tag of your website:
Service | Sub Service | Average Price Range (USD) |
---|---|---|
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
|
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.
 
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.
 
Reviews Live Stream Widget
Live stream your reviews on website.
This page was created with input from our community. Contact us to update the information.
Get in touch!