Cindy David, CFP, CLU, FEA, TEP
President & Estate Planning Advisor, Cindy David Financial Group LTD
Cindy David is a leading Canadian financial expert and trailblazer in her industry. She’s known for her passion, 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., 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. Cindy is the youngest individual to have achieved this distinction. In 2014 she was listed in a Special Report of the Insurance Journal as one of the top 50 Women of Influence in Canada’s insurance industry. Most recently, Cindy David Financial Group Ltd. was 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 this year, The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious Awards recognize and celebrate excellence. 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.
Currently, Cindy serves on three boards: current Chair of the Conference for Advanced Life Underwriters (CALU), and as a general director for the National Board for Junior Achievement and the Insurance Council of British Columbia. In these roles, she works to help small business owners in Canada, advocate for women, and support youth to become financially literate. A Type I Diabetic, she actively fundraises for juvenile diabetes research. She also sits on two advisory boards: Advisors Edge and Advantage BC.