Senior Financial Advisor
Loyal. Reliable. Authentic.
When you meet the right advisor it should feel like you have known each other forever and that they'll have your back. Cindy is a Senior Financial Advisor, equipped with her Chartered Investment Manager (CIM®) designation, but most importantly, she’s savvy, smart and provides over two decades of investment experience to her clients. Cindy builds partnerships with her clients, providing trusted financial advice her clients appreciate, tools for financial planning, and insightful coaching to build a successful financial future.
Communication + partnership
Working together, Cindy prioritizes understanding her clients needs—today, tomorrow and years into the future. Financial confidence comes from creating achievable goals, building a solid plan, and maximizing opportunities for success, so that, good or bad, when life happens you are prepared. With Cindy you have a partner and communicator bringing years of financial expertise that feels as comfortable as a great pair of blue jeans.
Making an impact locally
Life is more than a career, it’s what you are able to do because of it. Alongside raising her young family with her husband in the beautiful Alberta foothills, Cindy is passionate about making an impact and giving back to her community. She continuously supports local charities including 100 Women Who Care Foothills, Sheep River Health Trust, Okotoks Food Bank and volunteering locally. Cindy also enjoys bringing experts to her community finding creative ways to bring more financial knowledge to the area and appreciates the support and resources ATB Wealth provides.