Retire With Confidence

CRS Financial Wealth Management

Retire with Confidence

Since it was established in 2008, CRS Financial has helped individuals, especially retirees and seniors, manage their retirement income and comfortably pass their wealth efficiently to their beneficiaries.

Over the last 13 years co-owners Rick and Leslie Singh have dedicated themselves to their clients, building trustworthy, long-lasting relationships with those who invest with them. Along with the acquisition of other financial advisor’s businesses, since 2008 CRS Financial has grown from 50 clients to 700 clients. Rick and the team now manage and service over $100 million in investment assets.

The CRS Financial team continues to be committed to their original objective, enabling all their clients to retire with confidence.

Are you ready to Retire with Confidence? 

Meet the Team

Rick Singh

President and Senior Financial Advisor
rick@crsfinancial.ca
604-535-3367

Leslie Singh

VP Office Administration
leslie@crsfinancial.ca
604-535-3367

Cameron Yee-Chan

Wealth Management Advisor
cameron@crsfinancial.ca
604-535-3367

Isha Nagar

Insurance and Investment Administrator
Isha@crsfinancial.ca
604-535-3367

Sarah Arkley

Administration Assistant
sarah@crsfinancial.ca
604-535-3367

Rick Singh

Founder, President and Financial advisor

Ex: Vice President Regional Sales – Manulife Investments (1999-2008)

Ex: Regional Director – Global Strategy Financial (1997-1999)

Ex: National Accounts Manager- Global Strategy Financial (1994-1997)

Ex: Branch Manager First City Trust / North American Trust (1989-1994)

rick@crsfinancial.ca

Rick has spent over 35 years in the financial services industry, helping investors and assisting financial advisors. Over the years he has gained extensive experience in banking, investment asset management, and working for — and with — insurance companies.

Rick founded CRS Financial Wealth Management in 2008 and has grown the company from 50 clients and sixteen million dollars in investment assets to over seven hundred clients, managing over one hundred million dollars in investment assets.

Rick’s passion is to help people achieve their full financial potential and be a trusted voice to those who need his assistance. He excels in building relationships as he puts his clients interests first.

In the past, Rick has contributed his expertise in the field, speaking on financial-related topics on CBC radio “On the Coast” hosted by Stephen Quinn. He currently writes a monthly article in Today’s Senior News magazine informing seniors about financial matters that are specific to them.

Education
  • Certified in Negotiation Skills from Harvard Business School
  • Executive Leadership and Development Program from Simon Fraser University
  • CPCA (Certified Professional Consultant on Aging from Age-Friendly Business Academy
  • Certificate in Canadian Securities from Canadian Securities Institute
  • BA Economics (Hons.) from York University

Leslie Singh

Co-founder and Vice President

Ex: Branch Manager – TD Canada Trust (1975-1995)

leslie@crsfinancial.ca

Leslie is the co-founder of CRS Financial Wealth Management, bringing with her over 35 years experience in the financial services industry. She started her career as a Branch Manager with one of Canada’s major banks and has been the Vice President of Administration at CRS Financial Wealth Management since its establishment in 2008.

Leslie has a passion for helping those that are less fortunate. Each week she can be found volunteering as a Rotarian or at the Peace Arch Hospice Society and has spent the past eleven years contributing her time at South Surrey Women’s Services, an organization helping and providing essential services to women in her community.

Education
  • Certification in Indigenous Canada from University of Alberta
  • Certification in Canadian Investment Fund from IFIC
  • Diploma in Business Administration & Management from Ryerson University

Cameron Yee-Chan

Licensed Life Insurance & Wealth Management Advisor

cameron@crsfinancial.ca

Cameron Yee-Chan is a licensed life insurance and wealth management advisor that has been in the financial services industry for several years. He prides himself on being able to provide up-to-date financial knowledge so that clients can stay well informed and confident about their financial wellness. Cameron’s philosophy is to always ensure that each client is treated with the utmost trust, honesty, and respect in order to build and maintain life-long relationships. As your advisor, Cameron will work with you to ensure that the product being offered is the right match and that your needs are the highest priority.

Education
  • LLQP Qualification
  • Financial Planning Diploma from BCIT
  • Canadian Securities Course Certification

Isha Nagar

Insurance and Investment Administrator

Isha@crsfinancial.ca

Isha Nagar has 15 years of diverse experience in the healthcare and financial industries, bringing a high level of organizational and administrative skill to CRS Financial and the team’s clients. Isha ensures that all our work is completed in a timely manner and that CRS Financial remains fully compliant with Provincial and Federal standards. Isha prides herself as someone who is a problem solver and client focused, and she looks forward to working alongside Rick to service the clients of CRS Financial.

Education
  • MBA from Aberystwyth University of Wales, UK
  • GBM from Humber College, Toronto, Ontario
  • Economics Hons. From University of Nagaland, India

Sarah Arkley

Administrative Assistant

sarah@crsfinancial.ca

Sarah Arkley brings over 12 years experience in financial administration roles, working with a wide range of people. Having graduated from Cardiff University, Sarah went on to achieve her Advanced Diploma in Business Management Accounting, which she utilized working for the National Health Service in the UK before emigrating to Canada in 2019. Sarah is committed to working hard for our clients and enjoys helping and assisting where she can.

Outside of the office Sarah co-leads a local church in South Surrey alongside her husband Nic and enjoys going on biking and kayaking adventures with their two children, Ella and Caleb.

Education
  • BA Hons from Cardiff University, UK
  • Advanced Diploma in Business Management & Accounting from BPP Southampton

Our Process

Meet with Us

We discuss your financial goals. 

Develop your Retirement Plan

We create  your customized retirement plan.

Implement your Retirement Plan

We  execute your retirement plan.

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Regular Reviews & Updates

We ensure you’re on track for retirement with regular monitoring.

Retire with Confidence

Enjoy your retirement years.

Product and Services

Planning Services

  • Retirement Planning
  • Estate Planning
  • Estate planning for grandchildren
  • Insurance Planning
  • Succession Planning

Personal Investments

  • RRSP, RRIF, LIF
  • TFSA
  • Savings and Retirement Products
  • Annuities
  • GIC’s
  • Segregated Funds
  • RESP
  • Pension Funds

Personal Insurance

  • Disability Insurance
  • Critical Illness Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Whole Life Insurance
  • Mortage Life Insurance

Corporate Investments

  • Group Savings
  • Pension Plans
  • Corporate Held Investments

Corporate Insurance

  • Employee Benefit Plans
  • Health Spending Accounts
  • Buy/Sell Funding
  • Collateral Insurance
  • Key Person Insurance
  • Business Succession Planning

Financial Affiliations

Request a Meeting

To schedule a no obligation introductory call with us, please complete this contact form so that we can get in touch with you.

 

Address: #220 – 3388 Rosemary Heights Crescent Surrey, BC V3Z 0K7

Phone: 604-535-3367

Fax: 604-535-3302

Email: info@CRSFinancial.ca