Crystal Wealth
Financial Services - Burlington, ON, CA
Crystal Wealth Employees
Crystal Wealth Details
Crystal Wealth, established in 1998, is a Portfolio Management Firm specializing in providing our investors with a diverse range of investment opportunities anchored by our own proprietary and unique Alternative Investment Income Strategies. Our Alternative Investment Income Strategies are designed to deliver consistent, above-average and de-risked investment returns while avoiding public market volatility. We achieve this by investing in areas that are completely uncorrelated to the traditional investment markets.We simplify our clients' lives by providing a solid structure of repetitive wealth creation and a clear direction for the future. We help our clients understand our world and have faith that their financial future is secure.Crystal Wealth is a discretionary money manager holding the highest level of licensing in the Canadian securities industry – we manage wealth, we don't "sell" or recommend securities. We choose to work only with clients who are aligned with our long-term vision of patient, consistent wealth creation. We provide our professional money management services through two platforms:- Managed accounts- Mutual funds
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