Cindy David Financial Group » Retirement Planning
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Cindy David Financial Group is a boutique estate planning firm serving families and businesses in BC. We help you to build and protect wealth, retire on your own terms, and give back to your community in a meaningful way.
Cindy David Financial Group » Retirement Planning
8M ago
Ready.Set.Retire! August 11, 2023 Episode Description: Pros and Cons of Different Investments On this week’s episode, Lori and Jon talk about the […]
The post Pros and Cons of Different Investments podcast (by Lori Pinkowski) first appeared on Cindy David Financial Group ..read more
Cindy David Financial Group » Retirement Planning
2y ago
Cindy talks about how to have a smooth transition to retirement when you own your own business, including planning your exit strategy and minimizing your […]
The post Listen to Cindy on Ready.Set.Retire! with Lori Pinkowski & Jon McComb first appeared on Cindy David Financial Group ..read more
Cindy David Financial Group » Retirement Planning
2y ago
What if I need to do financial planning? This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU’s Board, […]
The post Listen to Cindy on Inception Family Wealth Hour with Chris Delaney first appeared on Cindy David Financial Group ..read more
Cindy David Financial Group » Retirement Planning
2y ago
Cindy David Financial Group » Retirement Planning
2y ago
A true family office comprises a team of full-time professionals that entrepreneurs can afford. It’s hardly news that B.C. is home to wealthy business owners […]
The post Clearing Up the Confusion Regarding Family Offices first appeared on Cindy David Financial Group ..read more