Meet Our Team
Cindy has been in the financial services industry for 13 years. She provides planning and investment services to a variety of clients and believes it is important to establish a long term relationship of trust and integrity with her clients.
Cindy holds the Certified Financial Planners (CFP) designation, the Elder Planning Counselor (EPC) certificate, along with her life insurance license and mutual funds registration.
Cindy has a Diploma in Agriculture, as well as experience in agriculture having grown up on a dairy farm and then partnered with her husband Bill to establish a dairy and cash crop farm when they were married.
Cindy and Bill have 4 children and in her spare time Cindy enjoys gardening, golfing, reading, friends and family.
Financial services and products offered include but are not limited to the following:
1. INVESTMENT ADVICE
*Registered Retirement Savings Plans (RRSPs)
*Registered Retirement Income Funds (RIFs)
* Registered Educations Savings Plans (RESPs)
*Tax-Free Savings Accounts (TFSAs)
2. RETIREMENT AND WEALTH MANAGEMENT PLANNING
3. TAX PLANNING
4. CASH and CREDIT MANAGEMENT SERVICES
*High Yield Savings Accounts
*GICs
*RRSP Loans
*and much more
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.