Cyrilla started in the financial services industry of providing "Financial calm and direction" to clients in 1996, mostly influenced by her interest in numbers and anything financial. She quickly learned that her love of helping people was her true motivator and passion thus, honed in on developing the skills required to do just that. In 2001, she created the "Saunders Wealth Advisory Group", a team uniquely focused on delivering to their clients the guidance they need the most:"management of the Financial Chaos that the accumulation of their efforts creates, and manage the efforts of their ambitions and goals to attain calm and purpose." Cyrilla manages her clients' wealth by utilizing a down to earth holistic approach, with the objective of getting to know her clients well enough to truly help them achieve their unique life goals. The team's clients include business owners of all walks of life: professionals, fisherman and farmers, retirees and independent women. Her desire to attain ongoing and up to date knowledge and expertise, along with her drive to do what's right, bodes well in providing forward thinking advice and guidance to those she helps.

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
• CIRO registrant – 1996

Associations over the years:

• Board of Directors of Start for Life Foundation
• Member of Yarmouth and Area Chamber of Commerce
• Member of District Council of CIRO
• Founding member of 100+ Women of Yarmouth County Who Care

Supporter of numerous local, regional, national and international charities and groups, particularly focused on the health and welfare of children, women and animals.

Shawnda brings her drive for precision and desire to do what is right for her clients to benefit all of our relationships. She started her career in the financial services industry in 1996 and has executed on many and various roles over time. Currently, Shawnda manages the development and growth of the Saunders Wealth Advisory Group’s professional practice. 

Tamara uses her organizational skills to her advantage, by completing all responsibilities with care and attention. As the first point of contact for the team, she guides and leads the administrative duties and most inquiries from clients. She excels at ensuring all details are put into action. For 15 years prior to joining the Saunders Wealth Advisory Group, Tamara served clients at both the Barrington and Shelburne CIBC bank branches.

Background

• CIRO registrant – 2015
• NSCC Investment Management Diploma – 1997
• NSCC Business Information & Technology – 1995

Member of Yarmouth and Area Chamber of Commerce