Biography

Crystal Holmes

CIM®

Wealth Associate

After receiving my M.Sc. (Econ) in Sweden, I moved to Toronto in 2017, after ten years abroad, to begin a new chapter. Drawn to the blend of building relationships and the technical elements of wealth planning, I enrolled in and completed the Canadian Securities Course (CSC) before accepting on a role in a major investment firm. This being my foray into the financial world, I wanted to learn everything I could from veterans within the industry. Pivoting from Executive Assistant to investment and insurance-licensed Associate within a year, my CIM designation® was soon to follow in 2020. With a deep respect and love for the industry, I hope to complete my CFP® and continue to develop my skills to enrich both my team and clients alike. In my spare time, I enjoy spending time with family and going to the gym.