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
Mastermind Group of Specialized Wealth Practitioners, working together to provide holistic planning: Certified Financial Planners, Chartered Professional Accountants, Insurance Specialists, Realtors, Mortgage Agents & Lawyers
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: [email protected]
"Helping Real Estate investors grow and preserve their estate"
Customized Financial Plans, incorporating tax, retirement, estate & cash flow planning.
Licensed Insurance Agent for Life, Critical Illness, Disability, Long-term care, Travel Insurance, Foreign Visitor Coverage
Contact: [email protected]
"Passionate about helping Women Achieve Financial Independence."
Licensed Insurance Agent for Life, Critical Illness, Disability, Long-term care, Travel Insurance, Foreign Visitor Coverage
Contact: [email protected]
