Don't just chase your dreams

Let us help you plot a path!

Choose to work with Craig Wealth Management and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Catherine Craig

Financial Advisor

Roland Craig

Licensed Assistant

Our Team

Praise is best heard in the third person

Thanks to early and initially modest RRSP investments with Roland Craig at Craig Wealth Management, the possibility of early retirement has become a reality. - Gail & Jim McBrayne

Praise is best heard in the third person

Carol and Roland Craig have been our financial advisors for the past twenty years. Throughout the years they have met with us regularly giving us the personal service that we require. Roland keeps himself current with the market and all the new funds that are available. Roland and Carol truly care about our family, our finances, and our future. We feel secure in our retirement as a result of working with them both and we highly recommend their services. - Mena and Reinhold Nitsche

Praise is best heard in the third person

We have known Carol and Roland Craig for over 35 years professionally and personally. They have handled several of our financial needs and retirement planning in a prompt and courteous manner with our privacy of upmost importance. With many thanks, your honesty and kindness is greatly appreciated. Your an amazing team. - Eileen & Wayne Nichol