Why CWIM?

We are a personal wealth management company that focuses on establishing long-term relationships with clients by providing consistent quality advice and guiding you through the volatile investment environment.

Know what your goal is, and we will help you achieve it.

Retirement Planning

Retirement planning involves setting retirement income goals, taking action and making decisions

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Risk Planning

We believe that risk planning is an important component of financial planning

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Wealth Management

We believe in growing our client’s wealth by implementing a bespoke solution

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Portfolio Management

For the more sophisticated investors we offer segregated portfolio management

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WHO IS CRYSTAL WATER INVESTMENT MANAGEMENT?

Like crystals, we believe that everybody is unique.  This is especially true when it comes to their retirement demands.  Some people might want to start their own business, some might want to travel the world or just spend their time at home in comfort with their families.

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OUR PARTNERS