Cynthia is a Chartered Accountant (CA), Certified General Accountant (CGA), Certified Financial Planner (CFP - awarded the Fellow of FPSCTM distinction), Registered Financial Planner (RFP), and Trust and Estate Practitioner (TEP). She holds a Bachelor of Commerce (B Comm), Accounting and Management Information Systems, from the University of British Columbia. She completed the Canadian Securities Course with honours.
Cynthia has been practicing accounting and tax since 1984. She started her own "advice-only" financial planning firm in 1992.
Cynthia is a former instructor for Personal Financial Management, an MBA course at the Schulich School of Business at York University. She also taught a Financial Management Certificate program for a division of the Ontario government from 2003 - 2006. She presents tax and financial planning seminars for various business groups.
Cynthia previously served on the Board of Directors for the Financial Planners Standards Council (FPSC - Canada) and has been a speaker at national financial planning conferences for the FPSC, Canadian Institute for Financial Planners and the Financial Planning Association of Australia.
Cynthia was the host and primary advisor for Money Makeover, a program produced by Global Communications Limited for the Global and Prime television networks. She also serves on the editorial board for Advisors Edge, a Rogers Communications Inc. publications, whose primary audience is the financial advisory community. She is frequently interviewed for financial articles and television programs.
Cynthia is a founding Legacy Advisor to SickKids Charitable Giving Fund. On a volunteer basis, she advises SickKids and potential legacy donors regarding perpetual gifts. She also donates time as a speaker and writer to selected non-profit organizations in the health, environmental, educational and social services fields.
Cynthia enjoys spending time with her daughter, family and friends. Other personal interests include travelling, rock climbing, downhill skiing, scuba diving and cycling.
My favourite activities are spending time with family and friends, travelling and adventure sports!
I'm also very committed to donating to the Kett Family Donor-Advised Fund, which I established with SickKids Foundation.