Find a CEA

Lesley has worked in the financial services industry for over 25 years, earning her Certified Financial Planning Designation in 2020. Lesley is passionate about educating her clients and helping them navigate the world of financial planning. 

My goal is to create and sustain value in the lives of everyone I meet. I work to make sure your home, business and lifestyle is protected. To do so I use Life Insurance, Investment, Health Benefit and Living Benefit Plans that best fit the needs and lifestyle of my clients.

Rob became a lawyer in January 1988, and has practised law in the North Okanagan for over 28 years. Estate administration is a major part of Rob's practice. Rob has advised executors and administrators on many estates and has himself served as an executor and administrator. Rob brings a practical and empathetic viewpoint to his practice and ensures that his advice is clear and tasks are done in a timely manner.

The world of financial services can be complex and difficult to navigate a clear path to your future. Deneen takes a practical and realistic approach to developing a personalized financial plan tailored to meet your needs and goals.

Deneen Cunningham

CFP, CLU, CHFC, CHS

Stemming from our deep rooted values of community, trust, knowledge and exceptional service, C.R. Smith Financial Services  provides it’s clients, their families and their businesses with peace of mind by effectively managing all their insurance and financial planning needs. Proudly Serving the Niagara Region and Beyond since 1974

We provide holistic wealth management to a select group of high net worth individuals.  Our unique LifeWealth approach guides our clients through all of life's stages. 

We have combined experience of over fifty years, this knowledge allows us to guide our clients with proven expertise.

I hold the CFP, CLU, EPC and CIM designation.