“Cindy is extremely sharp, and she provided invaluable assistance in crafting our financial plan for retirement and provided much needed advice on making optimal choices among my previous employer’s complex menu of retirement and benefits options, suitable to our specific financial situation. Cindy continues to provide sound and succinct financial advice that is much appreciated.”
“I really appreciated the time with Cindy. We had for too long processed privately all the potential scenarios related to our financial status and plans and would inevitably get stuck on this issue or that issue.
“Just heard your radio commentary on the Christie Clark show. Good Work! We need more of this clarity that you have. I value your expertise on current, up-to-date knowledge that is the best fit for me as your client.”
“One of the top in her field, I would not hesitate to recommend her to any of my clients, friends and family.”
“Cindy David has played an invaluable role in assisting us with complex client situations for both personal and corporate accounts.
“Sitting down with an estate planning advisor of Cindy’s calibre was a pleasant experience – we were surprised how much it added to our understanding of our own financial outlook. Assembling the data wasn’t time-consuming or difficult
“I cannot speak highly enough about Cindy’s ability to quickly establish trust and provide the best professional advice for her clients. I would not hesitate to recommend her to individuals, families or businesses that may require superior financial and/or estate planning advice.