Cyrilla Saunders of Saunders Wealth Advisory Group is part of this year's WP Top 50 Advisors.
16 Cyrilla Saunders
Saunders Wealth Advisory Group
CIBC Wood Gundy
Charlottetown, PEI
AUM GROWTH: $15,000,000
AUM PER CLIENT: $583,333
REVENUE PER CLIENT: $8,750
CLIENTS AT END OCT 2015: 240
RETENTION RATE: 78.20%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 13
As her 20-year anniversary in the business quickly approaches, Cyrilla
Saunders’ practice continues to evolve; she added $15 million in AUM in 2015 while focusing on providing the right services to the right client. Saunders continues to mentor two junior advisors, and is involved in many initiatives within the two communities she services.
Saunders Wealth Advisory Group
CIBC Wood Gundy
Charlottetown, PEI
AUM GROWTH: $15,000,000
AUM PER CLIENT: $583,333
REVENUE PER CLIENT: $8,750
CLIENTS AT END OCT 2015: 240
RETENTION RATE: 78.20%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 13
As her 20-year anniversary in the business quickly approaches, Cyrilla
Saunders’ practice continues to evolve; she added $15 million in AUM in 2015 while focusing on providing the right services to the right client. Saunders continues to mentor two junior advisors, and is involved in many initiatives within the two communities she services.
