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, Cindy David of Cindy David Financial in Vancouver. In this fun interview, Cindy will be discussing:

  • How she came to be in this space with a boutique estate planning firm; her involvement with and role of CALU
  • Planning in the COVID-19 era
  • What to look for in a financial planner or investment advisor
  • What not to do in these turbulent and uncertain times and much, much more!

Click here to listen to the recording.

 

ABOUT CHRIS DELANEY
Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term”. Each podcast will feature engaging interviews to answer a wide variety of “What if……?” Questions related to Estate Planning and Family Business Transition. Subscribe now for probing, lively and sometimes humorous discussions with authors, thought leaders, leading lawyers, accountants, trust professionals, business owners, insurance specialists and a few surprise guests.

Click here to check out Chris’ website!

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