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.

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

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.
• 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.

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.
• 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.
• Project Management of Arbor Alliances program integration with the Older Adults Centers’ Association of Ontario.

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.
• Met annual financial sales goals including forecasting and monthly reporting of targets.
• Proactively marketed for new business through new and existing clients.

London, Ontario, Canada

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

Diploma