Arthur J. Gallagher Canada Limited, formerly Crain & Schooley Commercial Insurance has been selling insurance and financial services in Eastern Ontario for over sixty years.
- We help you choose the products that your business needs
- We explain the small print, so you feel confident in your coverage and plan
- We make sure you are taken care of, so you rest easy
- We’re your voice when dealing with your insurance company
- We’re here to help every step of the way if you need to make a claim or make changes to your coverage
Established in 1817, BMO Financial Group serves more than 12 million personal, commercial, corporate and institutional customers in North America and internationally.
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Sean Lawrence, Certika Financial Advisor, has been a Financial Consultant since 1996 and joined Crain & Schooley Financial in January 2009 now Certika Financial Group Ltd. He is a CHS (chartered health specialist) and focuses on life, living benefits and group insurance.
Sean spends a lot of his time volunteering and sits on the Carleton Place BIA as a board member. The Smiths Falls Chamber of Commerce as vice president. The Smiths Falls Community Hospital Foundation and a two-time past President of the local chapter of ADVOCIS (the financial advisor’s association of Canada.) Sean also is a member and assistant instructor with the Smiths Falls Japan Karate Association. He also volunteers with other community fund raising projects and believes that we all need to give back to the communities we live and work in.
Wendy Martin began her career in finance as a manager for the Bank of Montreal, in the early 1980’s. From there, she went on to work with her husband to successfully grow their family-owned and operated construction business before each moved on to separate ventures.
Wendy enjoys working closely with her clients to fully understand their specific needs and helps them to make informed financial choices to achieve lifetime financial security. She focuses her practice on life insurance, living benefits and group insurance.
She holds a B.A. in accounting and economics and is a fully licenced insurance and investment professional. She is currently pursuing her CHS designation and is constantly upgrading her skills to best serve her clients.
Wendy has always believed in giving back to her community and devotes a lot of her free time to volunteer activities. She is currently a Director of the Railway Museum of Eastern Ontario (RMEO), a Woman-to-Woman Ambassador for the Canadian Cancer Society and an active member of both, the Smiths Falls & District Chamber of Commerce and ADVOCIS (the financial advisor’s association of Canada). She was a Past Director of the Smiths Falls Community Hospital Foundation, the Smiths Falls & District Chamber of Commerce, the Rideau Lakes Figure Skating Club, the Perth Figure Skating Club and the Smiths Falls Tennis Club and has volunteered for many organizations, including the Heart & Stroke Foundation, the Canadian Cancer Society and the Arthritis Society.
Todd Powers successfully graduated from the University of Waterloo in 1993 for his degree in Micro & Macro Economics. Also, he graduated from St. Francis Xavier University for his degree in Statistical Tools for Real Estate Assessment, and for Real Estate Appraisal Commercial Industrial and Investments Analysis. He has over 28 years of experience in the real estate field. His experience includes, Multi-residential properties, Single-family homes, Commercial, Retail and Industrial properties, Farms and Hobby Farms, Development land and tracts of Vacant land, Campgrounds, Lodges, Hotel/Motel Operations, and Institutional properties. His Designations and qualifications include, licensed Mortgage Agent, licensed under FSCO, Accredited Appraiser Canadian Institute (AACI), and Appraisal Institute of Canada (AIC). Todd has a variety of affiliates including, Appraisal Institute of Canada, CAAMP, National Golf Course Owners Association, Ontario Private Campground Association, Ontario Federation of Agriculture, and Various Chamber of Commerce’s within Eastern Ontario.
My name is Eileen Crosbie and I specialize in builder mortgages, first time homeowners and refinancing your mortgage.
I have worked for chartered banks for 29 years and now have worked 11 years as a mortgage agent. As a mortgage agent, I am dealing with over 35 lenders in order to be able to find you a mortgage that suits your personal needs – flexibility / portability / transferability / etc.
My staff and I are experts in all aspects of mortgages and look forward talking to you and the privilege of serving you!
Farm Business Consultants’ offers tax planning, preparation, audit representation, bookkeeping and financial planning to farmers and small business owners. They have an office in Smiths Falls, but their local tax specialists travel around Ontario and will meet you at your home or office at a time and place convenient to you.
“We make life less taxing.”
Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Smiths Falls office is open by appointment.
Noble Wealth Management of RBC Dominion Securities is committed to providing you with “Your Unique Experience”. Our dedication to your overall wealth management sets us apart from the competition.
Pankow Financial Solutions Ltd. is a financial planning, insurance and investment advisory firm focused on delivering value to every client relationship. Our advisors are committed to finding the best financial solutions and strategies to meet our clients’ overall financial planning, investing and financial security needs.
Valley Heartland Community Futures Development Corporation is dedicated to stimulating job creation and economic growth through business and community development in Lanark & North Leeds. Governed by a local volunteer board of directors and staffed by professionals, our mission is to actively collaborate with our regional partners to strengthen and develop our communities by investing in sustainable economic development in Lanark County and North Leeds, encourage entrepreneurship and the pursuit of economic opportunities. Building on more than two decades of success, we play a local leadership role in delivering economic development services to communities and in delivering financial and consulting services to small and medium-sized businesses. We achieve this by:
- Providing business counselling and coaching
- Providing access to capital through business loans
- Supporting strategic community planning and development