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Meet Crystal

An Honours Commerce graduate from the University of Manitoba, Crystal entered the financial services industry in 1988. She has since built a reputation for providing attentive, client-focused service and valued advice.
Having served in a number of positions in the financial industry, Crystal’s passion for investments resulted in a transition into an advisory role. This broad range of experience has strengthened her belief in the need for a comprehensive approach to financial planning.
Equipped with the knowledge and skill that comes with her Certified Financial Planner and Registered Retirement Consultant designations, Crystal specializes in retirement, tax and estate planning. She also recently completed her Certified Financial Divorce Specialist designation.
  • Areas of expertise: Estate Planning, Retirement Planning, Tax Planning, Portfolio Construction and Investments
  • Credentials: Bachelor of Commerce (Hons), Certified Financial Planner CFP®, Registered Retirement Consultant RRC®, Certified Financial Divorce Specialist (CFDS)
  • Spoken Languages: English