Trusted Financial Guidance
Raman Chopra Wealth and Risk Management provides clear, personalized financial planning focused on long-term stability, protection, and confident decision-making.
Recognized as a Top Admired Leader of 2025 by Unified Magazine
From Product Selling to Life Strategizing
Real wealth is measured by more than just the numbers in a portfolio. It is defined by the freedom, security, and peace of mind your finances provide for your family. Raman Chopra takes an integrated approach to wealth management, moving beyond traditional transactions to build long term strategies. By focusing on tax efficiency and generational protection, he ensures that your hard work translates into a lasting legacy.
Financial Planning Built Around Your Life And Goals
We provide straightforward wealth and risk management solutions designed to fit your lifestyle. Serving clients across Surrey, Langley, and Vancouver.
B.Eng, CFP, CLU, CPCA, EPC
Senior Financial Advisor | Agency Director
Background
Raman Chopra began his career as an engineer before transitioning into financial services in 2006. His analytical background brings a structured and disciplined approach to wealth management.
Credentials & approach
He provides independent, education driven financial planning tailored to each client’s goals and long term needs.
Leadership
As an Agency Director and Managing Partner, he leads advisor development and training to maintain a consistent standard of professionalism, precision, and client focused service.
Personal note
Outside of work, he values family time and maintains balance through art, travel, and meditation.
Recognition & media
Professional Presence
Selected features and appearances reflecting leadership in financial advisory and industry engagement.
Navigating wealth and risk with clarity
Strategy Rooted In Experience
A disciplined, analytical approach to wealth management focused on long term planning, risk awareness, and structured financial decision making.
Certified Financial Planner
Chartered Life Underwriter
Investment Funds In Canada
Elder Planning Counselor
Building Your Financial Legacy Together
Practical financial advice for business owners and families across the Lower Mainland
We provide independent financial advice built on clarity, trust, and long term planning. Our approach is designed to help business owners and families make informed decisions, understand their financial options, and move forward with confidence.
Reach Us
5550 152 Street #206, Surrey, BC V3S 5J9, Canada
(604) 607-4909
sunday
By Appointment Only
monday
By Appointment Only
tuesday
By Appointment Only
wednesday
By Appointment Only
thursday
By Appointment Only
friday
By Appointment Only
saturday
By Appointment Only
Client Enquiries
Request a Consultation
Submit your details and a member of our team will follow up to arrange a consultation. We provide structured financial planning and investment guidance tailored to individual needs.