Taking Care of Your Future.

About Us

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.
FINANCIAL PLANNING | RETIREMENT PLANNING | LEGACY PLANNING

Cindy's Book - Financial Fir$t Aid for Canadian Investors

Our Mission

Our renowned financial planning programs will allow you to:
  • Relationships with clients, with employees
  • Integrity in all we do toachieve full potential
  • Respectful Candor, our advice is clear and uncompromised
  • Value-Added so everything is geared towards creating value