Invest with Us

Invest with Us

We believe people tend to resist change. Sometimes, we keep doing something even though it’s painful or damaging just so we can avoid dealing with it.

This is not a great idea, especially when it costs you money to not make a change.

If it’s time for a change in your portfolio or your advisor or you just want a second opinion, reach out and we’d be happy to explain how we’re different.

We manage money in a highly ordered, yet simple manner, we repeat the same disciplined actions day in and day out to provide our clients with continuous growth rather than bursts of growth and periods of retraction.

We strive to provide clients with continuous wealth creation devoid of the worry caused by market gyrations. We strive to simplify the world for our clients, not hide behind a cloak of complexity.

Invest with Us

At Crystal Wealth, we are passionate about helping people achieve their financial and life goals. After all, money is simply a tool to help us navigate our way to a happier and more fulfilled life; it is not an end in itself.

We work closely with each client to clearly understand the following:

  • Goals;
  • Dreams;
  • Current situation;
  • Feelings about money and investing;
  • Constraints on the account which may be legal, philosophical or some other form of restriction;
  • Desired level of involvement in making investment decisions.

From this base, we co-develop an Investment Policy Statement (IPS) that clearly outlines what we are trying to achieve and how we are to set about achieving it. This IPS governs every aspect of our decision-making and is a living document that changes as our clients’ life situation changes.

Because Crystal Wealth carries the highest licensing in the Canadian securities industry, we are able to manage clients’ accounts on a discretionary basis which simply means that we don’t have to bother our clients every time we feel a change in investments is warranted. We are able to respond to world events and changes to the investment landscape quickly and efficiently in order to best achieve our clients’ goals. However, we understand that some clients would prefer to be more involved with the investment decision-making process, and we are willing to engage with those clients more actively to co-manage their accounts.

If you are interested in speaking with one of our portfolio managers, please complete the form below and we will be in touch with you within 48 hours.

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