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!<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Jon &amp; 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.&nbsp;Check out Cindy's website here: https://www.cindydavid.ca/Enjoy! Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Real Solutions for Retirees ft. Cindy David

Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!&nbsp;Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! <h6>The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. </h6><h6>&nbsp;</h6><h6>CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO)</h6><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!  Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.  CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO) Hosted on Acast. See acast.com/privacy for more information.

Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!&nbsp;Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you! The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. &nbsp;CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO) Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Real Solutions for Retirees ft. Cindy David

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