Financial planning that is tailored to your specific needs — Today and tomorrow.
WHAT WE BELIEVE IN
Building long-term relationships
In a sometimes overly complicated world, you need simple, clear, and concise information.
At CRW Financial Group, we believe in working with you to help you make the right decisions concerning your finances.
Financial professionals with
over 35 years of experience.
WHO WE ARE
We see the big picture. You may be focused on one single aspect of your finances or circumstances. We listen. We make sure that we understand. And then we go to work on helping you achieve your goals with the right financial solutions for your needs.
Our firm is built on a foundation of service, commitment and transparency. We specialize in meeting short-term goals while focusing on exceeding expectations for long-term objectives.
After all, our expertise is in helping your money give you the financial security you need and the lifestyle you want. And that's something we take very seriously.
Corey Ravenda
Senior Partner
Client/Advisor fit is everything. When I start working with a client, the first thing I focus on is making sure that we share similar values and have a mutual respect for each other.
Ray Mathieu
Senior Partner
When it comes to financial planning, the first thing I look at is what my client is trying to achieve. The how is where my expertise comes in, but only after asking a lot of questions.
William Chang
Senior Partner
I love working with clients and building genuine relationships with them. Taking care of people who want to be taken care of brings real meaning into our work.
Jocelyne Lee
Partner
After 21 years as an advisor, my role has changed the Operations of CRW so that we are able to provide the best financial advice and solutions to our clients.
WHO WE HAVE
THE PLEASURE
OF SERVING
Professionals, business owners and their families.
Value is what we bring to the table. That value is based on solid trust by ensuring that you have the right information for your needs. With regular reviews and always just a phone call away, we boast an unparalleled relationship with our clients. And there’s a reason for that. We truly care.
GIVE US
A CALL
If you are looking for clear and concise advice regarding your financial planning, we can help. Contact us today.
514.262.8157 – (Jocelyne)
1350 René-Lévesque Blvd W 3rd Floor,
Montreal, QC
H3G 1T4