Taking Care of Your Future.

News Grid

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 […]

Cindy to host a workshop at the Transitions Canada Conference – September 26-28, 2018

  I’m thrilled to be hosting a workshop about Estate Planning at the Transitions Canada Conference this year! The conference is created for family businesses by family businesses. Transitions Canada is unique among Canadian family business forums: all of the speakers are business family members sharing their stories and experiences in a confidential, “no-sell” environment. […]

BC Business – How to sell your business for the best value

 It has often been said that the most important transaction business owners will ever make is when they decide to exit their business. BCBusiness recently discussed the topic with two experts in the field: Kellie Manchester, a partner with Sequeira Partners Inc. (which specializes in selling businesses); and Cindy David, President of Cindy David Financial […]

BC Business – You sold your business! Now what?

It’s one thing to trust thousands of dollars to a friendly investment adviser at the bank. It’s quite another to hand over millions. That’s the worry for many family-business owners after selling their life’s work—leaving them with a huge bucket of cash and potentially a paralyzing fear over what to do next, says Cindy David, […]

Reflect. Reboot. Refocus. – CALU’s 27th Annual General Meeting

We live in an age of constant change, new challenges, and increasing complexity. At the same time, we’re fortunate to work in an environment abundant in opportunities, if we are open to them. Doing so means we need to reflect, reboot and refocus: Reflecting means not throwing away the past, but energizing for the future. […]