Archives: Testimonials

14 Mar

B. Westwood, Client

“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.”

05 Dec

C. & B. Thompson, Client

“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.

26 Nov

Cheryl Cowan, Client

“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.”

01 Mar

Gerry May, Client

“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

11 Jan

Laurie MacNeil, MacNeil Benefits

“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.