OTTAWA, ON, May 11, 2020

Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. As the third female chair in the board’s 29-year history and the second in eight years, Cindy’s appointment reflects CALU’s commitment to the advancement of women advisors in the industry.

Cindy brings over 25 years of experience in financial, retirement and succession planning and is a well-known voice across Canada’s business landscape. She is the President of Cindy David Financial Group Ltd., a boutique estate planning firm serving the financial, retirement and succession planning needs of families and businesses in British Columbia. An expert in helping Canadians navigate difficult times, Cindy co-authored Financial First Aid for Canadian Investors in response to the 2009 financial crisis.

Under Cindy’s leadership, one of the CALU board’s priorities is to help advance the organization’s call for a national seniors’ strategy.

“The pandemic has shone a spotlight on Canada’s looming crisis in long-term care and the financial insecurity faced by retirees,” Cindy says. “It’s time for governments at all levels to come together with industry and other stakeholders to examine the needs of seniors. We need to look at the impact of an aging population on government policies and funding and come up with sustainable solutions.”

She believes the solutions should include policies for pensions and retirement savings that are fair for all and better reflect the financial risks arising from the increased longevity of Canadians.

Supporting CALU to advocate for tax fairness for the hundreds of thousands of independent business owners who will help reinvigorate Canada’s economy in the coming year is another priority for the new CALU board and chair.

Cindy is committed to CALU’s objective of increasing the number of women advisors in the profession and has made it a priority to support new advisors through the challenges of the pandemic. She has been recognized as one of the “Women of Influence in Canada’s Life Insurance Industry” by The Insurance and Investment Journal and is a contributor to Business in Vancouver’s Retirement Ready magazine and BCBusiness. A believer in giving back, Cindy also sits on the boards of the Insurance Council of British Columbia and Junior Achievement Canada.


CALU promotes a deeper understanding of complex financial and tax initiatives for members and clients and influences sound public policy. It represents the interests of 650 industry leading members including insurance and financial advisors as well as accounting, tax, legal and actuarial professionals. Through a synergistic relationship with Advocis, CALU speaks on behalf of a community of 13,000 financial advisors on advanced planning issues.

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