Speaking Engagements
Cindy’s engaging talks transform complex wealth transition concepts into meaningful, actionable insights. Known for her use of humour, personality, and unique storytelling, her presentations foster strategies that strengthen family bonds across generations.
A Trusted Voice
Cindy’s ability to bridge technical expertise with family needs makes her a trusted voice in wealth transition. She creates environments where meaningful dialogue flourishes, offering families and their advisors insights that drive confidence and clarity.
Whether guiding professionals or facilitating interactive family workshops, Cindy’s collaborative approach turns challenges into opportunities for growth and connection.
Collaborative Impact
Cindy’s presentations leave audiences inspired, informed, and equipped with strategies to preserve their legacies while strengthening family bonds.
Australia Wealth Advisor Masterclass
Recent Speaking Engagements
Calgary Bar Association (May 2024): Keynote speaker, offering fresh perspectives on integrated wealth planning.
STEP Barbados (April 2024): Panel speaker on “Navigating the Landscape of the Modern Family Office.”
ATB Keynote (October 2023): Main stage keynote on “Family Wealth Advising: The Future is Now.”
Our Family Office Webinar (Toronto): Featured guest discussing trust governance opportunities.
TEC Workshops: Delivered intensive workshops for Canadian business owners on succession planning, supporting chapters in Calgary, Edmonton, Halifax, Sussex, Ottawa, and Montreal.