Crystal Kelly

Insurance Advisor

In 2007, Crystal saw her move from British Columbia to Alberta as an opportunity to explore different career paths and find something that she was excited about. This is when she was introduced to the Private Capital Markets and began her career in the financial industry.

Crystal has been honing her skills for 14 years by initiating and fostering indelible and meaningful client and business to business relationships. The key to developing meaningful, long term and rewarding relationships is always putting the client’s needs first and remaining diligent in the pursuit of customer service that is above and beyond expectations.

Her focus has been in the exempt market and finance space, previously representing investment funds in real estate land and development, fintech, REITs, mortgage and corporate bonds, media and recurring monthly revenue in the home and business security industry. Crystal created and executed strategic business development, sales and marketing initiatives that helped to raise over $100 million to fund the acquisition of assets and progress a variety of different projects.

In 2020, Crystal added to her education and area of expertise and became Licensed in Insurance including Life insurance, Accident & Sickness Insurance. Living benefits may include disability income protection, critical illness and long-term care insurance coverages, as well as investments such as annuities and segregated funds. Additionally, she is currently pursuing the Qualified Associate Financial Planner™ certification. Crystal joined the Evergreen Wealth Advisory team because they share the same values and goal of helping every client achieve their financial dreams with as little risk as possible. She recognizes the importance of looking at the client’s whole picture and working with clients on a more holistic approach.

Crystal is fiercely independent, loyal and is known as an empathetic and great listener. She’s an introvert who loves to talk with people about things that go below the surface and that really matter to them. She is passionate about her relationship with her 2 grown children and keeping her 4 fur babies happy and her 70+ plants alive and thriving! She is a caregiver by nature and this passion carries over into her relationships with her clients as well. When she isn’t hiking the trails with her dogs or training for a half marathon, you will find her donating her time to a variety of initiatives helping our vulnerable citizens in our community.

Crystal Kelly

Crystal Kelly

Insurance Advisor

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