Our Team

President & Estate Planning Advisor
Cindy David is a leading Canadian financial expert and trailblazer in her industry. She’s known for her passion, creative thinking, and determination to influence positive […]
Sales & Marketing Assistant
With over 7 years of experience in the field, Karen has a thorough understanding of the insurance industry. She is responsible for the preparation of […]
Marketing Consultant
Sarah is a content and social media strategist, storyteller, and PR expert. She excels at developing and executing communications strategies and crafting content that connects […]
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