Members

Crystal Kelly

Edmonton

Amani Financial Inc - founder

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Crystal Kelly

Member Bio

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Crystal is a Certified Financial Planner® with 17 years of experience in the financial services industry. The primary mission of her independent financial planning practice, Amani Financial Inc., is to guide women to financial independence so that they can break the cycle of financial chaos and bring peace of mind to their lives. Crystal specializes in serving women transitioning from employee to self employed and women going through a separation or divorce.

This is achieved through holistic, fee-for-service financial planning in the areas of cash flow management, investment planning, retirement planning, estate planning, insurance and risk management, tax planning and small business financial planning.

Crystal also delivers over 30 financial wellness workshops per year and has a passion for speaking on the topics of women empowerment and inequalities women face with their financial security and wellness.

Some of the ways she enjoys being an active in the community are:
* As a volunteer financial coach with the Empower U program, through United Way, which helps women in poverty facing barriers to financial security.
*As a member of the Be The Drum Program through Native Women’s Association of Canada for indigenous women entrepreneurs.
*As a member of the Financial Planning Association of Canada, dedicated to elevating the financial planning profession and advocating for higher standards to protect consumers.
*As a candidate for the Chartered Financial Divorce Specialist designation and dedication to helping women navigate the challenging process and difficult financial decisions during a separation or divorce.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Divorce
Estate Planning
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Retirement Income Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

College

Assets Under Management

Less than 10,000,000

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
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