Specialties ? Most often advisors will have areas of specialities based on experience and training.
Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
Certification/Additional Courses
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
About Cindy
Investible Asset Range: $500K-1M
Years in Business: 29
Fee-based: No
Cindy David Financial Group Ltd.
1075 West Georgia St.,
Suite 1810
Vancouver
British Columbia
Canada
V6E 3C9