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HELPING FAMILIES TRANSITION WEALTH WITH CONFIDENCE

FCPA, FCA, LL.B, LL.M. TEP, ICD.D

As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. In her practice, Cindy draws on over 25 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 facilitate understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity.

Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a speaker, author, and committee and/or board member for a variety of professional organizations, including the Society of Trust and Estate Practitioners, the Chartered Professional Accountants of Alberta and the Canadian Tax Foundation. She currently serves as Chair of the STEP Worldwide Business Families Global Steering Committee.

Cindy’s charitable passion is focused 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.

In 2018 Cindy was awarded the prestigious global STEP Private Client Awards – People’s Choice Trusted Advisor of the Year.

FCPA, FCA, LL.B, LL.M. TEP, ICD.D

As a family wealth transition advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. In her practice, Cindy draws on over 25 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 facilitate understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity.

In 2018 Cindy was awarded the prestigious global STEP Private Client Awards – People’s Choice Trusted Advisor of the Year.

Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a speaker, author, and committee and/or board member for a variety of professional organizations, including the Society of Trust and Estate Practitioners, the Chartered Professional Accountants of Alberta and the Canadian Tax Foundation. She currently serves as Chair of the STEP Worldwide Business Families Global Steering Committee and as Director at Large of  the STEP Canada Board.

Cindy’s charitable passion is focused on individual and community mental health; She is a former board member for 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.

To support her expertise in working with families, Cindy completed the Family Enterprise Advisor designation in 2016 and is an active member of the Purposeful Planning Institute.

   PEOPLES CHOICE TRUSTED ADVISOR OF THE YEAR