OTTAWA, ON, May 11, 2020 — Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. As the third female chair in the board’s 29-year history and the second in eight years, Cindy’s appointment reflects CALU’s commitment to the advancement […]
This document is probably the most important one you could ever fill out. It’s the first step to planning a secure future. Click the image to download now.
As COVID-19 transmissions increase, extraordinary and escalating measures (and unexpected impacts) are now rapidly coming into effect across all levels of society, business, industry, and leisure, in Canada and worldwide. While the Public Health Agency of Canada is still assessing the public health risk associated with COVID-19 as low for Canada for now, new developments […]
Read the full report here. The coronavirus Covid-19 presents the global economy with its greatest danger since the financial crisis, according to the OECD’s latest Interim Economic Outlook. Covid-19 is spreading from China to other regions causing human suffering and economic disruption. It is raising health concerns and the risk of wider restrictions on the movement […]
An equal world is an enabled world. With 30 years of experience, I’ve kept looking for ways to grow my voice and my platform so other women can join me in the world of entrepreneurship. The success of other women I mentor (two of whom have gone on to launch successful businesses here in Vancouver) […]
By CV TrustCo, January 14, 2020 In the Spring of 2017, we blogged about the use of Alter Ego and Joint Partner trusts (‘Trust(s)”) for those over 65 as excellent estate planning tools. We mentioned that benefits range from probate savings to protection from wills variation litigation. A recent BC Supreme Court Decision has confirmed that when properly constructed and executed, […]
Cindy had a great time presenting to the donors of Trinity Western University. Please click here to see a copy of her presentation. If you have any questions about charitable giving using life insurance, securities or real estate, please contact us today!
A true family office comprises a team of full-time professionals that entrepreneurs can afford. It’s hardly news that B.C. is home to wealthy business owners ranging from successful mom and pop entrepreneurs to billionaires. But Cindy David, president of Cindy David Financial Group Ltd., says that “a growing number of wealthy businesspeople are falling into […]
Legislation, education, licensing and product changes affect plans for your wealth. It is an understatement to say that the changes and trends affecting the financial services landscape are voluminous. Cindy David, president of Cindy David Financial Group Ltd., and the Senior Estate Planning Advisor for Raymond James Financial Planning Ltd., notes that her industry is […]