As an investment advisor/financial planner with our team, Crystal provides access to a comprehensive range of services to help you build and protect your wealth. Her 23 years of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for their broad and unique wealth management needs. A firm believer in ongoing education, she has acquired the advanced industry designation of Canadian Financial Planner CFP® Certification.
Going into Crystal’s 3rd year of Post Secondary at Queen’s University to pursue a career in Law, Crystal suffered a serious accident in 2000 and decided to change career paths and help people in the financial industry.
Among Crystal’s areas of expertise is Will and estate consultation. Crystal also takes pride in being able to form strong connections with her clients. Crystal can simplify for her clients their sometimes-complex financial challenges. When she’s not hard at work, Crystal enjoys being active with her husband and two sons. She also spends time volunteering in her community.
