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Review Keywords Analysis

CA / BC / Burnaby
Crius Financial Services Corp photo
Crius Financial Services Corp photo
Crius Financial Services Corp photo
Crius Financial Services Corp photo
Crius Financial Services Corp photo

Crius Financial Services Corp

Address: Metrotower II, 4720 Kingsway #2400, Burnaby, BC V5H 4N2, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Consulting Personal Financial Planning $100 - $200 Call to Book
Investment Advice $150 - $300 Call to Book
Retirement Planning $200 - $400 Call to Book
Tax Services Tax Planning $80 - $150 Call to Book
Tax Return Preparation $100 - $200 Call to Book
Tax Advisory Services $150 - $250 Call to Book
Investment Services RRSP Setup $50 - $100 Call to Book
Portfolio Management $150 - $300 Call to Book
Non-Registered Account Setup $50 - $100 Call to Book
Client Support Services Customer Service Assistance Free Call to Book
Advisor Consultation Follow-Up $50 - $100 Call to Book
Information Request Handling Free Call to Book

What people love

From reviews
Knowledgeable advisors Professional service Financial planning Expert advice Personalized service Supportive environment Investment expertise Patience and kindness Tax planning Flexible scheduling

About this business

Crius Financial, or CREATE-US, is a Canadian financial services company that excels in innovative products and services to meet every customer's financial needs. We are proud to have demonstrated our professionalism and sincerity in the long run due to our customers. As of 2005, Crius Financial has served life and health insurance products and services, MGA (Managing General Agency). Our primary focus is life and health insurance and long-term investment, particularly RESP & RRSP. Clients of Crius receive professional advice and excellent service. We offer excellent products and outstanding services. Each consultant is competent and will help you solve your financial problems. We have more than 40,000 sq. feet of office space, which is conveniently located across Canada, where we operate in Ontario, Alberta, and Saskatchewan. We support and manage over 1300 licensed independent advisors.

Reviews Summary

The majority of the company's reviews were positive. Many clients praised the customer service and the quality of advice and services they received. These reviews heavily emphasized Financial Advisors, primarily Liya and Janice, to have provided competent, data-driven, and hands-on investment advice, facilitating financial planning and ultimately peace of mind for the clients. The mentioned names make the review more engaging and seem personalized, reflecting how supportive the financial advisors are. The reviews make it sound as if every financial advisor has precisely the same level of professionalism and care. Some of financial planning individuals commented that without the specific service from Liya, they would not have the financial strength they recently experienced. Some customers were not easily able to navigate the financial industry or were in a tough financial and personal situationms. At the same time, beginning to view financial industry and decision-making differently after the specific service from Liya and her kindness and dedication to working with and walking the clients through the process. Financial Advisors have established a different price for their services and transactions that clients like the information from the broker they chose included in the different fees. This shows that the reviewers were satisfied with their experience at the brokerage company and will work with their financial advisor and share the clients' friends with colleagues.

Frequently asked questions

7 questions
What do Crius Financial Services Corp clients say about the work?
Clients frequently praise the professionalism and expertise of the advisors, particularly mentioning staff like Diana, Liya, and Janice for their knowledgeable guidance and support in financial planning and tax services. Many appreciate the personalized attention and effective solutions provided.
Does Crius Financial Services Corp offer free consultations for financial planning in Burnaby?
Yes, they provide free customer service assistance and advisor consultation follow-ups, ensuring clients receive the support they need without any initial costs.
What services does Crius Financial Services Corp provide?
Crius offers a range of services including Financial Consulting (Personal Financial Planning, Investment Advice, Retirement Planning), Tax Services (Tax Planning, Tax Return Preparation, Tax Advisory Services), Investment Services (RRSP Setup, Portfolio Management, Non-Registered Account Setup), and Client Support Services (Customer Service Assistance, Advisor Consultation Follow-Up, Information Request Handling).
How long has Crius Financial Services Corp been in business?
Crius Financial has been providing life and health insurance services and products since 2005, demonstrating years of experience in the financial services sector.
Can I get help with tax planning at Crius Financial Services Corp?
Absolutely, they provide tax planning, tax return preparation, and tax advisory services, with clients reporting helpful and professional experiences during their appointments.
Who can I consult for investment advice at Crius Financial Services Corp?
Their team includes highly trained advisors who specialize in investment services, ensuring clients receive tailored advice for RRSP setup and portfolio management.
Where is Crius Financial Services Corp located?
Metrotower II, 4720 Kingsway #2400, Burnaby, BC V5H 4N2, Canada

Location & directions

Burnaby, British Columbia
Crius Financial Services Corp
Wealth Management Companies
Address
Metrotower II, 4720 Kingsway #2400, Burnaby, BC V5H 4N2, Canada
Hours
Closed Now
Crius Financial Services Corp Reviews · 4.3 average
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