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Estate Planning Council of CANADA

Cindy Boury

Cindy Boury Private Wealth Management of Raymond James Ltd.

 

Member profile details

First name
Cindy
Last name
Boury
Profession / Category
Other Estate Planner (by approval)
Company
Cindy Boury Private Wealth Management of Raymond James Ltd.
Province
British Columbia
City
Abbotsford
Picture / Headshot
Phone number
1-604-855-0654
Office Address
200-2881 Garden Street, Abbotsford, BC, Canada, V2T 4X1
Education / Professional Designation(s)
FCSI®, FMA (CSWP), CIM®, PMT, CSC, IMT, Discretionary Portfolio Manager, Branch Manager, Life Licensed, USA Cross-Border Licensed, Options Supervisor, Hedge & Alt Products
Areas of focus or specialization
Clients seek out our services and are referred to us because of their specific financial needs and our reputation for knowing how to help. These individuals come to trust our ability to clearly understand what is required for their financial comfort, and to offer strategies that will most appropriately address their needs within a very supportive and professional environment.

As a professional advisory group, we are dedicated to providing an appropriate financial framework to fulfill each client's specific financial needs. We provide uncompromising service and attention in an efficient and cordial atmosphere, and always maintain a sense of responsibility.

We are committed to developing financial strategies that work, whether for individual, family or corporate financial structuring. We will tailor a relevant formula that balances personal, family and corporate needs to generate the most positive future incomes. Our goal is to inform, organize and empower clients for their future well-being.

While keeping all of our clients fully aware of their financial progress, we focus on developing:
Customized portfolios — estate planning — succession planning — financial advocacy — discretionary investing — cash flow management — tax management and portfolio management.

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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