Taking Care of Your Future.
Call Us Now 1-604-659-8242
Emal Us cindy@cindydavid.ca
Our Company Vancouver, BC

Testimonials

“I really appreciated the time with Cindy. We had for too long processed privately all the potential scenarios related to our financial status and plans and would inevitably get stuck on this issue or that issue. Read full testimonial…

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“Just heard your radio commentary on the Christie Clark show. Good Work! We need more of this clarity that you have. I value your expertise on current, up-to-date knowledge that is the best fit for me as your client.”

ourteam32

“One of the top in her field, I would not hesitate to recommend her to any of my clients, friends and family.”

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“Cindy David has played an invaluable role in assisting us with complex client situations for both personal and corporate accounts. Read full testimonial…

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“Sitting down with an estate planning advisor of Cindy’s calibre was a pleasant experience – we were surprised how much it added to our understanding of our own financial outlook. Assembling the data wasn’t time-consuming or difficult Read full testimonial…

ourteam31

“I cannot speak highly enough about Cindy’s ability to quickly establish trust and provide the best professional advice for her clients. I would not hesitate to recommend her to individuals, families or businesses that may require superior financial and/or estate planning advice. Read full testimonial…

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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.
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Accumulation
Accumulation planning addresses an individual's investment needs
Taxation
Tax planning considers the tax implications of individual, investment
Risk Management
Risk management is intended to manage financial and other losses
Business Planning
Business planning focuses on issues specific to business owners

About Us

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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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.

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