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Krystal Martins, BAS, CFP Financial Planner, Investment & Retirement Planning | BMO Bay & Bloor.

Toronto, ON · NAICS 523930

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Financial planning services in Toronto.

Krystal Martins is a dedicated financial planner specializing in investment and retirement planning. Located in the heart of Toronto, she offers personalized financial strategies to help clients achieve their financial goals. With a focus on building long-term relationships, Krystal provides expert advice tailored to individual needs. Her commitment to client success sets her apart in the competitive financial services landscape.

Business stage

startup

Local competition

medium

Services & offerings

financial planning, investment advice, retirement planning

Who they serve

Krystal Martins primarily serves individuals and families seeking financial guidance in Toronto.

Ideal customer

Industry
various
Company size
individuals and families
Decision-maker role
clients seeking financial advice
Geography
Toronto

B2B vs B2C focus

B2B 0%B2C 100%
$$Mid-range

Demand pattern

steady

Peak months

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Services are in demand year-round.

What sets them apart

  • personalized service
  • client-centric approach
  • expertise in retirement planning

Team size

1-10

NAICS

523930