Find a CEA

Stemming from our deep rooted values of community, trust, knowledge and exceptional service, C.R. Smith Financial Services  provides it’s clients, their families and their businesses with peace of mind by effectively managing all their insurance and financial planning needs. Proudly Serving the Niagara Region and Beyond since 1974

Jennifer Daniel is a Certified Financial Planner® focused on Corporate Exit Planning - helping clients financially plan to exit their corporate careers with confidence into retirement or a new career.

Knowing clients have unique needs at this stage of their lives, she developed the Great
Exit™ Planning Process to provide a structured approach to financial planning through this pivotal time.

While her clients may be focused on their own exit planning goals, they are often called upon to act as Executor for loved ones, and so Jennifer has added to her credentials with the CEA designation to support her clients through these difficult times, as well as help her clients optimize their own Estate Plans.

When working with a financial advisor, a strong personal relationship is key. At stake is your life savings, your personal goals and your future. You'll need to feel comfortable sharing your hopes and dreams for your family. You'll want someone who takes the time to get to know you and what you value – these topics are too important to rush. Since 2010, I've built those kinds of relationships with clients I serve.

I get excited every day to helping individuals, families and business owners in our community achieve their financial goals. Understanding what's important, using our established process and partnering together for the long term to ensure our clients stay on track all while building meaningful relationships is what has made our branch first of mind to our valued clients. While working with our clients, I believe that educating and explaining financial concepts while using today's technology is as important as the recommendations that we make.

Our branch team includes Sr. Branch Office Administrator Nancy Van Galen who has been with Edward Jones since 2004, On Call Branch Office Administrator Liz Rotherham and myself. We strive to exceed your expectations and to partner with you and your family over time. I believe that personalized service is essential when matching clients with the right financial security products and services.

Prior to starting at Edward Jones in 2010, I was a business owner of multiple Carman's Foto Source locations and part of the company for over 15 years. I live just outside of Simcoe and have been a part of the community for over 20 years. Outside of finance, I enjoy keeping active golfing, spending time with family and model railroading.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today at 519-426-3329 or email at daryl.dankwardt@edwardjones.com

Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm which specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and her CEA designation in 2022. 

Previously, she worked in the tax practices of both international and local accounting firms and has over a decade of experience in personal, corporate and trust taxation.

Gus began his career with Freedom 55 in 2003.  Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations.  He is a member of Advocis and the Million Dollar Round Table.  Gus helps families and business owners with their cash/flow, retirement, insurance, and estate planning needs by ensuring his clients' understand their own unique situations.