When To Give

You may want to give money to your kids to help them buy a starter home or pay off debt but can you afford it […]

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Universal Truths

by Cindy David (Advisor’s Edge, May 2010) The market has seen more than its share of trouble lately. This isn’t news—nor is the fact that […]

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Maximize Tax Savings in 2010

by Cindy David (Advisor’s Edge, March 2010) Thanks to significant changes in 2008 and 2009, in addition to dependable, long-standing tax planning strategies, you now […]

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Taking Another Look at Annuities

by Gavin Adamson (Investment Executive, March 2010) The traditional products, combined with an investment strategy, have appeal for some advisors and clients [More]

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The Christy Clark Show

CKNW AM980 (February 2, 2010) Christy Clark interviews Cindy following the news that a BC court has told a daughter to repay her elderly father […]

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