Cindy D. David Headshot
Cindy D. David, CFP®, CLU®
Senior Estate Planning Advisor

In addition to serving as our Senior Estate Planning Advisor, Cindy is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Life Underwriter®. Her focus is on providing tax-effective solutions and expertise, and tailoring customized, personal financial planning services to meet the life goals of each client.

Cindy prides herself on her ability to bring clarity to complex financial and tax planning matters. Her expertise lies in working in partnership with our group (as well as our clients’ accountants and lawyers) to coordinate their efforts and package recommendations into a comprehensive long-term plan.

Cindy has over 20 years of financial planning expertise, and she is a well-known expert in the Canadian financial industry. Cindy is presently authoring her own retirement and estate planning book, providing educational sessions for accountants and lawyers, and reaching out to clients through various media outlets to offer current financial advice.

CFP® | Certified Financial Planner™ | The CFP designation is granted under license by the Financial Planning Standards Council to those who have met its educational standards, passed the FPE1 and FPE2 examinations, satisfied a work experience requirement and agree to abide by FPSC Code of Ethics.