Years of experience: 22

TikTokSales & BizDevEconomics&FinanceBanking & Capital Markets🏐 SportsAssociate

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Crystal's Career Path
Business OwnerJul. 2021 -
Present
Stoneleigh Farm AlpacasBusiness Owner
Denfield, Ontario, Canada
Associate Wealth AdvisorJun. 2019 -
Nov. 2024
BDO CanadaAssociate Wealth Advisor
Canada, LondonWorked with high network clients on financial plans using knowledge of tax and investment strategies, securities, insurance, business transition planning, corporations, pension plans, estate planning, Wills, POAs and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Senior PlannerNov. 2017 -
Jun. 2019
BDO CanadaSenior Planner
633 Colborne Street, Unit 300, London, Ontario, N6B 2V3Our team works with successful entrepreneurs and professionals to structure comprehensive Wealth plans that incorporate: 1. A solid Financial Plan, including integration of asset allocation, investment returns and appropriate tax strategies. 2. An expert investment management firm to help achieve long term retirement and investment objectives. 3. Appropriate estate planning that coordinates y...

Crystal's Posts

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    About myself

    Possessing over 18 years of expertise in finance, customer service, and administration, I've honed skills in financial analysis, client relations, and administrative management, contributing significantly to organizational success.

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    Job Description

    Seeking a remote full-time position that allows me to leverage my extensive experience and skills in finance, customer service, and administration to drive company growth and enhance client satisfaction.

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    How to contact

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