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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
Request A Call Back
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.