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Our Team


Liiban Hersi, CFP®, CIM®, FMA, FCSI

Sr. Financial Advisor

Alwin Fearon, CFP®

Sr. Financial Advisor

 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with Liiban Hersi and Alwin Fearon and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Working with us, and you’re selecting a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Appointing an Executor: Who Will You Choose?

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.
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Slamming on the Brakes on Inflation

8 July, 2022

Slamming on the Brakes on Inflation

Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tighte
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Estate Planning: Transferring Your Estate

28 June, 2022

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries.
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Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Market Monitor

Listen to insights from our market specialists  

 

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