As professional financial planners, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Richard has been in the business for 40 years, specializing in complex financial planning including tax and estate planning. He started out with a leading insurance company and later partnered with Dan Kennedy to create Cremasco Financial. Richard is one of the most respected and top representatives in the insurance and financial industries in the Guelph area. He has the ability to understanding client affairs, needs and desires through one on one meetings and strives to find tax efficient ways to structure financial needs.
Dan is one of the founding partners of Cremasco Financial alongside Richard Cremasco. He has been in the business for over 30 years and focuses his attention on corporate clients and business owners addressing their unique needs in group benefits, group retirement, succession and estate planning. Dan’s experience has made him an avid fan of entrepreneurial spirit and he thoroughly enjoys learning about business challenges and successes. Dan’s dedication to client and corporate affairs has identified him as one of the most respected advisors in the industry.
Drew has been in the business for over 20 years and has expertise in financial planning, insurance and investment strategies. He provides independent, strategic advice to business owners, managers and entrepreneurs.
Jeff provides independent, strategic advice to senior management to ensure recommendations are based on unbiased research and his 30 years of experience. He has become an expert in the design, implementation and constant improvement of corporate retirement and employee benefit plans of superior value for owners and senior managers which will save them money. The business owners and senior managers with whom Jeff works appreciate the expertise given, allowing more time to run their business and pursue personal interests. Jeff values a client's trust above everything else and once a decision to work with him is made, he works diligently to be worthy of that trust.
Jeff renews his commitment to continuous improvement by updating his qualifications each year and maintaining his Fellow’s Designation with the International Society of Certified Employee Benefit Specialists.
Andrew utilizes detailed analysis to assess and track clients liquidity, insurance, retirement, estate and succession planning goals. He represents part of Cremasco Financials evolution as the firm continues to grow by adding next generation advisors, ensuring the continuity of our client’s affairs is maintained.
Jordan is a graduate of the Financial Planning Program at Conestoga College. He joined Cremasco after 3 years as an advisor with Canada Life, where he had a passion for planning across the areas of insurance, estate and investment planning. Jordan continues Cremasco’s focus of adding next generation advisors ensuring continuity for clients.
Over 15 years of financial services experience
Over 20 years of administrative experience
2 years of industry experience
Over 3 years of financial services experience
Graduated in Economics 2022 and recently completed mutual funds licensing (Canadian Investment Funds Course)