Cindy David Email
Sr. Vice President, Wealth and Estate Planning and Insurance @ CG Wealth Management Canada
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Cindy David Location
- Vancouver, BC, CA
Cindy David Work
- 2024 - now Sr. Vice President, Wealth and Estate Planning and Insurance @
- 2008 - now President and Estate Planning Advisor @
- 2002 - 2019 Vice-President and Estate Planning Specialist @
- 2000 - 2002 Financial Planner @
- 1999 - 1999 Workshop Facilitator @ True Colours Personality Styles Workshop
- 1995 - 1999 Financial Planner @ Denroche Carter Financial Planners and Brokers
Cindy David Education
- Financial Planning Standards Council 2000 - 2001
- Advocis
- null
Cindy David Skills
- Insurance
- Investments
- Retirement Planning
- Personal Finance
- Certified Financial Planner
- Estate Planning
- Strategic Financial Planning
- Personal Financial Planning
- Wealth
- Succession Planning
- Mutual Funds
- Employee Benefits
- Financial Services
- Financial Advisory
- Wealth Management
- Finance
- Public Speaking
- Life Insurance
- Strategic Planning
- Financial Planners
- Tax
- Retirement
- Investment Advisory
- Disability Insurance
- Small Business
- Management
- Research
- Strategic Partnerships
- Financial Planning
- Business Development
Cindy David Summary
- Cindy David, based in Vancouver, BC, CA, is currently a Sr. Vice President, Wealth and Estate Planning and Insurance at Canaccord Genuity Wealth Management Canada. Cindy David brings experience from previous roles at Cindy David Financial Group Ltd., Raymond James, ScotiaMcLeod and True Colours Personality Styles Workshop. Cindy David holds a 2000 - 2001 Financial Planning Standards Council. With a robust skill set that includes Insurance, Investments, Retirement Planning, Personal Finance, Certified Financial Planner and more. Cindy David has 1 emails on RocketReach.
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