Cindy David, CFP, CLU, FEA, TEP
President & Estate Planning Advisor
With 22 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP is the President of Cindy David Financial Group Ltd., which consults to larger national firms such as Raymond James Ltd., in Vancouver, British Columbia. In the fall of 2009, David co-authored the timely book encapsulating the deepest economic downturn the globe has seen in decades: Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery. The book holds the distinction of being one of the Top 5 financial books of 2009, according to Canada’s Money Sense Magazine. She has also penned a number of financial pieces for a variety of respected publications.
Cindy David is a well-known expert in the Canadian insurance industry. A commemorative “Award of Excellence” was presented to her in 2008 by Canada’s largest financial institution, Manulife Financial, for being one of their top estate planners across the country. According to Manulife, Cindy is the youngest individual to have achieved this distinction. Cindy was also part of a special report called Women of Influence in Canada’s Life Insurance Industry, featured in the August 2014 issue of The Insurance and Investment Journal. She was most recently featured in the January 2016 edition of Business in Vancouver’s Retirement Ready issue. And to give back to the financial services industry, she currently sits on the Board of Directors for the Conference for Advanced Life Underwriters, and is a proud mother of two kids ages 10 & 12.
She works with many business owners in BC and retired or retiring clients. Cindy provides her tax-effective solutions and expertise and tailors customized, personal financial planning services to meet the life goals of each client. An accomplished speaker, she is often asked to be a member of industry panel discussions and most recently spoke at the Conference for Advanced Life Underwriters in Ottawa in May 2014.
Marketing & Administrative Assistant
With over 5 years of experience in the field, Karen has a thorough understanding of the industry, which she leverages in her daily interactions with clients and their advisory teams. She is responsible for the preparation of all financial plans and insurance illustrations. Karen also manages all marketing campaigns and organizes client events.
With 17 years experience in the insurance industry, Nicola is responsible for coordinating and processing all new applications as well as policy service and administration for the team. She collaborates with team members, clients, and advisors to ensure smooth communication and processes.
Carolynn is responsible for communication management for the team and assists with in-force policy service. She also organizes travel arrangements for Cindy, and is in charge of scheduling client meetings.