CRS Financial Wealth Management
CRS Financial Wealth Management

CRS Financial
Wealth Management free consultation A wealth management firm you can trust.
retirement planning surrey
About Us

Your Financial Planner for the Future

We have helped 800+ Canadian residents and companies plan their finances.

  • Positive Reviews
  • $100M Managed
  • Retire Comfortably
  • Invest Wisely

We have financial services for Canadian residents, families and corporations that help you plan, save and grow your assets.

Our Services

Call Anytime

604-535-3367

HOW WE HELP

Our Services

Below you can find a few of our services that we offer individuals, families and corporations.

Personal
Investments

Whether you’re just starting to invest or looking to improve your current portfolio, we offer a complete range of investment solutions.
01
Personal</br> Investments

Retirement
Planning

Whether you’re starting or nearing retirement, we start by understanding where you are today and where you want to be.
02
Retirement</br> Planning

Estate
Planning

Without proper planning, your family could face unnecessary taxes, delays, and complications when they’re already dealing with loss.
03
Estate<br> Planning

Disability
Insurance

Protect yourself and your loved ones in case you become disabled and are unable to earn income to support you and your family.
04
Disability</br> Insurance

Corporate
Investments

Make sure your business is in top-notch financial shape with our leading corporate investment strategies. Learn more about how we can help.
05
Corporate<br> Investments

Education
Planning

We help you create an education savings plan that prepares you for the high costs of post-secondary studies without the stress.
06
Education<br> Planning

Corporate
Insurance

We help your company get the best employee benefit plans, collateral insurance, business succession plans and much more.
07
Corporate<br> Insurance

Critical
Illness

Protect yourself and your loved ones in case you suffer an illness and are unable to earn income to support you and your family.
08
Critical</br> Illness
We have 20+ years of experience

How We're Different

Personalized Financial Planning

Every client receives a custom-tailored financial plan aligned with their goals, lifestyle, and risk tolerance.

Top-Tier Insurance & Investment Providers

We partner with leading insurance and financial companies, ensuring you get the best products & pricing available.

Proactive Ongoing Support

Your financial life evolves — and so should your plan. We schedule regular reviews and stay in touch to keep your strategy on track.

Transparent Fee Structure

No hidden fees. No surprises. We explain how we’re compensated and ensure you understand every aspect of your financial plan.

Our Mission is to Protect & Grow Your Finances

Free Consultation

We’re trusted by more than 800 clients

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Let us help you with wealth management

A financial planner you can trust

Why Choose CRS

CRS Financial offers financial services for all Canadians.

Financial Planning

We help individuals and corporations plan for the future.

Managed Investing

We manage over $100M in assets and have helped Canadians grow their portfolios.

Insurance

Protect yourself and all of your assets with our great insurance rates.

Our clients

Testimonials

Jason
Shannon went above and beyond to [get us] the coverage we were looking for and can carry on with our plans stress-free.
Jason, Client
John
Rick's expertise, combined with his respectful and no-pressure approach, makes CRS Financial the ideal choice.
John, Client
Trusted Professionals

Meet Our Experts

Rick Singh

Founder & Financial Advisor

Leslie Singh

Co-Founder & VP

Shami Babu

Wealth Advisor

Marnie Howes

Administrative Assistant
Affiliated Partners

Insurance Companies We Work With

We work with these companies in order to negotiate rates for you on your behalf.
Canada Life
Coast_Capital
Desjardins
Equitable
Manulife-Insurance-Company (1)
Sun-Life-Logo (1)
IVARI-Logo
Foresters Final