Catherine Craig, BSc. Math, CFP® | Craig Wealth Management Inc.

Certified Financial Planner®

Craig Wealth Management Inc.

Investment Advisor

Craig Securities

Catherine Craig is a seasoned Investment Advisor and Certified Financial Planner with a solid foundation in mathematics, having earned her degree from Western University. With over two decades of experience in the financial industry, Catherine has garnered a wealth of expertise. In addition to her Certified Financial Planner designation, and securities license, she is also life and disability insurance licensed, specializing in risk management solutions.

Catherine's journey in the financial sector began at prominent institutions such as TD Mutual Funds, BMO Investments, and RBC Dominion Securities. Drawing upon this rich work history, she successfully transitioned to establish her own thriving independent business. Catherine offers a diverse range of investment options, including stocks, bonds, mutual funds, and GICs, with a commitment to providing comprehensive financial planning. Her holistic approach encompasses cash flow planning, retirement planning, and tax & estate planning, ensuring a well-rounded strategy tailored to her clients' unique needs.

Beyond her professional achievements, Catherine is deeply rooted in her community. Actively involved in local events and sports sponsorships, she is a proud member of the Caledonia Chamber of Commerce and the Caledonia Business Improvement Area (BIA). Her dedication to continuous education and staying abreast of industry developments underscores her commitment to offering the highest quality financial advice.

Catherine's excellence has not gone unnoticed, as she has been honored with the Grand River Sachem reader's choice award for the best Financial Advisor every year from 2016 to 2023. Outside of her demanding professional life, Catherine enjoys spending time with her husband and two children, travelling, and learning new languages. With a perfect blend of expertise and a personal touch, Catherine Craig stands as a trusted partner on the financial journey for her clients.