Cindy White joined Cochrane Wealth Management as an administrative assistant in 2009, although her experience in the financial services industry began in 2004. Cindy is responsible for all the administrative aspects of our clients’ accounts. Some of the processes that Cindy assists advisors, Steve Cook and Karen Swanson, as well as our clients with, include: Client account opening/transfer-ins, EFT/cheque requests, RSP/TFSA/RESP contributions/withdrawals, RESP Grant applications, RIF/LIF payment changes/requests and scheduling client appointments. Cindy is the first contact for clients needing assistance with their accounts.

Cindy lived in Cochrane during the late 70’s/early 80’s and then returned in 2000; she is proud to call Cochrane home once again. She enjoys spending time with her children and grandchildren, usually outdoors exploring the nearby Rocky Mountains, or spending an evening challenging extended family members to various board games.