Cindy David

With over 18 years of financial planning expertise, Cindy David, CFP, CLU, is the President of Cindy David Financial Group Ltd., which consults to firms such as Raymond James Financial Planning Ltd., in Vancouver, British Columbia. In the fall of 2009, David co-authored the timely economic tome encapsulating the deepest economic downturn the globe has seen in decades: Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery. The book holds the distinction of being one of the Top 5 financial books of 2009, according to Canada’s Money Sense Magazine. She has also penned a number of financial pieces for a variety of respected publications.

Cindy David is a well-known expert in the Canadian industry. A commemorative “Award of Excellence” was presented to her in 2008 by Canada’s largest financial institution, Manulife Financial, for being one of the top three producers across the country. According to Manulife, Cindy is the youngest individual to have achieved this distinction.

Her roster of clients includes many of the city’s movers and shakers, for whom she provides her tax-effective solutions and expertise and tailors customized, personal financial planning services to meet the life goals of each client. An accomplished speaker, Cindy is also often asked to be a member of industry panel discussions.

Cindy was raised in the Vancouver area and taught that she could do anything she put her mind to and overcome any obstacles. Future goals include continuing to effectively build her advisory practice and the team that supports it. Cindy is presently authoring her own Retirement & Estate Planning book, providing educational sessions for accountants and lawyers, and reaching out to clients through various media outlets to offer current financial advice. Cindy prides herself on her ability to bring clarity to complex financial and tax planning matters. Although Cindy does hold her securities license, she doesn’t actively manage money or give asset allocation advice on investment portfolios. Cindy’s expertise lies in working in partnership with investment advisors, accountants and lawyers to coordinate their efforts and package recommendations into a comprehensive long-term plan.

Cindy is inspired by what Suzy Orman has accomplished for America’s investing public. She is looking forward to providing the same level of understanding and comfort for Canadians.

Client Satisfaction
As a true testament to her success one client of Cindy's noted:

"...sitting down with an Estate Planning advisor of Cindy's calibre was not only a pleasant experience; we were surprised how much it added to our understanding of our own financial outlook... We now have a better understanding of the investment returns we require to meet our retirement income goals..."

Cindy D. David
CFP, CLU
Estate Planning Advisor

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