Personalized Guidance Customized financial planning and tailored solutions designed around your unique goals. Arrange an Appointment Wealth Management Crawford Smith & Swallow
Integrated Expertise Seamlessly integrating three certified professionals, specializing in accounting & tax, financial planning, and investment management to best serve your financial needs. Start the Conversation Wealth Management Crawford Smith & Swallow Schedule a Meeting Wealth Management Crawford Smith & Swallow
Long-Term Partnership A steadfast commitment to transparency and clarity at every stage of your financial journey.
Crawford Smith & Swallow Wealth Management

One Vision. One Strategy.
Your Financial Success.

What you can expect:

  • One Coordinated Team
  • Simplified Financial Process
  • Strategic, Proactive Advice
  • Tailored Tax Planning
  • Personalized Wealth Strategies

Your financial journey is personal. That’s why your plan should be too.

Crawford Smith & Swallow Wealth Management brings together the disciplines of accounting and tax planning, financial planning and partners with TriCert Investment Counsel’s portfolio management to provide clients with a unified, strategic approach to managing their wealth. Leveraging our expertise and providing personalized service, our team of financial professionals work together to help individuals, families, and businesses achieve their financial goals. 

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Explore our expertise

Personalized Wealth Solutions: Backed by Professional Insight

Our Wealth Management team provides a wide range of services, structured to support your financial needs today while positioning you for future success. We work closely with your accountant to ensure your financial, tax, and investment strategies are aligned at every stage.

Financial Planning
A financial plan lays the foundation that protects your hard work and gives you confidence over the long term. Whether you are in the life stage of wealth growth, preservation, retirement funding, or planning for your estate transfer, thoughtful planning ensures your efforts are safeguarded and your goals remain in focus.
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Financial Planning
At Crawford Smith and Swallow Wealth Management, we believe your financial journey should be clear and intentional. A well-designed plan provides structure and peace of mind, allowing you to move forward with confidence.
  • Financial Management and Budgeting
  • Cash Flow Planning
  • Tax Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning
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Insurance Planning
Insurance planning is the process of strategically integrating insurance solutions where appropriate into a client’s overall wealth plan to preserve assets, mitigate financial risks, ensure long-term financial security, and to accomplish certain estate and tax planning objectives.
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Insurance Planning
At Crawford Smith & Swallow Wealth Management, we believe protection is an essential part of your financial journey. With the right insurance strategies, you gain security and peace of mind, knowing your future is protected.
  • Insurance Needs Analysis
  • Estate Tax Funding
  • Corporate Excess Wealth Planning
  • Business Succession Planning
  • Product Optimization
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Integrated Approach
An integrated approach means every part of your financial life works together seamlessly. Your accountant, financial planner, and TriCert Investment Counsel portfolio manager remain connected with each other and with you to ensure your plan is always aligned and coordinated. With a unified team guiding your journey, you gain clarity, confidence, and peace of mind.
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Integrated Approach
At Crawford Smith & Swallow Wealth Management, we believe your financial strategy should feel organized and effortless. With a unified team guiding your journey, you gain clarity, confidence, and peace of mind.
  • Tax-Efficient Investment Allocations
  • Contribution & Withdrawal Planning
  • Capital Gains Management
  • Simplified Tax Reporting
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One Trusted Integrated Team for Every Aspect of your Financial Journey

Our team brings everything together, creating personalized financial plans and proactive tax strategies designed to help you keep more of what you earn. Your financial journey is unique, and your plan should reflect that. We make the process simple and seamless for you, uncovering opportunities through tailored tax strategies, a comprehensive financial plan, and an investment portfolio built around your goals.

Head Office

4741 Queen Street

Niagara Falls, Ontario L2E 2M2

Connect With Us

eMail: wealth@crawfordss.ca

Call us: (905) 356-4200

Your benefit when contacting us:

Personalized Financial Planning
Comprehensive Wealth Solutions
Transparency and Accountability
Expert Guidance You Can Trust
Long-Term Relationship Focus
Peace of Mind and Security

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