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For more than two decades, Cindy David has proven herself to be a well-respected, sought-after financial planner. A self-professed numbers girl, David started in the industry while in her early twenties. It wasn't long before she was named one of the top estate planners in the country—the youngest person ever...
For more than two decades, Cindy David has proven herself to be a well-respected, sought-after financial planner. A self-professed numbers girl, David started in the industry while in her early twenties. It wasn’t long before she was named one of the top estate planners in the country—the youngest person ever to achieve this prestigious distinction.
In 2001, after working at various investment firms for eight years, David joined Raymond James Financial Planning Ltd.—one of North America’s leading full-service investment dealers with an extensive presence throughout Canada and the United States.
In 2009, after a successful 16-year career, she incorporated under Cindy David Financial Group Ltd and representing Raymond James Financial Planning Ltd.
David comes with a wealth of expertise. She holds numerous designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA), as well as Trust and Estate Practitioner (TEP).
As a small, boutique estate planning firm, Cindy David Financial Group Ltd. takes a personal approach to working with clients on a wide range of estate-planning issues. She provides a comprehensive range of services, including financial planning, tax, plus investment-advisory services. Clients include business owners, executives, professionals and retirees.
Whether it’s purchasing a cottage or recreational property, gifting children homes and paying for weddings, or minimizing tax on retirement income and arranging for a client’s legacy, David has the expertise and knowledge to advise clients so as to mitigate surprises down the road.
“I love to interact with people and tackle the numbers, which is the challenging part for most people,” says David, who is president of Cindy David Financial Group Ltd. “I believe that in order to be the best advisor I can be to my clients, education and specialization are important.”
David is always current with the latest changes in industry rules and regulations, as well as new legislative requirements, with ongoing continuing education to take advantage of expanded planning services and product developments to help her clients achieve their lifetime financial objectives. David’s broad range of expertise provides clients with customized solutions that consider their complete financial picture, not merely one aspect of it.