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 […]
Read MoreCindy met with Stephen Harper
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.
Read MoreRetirement Ready 2019 – Three Keys to the Exit Door
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 […]
Read MoreWealth Professional – Advisor challenges women to toughen up
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, […]
Read MoreCindy to speak at the Business Transitions Forum – November 7-8, 2018
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 […]
Read MoreCindy to host a workshop at the Transitions Canada Conference – September 26-28, 2018
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 […]
Read MoreSmall business tax a “slap in the face” for owners
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 […]
Read MoreBC Business – How to sell your business for the best value
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 […]
Read MoreBC Business – You sold your business! Now what?
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 […]
Read MoreReflect. Reboot. Refocus. – CALU’s 27th Annual General Meeting
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 […]
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