Find a CEA

I'm a partner with the firm Lifelong Financial Solutions. We offer full financial planning services specializing in insurance planning, retirement planning, and estate planning. Our goal is to help clients develop sound financial plans that enable them to meet their goals and aspirations through every stage of life.

CH Financial Group Inc. is committed to providing exceptional insurance solutions and exploring both public and private market opportunities. Our mission is to enhance the financial well-being of our clients by offering comprehensive and innovative services. We strive to deliver personalized advice, maintain the highest standards of integrity, and foster long-term relationships built on trust and excellence. 

As a child I was precocious, competitive and loved learning, math and numbers came easy for me. When I was eight, I got my first job, selling greeting cards door-to-door, and depositing hard-earned dollars into my bank account. While I loved making money, I was very intentional about how I spent it, I always had a goal - my bike, my watch, my camera. I became very self-sufficient. I thought being a CPA would be ideal, but it wasn’t just the numbers I loved, it was more the influence I could have in helping others.

When I became a financial advisor, I quickly learned that, while I loved managing money, to my female clients, money and investing made them feel overwhelmed, uncomfortable and less than capable. I knew these women were smart and capable, so I began to focus on them, what was important to them and then steadily engaging them in the world of finance in a way that empowered them.

That’s why my true purpose is about creating an environment where every woman and their family is encouraged to learn, to grow and to gain the knowledge they need to feel confident in their financial future.

I use a savvy, confident lifestyle approach to address the unique challenges that face many women. By gently guiding them through my established process, I design prioritized goals that are aligned with their values and vision. A personal investment strategy is created to balance their desire for safety with their need for income and growth.

If this approach appeals to you and your family, please call me.

I joined Edward Jones after a successful career as a Chartered Professional Accountant. I proudly earned a Bachelor of Commerce degree from the University of Saskatchewan. More recently, I achieved the Certified Financial Planner®, the Designated Financial Services Advisor (DFSA™) and the Certified Executor Advisor (CEA) designations.

I am active in the Saskatoon community, and am on the U of S Board of Governors, and I chair the boards for Quint Development Corporation and the People Bridge Advocacy. In 2017, I was nominated for a YWCA Women of Distinction Award.

Lesley has worked in the financial services industry for over 25 years, earning her Certified Financial Planning Designation in 2020. Lesley is passionate about educating her clients and helping them navigate the world of financial planning. 

My goal is to create and sustain value in the lives of everyone I meet. I work to make sure your home, business and lifestyle is protected. To do so I use Life Insurance, Investment, Health Benefit and Living Benefit Plans that best fit the needs and lifestyle of my clients.

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

Financial Advisor helping clients with retirement and estate planning.