Cindy David

Cindy David has fifteen years of industry experience and an extensive background in personal financial planning. Using her expertise and practical tax-effective solutions, Cindy provides customized plans that are tailored to the life goals and financial needs of each client. Cindy offers expert advice on long-term retirement planning, estate, and insurance planning. Cindy is also an accomplished speaker, frequent member of industry panel discussions, and co-author of the book Financial First Aid for Canadian Investors (recently covered in the Top 5 financial books for 2009 by Money Sense)Cindy carries both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. CFP certification is the gold standard of excellence in the financial services industry. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards to attain this designation.