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15 Jan
Trusts work – as confirmed by the BC Supreme Court

BC Supreme Court confirms that trusts work

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, […]

22 Dec
Prohibition on gifts of life insurance policies to charities in British Columbia by BC residents

Prohibition on gifts of life insurance policies to charities in British Columbia by BC residents

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 […]

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 had dinner 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 […]