Hi, I'm Crystal Rooks. 


As your Assante Advisor, together I will help you define and prioritize your goals.

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 

Ali O'Sullivan

Administrative / Marketing Associate

I am an administrative and marketing associate with over 17 years of experience in the insurance and financial services industry. Working alongside Crystal Rooks, I assist clients with everything from simple tasks to more complex financial transactions as well as managing office duties to ensure your customer service needs are met. 

 

Phone: 613.389.2142  

aosullivan@assante.com   

 

 

 

 

 


 

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