Amanda Krushel is a financial advisor who cofounded Krushel Wealth Management of Raymond James Ltd. with her father Dale Krushel in June 2019. Her mission is to develop, implement and monitor bespoke investment portfolios and appropriate plans for clients based on their goals and risk tolerance.
She is dedicated to assisting clients in meeting their financial needs.
Amanda never imagined herself as a business owner, but it slowly materialized over time, and she loves the flexibility afforded and support she receives from Raymond James Ltd.
As a child, Amanda envisioned herself becoming a doctor because that was the most tangible understanding she had of helping people. As she grew up, Amanda realized that budgeting, saving for big purchases, or having the ability to retire was a huge component to one’s financial wellbeing and that these topics were not taught in school.
It was because of this that Amanda realized her purpose was to educate and advise individuals in the wealth management profession.
Amanda commented, “I enjoy getting to know clients on a personal level and working with them through some kind of transition. Whether that’s implementing savings goals, getting ready for retirement or looking at intergenerational wealth transfers, it’s so gratifying to successfully hit a milestone!”
Her education began with completing a Bachelor of Business Administration program specializing in finance at Okanagan College in 2012. She obtained the Certified Financial Planner (CFP®) designation in 2015, the Responsible Investment Specialist (RIS) designation in 2017 and the Chartered Investment Management (CIM®) designation in 2019.
Some advice from Amanda about becoming a business owner.
Be kind, be fearless, and be confident.
Krushel Wealth Management is a premiere LGBT2Q+ wealth planning organization serving the B.C. Interior. They work with individuals, families, and corporations to provide advice in the following areas: investment, tax, estate and financial planning.
They are located at: Suite 500 – 1726 Dolphin Avenue, Kelowna, BC
Amanda Krushel is a financial advisor with Raymond James Ltd. Information provided is not a solicitation and although obtained from sources considered reliable, is not guaranteed. The view and opinions contained in the article are those of the author, not Raymond James Ltd. Raymond James Ltd. member of Canadian Investor Protection Fund.