As an Associate and Financial Planner, Cindy has over 10 years in the financial industry as a Financial Planner and Regional Trust Advisor. Along with working in a variety of industries, her career has focused on relationship management and finding solutions for clients and their complex needs.
Cindy obtained a BAdmin from the University of Regina, and continued to pursue her professional development by obtaining both a Certified Financial Planner (CFP) and Chartered Professional Accountant (CPA) designation. Continuing in her educational endeavors Cindy also obtained the Canadian Securities Course. Cindy continues to have a passion around demonstrating knowledge and expertise in financial planning and strategic initiatives to provide tremendous value to both clients and partners in working through their estate planning, business succession and investment needs.
Cindy works with individuals, families and businesses who wish to protect their assets, grow their wealth and transfer their wealth to future generations. Cindy provides customized solutions to help individuals carry out strategies and can help to expedite the process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.
Growing up in Gray Saskatchewan, a farm community south east of Regina, Cindy understands farm life and truly enjoys working with farm families and has special interest and knowledge to help families transfer their farm to the next generation.
Cindy has 2 teenage children and is a taxi driver for them both. Running to various sporting events and cheering them on. As a past competitive athlete in the sport of curling, Cindy understands the dedication it takes to achieve your goals. Cindy enjoys biking, spending time at the lake and taking in some spin classes.