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, […]
By Margaret Mason, QC Source: Norton Rose Fulbright We have recently reviewed redacted correspondence from the BCFSA (BC Financial Services Authority, formerly FICOM), the regulator of the Insurance Act, to a registered charity in British Columbia that advises that: accepting life insurance policies as donations is trafficking in insurance in contravention of section 152 of the Insurance Act (which is an […]
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 […]
Cindy had dinner with Stephen Harper, who served as the 22nd prime minister of Canada, at the CALU annual general meeting this year in Ottawa.
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!
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 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 […]