Live Your Dream

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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.

covid-19

27 March, 2020

UPDATED: Canada's Economic Response Plan

On March 25, the Government announced updates to Canada’s Economic Response Plan due to COVID-19.
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Life

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. 
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covid

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis.
Read more

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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