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Network Power<100 people
Roles
💰50%
Investor & VC
💸50%
Marketing
✔️50%
IT
Geos
🇺🇸50%
United States
Work Background
Stoneleigh Farm AlpacasBusiness Owner
Jul. 2021Denfield, Ontario, Canada
BDO CanadaAssociate Wealth Advisor
Jun. 2019 - Nov. 2024Canada, LondonWorked with high network clients on financial plans using knowledge of tax and investment strategies, securities, insurance, business transition planning, corporations, pension plans, estate planning, Wills, POAs and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
BDO CanadaSenior Planner
Nov. 2017 - Jun. 2019633 Colborne Street, Unit 300, London, Ontario, N6B 2V3Our 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, BSc
Senior Planner
Wealth Advisory Services
BDO Canada LLP
CSoutiere@bdo.ca 633 Colborne Street, Suite 230
London, Ontario, N6B 2V3, Canada
Tel: 519-953-0724
Fax: 519-432-6544
www.bdo.ca
ETF Capital ManagementAssociate Financial Planner
Jan. 2016 - Nov. 20171860 - 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, while monitoring data quality of the system.
Investors Group Financial Services Inc.Consultant & Field Trainer
Nov. 2012 - Dec. 2015Greater Toronto Area & London, Canada AreaInvestors 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.
Arbor Memorial Services Inc.Marketing Coordinator and Human Resources Administrative Assistant
Sep. 2010 - Oct. 2012Toronto, Canada AreaArbor 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.
RBCAccount Manager
Mar. 2006 - Mar. 2010Toronto, Canada Area & London, Canada AreaRoyal 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.
RBCCustomer Service Representative
Mar. 2003 - Mar. 2006London, Ontario, Canada
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