Crystal Burgess - TD Financial Planner

Picton Main St
Prince Edward, ON K0K 2T0

Crystal Burgess is a Financial Planner based in Kingston, ON, offering personalized services to help clients achieve their financial goals. With over 23 years of industry experience, Crystal is dedicated to fostering strong client relationships and providing tailored investment strategies.

Specializing in tax planning, retirement planning, and estate planning, Crystal aims to reduce clients' tax burden, prepare them for retirement, and ensure their wealth is transferred efficiently. By understanding each client's unique needs and goals, Crystal works collaboratively to create a comprehensive financial plan.

Client priorities are at the forefront of Crystal's services, with a focus on ongoing communication and adapting strategies to align with changing goals. From tax deductions to income splitting strategies, Crystal Burgess aims to support clients in building a secure financial future.

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