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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.

TFSA & RRSP 2021

10 February, 2021

TFSA & RRSP 2021

Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit fo
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Money Facts 2021

2 February, 2021

Money Facts 2021

Tax rates and saving contribution limits change year on year. This quick guide outlines contribution limits for RRSPs & TFSAs and more.
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Letter from Corrado Tiralongo

1 February, 2021

FOMO, GameStop and the Reddit Bubble

In his latest letter, Counsel Portfolio Services CIO, Corrado Tiralongo, discusses GameStop, Reddit and the role that FOMO plays in the recent volatility we’ve seen
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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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