Taking Care of Your Future.

David Nellist, CFP, Financial Advisor, Raymond James Ltd.

01 Mar

David Nellist, CFP, Financial Advisor, Raymond James Ltd.

“Cindy David has played an invaluable role in assisting us with complex client situations for both personal and corporate accounts. I’d like to thank Cindy for being our Estate Planning Advisor in our Qualicum Beach office. She has provided excellent solutions in risk management and estate planning while keeping a tax perspective in mind. I will continue to look to Cindy as a valued member of our team.”