Crescent Financial Group

Empowering Your Tomorrow

Customized Financial Planning

Navigating Financial Success Together

At Crescent Financial Group, our mission is to be your trusted partner in navigating the path to financial success. We believe in fostering a collaborative relationship where we work together to create comprehensive financial plans, ensuring that you are well-prepared for life’s milestones and challenges.

Financial Planning

Your Financial Life…
Simplified

Wealth Management

Your Financial Assets…Diversified

Estate Planning

Your Financial Future…Protected

Our Investment Partners

Our Insurance Partners

Latest Articles

Market Highs vs. Your Goals

•

October 7, 2024

Basics For a Wise Financial Strategy

•

October 7, 2024

Your Legacy Plan and Charitable Giving

•

October 7, 2024

Our Services

What our clients are saying…

“I would give Crescent Financial a 5-star rating for my recent appointment. I appreciated the great safety measures your office has in place in support of the current COVID-19 restrictions. I also am grateful that I was able to come into the office for an in-person meeting with Kevin.”

Anna Marie

“Our meetings with Cory have been informative and thorough. We trust all his input. I always felt that you need a mega portfolio to have a financial advisor, but I was wrong. Cory has handled our questions and concerns with professionalism. We have nothing but confidence with him and Crescent Financial.”

Tom and Edith

“I always appreciate speaking with Kevin, it means a lot to me that he takes the time to help put my mind at ease about our future with finances.”

Sandy R.

“Our meeting with Cory was the same as always, with Cory being helpful, knowledgeable, prepared and honest. Excellent advice from an honest and fair source.”

Wayne and Irina H.

“Kevin’s ease of communication always makes me feel comfortable to share my concerns; not only do I come away with a sense of security & learn something, but my financial burden feels lighter. Thank you for your confidentiality and honesty always.”

Donna

Key Financial Calculators

My Financial Benchmark

Compare your financial situation to your peers

My Financial Benchmark

RRSP Tax Savings

Tax savings generated from RRSP contributions

RRSP Tax Savings

Investment Postponement

See the impact of postponing your investments

Investment Postponement

Customized Financial Planning

Navigating Financial Success Together

Financial Planning

Wealth Management

Estate Planning

Market Highs vs. Your Goals

Basics For a Wise Financial Strategy

Your Legacy Plan and Charitable Giving

Financial Planning

Insurance Analysis

Portfolio Analysis

Tax Planning

Estate Planning

Retirement Planning

Anna Marie

Tom and Edith

Sandy R.

Wayne and Irina H.

Donna

My Financial Benchmark

RRSP Tax Savings

Investment Postponement