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Our Company Vancouver, BC
What We Do
At Cindy David Financial Group, we focus on our clients' most critical issues and opportunities. Generally, the services we offer involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.
Accumulation planning addresses an individual's investment needs
Tax planning considers the tax implications of individual, investment
Risk management is intended to manage financial and other losses
Business planning focuses on issues specific to business owners
Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia. We help you to build and protect wealth, retire on your own terms, and give back to your community in a meaningful way. We also specialize in business succession and continuation, helping owners to transfer their business interests in a smooth and tax-efficient manner.
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Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also e-mail us for any further concern.