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 […]
Read MoreAdvocis Coffee Talks Presents: CALU and You: Strengthening our Professional Voice
Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members. In this edition of […]
Read MoreListen to Cindy on Inception Family Wealth Hour with Chris Delaney
What if I need to do financial planning? This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU’s Board, […]
Read MoreCindy David named as CALU’s third female chair
Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. […]
Read MoreDonation of life insurance policies isn’t trafficking, B.C. regulator says
Advisors receive some clarity on anti-trafficking legislation B.C.’s financial services regulator has confirmed that gifts of life insurance to charities won’t generally be considered trafficking […]
Read MoreHow To Estate Plan the Family Cottage
By Tim Brown, Richards Buell Sutton LLP When dealing with estate planning, many families spend a lot of time dealing with emotional assets that may […]
Read MoreInternational Women’s Day 2020
An equal world is an enabled world.
Read MoreTrusts work – as confirmed by the BC Supreme Court
By CV TrustCo In the Spring of 2017, we blogged about the use of Alter Ego and Joint Partner trusts (‘Trust(s)”) for those over 65 […]
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