Cindy David Financial Group Ltd.

03/07/2026

Today we recognize and celebrate International Women’s Day — a moment to reflect on the progress made, the challenges that remain, and the incredible contributions women make every day in our communities, workplaces, and families.

Leadership, resilience, innovation, compassion, and determination are qualities we see demonstrated by women across every industry and every level of society. International Women’s Day is not only about celebrating achievements, but also about continuing the work toward equality, opportunity, and respect for all.

Today we celebrate the women who inspire, lead, support, and create change — and we recommit to building a future where every woman and girl has the opportunity to thrive.

Happy International Women’s Day 💜

11/13/2024

When it comes to leaving a legacy, it's not just about passing down wealth—it's about passing down values. But what happens when inheritances come with conditions? This may seem like a way to ensure your wealth is used "correctly," but it can lead to legal and family challenges.

If you're thinking about your own estate plan, this could be an important read.

Read the article here: http://bit.ly/3YKns7T

If you need more information or have questions about your own estate planning strategy, feel free to reach out.

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10/01/2024

🎙️ New Podcast Episode Now Available!

Cindy joins Lori Pinkowski & Jon McComb on Ready.Set.Retire, where they discuss the benefits of a financial plan and how often you should be reviewing your plan. Cindy also shares the process of creating a financial plan for a client and adjusting your tax planning strategy since the capital gains inclusion change.

Gain valuable knowledge to strengthen your financial strategy.

Listen here:
Apple: https://lnkd.in/gB2cMBCd
Spotify: https://lnkd.in/gpZ-qUUi
Acast: https://lnkd.in/gAEhg68s

09/26/2024

Thank you to Stefano Walker for speaking at our lunch & learn yesterday. He provided great insight on how to build a best-in-class sales organization. A sincere thank you to all who joined us and contributed to the success of this gathering.

Looking forward to our next lunch & learn with Steve Parr!

03/08/2024

Happy International Women's Day 2024! Let’s inspire inclusion by recognizing and amplifying the diverse voices that shape our world. Embrace the power of unity as we work together towards a future where every woman's story is heard and valued. 💪🌸

03/06/2024

Are you a doctor? Join our webinar as we guide you through the oven-overlooked pitfalls and must-know planning points essential to your estate planning journey.

Register today to reserve your spot! https://rb.gy/ypzqa7

05/10/2023

I had a great time moderating the “Pancakes and Politics” panel session at . A candid Thank you to Daniel Blaikie, Adam Chambers & Francesco Sorbara for a candid non-partisan discussion.

03/09/2023

Today, we celebrate the strength, resilience, and achievements of women around the world. Happy International Women’s Day! ♥️

03/08/2023

Today, we celebrate the strength, resilience, and achievements of women around the world.

Happy International Women’s Day!

11/27/2022

BIV Today Podcast Women in Business: Cindy David and Lori Pinkowski October 26, 2022, 10:00am This episode of BIV's Women in Business podcast series, sponsored by Cindy David Financial Group, explores finance, financial planning and retirement with two leading industry experts. Cindy David, presiden...

10/29/2022

Check out this episode of the BIV podcast where Lori Pinkowski and I discuss finance, financial planning, and retirement in today's market.

BIV Today Podcast Women in Business: Cindy David and Lori Pinkowski October 26, 2022, 10:00am This episode of BIV's Women in Business podcast series, sponsored by Cindy David Financial Group, explores finance, financial planning and retirement with two leading industry experts. Cindy David, presiden...