Cindy David, CFP, CLU, FEA, TEP

President & Estate Planning Advisor

Cindy David is a leading Canadian financial expert and trailblazer in her industry. She’s known for her dedication to serve the financial services industry, her creative thinking, and determination to influence positive change. She transformed a traditional corporation’s employee-employer relationship into a modern structure that provides better benefits to both; and she actively supports women to achieve their dreams of entrepreneurship. She co-authored Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery, a guide to help Canadian investors regain their footing after the financial meltdown of 2008.

As President of Cindy David Financial Group Ltd. (CDFG), Cindy works with business owners in BC and retired or retiring clients, her firm provides tax-effective solutions and expertise, and tailors customized, personal financial planning services to meet the life goals of her clientele.

An “Award of Excellence” was presented to her in 2008 by Manulife, for being one of the top three estate planners in the country…the youngest individual to have achieved this distinction. In 2014 she was listed in a Special Report of the Insurance Journal as on of the top 50 Women of Influence in Canada’s insurance industry. Most recently, Cindy was recognized as one of Canada’s Top 100 Most Powerful Women of 2020 by Women’s Executive Network (WXN). CDFG was also selected as a finalist in the 15th Annual STEP Private Client Awards in the Boutique Firm of the Year category as one of only two Canadian finalists. The STEP Private Client Awards are seen as the hallmark of quality within the private client industry globally. These prestigious Awards recognize and celebrate excellence. Most recently Cindy was named as one of The Most Influential Business Leaders in British Columbia by Business in Vancouver in their inaugural BC 500 in 2021. She is a regular contributor to industry panel discussions and uses these platforms to highlight how women can succeed in the financial sector, all while balancing family and community commitments.

Cindy is the recent past Chair of the Conference for Advanced Life Underwriting, an organization that advocates for positive legislation on behalf of the insurance industry federally, having served 9 years on its board. She currently serves as a director for the Insurance Council of BC, as well as Advantage BC whose mission is to build a stronger public policy framework in support of sustainable finance and clean technology as a path toward a vibrant future for British Columbia.

On top of it all, Cindy is also a devoted mother of two teenagers.

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