portrait of Edouard Saidah

About Edouard

As a branch team and limited partners of the firm, with over a combined 40 years of financial services experience, Kataryna and I, pride ourselves on understanding what is important to our clients to ensure that their portfolios remain continuously aligned with their priorities and their purpose.

Our clients are those who value our partnership, are serious long-term investors and understand the importance of planning for and protecting their financial future.

Kataryna and I specialize in partnering with divorcées, widows, medical professionals and business owners who are approaching, or are already in, retirement. Another one of our strengths is partnering with...

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Divorce finances
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth protection strategies

Team Members

  • Kataryna Boyko
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More