Cindy attended York University in pursuit of a physics and engineering degree seeking to become an educator. Upon graduating, she noticed that most of her peers were ill-equipped to face the challenges of adulthood without a working understanding of the Canadian financial system and general financial literacy, which was never addressed in the Canadian educational curriculum she grew up with. This inspired a decision to pivot and pursue finance. She spent the next four years studying all things money and entered the industry as a financial advisor in 2016. However, she was faced with yet another challenge – the industry was outdated in its approach to working with younger individuals and often avoided working with them altogether. This is the demographic she was committed to serving. When she achieved her CFP designation in 2019, she left the “traditional” advisor world to focus on building up her own independent brand, providing fee-only advice to millennials seeking genuine and unbiased guidance. In spring of 2021, she co-founded MakeCents, a financial planning company rooted in financial literacy and coaching services for young adults who strive to live life on their own terms and redefine antiquated measures of “success”.
ESG Symposium 2023 May 30, 2023 A new frontier for environmental, social and governance (ESG) issues is upon us. Learn how to navigate environmental and social risks and opportunities at this event for CPAs, leaders and other professionals from every industry.
AICPA & CIMA advanced personal financial planning conference 2023 June 5, 2023 Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.
The ONE Conference 2023 September 12, 2023 2023 will require businesses to remain resilient through turbulent times. Get the information you need to continue the evolution of your organization at CPA Canada’s flagship conference. Attend in person or online – your choice!