Co-Branch Manager - Mutual Funds
Cindi has been with Desjardins Financial Services Independent Network since 2003 as a Life and Health Insurance Advisor as well as a Co-Branch Manager - Mutual Funds. This year will mark her 26th year in the Financial Services Industry. She began her career in 1985 at Wood Gundy (now CIBC Wood Gundy) on Bay Street in Toronto where she worked with clients building their stock, bonds and stock options portfolio. Her experience went on to include the opening of a TD Evergreen Branch in Owen Sound where she assisted the bank clients in their investments and financial security planning, as well as working as an Advisor for Merrill Lynch for a number of years. She has had an extensive background in the financial industry which has brought her full circle back to her hometown of London, Ontario. Just prior to joining Desjardins, she spent 3 years with Worldsource Wealth Management as an Advisor assisting clients in building their financial portfolios, recognizing and attaining their goals as well as providing superior service that reached far and beyond the average advisors’ capabilities.
Cindi excels at working with clients to achieve their personal and financial goals. She is passionate about taking the time to get to know clients, what they truly want in life, and then working on solutions and recommendations that will guide them to map out and follow their life plan. She feels this process is imperative so that clients understand why, how and what they can expect each step of the way. The business of financial planning is ever changing, and technology is constantly bringing new information closer to hand. While this can be a positive in most cases, it can also have an overwhelming negative impact for individuals trying to understand what is relevant to them and their families. Cindi’s focus for each client is to narrow down all the options, clearly explain the implications, and help clients make the proper choices that are individual to them.
Cindi is happily married to Angel and is the proud mother of two boys; one who is attending college in his final year of Film Production, and one who is attending University and working on his B.A. In her spare time, she loves antique hunting with her best friend, Angel. She is also passionate about her gardens and home, and she can occasionally be found on the odd summer afternoon throwing a line out in an attempt to catch a rainbow trout. Cindi spends a lot of her spare time helping people in alcohol and addiction recovery.