Inception Family Wealth Podcast

"What if I need to do financial planning?"

Listen Later

This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU's Board, Cindy David of Cindy David Financial in Vancouver. 

In this fun interview, Cindy will be discussing:

  • how she came to be in this space with a boutique estate planning firm;
  • her involvement with and role of CALU;
  • planning in the COVID-19 era;
  • what to look for in a financial planner or investment advisor;
  • what not to do in these turbulent and uncertain times
  • and much, much more. 

    • Next week, we have Mark Halpern joining Inception Family Wealth Hour Podcast. Mark will be discussing the Strategic Use of "The New Philanthropy" in Estate Planning.

    Chris Delaney is the author of The Naked Opus: Growing Your Family Wealth for the Long Term. He is a Professor, author, lawyer, podcaster, keynote speaker, Family Enterprise Advisor and Family Wealth Continuity Consultant. 

    ...more
    View all episodesView all episodes
    Download on the App Store
    Inception Family Wealth PodcastBy Chris Delaney, BA, LL.B, B.Ed, TEP, FEA