REID-SHELTON, Cindy: CFP®,ChFC, CLU, TEP, CEPA

Cindy Reid-Shelton has been working with clients building financial plans for over 25 years. Regardless of the complexity of the goal, Cindy believes having a plan is key to achieving it. From business owners looking to optimize and properly determine the value oft their business or farmers wanting to successfully transition the family farm between generations and the creation of personal wealth and family legacy, Cindy navigates these landscapes working through a process to educate and empower clients to create an actionable plan.

• Farm transition planning
• Financial planning
• Exit and succession planning
• Tax and estate planning
• Value building
• Risk planning
• Business advisory

Member: Insurance Councils – Manitoba, Saskatchewan, Alberta; BC Institute of Advisors, STEP, Exit Planning Institute