Cindy talks about how to have a smooth transition to retirement when you own your own business, including planning your exit strategy and minimizing your […]

As the 2021 Federal budget approaches, the first since the pandemic began Canadians wonder what to expect from their government. Here is a summary of […]

CALU chair Cindy David and tax advisor Kevin Wark appeared before the Standing Committee on Finance (FINA) on March 9th to comment on Bill C-208. […]

Today we celebrate all of the strong, inspirational and influential ladies out there. Happy International Women’s Day.

INTERNATIONAL WOMEN’S DAY: Celebrating Dynamic Women Strong Connections Promote Teamwork Tuesday March 9, 2021 | 1 pm ET IDC WIN is proud to invite you […]

Lowering your overall income tax bill is important during tough economic times, and setting up a prescribed rate loan with family members is one way […]

Covid-19 provided the industry and regulators a real-time test of adjusted rules and policies The Canadian insurance industry is looking to make permanent many innovations […]

Cindy was named one of Canada’s Top 100 Most Powerful Women of 2020 in the “BMO Entrepreneurs” category. The 2020 Canada’s Most Powerful Women, Top […]

Unscientific polling of professionals preparing returns for individual U.S. shareholders resident in the lower mainland of British Columbia has revealed an almost universal reliance on […]

Focus on using available financial tools to create the life you want, rather than trying to find the most technically optimized solution. All year long, […]