C.R. Smith Financial Services Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

C.R. Smith Financial Services Inc.

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Community, Respect, Service and Financial Integrity

Helping Clients live for today & plan for tomorrow

Stemming from our deep-rooted values of community, trust, knowledge, and exceptional service, Smith Financial provides Clients, their families, and their businesses with peace of mind by effectively managing all their insurance and financial planning needs.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Let's work together

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:

assessing your current financial situation,
setting achievable goals,
developing a realistic approach to meet those goals,
helping you work toward your goals and · helping you revise that approach as your needs change.

We have proudly served the Niagara region and beyond since 1974.

Contact our office to book an appointment and get started on achieving your financial goals. Let's talk.

Stay informed

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When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

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Office information

St. Catharines, ON

Phone:

(905) 687-4063

Email:

smith.financial@sunlife.com

Address:

386 St. Paul Street, Suite 203, St. Catharines, ON, L2R 3N2 Canada

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