Craven Financial Planning: Plan, Protect, Preserve
Welcome,
Like any wise person, you seek trustworthy, experienced advice when it comes to your finances. You may be just starting out in life or you may already be retired. You may be an employee or you may be self-employed as a farmer, business owner, or professional corporation owner. With a wealth of experience dating back to 1991, Bill Craven has developed successful advisor/client relationships with many people whose financial concerns are similar to yours. He looks forward to meeting you and discussing your own unique situation.
Firm Overview
Craven Financial Planning is a full-service financial planning firm. The firm is owned by Certified Financial Planner Bill Craven. The firm’s mutual fund dealer is FundEX Investments Inc. Craven Financial Planning serves clients across Ontario and is proudly based in the heart of Chatham-Kent.
Core Values
Independence. Clients of Craven Financial Planning rest assured in the knowledge that specific investment and insurance recommendations are thoughtfully made by the business owner and CFP Bill Craven. These decisions are made for the benefit of his clients and not dictated by any financial institution.
Knowledge. Bill Craven is an experienced professional in the fields of Life/Health insurance and mutual funds since 1991. He furthered his education by attaining the CFP and EPC designations which require continuing education credits be earned yearly. Office administrator Shirlie Gregson brings years of experience in the financial services industry.
Trust. There is nothing more important to Craven Financial Planning than earning and maintaining the trust of our clients. Craven Financial Planning earns the trust of its clients by always acting in their best interest. Craven Financial Planning always maintains the confidentiality of the client to the highest degree. Craven Financial Planning adheres to the same professional standards as CFP, EPC.
Service. Craven Financial Planning distinguishes itself by providing exemplary client service. We strive to maintain lifelong advisor/client relationships by focusing on our high service standards.
Our Mantra
In the sometimes confusing world of personal finance we are… “a Guiding Light you can trust.”
Service Area
- Serving clients all across Ontario. Proudly based in the heart of Chatham-Kent.
