DAVID CRAIEVICH

Financial Security Advisor, Investment Representative

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.

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

Financial Security Advisor, Investment Representative

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.

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MARY GRACE CRAIEVICH

Executive Associate

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.

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Rachel Case

Operations Associate

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!

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myles arton-smitH, B.SC

Financial Security Advisor, Investment Representative

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.

Contact

519-337-6553 Ext 22

myles.arton-smith@craievichfinancial.com

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Jennifer Caley

Operations Associate

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.

Contact

519-337-6553 Ext 21

jennifer.caley@craievichfinancial.com

Devon laird, HONS B.s.

Financial Security Advisor, Investment Representative

Devon graduated from the University of Toronto with an Honours B.S in Economics with a focus in Finance. After spending time exploring Europe, Devon started his career as a Business Analyst. Feeling he had more to offer and wanting to make a difference for individuals and families, Devon obtained his mutual funds and life insurance licenses to become a Financial Advisor.  The close connections I make with my clients are what give me true pleasure in my work. From creating personalized financial strategies to educating my clients on the different aspects of a financial plan, I can genuinely say I have never been happier in my career. In my personal time, I love staying active. I play a variety of sports including football for the Sarnia Imperials, I am an active member of our local musical theater community and I love traveling and exploring the outdoors with my wife, Afrodita.

Contact

519-337-6553

devon.laird@craievichfinancial.com

SARAH CASE

Operations Associate

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.

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CRAIG ALLEN, B.H.K.

Financial Security Advisor, Investment Representative

Craig graduated with an Honours B.H.K from the University of Windsor. Followinggraduation, Craig was an owner/operator of a successful health service business.Subsequently, Craig obtained his Mortgage Agent designation in 2007 where he grew hisbusiness over the next four years. Feeling that he had more to offer his clients, Craig thenobtained his life insurance license and registration to sell mutual funds to join CraievichFinancial Services lnc. in 2OII.

"Throughout my business career, I hove worked with business coaches to help facilitate all aspectsof my personal growth, professional growth as well as the growth of my business.l continue totake this approach with clients taking the role of teacher, cooch, motivator ond planner in helpingclients reach their financial and life goals."

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PIETER LINDHOUT, Hons, B.A.

Financial Security Advisor, Investment Representative

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.

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RANDY MCNAUGHTON, B. Comm

Financial Security Advisor, Investment Representative

Randy was born and raised in Sarnia and graduated from the University of Guelph with a Bachelor of Commerce Degree. Upon graduating Randy spent 12 years in management positions in the Hospitality Industry in Toronto, Calgary and Windsor.

Following in my father's footsteps, I joined London Life in Sarnia in 1992 and have had the pleasure of serving my clients and friends for over 25 years.

I have served as president of the local chapter of CAIFA( Canadian Association of Insurance and Financial Advisors) now known as Advocis. I am also a past Master of Victoria Lodge #56 - AF&AM.

I have always been very sports oriented and continue to be a loyal fan of the Blue Jays and the Maple Leafs, although this has not always been easy.

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ABOUT US

Meet our Team

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.

DAVID
CRAIEVICH, EPC

Owner

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

Owner

MARY GRACE
CRAIEVICH

SARAH
CASE

STEPHANIE
CARR

Operations Associate

Rachel Case
‍‍

Financial Security Advisor, Investment Representative

CRAIG ALLEN,
B.H.K.

Financial Security Advisor, Investment Representative

PIETER LINDHOUT,
Hons, B.A.

Financial Security Advisor, Investment Representative

Myles Arton-Smith
B.SC

Financial Security Advisor, Investment Representative

DEVON LAIRD
HONS, B.S.

Financial Security Advisor, Investment Representative

Jennifer Caley
‍

Financial Security Advisor, Investment Representative

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