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As head of WaterStreet’s Calgary office, Cindy is passionate about helping high net worth individuals and their families understand the many aspects of their family wealth planning. She is known for working efficiently and effectively with a team of advisors to develop integrated wealth management solutions consistent with the client’s values and objectives.
In 2006 Cindy was instrumental in the launch of a privately held trust company. As President and CEO, Cindy worked closely with clients and their advisors to implement and administer a wide range of domestic trust structures including family trusts, philanthropic trusts and a variety of commercial and first nations trusts.
As a Chartered Accountant with a Masters of Law and focusing on tax and estate planning for high net worth individuals and private companies, Cindy is an avid author and speaker on topics related to trusts, tax and estate planning. For 10 years, Cindy co-authored of “Taxation and Estate Planning in Canada” – a key reference source for practitioners and Canadian law faculties. Cindy has also published numerous articles in the area of trusts and taxation and has been an instructor at the Faculty of Law, University of Calgary.
Cindy is a Fellow of the Institute of Chartered Accountants, a Trust and Estate Practitioner (TEP) and has earned accreditation from the Institute of Corporate Directors.