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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.

rrsp

20 November, 2019

Simple RRSP Strategies

RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contr
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estate planning

29 October, 2019

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend
Read more

estate planning ipc

25 September, 2019

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde
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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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Audiocasts

Listen to insights from our market specialists  

 

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