial decisions for the future.

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The Right Partnership Can Make All the Difference.

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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.

© 2026 Craievich Financial Services. All rights reserved.

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