Ingretgrated 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
Personalized Guidance Customized financial planning and tailored solutions designed around your unique goals Arrange an Appointment 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.

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Crawford Smith & Swallow Wealth Management

One Firm. One Vision. Your Financial Success

Crawford Smith & Swallow Wealth Management brings together the disciplines of accounting and tax planning, financial planning, and 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 all in one place.

No more juggling between your accountant, investment manager, and financial planner everything you need is here under one roof, at one table.

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Explore our expertise

Personalized Wealth Planning: Expect more from us

Crawford Smith & Swallow Wealth Management offers a variety of comprehensive financial planning services to best serve your needs. Together with your Accountant, our Wealth Management team will work with you to ensure your short and long-term goals are at the forefront during the planning process.

Financial Planning
A financial plan is more than numbers on a page it is the foundation that protects your hard work and gives you confidence in every stage of life. Whatever stage you are in life, 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.
  • Safeguard your hard work with strategies that protect what you have built.
  • Gain clarity and direction for today and the future.
  • Align your financial choices with your personal goals and values.
  • Prepare for life’s milestones with confidence and foresight.
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Insurance Planning
Insurance planning is more than policies it is the safeguard that protects your family, your lifestyle, and the wealth you have worked hard to build. Thoughtful planning ensures you are prepared for the unexpected while keeping your long-term goals on track.
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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.
  • Protect your family and lifestyle against the unexpected.
  • Preserve the wealth you have worked hard to achieve.
  • Ensure business continuity and succession with confidence.
  • Create financial certainty during life’s challenges.
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Integrated Approach
An integrated approach means every part of your financial life works together seamlessly. Your accountant, financial planner, and investment manager remain connected with each other and with you to ensure your plan is always aligned and coordinated.
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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.
  • Experience seamless coordination between all your advisors.
  • Trust that every part of your financial life is working together.
  • Meet regularly with your team to stay on track.
  • Feel confident knowing your goals remain the focus.
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One Trusted 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.

What you get:

One Trusted Team
Personilized Financial Planning
Simplified Process
Uncover New Opportunities
Tailored Tax Strategies
Customized Investement Portfolios

Head Office

4741 Queen Street

Niagara Falls, Ontario L2E 2M2

Connect With Us

Send mail: 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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