Taking Care of Your Future.

BC Business – Trends in Financial Services

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.

Write a Reply or Comment