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Our Story

Our founder derived the name Crius from “create us”, and we’ve committed ourselves to building a brighter future for our clients and their families ever since. At Crius, we don’t believe in the one-size-fits all approach to financial solutions. Our highly-trained advisors are committed to deliver tailored financial and insurance solutions that fit your unique needs.

OUR MISSION.

To help professionals, families, and businesses maximize their wealth to build a brighter future. To cultivate long-term trust by giving the best advice and service possible to our clients at all income levels.

OUR VISION.

Our goal is to empower every Canadian family with wealth creation while enabling every Crius advisor to establish thriving businesses.

our Leadership team.

Jimmy Shen

Founder and President

Jimmy began his career as an advisor in 2005. He has since founded Crius Financial Services Corp with the mandate to provide as many Canadians as possible with the financial knowledge and tools to succeed. He believes in providing comprehensive training to each Crius advisor to better equip them to pursue professional excellence and provide top tier service to clients. The company was built on the philosophies of independence, relationship focus, and growth. It is the combination of the advisors’ dedication to these core principles and the continuous support from our dear clients that have made Crius into the nation wide financial powerhouse that it is today.

Hannah Yang

Managing Director

Gloria Wang

Managing Director

Wendy Lei

Managing Director

Thomas Chau

Managing Director

OUR TOP ADVISORS.

Crius advisors are deeply knowledgeable in the financial strategies and products available in Canada.
We recognize that low and middle market clientele is underserviced and that financial advisory service can have a significant impact on the bottom line of this industry. With that, each advisor has one thing in mind
- to help you accomplish your unique financial goals.

Carolyn Ji

"Desire is the starting point of all achievement."

October 2023
Sandy Wang

"Keep doing simple things and doing what you believe in."

September 2023
Ellen Wang

"Do the best what you can, with what you have, where you are."

August 2023
Karen Liao

"Proverbs 15:22 Without counsel, plans go awry."

July 2023
Wendy Tian

"Stay focused & Be Yourself!"

June 2023
Venson Wang

"I can do all this through him who gives me strength."

May 2023

WHY CHOOSE US?.

We’ve helped thousands of Canadian families protect and build their wealth for a secure future,
for generations to come. And we’re just getting started.

1500+

Professional Advisors trained by Crius

#1

Top MGA for 2 providers

100k+

Individual Policy

80k+

Canadian Families & Businesses

20+

Products of choice

8

Offices in 6 provinces throughout Canada

Perks and environment.

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