"We Combine a Metropolitan Level of Knowledge with a Small Town Devotion to Personal Service"


Bill Craven

Bill is a Certified Financial Planner and owner of Craven Financial Planning. He has been helping individuals, families and businesses with their financial planning needs since 1991. He attained his CFP designation in 2000 and believes in building lifelong relationships with his clients. He has been serving some of his client families for three generations now. Bill is married to Bernadette Craven and they have four children. Bill’s other passions include the family cottage that he and Bernadette have built together, along with community theatre. Bill has performed in numerous musicals, dramas and audio dramas usually with his children. Recently Bill directed his first musical, Anne of Green Gables.

Bill’s Accreditations


Shirlie Gregson

Shirlie has been administrative assistant for Craven Financial Planning since 2008. She is an excellent asset to the firm with decades of experience in the financial services industry. Shirlie is as helpful and kind as she is knowledgeable. When not hard at work, Shirlie enjoys spending time with her husband and family.

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