Distinctive Women – a national publication and online community that showcases exceptional entrepreneurs and outstanding achievers. This magazine was recently featured in the National Post […]
Read MoreWomen of Influence in Canada’s Life Insurance Industry
Cindy David has been nominated to be part of a special report called Women of Influence in Canada’s Life Insurance Industry, which will be featured […]
Read MoreSelling Your Business
Talking to an expert is a good idea. There are planning opportunities that can require up to 2 years in advance to make sure you […]
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Split Dollar Critical Illness for Business Owners
Shared ownership arrangements using critical illness insurance If you are an incorporated business owner you can own a critical illness plan jointly with your corp […]
Read MoreDying Without A Will: Don’t Plan On It!
If you are guilty of not having a Will, this has got to be the most selfish thing you haven’t done. I’m sorry that I […]
Read MoreSequence of Return Risk
You are more vulnerable to losses if you are within 1 year of retiring. This is often referred to as the ‘unlucky’ years to retire; […]
Read MoreVacation Properties
Great deals but how much will it REALLY cost you? While the number of people owning secondary homes is on the rise, be aware of […]
Read MoreWill Your Money Last If You Live Too Long?
On average people live to 86. How certain are you that you won’t live longer? Half of all 65 year olds will live to 88. […]
Read MorePermanent Insurance Is Too Expensive!
That can be as true as it is false. Let me explain: if you are widowed and beyond age 70, you’re right, stand alone insurance […]
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CINDY DAVID, CFP, CLU, FEA, TEP
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