Shami began his career as a mortgage broker, where he developed a strong foundation in financial services and client relationships. His passion for helping individuals purchase their first homes and achieve meaningful financial milestones naturally led him to transition into holistic financial planning.
How Shami Can Help
At CRS Financial Wealth Management, Shami takes a client-centric approach, ensuring each financial plan aligns seamlessly with his clients’ life goals. His thoughtful guidance and commitment to long-term success have made him a trusted partner in navigating all aspects of personal finance.
Outside of work, Shami enjoys hosting lively board game nights with friends and family, and is always experimenting with new recipes in the kitchen.
- Certificate in Canadian Securities from Canadian Securities Institute
- Certificate in Wealth Management Essentials from Canadian Securities Institute
- Bachelor of Science in Forestry, Resource Management
- Completed the Life license qualification program from the Insurance Council of BC
- Licensed mortgage advisor under the BC Financial Services Authority
