Insurance Specialist, Credential Financial Strategies Inc.
Investment Advisor, Credential Securities

With almost ten years of industry experience, Ashley prides herself on working with clients in every stage of building their wealth – from new investors, to business owners, to retirees and beyond, Ashley knows there is a plan for everyone, and it is never to early or late to get started.  After relocating to Unity in early 2020 with her two children, Ashley has embraced our community by becoming an active member of the Kin Club and the Emergency Preparedness Committee.  When she’s not at work, you can find Ashley researching the latest stock trends, going on adventures with her family, or exploring the new community she is happy to call home.

Contact Ashley today to talk about:

• Wealth management
• Retirement planning
• Insurance strategies
• Estate planning
• RRSPs, TFSAs, RRIFs, RESPs
• Investment portfolios
• Business succession planning

CFS Co-ordinator

Crystal is more than just the friendly face welcoming you as you enter our office, she is a crucial part of the team dedicated to growing your wealth.  Crystal believes in making sure everyone knows the financial options available to them and their family, and she can help point you in the right direction no matter where you’re starting from.  Crystal lives in Unity with her husband Shaun, three kids and dog Ruckus.  Outside of work, Crystal is an avid volunteer in the community holding positions on several boards.  When she’s not at the office or volunteering her time, Crystal is usually at a rink, pool or ball diamond cheering on her kids and their sports teams.  

Crystal can help you with:

• Organizing meetings to discuss your finances
• Questions about your current investment options
• Financial ‘health check’ reminders
• Deposits, withdrawals, RSP, TFSA