Tailored financial planning for business owners & families.

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Profile

Raman Chopra is a Senior Financial Advisor and a Certified Financial Planner with over 18 years of industry experience.


Raman provides a comprehensive and tailored approach when it comes to managing wealth. He takes pride in being an independent advisor where he can provide an array of solutions that meet the needs of clients. Raman takes an educational approach when dealing with clients which empowers them to be proactively involved in the financial planning process.


When not working, Raman enjoys painting, meditating, and spending time with his wife Shallu, and son Abhishek.

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Your Unique Path To Financial Success

We understand that one size doesn't fit all. We begin with a detailed needs analysis to tailor insurance and investment solutions to your specific goals, ensuring you get precisely what you need.

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Convenient Financial Planning Services

We prioritize your convenience by offering flexible evening and weekend consultations, ensuring we can meet on your schedule. Our comprehensive mobile service ensures that financial expertise is readily available at your preferred location, enabling you to prioritize your financial future with ease and efficiency.

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This Is What Our Clients Have to Say About Us!

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    Spencer Clegg and Elle Good


    Raman was a pleasure to work with! He was very informative and gave us a lot of guidance throughout the process of getting our insurance. He made sure we got the best rate possible and made sure that we were aware of all our options. He shared his own recommendations but was ultimately happy to go with what we wanted. Raman was also very responsive and never left us hanging. My Wife and I will definitely come to Raman in the future to renew our insurance and if we ever are looking for more coverage! 

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    Bradley Wiebe


    "Working with Raman Chopra has been a real eye-opener for me. He's got this amazing talent for breaking down complicated money stuff into simple, easy-to-understand bits. And let me tell you, he's made me see why it's super important to protect my income.

     

    Raman's not just about giving advice; he's about really getting what's going on with your finances and making sure you're covered. He took the time to really figure out what I needed, and then he came up with a plan that's all about keeping my income safe, no matter what.

     

    You can tell Raman loves what he does. He's passionate about helping people like me make smart choices with their money. And he's always on the ball, making sure I know what's up with my finances and any changes I need to be aware of.

     

    Honestly, if you're seeking more than just an advisor, but a friend who genuinely cares about securing your financial future, Raman is the one you should turn to. I can't emphasize enough how highly I recommend him."

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    Elizabeth Holroyd


    "Raman has been incredibly helpful in guiding me through setting up an RDSP for my step son, as well as planning for my own retirement and ensuring we have the right insurance coverage.

    He explains everything in a way that’s easy to understand and makes sure each part of the plan supports our long-term goals.

     

    Thanks to his expertise, I feel much more secure about my financial future and my step son’s as well."

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    Azam Iqbal


    I had a tough time getting insurance coverage through traditional providers, but Raman was a lifesaver. He found me an alternative insurance option that fit my needs perfectly. His persistence and creativity in finding a solution made all the difference. I’m truly grateful for his help in securing the coverage I needed.


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    Dean Swanton


    Raman is not only a trusted financial advisor I also consider him a friend.

    His wealth of knowledge whether related to money matters or insurance planning is vast.

    Even with a large client base he is readily available to answer any questions and concerns. 

    I cannot say enough positive things about my dealings with Raman over many years.

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    Ian Collicutt


    "I’ve been working with Raman Chopra, an independent advisor, since 2010, and he’s been a trusted guide every step of the way.

    He’s helped me set up a critical illness plan, build my retirement savings, and establish investment accounts for my two sons.

    What I value most is how clearly, he breaks down complex financial matters, making it easy for me to make informed decisions.

    His dedication and personalized service have truly made a difference in securing my financial future and protecting my family.

    I couldn’t ask for better support over the years, and I genuinely appreciate all of his guidance."

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    Seema Shridhar


    "As a self-employed individual, I’ve always been concerned about how to secure my retirement.

    Raman showed me how to use my corporation’s retained earnings to create a tax-efficient retirement plan, giving me peace of mind and confidence in my financial future. 

    His expertise has made all the difference, and I couldn’t be more grateful. I highly recommend him!!"

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    Jie Akiatan


    "I’ve been working with Raman for a past 15 years now, and I’m really impressed with how he handles my financial planning. 

     He takes the time to understand my goals and gives advice that fits both my current needs and long-term plans.

     Raman doesn’t just focus on one area—he looks at everything, from investments to insurance and retirement. It’s great knowing I have someone I trust to help guide my financial future".

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More Than Just Business; It's Personal.

Unlike transactional banks, we're all about building lasting connections. We get to know you by name, not just your ID, fostering a personal relationship that extends to your entire family. Your financial well-being is our lifelong commitment.

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Raman Chopra Wealth and Risk Management Inc. offers financial planning for business owners & families across Surrey, Langley Vancouver and surrounding areas.