Cindy has extensive financial service experience in the investment industry. Her accomplished career has spanned over 40 years, working for diverse wealth management firms such as Merrill Lynch Canada, Midland Walwyn and TD Waterhouse (to name a few). At Tall Oak Private Wealth, Cindy leverages her depth of experience and knowledge to ensure her clients are provided expert administration and peace of mind. She has completed her Canadian Securities Course (CSC) and the Conduct Practice & Handbook (CPH) through the Canadian Securities Institute.
Cindy has been with Raymond James since 2017 and is currently a Financial Advisor Assistant to Fionn O’Flanagan.
In her free time, she enjoys spending time with her daughter, and in the summer, Cindy enjoys gardening.