Hi, I'm Crystal Rooks.
I am a licensed financial planner with over 20 years' experience in the financial services industry. My experience includes creating detailed financial plans for clients, which includes helping families, incorporated professionals and business owners work through planning decisions; evaluating and prioritizing their goals and ensuring that their finances are on track to meet those goals. I help with investment recommendations and evaluating credit risk, estate planning, pension transfers, and investment management.
Phone: 613.877.8210
crystal.rooks@assante.com
Susie is a proud member of the Kingston community, and since joining Assante in Fall 2012, she has brought her talents to office management, branch event planning, compliance, and ensuring everything runs smoothly.
Always up for a challenge, Susie transitioned to the ACM platform in Winter 2023 to work alongside Crystal Rooks. But her love of learning extends far beyond the workplace!
In her free time, Susie embraces the joys of being "Grandma Susie" to her amazing grandchildren, creating unforgettable adventures together.
Phone: 343.277.2683
selliott@assante.com
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