About Us


Created by brothers Paul and David Craievich, we have built our firm on 35 years of experience in the financial services industry. We have a well organized administrative team who are proud to work here and choose to stay. The firm has attracted a handful of selected associates who are well aligned with our company’s core values.  Our associates operate independently under the umbrella of Craievich Financial and serve some of our clientele.

 

 Meet Our Team:



DAVID CRAIEVICH — Financial Security Advisor
Investment Representative

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David Craievich has been working in the financial services industry for the past 14 years of his career. David is a partner in Craievich Financial Services (CFS) and holds his Elder Planning Counselor (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 needs.

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.

 

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  • PAUL CRAIEVICH — Financial Security Advisor, B.A., CLU, CH F.C, EPC
    Investment Representative +

     
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    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. Hobbies include golf, hockey, soccer, coaching and in his spare time completing various projects.

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  • DAVID PANGBORN
    Private Wealth Manager, MBA +

     
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    David Pangborn has been involved in financial services for almost 30 years since obtaining a degree in Behavioral Psychology and an MBA in Finance (both from Queens University). He provides our team and clients with an exceptional base of knowledge and experience focused on customized investment strategies and portfolios.

    David was a financial security advisor, branch manager, and national manager – working with financial security planning, insurance and investment companies – while achieving numerous industry designations.

    David is dedicated to investment education. He has been a guest expert on various television shows, and contributed articles to several newsletters, while being a key-note speaker at numerous seminars and conferences for investors and financial security advisors. Through his independent company ClientFocus Wealth Management Corporation, David conducts extensive ongoing research into both investment markets, and investor behavior, to help clients make decisions that are more appropriate to their long-term objectives rather than market noise or popular fads. He says that the greatest compliment he receives is when clients state,“you are the first person to explain that in a way I understand”.

    David lives in London with his wife Cathy and their two teenage daughters. He loves hockey and soccer, stamp collecting, and singing/playing guitar.

     

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  • MARY GRACE CRAIEVICH
    Executive Associate +

     
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    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, energetic and loving boys, Mary Grace came back into the workforce to join her husband David at Craievich Financial Services Inc (CFS). Having a background working with lots of 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 enjoy 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.


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  • STEPHANIE CARR
    Projects and Operations Associate +

     
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    Stephanie began her career in the financial industry in 2006 as a Marketing Associate at Freedom 55 Financial in Sarnia, supporting Directors of Business Development as well as other financial security advisors. She joined CFS at its inception in January of 2011. Stephanie is a Certified Microsoft Office Specialist, possesses a diploma in Office Administration, a certificate in Purchasing (PMAC) and has over 20 years experience in customer service, inside sales and office administration. Stephanie is an energetic professional with excellent communication skills, providing high-level support and assistance to our financial security advisors, responsible for all facets of the day-to-day business and processing.

    As a hobby, Stephanie has created and markets her own line of all-natural skin care products. Stephanie and her fiancé are avid golfers, love fishing, and are avid travelers of the globe.

    "My goal is to walk out the door at end of every day knowing that I have helped to make a difference in someone’s life, have contributed in the efficiency and growth of the company, and was, hopefully, able to make someone smile along the way!"

     

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  • CRAIG ALLEN — Financial Security Advisor, B.H.K.
    Investment Representative +

     
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    Craig graduated with an Honours in B.H.K. Following graduation, Craig was an owner/operator of a successful health service business. Subsequently, Craig obtained his Mortgage Agent designation in 2007 where he grew his business over the next four years. Feeling that he had more to offer his clients, Craig then obtained his life insurance license and registered to sell mutual funds to join Craievich Financial Services Inc. in 2011.

    Craig resides in Ilderton Ontario with his wife Kim, their three boys and their dog Manny. Their active household keeps Kim and Craig on their toes chasing the boys in all of their academic and athletic pursuits. Craig has been very active in the athletic development of the boys as he has coached all of them at various levels up to AAA hockey. Craig has also been an owner operator of a power skating and hockey development school, which he ran with a partner.

    “I love coaching and I love being part of a team.”

    Throughout my business career, I have worked with business coaches to help facilitate all aspects of my personal growth, professional growth as well as the growth of my business. I continue to take this approach with clients taking the role of teacher, coach, motivator and planner in helping clients reach their financial and life goals. I love being a part of such a great team at Craievich Financial Services Inc, where I learn something new every day. I’m thrilled to work in such a dynamic firm and I bring that passion and joy of learning and coaching to all client meetings.

     

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  • PAT LAWHORN — Financial Security Advisor
    Investment Representative +

     
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    Pat Lawhorn’s career in the financial services industry began in 1997. Her mission is to provide advice to build a financial security plan tailored to her client’s individual needs by first and foremost understanding their goals. Whether it’s buying a home, financing their child’s education, ensuring money is there when it’s needed most, or retiring comfortably, all client’s' goals are specific to them and Pat prides herself in providing a path that will help them reach their goals.

    Once the plan is in place, Pat continues to work with clients to ensure their plan continues to be relevant to their particular goals and needs. Client service is first and foremost.

    Pat stays current with industry trends through continued education – she is committed to providing clients with ongoing professional advice to help them reach their financial goals and dreams.

    Prior to working in the financial services industry, Pat worked for the Sarnia/Lambton Chamber of Commerce for 21 years, the last nine years as the manager of their tourism division.

    Pat has been married to Frank since 2011, and they are proud first time great grandparents. During their down time, they enjoy visiting with family and friends, day-tripping in the beautiful province of Ontario, taking walks along the fantastic Sarnia waterfront, and enjoying the peace and tranquility of their home in Point Edward.

     

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  • ANNETTE LAPOINTE — Financial Security Advisor
    Investment Representative +

     
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    “I place client interests and needs first.”

    Annette Lapointe is a mother of two and has been married for 22 years. Since joining Freedom 55 Financial, a division of London Life in 2003, Annette has completed numerous intensive training programs related to her business. Her past experience includes a college diploma, 10 years as a small business owner and courses for Accounting 1 and 2.

    By using an investment and financial security planning process that is supported by the fundamental principals of diversification, asset allocation, dollar-cost averaging and maintaining your long and short term focus, Annette helps clients build a financial security plan to fit their needs at every stage of life.

     

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