CRS Financial Wealth Management
CRS Financial Wealth Management

Financial Planning Services

We offer services for personal & corporate clients

Personal Financial Services

Retirement Planning

Retirement Planning

Let our financial advisors create a path for your retirement that suits you.
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Education Planning

Education Planning

We'll work with you to help plan for your children's post-secondary education.
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Estate Planning

Estate Planning

Make sure that your loved ones are taken care of when you are no longer to take care of them.
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Investments

Investments

We can help with a variety of financial products such as RRSPs, TFSAs, GICs and more.
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Protect Yourself

Personal Insurance

Our financial planners can help you prepare yourself and your family for whatever life throws your way.

Disability Insurance

Critical Illness

Life Insurance

Peace of mind

Full coverage

For Companies

Corporate Services

We've got your company covered for all of its financial needs.

Corporate Investments

  • Group Savings
  • Pension Plans
  • Corporate Held Investments

Corporate Insurance

  • Employee Benefit Plans
  • Health Spending Accounts
  • Collateral Insurance
  • Key Person Insurance
  • Business Sucession Planning
Not sure which is right for you?

Contact Us

If you're still not sure which service is right for you, use the contact form or give us a call. We'd love to help you with all your financial planning needs.
Rick Singh

Rick Singh - Founder

Retire with confidence