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 the $10-to-$50-million category, with that parameter defining what their business is worth.”

Click here to read the full article.

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 fundamentally changing.

Click here to read the article on bcbusiness.ca.

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., First Nations leader, Chief of the Osoyoos Indian Band
  • Stephen J.R. Smith, Chairman & CEO, First National Financial
  • Annette Verschuren, Chair & CEO, NRStor Inc.
From left to right: Claude Lamoureux O.C., FCIA, Chief Clarence Louie O.C., Annette Verschuren O.C., Stephen J. R. Smith. Photo credit: Tom Sandler (CNW Group/JA Canada)

“The 2019 Class of Companion Inductees is a very special group. The Canadian Business Hall of Fame is honoured to recognize their enduring contributions to the business community and our country,” said Mr. David Denison, Chancellor of the Order of the Business Hall of Fame. “On June 19, 2019, we will have the great privilege of highlighting their excellence in business leadership, outstanding professional achievements and dedication to bettering Canada’s social fabric.”

The Canadian Business Hall of Fame was established by JA Canada in 1979 to honour Canada’s pre-eminent business leaders for their professional and philanthropic achievements. Companions are nominated by their peers and are chosen by an independent selection committee. As the national partner of the Canadian Business Hall of Fame, Lee Hecht Harrison Knightsbridge is responsible for managing the overall search process and identifying potential nominees according to key criteria.

“The dedication and achievements of the 2019 Companion Class sets an excellent example for our JA youth, who are Canada’s future leaders” said Scott Hillier, President and CEO, JA Canada. “We are honoured to recognize these Canadian business leaders for the inspiration they provide to our students, as they work towards recognizing their dreams and creating lives that enrich us all.”

This year’s Class of Companions will formally be inducted into the Canadian Business Hall of Fame at the 2019 Gala Dinner and Induction Ceremony at the Metro Toronto Convention Centre on June 19, 2019. Proceeds from this gala help JA Canada meet the growing demand for financial literacy, work readiness, and entrepreneurship programs for Canadian students, which are essential to youth’s future success.

About The Canadian Business Hall of Fame
The Canadian Business Hall of Fame celebrates the outstanding achievements of Canada’s most distinguished business leaders, past and present. Over 170 Order of the Business Hall of Fame Companions serve as inspiring examples for all young Canadians and are featured in a display in the Allen Lambert Galleria located at Brookfield Place in Toronto, Ontario. For more information, visit www.cbhf.ca.

About JA Canada
Junior Achievement is the largest youth business education organization in Canada and plays an important role in developing future leaders by providing them with the knowledge and confidence needed to define personal success, gain financial responsibility and enhance their workforce readiness. JA programs are developed in alignment with three pillars: entrepreneurship; financial literacy; and work readiness. For more information, visit www.jacanada.org.

SOURCE JA Canada

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 video on my presentation!

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 Women in Wealth Management event on November 21 at the Beanfield Centre, Toronto.

Her talk will focus on building reputations and how to get referrals. Based in British Columbia, she stressed the positivity she wants to get across: how she has balanced family life (she has two kids), charity endeavours and daily workouts with establishing a career in the upper echelons of her field.

Click here to read the article on wealthprofessional.ca.



Wealth Professional’s Women in Wealth Management

Whether you’re female or male, we all need to come together to address the key challenges faced by women in the Canadian wealth management space.

And we’re doing just that at Women in Wealth Management – an essential event from Wealth Professional Canada magazine.

Through personal stories, panel discussions, networking and even a mini awards show, Women in Wealth Management is your perfect chance to advance and empower women in the field while learning, getting inspired, encouraging and engaging with women of influence and emerging leaders.

Why should you attend?

  • Women advisors and women in wealth management seeking to advance their careers
  • Successful advisors, entrepreneurs and senior business executives in wealth who’ve made names for themselves
  • HR professionals and senior execs from firms, networks, practices and financial services companies who want to hire more women

 

What will you learn?

  • Practical strategies to grow your business and overcome the barriers faced by women in wealth
  • Insights from the most successful women in the industry and the chance to network with them in person
  • Why wealth management and financial services is a great career choice for women – and how to inspire more to join
  • Roadmaps for companies who want to attract and hire more women including how companies can support, coach and help women succeed in the industry

Register today!

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 to plan for the most monumental decision in your company’s lifecycle, the eventual transition of your business. BTF will provide you with practical insights from entrepreneurs who have traveled down the transition path before you, to legal, financial and business experts. Identifying strategies for growth, understanding your liquidity options, how to avoid transition disaster, and thinking like a buyer from the onset, even if you are not planning on selling.

This event will provide you with tactical take-aways in order to help you make smarter decisions in the short term while setting you up for successful transition in the future.

Register today at https://businesstransitionsforum.com/vancouver/

Questions? Reach out to the BTF team info@businesstransitionsforum.com