C.R. Smith Financial

By Provided by C.R. Smith Financial Services

C.R. Smith Financial Services is a family business that has been providing exceptional service and stability to its clients for over 43 years. Specializing in life, critical illness and disability insurance, employee group benefits and wealth management, the team at Smith Financial has established themselves as Niagara’s go-to providers of expert advice in the finan-cial industry.
Leading the team is President Doug Smith, a second generation owner whose late father, Chuck, founded the company back in 1974. After graduating from Wilfred Laurier University with an honours business degree, Doug began his financial career in 1987, working independently for two years before joining his father’s firm. Now with over 30 years of experience in the industry, Doug brings a wealth of knowledge, integrity, and respect to every client relationship.
Over the decades, C.R. Smith Financial Services has continued to grow and ensure its clients are receiving the professional and personalized service they deserve. Part of that growth is the addition of a third generation to the Smith family business – namely Doug’s nephew Jay Fast. Following a similar path as Doug, Jay graduated from Brock University in 2014 and then worked independently for his first two years before joining his uncle’s firm in a financial advisor role, where he specializes in individual wealth, insurance and risk.
Other valued members of the team include Associate Advisor Matt Milner RRC, Group Benefit Client Service Specialist Debbie Booth, Licensed Wealth Assistant Rebecca Smith, and Advisor Assistant and Relationship Manager Alexandra Middlemiss. With their diversified skill sets and high level of ser-vice, C.R. Smith Financial has continued to build a solid track record in the financial services industry.
Keeping the customer satisfied has always been job one at Smith Financial. But never forgotten is the importance of giving back to the community. Although Doug and his team have been involved in countless charitable events over the years, closest to their hearts is the Wise Guys Charity Fund – a registered charity Doug and his late father started back in 1991.
A 100% volunteer-based operation, the Wise Guys Charity Fund helps raise and disburse funds to countless local charities and community organizations across Niagara. In the past 27 years, the Wise Guys Charity Fund has raised over $3.1-million with every cent going back into the Niagara community. From the very beginning, C.R. Smith Financial Services has understood the importance of providing its clients with exceptional service. The team looks forward to continuing that family tradition today, tomorrow, and for years to come. AITF