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 […]
Read MoreSplitting Income With Spousal Loans
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 […]
Read MoreInsurers to Build on Pandemic Innovations
The Canadian insurance industry is looking to make permanent many innovations it adopted last year in response to the Covid-19 pandemic. Digital processes, relaxed underwriting […]
Read MoreCindy David shares her insights on how the pandemic has impacted the future of the life insurance industry
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 […]
Read MoreCindy David recognized as one of Canada’s Top 100 Most Powerful Women of 2020
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 […]
Read MoreSpotlight on WardChisholm, LLP: The CFC Dilemma of Individual U.S. Shareholders: New Developments, Tax Management International Journal
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 […]
Read MoreSpotlight on Spring Plans: Using design thinking to create a highly successful financial plan
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, […]
Read MoreCALU Chair Cindy David speaks on the pandemic’s disproportionate impact on women
Cindy spoke about the oversized impact the current health and economic crisis is having on women across the economy, including female entrepreneurs and women in […]
Read MoreSpotlight on Smythe Advisory: Maximizing value when selling a service-based business
While demand for good businesses is quite strong, it is a competitive environment, so it’s important that sellers make their businesses as attractive as possible. […]
Read MoreSTEP Private Client Awards – Cindy David Financial Group has been selected as a finalist!
We are so excited to be a finalist for the STEP Private Client Awards, in the Boutique Firm of the Year category! We are honored […]
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