Crius Financial Services Corp. is a Managing General Agency (MGA) that provides health and life insurance products & services. Jimmy Shen is the president of Crius Financial Services Corporation. Crius Financial Services Corp. supports and administrates over 1300 independent licensed advisors. The firm focuses on life insurance, health insurance, and long-term investments, including RESP & RRSP. They have built a strong relationship with many largest financial provider companies, such as Heritage Education Fund, Canada Life, Equitable Life, Industrial Alliance and Manulife. The firm helps you in finding a suitable solution to your financial needs. Crius Financial Services Corp. also conducts training programs for professional advisors.
Best Financial Services in Burnaby
Expert recommended Top 3 Financial Services in Burnaby, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
CRIUS FINANCIAL SERVICES CORP. REVIEWS
Liya has been helping myself and my family for many years now as our personal financial advisor. Her expertise in investments, taxes, and retirement planning has made us feel better about our financial future. In the past I didn't understand why people sought financial consultation, but there was so much to know and understand about improving my current financial state. I appreciate now that there's someone who I can count on to help me manage my financial future as well as point out my blind spots. Big thanks to Liya and her team!
Nina began helping me out just under a year ago. She did a great job of understanding my personal situation and needs, and using this information to suggest the best finical services for me. As of now, Nina has helped me set up an RRSP and non-registered account through iA. Thus far, I have been very pleased with the growth of my portfolio. Crius as a brokerage has a wide range of partnerships which allows its clients to choose a service provider who best suits them.
Thank you, Janice, for setting my financial anxiety at ease!! I am completely new to all the financial terminology, but her patience and kindness helped me make a financial plan suitable for my needs. She will guide you through each step, and you'll even have fun along the way under her expert guidance.
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Stratego Financial / Manulife Securities Incorporated is a full-service financial practice in Burnaby. Vanson Field is a financial planner, financial advisor and insurance agent. He has over 12 years of experience in the financial services industry. Stratego Financial / Manulife Securities Incorporated specializes in providing professional financial solutions to retirees, pre-retirees, and business owners. The firm aims to make financial planning easy to understand and easy to manage throughout the process. They provide financial strategies that build and protect the client's wealth. Stratego Financial / Manulife Securities Incorporated helps you lead the best life possible through our professional financial solutions and high-quality financial products.
Specialty:
Individual Pension Plans, Retirement Lifestyle Planning, Bonds, Mutual Funds, Insurance, Monthly Savings Plans, RRSP Group Retirement Plans, Cost Management and Tax Minimization, Capital Preservation & Wealth Accumulation
Contact:
Working Hours:
Mon-Sat: 8am - 8pm
Sun: Closed
Sun: Closed
TBR® Inspection Report:
STRATEGO FINANCIAL / MANULIFE SECURITIES INCORPORATED REVIEWS
Vanson is a deeply committed financial and pro-active advisor who provides clients with a wide range of investment and insurance options. He also has a great assistant called Clare who makes sure that all details are well taken care of.
My wife and I have been Vanson Field clients for a few years and appreciate the services provided. He is a great agent who provides excellent advice on investments and financial planning. We feel secure about our future retirement knowing that our accounts are being managed by Vanson.
Vanson has assisted me with financial management for decades and he has done an excellent job. Highly recommended!
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MGM Financial Group is an independent financial advisory firm in Burnaby. The firm is staffed with an innovative and experienced team with a wide range of credentials. Mike Mollica is the founder and senior advisor of the firm. His experience and dedication to the industry has awarded him numerous accolades, including recognition amongst his peers, partners and community. MGM Financial Group specializes in holistic financial planning, focusing on wealth management strategies for business owners, professionals and families. They create a customized holistic plan to help you reach your financial and lifestyle goals. The firm implements innovative tax smart savings plans to grow their wealth or guidance on transferring wealth through the estate, legacy and business succession planning.
Specialty:
Cashflow and Debt Management, Capital Gains, Tax Savings, Estate and Succession Planning, Risk Management, Integrated Tax Planning, Tax Smart Investment Planning, Retirement Planning, Attorney Planning & Wealth Transition Planning
Contact:
Working Hours:
Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed
Sat & Sun: Closed
TBR® Inspection Report:
MGM FINANCIAL GROUP REVIEWS
Been working with Steve Kanjer from MGM Financial, and I would highly recommend getting in touch with him regarding your financial needs. He is responsive and thorough and breaks it down so even someone like me can understand :). Thanks, Steve.
I've had a hard time finding financial advisers that I felt were looking out for my best interests overall along with my long-term goals. Mike has been amazing in coming up with a plan and explaining everything along the way. Highly recommend.
My experience working with MGM financial has been great all around. They are very professional and knowledgable and it feels good knowing my financial affairs are in good hands. Strongly recommend.
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