Overview

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