Cindy Reid, CFP, ChFC, CLU, TEP, CEPA, CBA
Partner, Strategic Development (Canada)
There is no greater feeling than witnessing someone’s relief when they see a solution or pathway through difficulty. No matter how complex the goal, I stand passionately behind my belief that proper planning is the key to achieving it.
I’ve spent more than 25 years creating spaces where genuine conversations thrive. Why? Because without honest communication – about goals and fears – it’s impossible to know the nuances of a person’s story to then deliver an empowering, actionable plan.
From business owners looking to optimize and properly determine the value of their business to farmers wanting to successfully transition the family farm between generations, I help clients navigate the landscapes of personal wealth and family legacy to achieve their definition of success. As a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Trust and Estate Practitioner, Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA), I have earned the trust of my clients and the numerous top advisors I have worked with throughout my career.
In addition to being a lifelong entrepreneur who has founded three successful businesses, I am a seasoned team leader and proven quarterback capable of uniting all necessary specialists under a common goal: the client’s best interest. Whether your team of advisors involves lawyers, accountants, bankers, business partners or simply you and your family, I have been successful in creating collaborative and holistic plans attuned to your needs.
I’m frequently blessed with the privilege of internationally presenting my knowledge and experience to clients and advisors, alike and thrive in public-speaking and coaching environments.
I’m happiest while travelling and making memories with family and friends but it’s an excellent day when I get to help families like mine achieve something worthwhile.