Craven Financial Planning
We are dedicated to crafting tailored financial planning and insurance solutions that transform the way you manage your financial future.
What we do
Financial Solutions:
Tailored to your life
We aim to simplify complex financial planning processes, enhance efficiency, and drive financial growth through our tailored strategies. By providing reliable financial planning services, we enable our clients to navigate the ever-changing financial landscape with confidence.
At the heart of William (Bill) Craven’s vision is a future where individuals and businesses harness the power of tailored insurance solutions and financial strategies to achieve security and growth. Craven Financial Planning is committed to providing personalized insurance plans and financial strategies that meet the unique needs and goals of his clients, ensuring peace of mind and financial stability.
William (Bill) Craven upholds the highest ethical standards, ensuring transparency, honesty, and trust in all his interactions. His integrity is the foundation of his practice, driving him to provide reliable and personalized financial planning and insurance solutions. William’s commitment to his clients’ financial well-being inspires confidence and fosters long-lasting relationships built on trust and mutual respect.
Ready to secure your financial future?
Contact William (Bill) Craven today to start planning with a trusted expert.
Contact Information:
Phone: 519-351-9411
Toll free: 1-866-550-9411
Get to know our dedicated team
William (Bill) Craven
President of Craven Financial Planning| Certified Financial Planner
BA, CFP, EPC
- Mutual fund representative
- Financial Planner
- Insurance representative
- Craven Financial Planning
With 34 years of experience in financial services, William (Bill) Craven of Craven Financial Planning is dedicated to guiding clients through every stage of their financial journey. Holding a Bachelor of Arts degree from UWO and the professional designations, CFP and EPC, Bill takes an objective approach to help clients achieve their financial goals.
Bill has been married to Bernadette since 1995 and together they have four children. He is active in his parish as the chair of the finance committee.
Beyond his professional expertise, Bill is also actively involved in community theatre and his local parish as a volunteer. As an owner of a professional corporation and a holding company, Bill can identify with and understand the needs of his business owner and professional clients
His aim is to help clients plan, protect, preserve and promote their wealth.
Shirlie Gregson
Chief Administrator
Shirlie has been the office administrator and un-licensed assistant to Bill Craven at Craven Financial Planning since November 2008.
With over 40 years of experience in client service and trade administration in both the banking industry and the private broker sector, Shirlie’s keen eye for detail and office administration has proven to be an invaluable asset to both the company and clientele.
She prides herself in the relationships she has developed and maintained with our clients continuing to provide them with the level of compassion and service they have become accustomed to.
Shirlie enjoys relaxing with her retired husband Jerry whether in their back garden sipping the occasional glass of wine in the summer or doing jigsaw puzzles.
Sherry Farquhar
Licensed Assistant
With over 30 years of experience in the financial services industry, Sherry has dedicated her career to helping clients navigate their financial journey. Having worked in a chartered bank and credit union, she brings a wealth of knowledge and experience to client interactions. Through those experiences, she has gained invaluable insights that benefit clients from all walks of life. Sherry’s focus has been on creating sustainable financial strategies that promote long-term success and empower individuals to make informed decisions to achieve their financial goals.
She currently holds three professional designations, Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and Responsible Investment Specialist – (RIS). These credentials reflect her commitment to excellence and continuous learning in the ever-evolving financial landscape.
In her free time, she enjoys the simple things in life, gardening, long walks, DIY projects and the occasional golf with friends.
Why Choose us ?
With 34 years of experience in the financial services industry, William (Bill) Craven brings a wealth of knowledge and expertise to help you navigate your financial journey. His deep understanding of the financial landscape ensures you receive seasoned and reliable advice. As an owner of a professional corporation and a holding company, Bill can identify with and understand the needs of his business owner and professional clients.
William (Bill) Craven holds a Bachelor of Arts degree from UWO and professional designations and the professional designations, CFP and EPC. These qualifications underscore his commitment to professional excellence and his ability to provide top-notch financial planning services.
William (Bill) believes in taking an objective and personalized approach to financial planning. He tailors his strategies to meet the unique needs and goals of each client, ensuring that every financial plan is customized for optimal results.
Our philosophy revolves around four key principles: preservation, growth and planning your legacy. This comprehensive approach ensures that all aspects of your financial well-being are addressed, from initial planning to long-term preservation and growth.
Integrity and trust are at the core of our practice. William (Bill) Craven upholds the highest ethical standards, ensuring transparency and honesty in all interactions. Clients can trust that their best interests are always the priority.
Beyond his professional commitments, William (Bill) is actively involved in community theatre and his local parish as the Chair of the Finance Committee. His dedication to giving back to the community reflects his values and commitment to making a positive impact both professionally and personally.
At Craven Financial Planning, our clients are at the heart of everything we do. We are dedicated to building long-lasting relationships based on trust, mutual respect, and a genuine commitment to helping you achieve your financial goals.
With decades of successful financial planning and satisfied clients, William (Bill) Craven's track record speaks for itself. His ability to deliver results and help clients secure their financial future makes him a trusted advisor in the industry. He has been proud to serve sometimes as many as three generations of the same client families.
William stays abreast of the latest developments in financial planning and insurance, continually enhancing his knowledge to provide the most current and effective solutions for his clients. His commitment to ongoing education ensures that you receive the best possible advice.
Start Shaping Your Financial Future Today
Contact Craven Financial Planning for Tailored Advice!