Crystal Wealth is a portfolio manager, investment fund manager and commodity trading manager based out of Burlington, Ontario. Crystal Wealth was incorporated in 1998 and has managed publicly available mutual funds since 1999, specializing in the creation and management of unique pooled fund offerings for its private clients and select advisor partners. Crystal Wealth is a privately held company.
CLAYTON SMITH, CAIA / Director, CEO, CFO
Clayton is President, CEO and Chief Compliance Officer for Crystal Wealth. Clayton earned a BA from The Royal Military College and served as a Captain in the Infantry for five years before entering the financial industry in 1994. After becoming a Chartered Financial Planner and building a successful financial planning business, Clayton established Crystal Wealth in 1998. He completed Level I of the Chartered Financial Analyst program in 1998 and holds the Chartered Alternative Investment Analyst certification. He created and managed Crystal's retail mutual funds until they were sold to Co-operators in 2002. Currently, he is the lead portfolio manager on the following mutual funds: IFM Monitored World Equity, Crystal Enhanced Mortgage Fund, Crystal Enlightened Income Fund, Crystal Enlightened Growth Fund, Crystal Wealth Strategic Yield Media Fund and Crystal Enlightened Resource and Precious Metals Fund.SCOTT WHALE, CIM / Fund Manager
Scott is Vice President, Operations for Crystal Wealth Management. Prior to his employment with Crystal, he accumulated over 20 years of business experience with Canada's largest rail car leasing company in the diverse areas of finance, marketing and sales. He has successfully completed the Canadian Securities Course and achieved the Canadian Investment Management (CIM) designation.
AL HOUSEGO, CFP, CIM
Al joined Crystal Wealth in 2010 after building a successful business as a mutual fund and insurance salesperson/financial planner. Having successfully completed the CIM program and serving individual clients in the financial services industry for over 10 years, Al comes to Crystal Wealth with a lot of experience and market knowledge. Al is the primary research analyst on the Crystal Enlightened Funds series.