Our Team

Mastermind Group of Specialized Wealth Practitioners, working together to provide holistic planning: Certified Financial Planners, Chartered Professional Accountants, Insurance Specialists, Realtors, Mortgage Agents & Lawyers

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Crystal Holmes, M.Sc. (Econ.), CIM, Financial Consultant

In addition to her M.Sc. (Econ.), Crystal has obtained her Certified Investment Manager (CIM) designation as well as the Wealth Management Essentials (WME) and Life License Qualification Program (LLQP). She continues to work towards the Project Management Professional (PMP) designation and Certified Financial Planner (CFP) designation. She brings years of experience in Wealth Management, working with Richardson Wealth. Crystal enjoys volunteering and is heavily involved in her church. A fan of languages, she travels frequently and speaks English and Swedish (she’s also working on her French).

Contact: Crystal.Holmes@wealthpractitioners.ca

Mazen Al-Taher, Financial Consultant
"Tieing in Commercial Lending Experience with Holistic Planning for Business Owners" .
Contact: mazen@wealthpractitioners.ca

Joanne Wilson, Associate Consultant

"Passionate about helping Women Achieve Financial Independence."

Licensed Insurance Agent for Life, Critical Illness, Disability, Long-term care, Travel Insurance, Foreign Visitor Coverage

Contact: Joanne.Wilson@wealthpractitioners.ca

Ken Morawski, Project Coordinator
"Team Player"
Liaison between advisors and investment partners
Contact: admin@wealthpractitioners.ca


Maricel, CPA, CGA, CFP, RRC
"Hands on approach - Working with all team members to finalize financial plans"
Certified Financial Planner - Tax efficient investment strategies for real estate investors, business owners and incorporated professionals
Contact: Maricel@wealthpractitioners.ca

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