Cremasco Financial Inc. is a Guelph company which focuses its efforts on financial and estate planning, primarily in the business market.
Richard Cremasco (B.A., CLU, CH.F.C., CFP) entered into the insurance business in 1981. In 1990, he hired Dan Kennedy Jr. (B.A., CFP), from the insurance industry and the two have since become partners in the formation of Cremasco Financial Inc., setting the business on its current course.
Today, Cremasco Financial Inc. has grown to a team of thirteen people, who foster strong relationships with actuarial, legal, tax, human resource and accounting experts. We draw on these valuable resources to bring discipline and focus to your needs. We believe that, although solutions come quickly, planning is often a long and complex journey made easier by the professional team you surround yourself with.
As a member of Study Link Incorporated and C3 Advisory, we give reach to over 15 affiliated offices across the country enabling us to provide local support to our clients across Canada. These two organizations of elite, independent financial experts are committed to a high standard of financial planning and process improvement holding each member to a high standard of ethical and business practice.
Cremasco Financial Inc. offers a variety of different products, all tailored to your individual needs to create lifestyle financial protection for families:
Strategic Estate Planning
Cremasco Financial is built upon creating lifestyle financial protection for families
Our mission is to help our clients achieve their financial goals through a wise strategy that involves a selection of different types of services and products.
Our motto "of common purpose" ™ speaks to our belief;
it is only in helping our clients to succeed that we too are able to succeed.