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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See what people have to say about Financial First Aid for Canadian Investors:

  • “A very readable recap of what investors have suffered and how we can avoid more of the same.”
    – Financial Post – February1 3,2010
  • “A Prescription for Financial Success”
    – Financial Post – December 19, 2009
  • “An Investor’s Personal Road Map to Wealth”
    – The Globe and Mail – January 13, 2010