Testimonials
 

   

 

“We’ve been working with Crystal for close to 15 years. This speaks to our comfort and trust in her professional abilities. We know if we have questions, she is only an email away. She always takes time during our annual review to field any questions or concerns that we may have and even helps our daughter understand her investments. We have complete confidence in Crystal’s advice and would recommend her wholeheartedly."
 

– Jeni

 

 


 

 

 

“Crystal has been managing our investments a few years now, and we've been very happy with her work! We feel confident in retirement with her investment decisions, and enjoy not having to try to navigate it on our own.”
 

 

 

“My husband and I have known Crystal for many many years. When Crystal first made the move to become an independent advisor in 2018 we decided to move our investments and have her become our financial advisor. We certainly don’t have millions but she made us feel like we did. Since making the move we have been extremely happy with how our investments have performed. With her knowledge and planning she has helped us feel confident about spending the last 2 winters in the sunny south for 3 months. Something we never thought we could make happen. And hopefully we can continue to miss out on the cold winters of Ontario for several more years. 
 

We have also referred several family and friends to Crystal for financial planning and advice. Many of them have transferred their portfolios as well and have been extremely happy. We can’t say enough about Crystal, whether it’s regarding her expert financial advice or her kind and confident personality."
 

– Larry and Sandy

 

“We have found working with Crystal
a comfortable level of confidence,
knowledge of all aspects and
understanding of what we want
to achieve with our investments.”

 

– Sandi and Nigel

 

 

 

“We have been working with Crystal for many years.  From the beginning she took the time to get to know our needs and wants.  She went out of her way to help us navigate the ins and outs of financial planning.  Her friendly and highly professional manner helped us make very personal financial choices.  Our strong bond with Crystal is based on our trust and respect for her.  We would recommend her to anyone who needs financial planning assistance, our son included."
 

– Terry and Sandy