Proudly Serving the Niagara Region and Beyond since 1974.

 

About C.R. Smith Financial Services Inc.

Doug Smith*, BBA (Honours)
Advisor

With nearly 30 years of experience in the industry, I bring a wealth of knowledge, integrity, and respect to every one of my client relationships.

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

My team and I have a sincere interest and concern for the needs and values of clients. We listen to 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 us. Over the years, the financial landscape may change, but our fundamental values of trust, stability and service do not.

I’m proud to call myself a lifelong resident of the Niagara Region where I am raising my twin sons. Committed to the financial success of the people in our community, I feel a deep sense of responsibility and loyalty towards those who have given my family and I so much. I give back by being involved in many local charitable events. Closest to my heart is the Wise Guys Charity Fund, a registered charity that my father and I started back in 1991. A 100% volunteer-based charity, we’re proud to have raised over $2.25 million for many worthy causes in our region.

Whether you meet me through my business or the charity work I do, you’ll soon realize I uphold my principles of knowledge, respect and integrity for the people and organizations I work with and support. I’ll take the time to get to know you, understand your goals, and help you achieve lifetime financial security.


 

Jay Fast
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 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.

 


 

Matt Milner, 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 Canadian Investment Funds License. He also recently completed his RRC Designation (Registered Retirement Consultant) and 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 client’s needs.

 


 

Debbie Boothe
Group Benefit Client Service Specialist

Debbie has been in the insurance and investment industry for over 14 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. She prides herself in delivering excellent service and professionalism to our clients.

 


 

 

Meet Our Team

Rebecca Smith
Rebecca SmithLicensed Wealth Assistant
Rebecca is Mutual Fund Licensed and provides administrative support for various savings and investment products, including mutual funds, guaranteed interest products, RRSPs, TFSAs, and pensions
Alex Middlemiss
Alex MiddlemissAdvisor Assistant
Alex is the first point of contact for all our clients. She oversees client information management and coordinates all client and advisor requests, correspondence, and service.