Established in 2007, CSR Wealth Management is an independent financial planning firm offering holistic wealth management services. The company focuses on building long-term relationships with clients by providing personalized advice on financial planning, investment management, retirement strategies, and inheritance tax planning. Their mission is to deliver clear, professional, and tailored financial solutions to help individuals and families secure their financial future. CSR Wealth Management is a trading name of Raymond James Investment Services Limited.

Founded in

Canada