Your Home Office, Without The Office

Are you ready for an investment and financial growth strategy that’s as unique as you are?

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At Cindy David Financial Group, we’ve developed a powerfully personal, transparent approach to financial planning and wealth management.

Services

We establish where you are and where you want to go in order to determine how best to avoid roadblocks along the way.

Investing

There are literally thousands of investment vehicles and products available to help you reach your retirement goals. 

Taxation

If you have significant investment assets in non-registered portfolios or real estate, whether they are personally…

Risk Management

PROVIDE FOR LOVED ONES. Risk management can mean a lot of things. With regard to your financial welfare…

Business Planning

Business planning focuses on issues specific to business owners and shareholders. For most business owners…

Retirement

Retirement planning involves evaluating your current financial standing and creating an accumulation…

Estate Planning

Estate planning involves drawing up 3 important legal documents, Will Planning, Power of Attorney…

Charity

When it comes to setting charitable giving goals, we often ask clients how they want to be remembered. Chances are…

Referral Network

What works great with a home office of advisors is that everyone is on the same team. When your advisors take …

OUR PROCESS

If you’re busy enough dealing with today’s challenges to worry about next month or far-off retirement, you’re not alone. Most people find managing their finances a challenge, and very few people have a clear idea about how decisions they make today will affect tomorrow. In fact, the question we’re asked most often is “Are we doing the right thing?” Identifying opportunities, challenges, and potential hazards along the way can be tough, but we make this process a little more personal. Finance doesn’t need to be difficult – you just need a plan.

Discovery

Tell us your goals and what’s important to you about money.

Gather Information

Provide us with all of your statements.

Review Your Plan

Get a written report with clear, specific recommendations.

Take Action

Implement your plan; we help you every step of the way.

Ongoing Review

Things change over time, so it’s important to update, review and adjust your plan.

Testimonials

Working with Cindy since 2000 has been a super relationship and special bond that has blossomed with my wife Linda and I. Cindy is a careful hardworking financial planner who has guided us through the current virus situation and we have fared better than most. We are more than fortunate to have Cindy as our advisor and more importantly our friend.

Wayne Guinn
Retired Lawyer

I was introduced to Cindy David in August 2012 when we were going through the sale of our family business. I was getting nowhere with the professionals I was getting advice from until she came along. She introduced me to accountants and lawyers that have been amazing and I’ve never looked back. We have a very good relationship, she understands me and my needs very well, it’s just tops! Anybody can have the credentials, it’s what she does with her knowledge that makes her special.

Wayne Baron
Retired Long Term Care Home Owner

We appreciate Cindy’s ability to quickly synthesize information and then come up with the best recommendations for us to consider. We never feel pressured. Cindy is knowledgeable and confident. She is very involved and connected within her industry. This provides us with peace of mind, as we know she is in a position to provide us with the best advice and guidance. We would say – if you want to get your financial picture looked at in its entirety and map out a plan for your future, Cindy and team can help you get there.

Peter and Maria Lopez
Owners: New Way Automotive

Confidence that our financial plan is sound and matches our lifestyle. She provides a thorough comprehensive plan with personal one on one attention to help us plan our retirement giving us peace of mind. We trust her 100% with our financial health and she is prompt getting back to you on questions. The best feeling was when she presented our financial plan and took away any stress or doubts we had for our future retirement.

Len Haraburda and Patti Rogers
Retired CP Rail Executive & Business Owners

Cindy and her team are knowledgeable about our unique financial needs and the advice required. Our experience has been rewarding. We haven’t had financial surprises so that makes us happy. Cindy delivers a very personable and useful service that is rare in her market.

Norm and Linda Wesimiller
Retired Business Owners

Message 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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