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.

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

• Securities Licensed – 2015
• Mutual Fund Licensed – 1996
• NSCC Investment Management Diploma – 1997
• NSCC Business Information & Technology – 1995

Member of Yarmouth and Area Chamber of Commerce

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 as she continues to learn from her mentor, Cyrilla, to become a full fledged investment advisor.