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Sue Talbot
CIM
Portfolio Manager, Partner
As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.
Crystal Kelly
CFP
Owner
Amani Financial
Crystal took the leap to start Amani Financial and create her own version of financial independence in 2021. With her 16 years of experience in the financial industry, she has developed a philosophy that sound financial advice must include the emotional and human part of the equation. Of course the numbers are critically important, however Crystal’s approach also considers the client’s dreams, fears, biases, life experiences, gender, beliefs, cultural background, traumas, values, and the list goes on. It’s not only about helping women explore and set their goals, but also about getting them there in a way that feels safe and brings peace of mind to their lives.
Crystal earned her CFP® designation and is required to adhere to rigorous standards that are set and enforced by the FP Canada Standards Council™ including a code of ethics, fitness standards, rules of conduct and practice standards. She is also in the process of earning her Chartered Financial Divorce Specialist designation through the Academy of Financial Divorce Specialists.