M&A, FINANCIAL ADVISORY

Cindy Wilson

Cindy is the senior M&A and financial advisory mind on the bench. She is the counsel UHNW families turn to in the year of a sale, a liquidity event, or a generational transfer of ownership — the moments where the wrong sequence costs more than the wrong price.

Within the firm, Cindy holds the work that turns a transaction into a chapter the family can keep. She handles capital structuring, deal sequencing, post-close architecture, and the financial decisions that compound across decades — held alongside the tax, legal, and estate counsel rather than handed off to it.

Across more than twenty-five years, Cindy has advised at every stage of the transaction lifecycle — from PricewaterhouseCoopers in Toronto and Melbourne, through IBM Canada, to the closely held succession matters that anchor her work at Senatus. The engagements are sensitive, the timelines unforgiving; her discipline is to keep the family’s architecture steady while the transaction runs around it.

Cindy holds the CPA, CA, CFA, and CSC; her early academic training was in science at the University of Western Ontario and commerce at the University of Windsor. Based in Toronto.

Career

  • Senatus Wealth — M&A, Financial Advisory (2014–Present)
    Complex transactions, strategic exits, capital structuring, and financially consequential decisions.
  • MC2 Business Advisors Inc. — Managing Director (2016–Present)
    Acquisition search, financial modelling, capital sourcing, and succession planning.
  • MNP Corporate Finance Inc. — Vice President (2013–2016)
    Mid-size retirement home sale in the GTA; investor documentation and capital sourcing.
  • IBM Canada Ltd. — Managing Consultant (2004–2007)
    Finance transformation for large-scale organizations.
  • PricewaterhouseCoopers — VP / Associate Director (1997–2003)
    PwC Securities in Toronto and Melbourne. Court-mandated sales, takeover advisory, management buyouts.

Volunteerism

  • The Paradigm Shift Project — Chair (2010–Present)
    Governance, oversight, and fundraising stewardship.
  • CPA Ontario Volunteer Tax Clinics (1996–Present)
    Nearly three decades preparing tax returns for low-income individuals.
  • Alzheimer Society of Toronto (1996–2010)
    Fund Development Committee and Walk for Memories.

Speak with a principal.

Every private client inquiry is read and answered within one business day.

hello@senatuswealth.com  ·  1-855-736-2887  ·  Ontario · Canada · United States