Your Financial Plan

Your financial plan step-by-step:


 A variety of solutions for both individual and business needs.

C. R. Smith Financial Services Inc.

  • Proudly serving Niagara and beyond,

    Since 1974.

C.R. Smith Financial Services provides you with the insight, support, and solutions you need to help build your financial strength. Integrity is the cornerstone of our business. We deliver leading-edge thinking, a first-class portfolio of investment and insurance products, and exceptional customer service to assist in your financial success.

Learn how we work, to help you.

  • Assess your current situation by examining your finances,
  • Set achievable financial goals,
  • Develop a realistic plan to meet those goals,
  • Put your plan into action,
  • Monitor your progress to keep you on track, and update your plan to grow with your changing needs and goals.