As a family wealth transition advisor and Fellow of the Chartered Accountants of Alberta, 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 experience as a lawyer specializing in tax and trusts, fiduciary, 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. In 2018 Cindy was awarded the prestigious global STEP Private Client Awards – People’s Choice Trusted Advisor of the Year.