CRS Financial Group provides Wealth Management advise and solutions for individual investors and business owners that spans Investments, Banking, Insurance, Retirement planning, Group Benefits and Group Savings solutions.
We specialize in helping all individuals with their savings goals as well as helping retirees and seniors with managing their retirement income, and passing their wealth efficiently to their beneficiaries. We work with Business owners to help them provide the best Group RSP and Health and Dental plan that is beneficial to them and their employees. We also help business owners protect the wealth in their companies by providing solutions that helps to transition the business from one generation to the next.
I have dedicated the past 29 years of my career in the financial services industry helping investors as well as assisting financial advisors. Over the years I gained extensive experience working as a Branch Manager for a Trust Company, a Regional Director of Sales for a Mutual Fund company and as a Senior Sales Executive for Manulife Financial.
I am a CPCA (Certified Professional Consultant on Aging) and this has enabled me to specialize in helping seniors, and retirees throughout Canada. I contributed in the past on financial related topics on CBC radio “On the Coast” hosted by Stephen Quinn. I write a monthly article in Today’s Senior News magazine on Financial matters that inform seniors about financial matters that is specific to them.
I attended York University and earned a combined honours bachelor’s degree in economics and administration. I completed the Canadian Securities course in 1994 as well as a course in Negotiation skills from Harvard Business School. I also completed an Executive Leadership course from Simon Fraser University. Combined with my work experiences, my educational background enables me to deal with individuals of all ages and experience. My background also allows me to have an in depth understanding of the markets and world economy.
I live in South Surrey, BC with my wife Leslie. We are the proud parents of two daughters, Katherine and Victoria who both attend University in Toronto, ON. I am the past President of the Rotary club of South Surrey. I am also the Past President of the Board of White Rock/South Surrey Hospice Society. I am the past chair of the board of Credit Counseling Society, and a member of the board for White Rock/South Surrey Chamber of Commerce. I have traveled extensively around the world and this has enabled me to have a very good understanding of different cultures and traditions worldwide.
Leslie has been in the Financial Services Industry since 1990. She previously worked for TD Canada Trust as a Branch Manager in retail banking.
Shannon has been a part of the financial industry since 2012. She started working for Northern Savings Credit Union in their Deposit Agency Division. She played a key role, dealing with Financial Advisors and Trust Companies; administering the investments of client’s financial assets in Northern Savings GIC products. Prior to providing her services in investment banking, she worked in the real estate industry.
Shannon, has successfully passed her Life License Qualification Program (LLQP) and is excited to grow her professional career in Life Insurance and Investments with CRS Financial Group. “It’s wonderful to work, and live within the community you love, we believe in what we do here and I believe that reflects on to our client’s.”
Apart from her business, Shannon has three boys, and two cats. In her free time, she keeps busy outdoors, at the ice rink watching her son play hockey or spending time with friends and family.
Abeed Virani is a Certified Financial Planner and a graduate of Royal Roads University BComm. in Entrepreneurial Management. Abeed brings fresh vision and invaluable skill sets to Virani Financial and has contributed to many organizational changes since he joined the family business. His key role is to strengthen relationships with existing clients and offer his financial expertise.
Latif has been happily married for over 30 years to his wife Nevin and they have two grown sons. The older son, Abeed, has followed his father’s footsteps and has been in the business for over 5 years. Their younger son Omar is in the process of finishing dental school. Latif is well respected within his Ismaili community and loves volunteering his time to help others. His hobbies include golf, fitness and travel.