Our Approach
Our approach includes finding your Optimal Plan of Action by collaborating with other professionals.
Market
We are on your side to ensure your assets are working for you.
Team
Our team is built on elevated service and trust; this is the reason we continue to be leaders in the industry.
Cyrilla Saunders, CIWM, CIM, FCSI, FMA, EPC
Vice-President, Investment Advisor
Cyrilla formed the team in 1996 as one of the founding advisors. Cyrilla manages her clients' wealth by utilizing a holistic approach with the objective to help them achieve their financial goals. Cyrilla's primary clients include business owners, professionals, fishermen, retirees and independent women. Her desire to attain ongoing and up to date knowledge and her drive to do what's right bodes her well in providing forward thinking advice and guidance.
Background
- Chartered Investment Manager (CIM) – 2012
- Chartered International Wealth Manager (CIWM) – 2010
- Fellow of Canadian Securities Institute (FCSI) – 2004
- Financial Management Advisor (FMA) – 2004
- Elder Planning Counselor (EPC) – 2001
- Branch Manager of a Bank Owned Full Service Brokerage Firm – 2001-2007
- Insurance Licensed – 1997
- Securities Licensed – 1996
- Acadia (BBA) – 1982
Board of Directors of Start for Life Foundation
Member of Yarmouth and Area Chamber of Commerce
Member of District Council of IIROC
Founding member of 100+ Women of Yarmouth County Who Care
Founding member of Face to Face at the Hatfield House
Supporter of numerous local, regional, national and international charities focused on children, women, health and animal welfare.
OUR TEAM
Cyrilla Saunders, CIWM, CIM, FCSI, FMA, EPC
Investment Advisor