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BC Business – Clearing up the confusion regarding family offices

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 […]

BC Business – Trends in Financial Services

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 […]

Cindy met with Stephen Harper

Cindy met with Stephen Harper, who served as the 22nd prime minister of Canada, at the CALU annual general meeting this year in Ottawa.

Cindy featured in Business in Vancouver Retirement Ready Magazine 2019

A successful business succession plan hinges on transferring ownership, raising the business value and being sharp on tax strategies Look for Cindy’s article in Business in Vancouver’s Retirement Ready 2019 magazine. Download the article here.                 Click here for a link to the magazine!

2019 Canadian Business Hall of Fame Inductees Announced

Each year, the Canadian Business Hall of Fame recognizes and celebrates the accomplishments of some of the country’s most distinguished business leaders. Today, the Canadian Business Hall of Fame is pleased to announce its 2019 Class of Companion Inductees: Claude Lamoureux, Retired President & Chief Executive Officer, Ontario Teachers’ Pension Plan Chief Clarence Louie O.C., […]

Wealth Professional’s Women in Wealth Management conference a great success!

Wealth Professional’s inaugural Women in Wealth Management conference was a rip-roaring success with thought-provoking speakers and insights & experiences from women in leadership roles. I am proud to be able to speak on how I built my brand and reputation, and most importantly how to turn a “no” into a “yes”! Stay tuned for a […]

Cindy met with Pierre Poilevre

Cindy met with Pierre Poilevre at the Rideau Club to discuss key policy issues facing our clients. Pierre is a former Minister, a five-term Member of Parliament and the Conservative Shadow Minister of Finance.

Wealth Professional – Advisor challenges women to toughen up

When Cindy David admits she has “a bit of a suck-it-up-princess” attitude, you believe her. As befits a highly successful woman advisor and business owner, her clarity and toughness is striking. David, who is president of Cindy David Financial Group and an independent senior estate planning advisor for Raymond James, is guest speaker at WP’s […]

Cindy to speak at the Business Transitions Forum – November 7-8, 2018

I’m thrilled to be speaking at the Business Transitions Forum, Canada’s largest conference for business owners looking to transition. Now in its 4th year, the event is taking place November 7-8, 2018 at the Westin Bayshore in Vancouver. The Business Transitions Forum (BTF) is a multi-city conference for business owners that wish to learn how […]