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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Saunders Wealth Advisory Group

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Your future, and the future of those most important to you, depends on many of the choices you make today.

When it comes to managing your wealth and making financial decisions, you need people you can trust by your side. People who make you feel confident because of the attention they deliver and the results they achieve.

That's the peace of mind we provide our clients.

We are a local wealth management group focused on providing personalized service to a select client base. We recognize your needs evolve over time, that is why we invest so much into our client relationships – we are there through each life transition, ready to evolve with you because we understand you.

We the Saunders Wealth Advisory Group, are on your side, making sure your plan is working for you.

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

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Our Approach

Our approach includes finding your Optimal Plan of Action by collaborating with other professionals.

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Market

We are on your side to ensure your assets are working for you.

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Team

Our team is built on elevated service and trust; this is the reason we continue to be leaders in the industry.

Cyrilla Saunders

Cyrilla Saunders, CIWM, CIM, FCSI, FMA, EPC

Investment Advisor

(902) 742-4499
cyrilla.saunders@cibc.ca

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
 

Tamara Locke

Client Associate
 

Shawnda Parnell-Shaw

Financial Associate
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Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Contact us

Address

396 Main Street, Suite 201C
Yarmouth, NS B5A 1E9
Telephone number: (902) 742-4499
Toll-free: 1 (855) 713-4510
Fax: (902) 742-1060

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.