Proudly Serving the Niagara Region and Beyond since 1974.

 

 

 

About C.R. Smith Financial Services Inc.

Doug Smith*, BBA (Honours)
Elite Advisor

With over 32 years of experience in the industry, Doug brings a wealth of knowledge, integrity, and respect to every one of his client relationships.

After graduating from Wilfrid Laurier University with his honours business degree, Doug realized that he was entering a field that was intriguing to him because of the growing significance of financial planning to all Canadians. Doug is honoured to be part of a local business that has earned the trust of his community over many decades. He takes great pride in continuing the stability and growth of the business that his father, Chuck, started in 1974. What he thought was simply a job back when he started in 1987, quickly became a dedicated way of life as Doug realized just how important clients, their families and their businesses would become to him.

Doug and his team have a sincere interest and concern for the needs and values of all clients. They listen to the clients and strive to meet their insurance and investment needs with integrity, knowledge and, most importantly, a firm focus on personal service and respect for the people who come to them. Over the years the financial landscape may change, but their fundamental values of trust, stability and service do not.

Doug is proud to call himself a lifelong resident of the Niagara Region where he has raised his twin sons. Committed to the financial success of the people in his community, Doug feels a deep sense of responsibility and loyalty towards those who have given his family and himself so much. He gives back by being involved in many local charitable events. Closest to his heart is the Wise Guys Charity Fund, a registered charity that he and his father started back in 1991. A 100% volunteer-based charity, they are proud to have raised over $3.9 million for many worthy causes in the region.

Whether you meet Doug through his business, or the charity work he does, you will soon realize he upholds his principles of knowledge, respect and integrity for the people and organizations he works with and supports. He will truly take the time to get to know you, understand your goals, and help you achieve lifetime financial security.


Jay Fast, BSM
Advisor

Jay is a lifelong resident of the Niagara Region, graduating from Brock University with an Honours degree in Sports Management, and entering the Financial Services industry as a third-generation Advisor with Sun Life Financial. Jay is a Licensed Advisor as well as holding his Mutual Fund License. Having family in the business has provided Jay with a unique insight into the benefits of a strong financial plan, and the importance of understanding the needs and values of his clients.

Jay will be continuing his education and knowledge in the financial services industry with plans to obtain his Chartered Life Underwriting (CLU) designation and Certified Financial Planning (CFP) designation in the near future. Outside of the office, his time is spent doing the things he loves, like playing golf, basketball, travelling, spending time with family and giving back to the community. Jay prides himself on the service and relationship he builds with his clients and is always active in relaying his personal values of trust, integrity and hard work with everyone he meets.


Brandon Currie, CLU, RRC, BBA (Honours)
Advisor

Born and raised in Niagara, Brandon lives in St. Catharines, ON with his wife Kristen and his two children, Daughter Hartley and Son Braxton. Brandon has travelled around the world including 3 years in Australia.

Brandon holds one of the highest designations in our field, The Chartered Life Underwriting (CLU) designation.  He also has obtained his Registered Retirement Consultant (RRC) designation and will be challenging the Certified Financial Planning (CFP) and Chartered Health Insurance Specialist (CHS) designation this year.  He is also looking at achieving his Certified Executor Advisor (CEA) designation.

In his spare time, he is a Board of Director for the Greater Niagara Chamber of Commerce, Wise Guys Charity Fund committee member, and loves to cycle in the spring/summer and play pick-up hockey in the fall/winter.


W.G. (Bill) Tomlinson, CHS, Chartered Financial Planner
Associate Advisor

An advisor and manager since 1980 with Mutual Life, Clarica and Sun Life, Bill brings a wealth of knowledge in all areas of financial planning. Bill holds licenses in Life, Accident and Sickness Insurance and Mutual Funds as well as holding both a Chartered Financial Planner (1998) and a Certified Health Insurance Specialist (2011). Bill is married to Dorothy for 43 years with children and grandchildren in the Niagara Region.

In the community, Bill has previously served on the board of the Welland YMCA, and on the committee for the Wise Guys Charity Golf Tournament since 1995. A past president of the Life Underwriters Association of Niagara, and Past Chair of Mutual Life’s previous Sales Force Managers Council, Bill brings many years of experience in the Insurance and Investment world. Honesty, Integrity, Honor and Courage are the cornerstones of his work and he looks forward to working with you now as part of C.R. Smith Financial.


Matt Milner, QAFT, RRC
Associate Advisor

Matt is a lifelong resident of the Niagara region. He attended both Brock University and Niagara College. Matt was an advisor with Sun Life Financial for 3 years before joining C.R. Smith Financial as an Associate Advisor.

Matt holds both his Life Insurance License and Mutual Fund License. Matt has obtained the QAFP™ certification (Qualified Associate Financial Planner) and his RRC Designation (Registered Retirement Consultant). Matt is continuing his knowledge by actively pursuing his CFP Designation (Certified Financial Planner). Matt prides himself on his thirst for knowledge and continuing his education to provide a better service for C.R. Smith Financial and their clients’ needs.


Debbie Boothe
Group Benefit Client Service Specialist

Debbie has extensive knowledge and experience in the insurance and investment industry for over 19 years. As a member of C.R. Smith Financial she is responsible for providing administrative services to our firm’s group life, health, and dental clients.

Debbie is the friendly first point of contact for our group benefit clients and is the vital key communicator between them and the many group insurance providers. She prides herself in delivering excellent service and professionalism to our clients, helping them to navigate complex systems on the group products side of the business, providing clients with peace of mind for their employees.

Deb has always resided in Fort Erie, where she enjoys her beachfront community, the outdoors, and especially her annual family camping get-togethers. She adores spending lots of time with her sweet little granddaughter Rowen.


Ashley Marquis
Licensed Administrative Assistant

Ashley has been a lifelong resident of the Niagara region, and has attended both George Brown College and Niagara College.  She has been in the financial services industry for 4 years and is Mutual Fund Licensed.

She specializes in servicing C.R Smith Financial’s wealth clients with any questions or concerns they may have. She is currently pursuing her Life License and hopes to complete that in the near future. She prides herself in her attention to detail and continuously wanting to learn and accomplish new things.


Karen Rice
Executive Assistant

Karen joined C.R Smith Financial at the beginning of 2020 as an Executive Assistant, with over 15 years of practical experience working for Clarica, and then Sun Life in the St. Catharines branch office. She held roles of administrator and tech trainer focussing in the areas of manager/advisor support, recruiting, and technology. She is passionate about providing superior customer service, making meaningful connections with clients, and providing comprehensive administrative support to her team.

Karen studied business at Niagara College, where she learned skills useful in managing her own restaurant and catering business in Hamilton for 10 years. She has been a lifelong resident of the Niagara region, where she has raised three children, and keeps busy with cooking, reading, and painting.