About Cindy Brannan

Cindy has been involved in the financial industry for over 20 years. Having achieved her Honours BA in Management Economics from the University of Guelph as well as the Chartered Financial Analyst (CFA) Designation, she focuses her energies on helping clients achieve their goals.

Cindy endeavours to demystify the world of finance and ensure that clients feel comfortable with their financial decisions.

Typical Clients

Cindy and her team use their expertise to work through the wealth planning needs of families, individuals, business owners, professionals and not-for profits alike. This may involve retirement planning, cash flow planning, investment management, estate planning, philanthropic giving, tax planning and insurance strategies.