Kathy Robertson, FCSI, FMA
Investment Advisor
Kathy has been a leading force in the wealth management industry since 1996. As the lead Investment Advisor, her primary clients include independent women, retirees, and professionals. Kathy's approachable demeanor, knowledgeable advice and proactive communication creates lasting relationships. Kathy has a strong network of professionals to collaborate with to achieve results for her clients.
Background
- Fellow of the Canadian Securities Institute (FCSI) – 2009
- Financial Management Advisor (FMA) – 2009
- Insurance Licensed – 2006
- Securities Licensed – 1997
- Mount Saint Vincent University (BBA) – 1993
Member of the PEI Business Women's Association
Member of the Great Charlottetown Area Chamber of Commerce
Member of 100 Women Who Care
Past President of Parkdale Sherwood Headstart Board of Directors
Past Member of PEI District Council of IIROC
Past Member of the Board of Directors for Star for Life Foundation
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Cyrilla Saunders, CIWM, CIM, FCSI, FMA, EPC
Vice-President, Investment Advisor
Cyrilla manages her clients' wealth by utilizing a holistic approach with the objective to help them achieve their financial goals. Cyrilla's primary clients include business owners, professionals, farmers, retirees and independent women. Her desire to attain ongoing and up to date knowledge and her drive to do what's right bodes her well in providing forward thinking advice and guidance.
Background
- Chartered Investment Manager (CIM) – 2012
- Chartered International Wealth Manager (CIWM) – 2010
- Fellow of Canadian Securities Institute (FCSI) – 2004
- Financial Management Advisor (FMA) – 2004
- Elder Planning Counselor (EPC) – 2001
- Branch Manager of a Bank Owned Full Service Brokerage Firm – 2001-2007
- Insurance Licensed – 1997
- Securities Licensed – 1996
- Acadia (BBA) – 1982
Member PEI Business Women's Association
Member of Charlottetown Chamber of Commerce
Member of 100 Women Who Care Charlottetown Chapter
Past Member of PEI District Council of IIROC
Supporter of numerous local, regional, national and international charities focused on children, women, health and animal welfare.
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Krista Newson, BBA
Financial Associate
Krista uses her organizational skills to her advantage, by completing all responsibilities with care and attention. As the first point of contact for the team, she guides and leads the administrative duties and most inquiries from clients. She excels at ensuring all details are put into action.
Background
- Wealth Management Essentials Certificate – 2010
- Securities Licensed – 2008
- UPEI (BBA) – 2000
Member of PEI Business Women's Association
Member of Charlottetown Chamber of Commerce
[+] more
Investing in women is always a good investment.
- Senator Catherine Callbeck 
