Cindy Reid-Shelton has worked in the financial industry for 30 years as a complex planner, corporate leader, mentor and coach to top advisors and trusted advisor to some of Canada’s most established business owners.
Since acquiring her CEPA designation in 2016 she has focused her efforts in helping owners grow and harvest the value of their business to bridge the value gap.
Cindy, her clients and advisors she works alongside find consistent success with creating a holistic plan to achieve the best possible outcomes for business owners, believing ‘transition-ready businesses are more valuable’™.
