WPCA Top 50 Advisor: Cyrilla Saunders

WPCA Top 50 Advisor: Cyrilla Saunders

WPCA Top 50 Advisor: Cyrilla Saunders Cyrilla Sounders
Name: Cyrilla Saunders​

Question: How do you plan to adapt to the regulatory changes that are  set to affect the industry?
Answer: We have already embraced the full disclosure of fees strategy, where for  the past eight years, we disclose to each client relationship via our customized  IPSs, the fees they are paying on each strategy in each account. Additionally,  if the fees are intended to be used as a tax-deductible expense, we council our  clients to discuss this matter with the tax accountant/advisor. In the past,  as additional regulatory changes became mandatory, we have always found a  way to encourage client participation in gaining knowledge.

Question: What makes a good advisor?
Answer: An individual who has the ability to be trusted and draw appropriate information from clients, listen carefully to their responses in both language and feeling and then be able to interpret this into a "financial plan" that is credible and easy to understand for their client. Finally, the actual implementation and subsequent timely follow-ups to ensure the path still suits is the key to success.
  • Vice-President, Investment Advisor at CIBC Wood Gundy
  • Previous:
    Years of Experience:
    Over 18 years of experience in the investment industry
    • Member, Prince Edward Island District Council, IIROC
    • Chartered Strategic Wealth Professional (Certification)
    • Chartered Investment Manager (Certification)
    • Fellow of Canadian Securities Institute (Certification)
    • Financial Management Advisor C(Certification)
    • Elder Planning Counselor (Certification)
    Current Town

    Charlottetown, Prince Edward

    Hometown Prince Edward Island
    Family Married with Children
    Other Information  

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014