Cindy Harris

Practice Manager, Associate Consultant

As a dedicated practice manager and senior associate, Cindy has more than 30 years’ professional experience, including 15 years in the financial industry, specializing in comprehensive financial planning, including strategies for managing corporate accounts, minimizing capital gains, and optimizing retirement benefits.

Cindy holds a QAFP (Qualified Associate Financial Planner), and RRC (Registered Retirement Consultant) designations and is currently pursuing both the CFP (CERTIFIED FINANCIAL PLANNER) and Chartered Financial Divorce Specialist (CFDS) credentials.

Outside of her professional life, Cindy is married and a proud parent of three boys.


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