Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts. We’ll explore such topics as:
- Explore insurance solutions and options
- How to use insurance for tax planning
- What role insurance can play in your portfolio
Learn more about the fundamentals of insurance and how to get involved with Genus or our partners:
Portfolio Manager / Partner
Genus Capital Management
I am a portfolio manager and financial planner, specializing in serving individuals, families, holding companies, and foundations by creating customized investment portfolios.
Outside of work, I love being active. Whether it is the gym, golfing or cycling you’ll likely find me on the go. I am an avid and long-suffering Canucks fan, and I never miss an F1 race. My wife and I love to travel. I am also a fountain of useless knowledge which makes me useful for trivia night.
NYF Wealth Management
Nancy Fong created NYF Wealth Management in 2018. Nancy was born, raised and educated in Vancouver, BC. After having practised as a solicitor for twelve years, she joined a boutique financial planning firm and was a partner before creating her own firm.
Nancy comes from a family of immigrants, and from that framework she truly appreciates the importance of having extra help managing finances and money. With business and law degrees under her belt, and close to 20 years of working as a Certified Financial Planner, Nancy is an expert in financial and intergenerational wealth management.
Her community service of over 25 years in the Lower Mainland also makes her experienced in planned giving and charitable endeavours.
President & Estate Planning Advisor
Cindy David Financial Group Ltd.
Cindy David is a leading Canadian financial expert and trailblazer in her industry. She’s known for her passion, creative thinking, and determination to influence positive change. She transformed a traditional corporation’s employee-employer relationship into a modern structure that provides better benefits to both; and she actively supports women to achieve their dreams of entrepreneurship. She co-authored Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery, a guide to help Canadian investors regain their footing after the financial meltdown of 2008.
As President of Cindy David Financial Group Ltd., Cindy works with business owners in BC and retired or retiring clients, her firm provides tax-effective solutions and expertise, and tailors customized, personal financial planning services to meet the life goals of her clientele.
Currently, Cindy sits on the board for the Insurance Council of BC, as well as Advantage BC whose mission is to build a stronger public policy framework in support of sustainable finance and clean technology as a path toward a vibrant future for British Columbia.
Cove Continuity Advisors Inc.
Warren is a Co-Owner and Senior Advisor at Cove Continuity Advisors Inc. Warren’s personal and business experiences bring a wealth of knowledge from working for one of Canada’s top insurance marketing firms for over 20 years. In his past role, he provided consultation and recommendations on insurance policies and structures to advisors and high net worth clients.
His unique ability is asking questions, doing extensive research, pondering the solutions and providing detailed explanations about alternative approaches. Warren is right at home when there is an abundance of data to work with and enjoys sharing his finding with others. He provides technical analysis and planning for all Cove, as well as collaborating with external advisors and their clients.
Warren lives in North Vancouver with his wife and two young children and enjoys tennis, trail running, and just about anything that gets him outdoors with his family.