· Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. As an integrated advisor, Cindy draws on over 35 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions, and family offices. She uses her skills to provide an objective perspective and facilitates understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity.
· Cindy’s education and designations include B.Comm, FCPA*, LL.B., LL.M, TEP, ICD.D. and Family Enterprise Advisor*. To support her expertise in working with families she is an active member of several thought leadership organizations including the Society of Trust and Estate Practitioners (STEP) and the Purposeful Planning Institute. As a lifelong learner, Cindy values the importance of ongoing education and supports families in their education journey including in her role as Chief Learning Officer for Tamarind Learning Canada.
· Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a national and international speaker, author and committee / board member for a variety of professional organizations including: TEC Canada, STEP, Family Firm Institute, Purposeful Planning Institute, CALU, Chartered Professional Accountants of Alberta, the Canadian Bar Association and the Canadian Tax Foundation. She was a member / Chair of the STEP Worldwide Business Families Global Steering Committee from 2018 – 2022.
· In 2018 Cindy was awarded “Trusted Advisor of the Year” in the prestigious global STEP Private Clients Awards and she was recently announced as finalist in the 2023 STEP Worldwide Family Business Advisory Practice of the Year category.
· Cindy’s charitable causes focus on individual and community mental health. She is a former board member for both the Canadian Mental Health Association – Calgary and Alberta. Cindy is also proud to be an alumni of Outward Bound Canada summiting Kilimanjaro in 2012 in support of OBC’s Women of Courage program.
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