On this week's episode, Jon & Lori have a special guest joining them - Cindy David!
Cindy is the Estate Planning Advisor and President of Cindy David Financial Group. She works with business owners in BC and retired or retiring clients, where her firm provides tax-effective solutions, expertise and tailors customized personal financial planning services to meet the life goals of clients.
Check out Cindy's website here: https://www.cindydavid.ca/
Enjoy!
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