Policy Ninja is unique to the landscape of online insurance procurement.
We were born from Covid-19 and the growing trend of business transactions being conducted online. But we’re hardly new to the game: our online services are backed by 40 years of experience in the insurance and financial planning industry. We know the ins and outs, what’s available, and how to fully cater to clients’ needs better than anyone.
We’re not owned by a bank or an insurer. This is a critical advantage in many ways. We’re 100 percent independent, which means we have the unrestricted ability to aggressively shop the market on your behalf – and obtain any products from any reputable insurance company. Being independent also means you get honest, trustworthy advice that is always in your best interest. We have nobody to answer to except you – and therefore we’re always on your side.
Policy Ninja is the inspiration of Cindy David Financial Group Ltd. (CDFG), a boutique estate planning firm serving families and businesses in British Columbia. CDFG has earned a reputation for building and protecting wealth for clients, helping them retire on their own terms, and giving back to the community in meaningful ways. CDFG also specializes in business succession and continuation, helping owners to transfer their business interests in a smooth and tax-efficient manner.
BUT! As a boutique firm we had a limited reach and wanted to be able to give the same good quality advice to everybody in Canada that needs and wants to buy life insurance. The only way to do this was to adopt a platform that embraces technology to guide clients through the same reliable and informed process as if we were face to face. So we’re happy you’re here to meet our Ninja! And we’re also here to fill in the blanks in person when the technology doesn’t do what you need it to do.
Our online services are backed by 40 years of experience in the insurance and financial planning industry. We know the ins and outs, what’s available, and how to fully cater to clients’ needs better than anyone.
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.
With over 7 years of experience in the field, Karen has a thorough understanding of the insurance industry. She is responsible for the preparation of all financial plans and insurance solutions
Co-founder and former Chief Technology Officer of Coin Up - the first mobile app approved by the App Store that allows people to donate their spare change to causes they are passionate about, every time they make a purchase on their credit or debit card.
