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. When federal legislation was introduced that could have decimated small and medium businesses in Canada, Cindy rallied her peers to halt it. 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.
Connect with me on LinkedinAs 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 Canada’s largest financial institution, 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. 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. And most recently became a top 5 Finalist for the STEP Boutique Firm of the Year (2020).
Currently, Cindy sits on three boards including the Conference for Advanced Life Underwriters (CALU) a NFP for public policy focusing on insurance for all Canadians, the National Board for Junior Achievement teaching our children about fiscal responsibility and entreprenuerialism, 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.
Cindy is a devoted mother of two teenagers, Hannah age 14 and Ethan age 16. By combining insurance and estate planning, she has carved a unique space for herself in the financial industry, and is effectively clearing a path for more women to join her.