Crystal Pruellage Email & Phone Number

Denfield, Ontario, Canada

London, Ontario, Canada

633 Colborne Street, Unit 300, London, Ontario, N6B 2V3

Our team works with successful entrepreneurs and professionals to structure comprehensive Wealth plans that incorporate: 1. A solid Financial Plan, including integration of asset allocation, investment returns and appropriate tax strategies.2. An expert investment management firm to help achieve long term retirement and investment objectives.3. Appropriate estate planning that coordinates your team of experts, including your lawyer, accountant and insurance professionals.… Show more Our team works with successful entrepreneurs and professionals to structure comprehensive Wealth plans that incorporate: 1. A solid Financial Plan, including integration of asset allocation, investment returns and appropriate tax strategies.2. An expert investment management firm to help achieve long term retirement and investment objectives.3. Appropriate estate planning that coordinates your team of experts, including your lawyer, accountant and insurance professionals. If you would like to learn more about our service, please contact me directly at:Crystal Soutière, BScSenior PlannerWealth Advisory ServicesBDO Canada LLPCSoutiere@bdo.ca633 Colborne Street, Suite 230London, Ontario, N6B 2V3, CanadaTel: 519-953-0724Fax: 519-432-6544www.bdo.ca Show less

1860 - 5160 Yonge St., Toronto, On, M2N 6L9

• Financial Planning and operations management;• Developed and implemented the financial planning department;• Established compliant processes to efficiently create financial plans for clients;• Managed a team of 3 financial planners and a private client list of 186 households;• Detailed financial planning for high net worth clients through strategic tax reduction, wealth, credit, and risk management planning;• Administered and implement new CRM processes using Salesforce… Show more • Financial Planning and operations management;• Developed and implemented the financial planning department;• Established compliant processes to efficiently create financial plans for clients;• Managed a team of 3 financial planners and a private client list of 186 households;• Detailed financial planning for high net worth clients through strategic tax reduction, wealth, credit, and risk management planning;• Administered and implement new CRM processes using Salesforce, while monitoring data quality of the system. Show less

Greater Toronto Area & London, Canada Area

Investors Group is a leader among Canada’s financial services companies. With a history that spans eight decades, we continue to build lasting relationships with our clients to help them achieve their financial goals.• Successfully train new consultants on how to build their businesses, build relationships and strategic planning • Deliver training material company methodologies, host seminars, live training, training software and programs.• Client relationship management through… Show more Investors Group is a leader among Canada’s financial services companies. With a history that spans eight decades, we continue to build lasting relationships with our clients to help them achieve their financial goals.• Successfully train new consultants on how to build their businesses, build relationships and strategic planning • Deliver training material company methodologies, host seminars, live training, training software and programs.• Client relationship management through building, enhancing and cultivating retention and growth opportunities.• Develop and present customized personal, small business and corporate plans base on client financial goals.• Provide strategic tax reduction, wealth, credit and risk management planning.• Increase client acquisition through various business development strategies including but not limited to seminars, lunch and learn programs and referral systems.• Demonstrate my ability to work remotely with minimal supervision while effectively managing time to accommodate extensive travel and associated scheduling. Show less

Toronto, Canada Area

Arbor Memorial Services Inc. is a public Canadian company engaged in providing interment rights, cremations, funerals and associated merchandise and services. First established in 1947, the Company is comprised of 2400 employees.• Tracked and reported management of finances.• Researched statistics for and budgeted for the Compensation Committee.• Managed the annual budgeting process and maintained updates throughout the year.• Project Management of Arbor Alliances… Show more Arbor Memorial Services Inc. is a public Canadian company engaged in providing interment rights, cremations, funerals and associated merchandise and services. First established in 1947, the Company is comprised of 2400 employees.• Tracked and reported management of finances.• Researched statistics for and budgeted for the Compensation Committee.• Managed the annual budgeting process and maintained updates throughout the year.• Project Management of Arbor Alliances program integration with the Older Adults Centers’ Association of Ontario.• Budget management through cost monitoring, analysis and project reporting, Warehouse and departmental spending.• Tracked, documented, reported and developed an efficient process for the Direct Mail process and Lead generation.• Managed direct advertising, invoicing and direct communication with vendors.• Tracked the marketing budget, invoicing and journaling of all budgeted items. Show less

Toronto, Canada Area & London, Canada Area

Royal Bank of Canada is one of the largest banks in the world, providing personal and commercial banking, wealth management services, insurance, investment banking, and transaction processing services on a global basis. • Managed account, investment and credit portfolios for a client base of 500 personal and business clients. • Budgeting and holistic planning for the short and long term financial goals of my clients.• Met annual financial sales goals including forecasting and… Show more Royal Bank of Canada is one of the largest banks in the world, providing personal and commercial banking, wealth management services, insurance, investment banking, and transaction processing services on a global basis. • Managed account, investment and credit portfolios for a client base of 500 personal and business clients. • Budgeting and holistic planning for the short and long term financial goals of my clients.• Met annual financial sales goals including forecasting and monthly reporting of targets.• Proactively marketed for new business through new and existing clients.• Project management of programs such as the ‘Meals-On-Wheels’ volunteer fundraising program. Show less

London, Ontario, Canada

Bachelor Of Science, Applied Mathematical Methods With A Specialization In Finance

Diploma