A true family office comprises a team of full-time professionals that entrepreneurs can afford. It’s hardly news that B.C. is home to wealthy business owners […]

Cindy had dinner with Stephen Harper, who served as the 22nd prime minister of Canada, at the CALU annual general meeting this year in Ottawa.

A successful business succession plan hinges on transferring ownership, raising the business’ value and being sharp on tax strategies There are a myriad of ways […]

When Cindy David admits she has “a bit of a suck-it-up-princess” attitude, you believe her. As befits a highly successful woman advisor and business owner, […]

I’m thrilled to be speaking at the Business Transitions Forum, Canada’s largest conference for business owners looking to transition. Now in its 4th year, the […]

  I’m thrilled to be hosting a workshop about Estate Planning at the Transitions Canada Conference this year! The conference is created for family businesses […]

Senior advisor laments the impact of legislation she says has caused a lot of unrest Almost six months on from the budget, the tax changes […]

It has often been said that the most important transaction business owners will ever make is when they decide to exit their business. BCBusiness recently […]

Who you need to call to help manage the proceeds, and what you need to ask them It’s one thing to trust thousands of dollars […]

We live in an age of constant change, new challenges, and increasing complexity. At the same time, we’re fortunate to work in an environment abundant […]