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Cindy David

President & Estate Planning AdvisorCindy David Financial Group Ltd.Vancouver, British Columbia

As President of Cindy David Financial Group Ltd., 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.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Estate Planning Insurance Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Ontario

Certification/Additional Courses ?

CFP® CLU® TEP
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