Founded in 1998, Crystal Wealth Management Systems Ltd. is an independent firm dedicated to providing wealth management services. The company operates as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer, registered across several Canadian provinces. Its mission is to deliver comprehensive, objective, and customized financial solutions, including discretionary investment management and financial planning, primarily for high-net-worth individuals, families, foundations, and trusts. The firm emphasizes a client-first approach, building long-term partnerships based on trust and transparent communication.

Founded in

United Kingdom