Our Mission
At CIC Financial Group, our mission is to empower individuals and families in achieving their financial goals through personalized financial planning and guidance. We believe in building lasting relationships with our clients, treating them with respect and providing unwavering support throughout their financial journey.
Who We Are
Founded in 1986, CIC Financial Group is a team of experienced and passionate financial professionals with over 30 years of combined experience. Led by Brad Jardine, an industry veteran and Certified Financial Planner (CFP), we are dedicated to providing comprehensive and personalized financial solutions to meet the unique needs of each client.
Our Team
Our team comprises three experienced financial advisors: Brad Jardine, Spencer Jardine, and Bryan Figueroa. They are supported by a dedicated team of professionals who work collaboratively to ensure you receive exceptional service and insightful guidance.
The Services We Offer
We offer a comprehensive range of financial services to meet your individual needs, including:
- Financial Planning for Individuals and Families: Creating tailored plans for wealth building, retirement planning, and estate management.
- Retirement Planning: Guidance on maximizing your retirement savings, choosing the right plan, and planning for a secure future.
- Dofasco Employee and Retiree Expertise: Specialized advice for navigating the complexities of the Dofasco Pension Plan.
- Insurance Protection: Comprehensive assessment and planning for life, health, and other insurance needs.
- Estate Planning: Creating a robust estate plan to ensure your assets are protected and your wishes are respected.
- Tax Preparation: Efficient and personalized tax planning strategies to minimize your tax burden.
Why Choose CIC Financial Group?
- Personalized Attention: We take the time to understand your unique financial goals and concerns.
- Experience and Expertise: Our team has extensive experience in all aspects of financial planning.
- Client-Focused Service: We prioritize open communication and collaboration with our clients.
- Transparent and Accessible: We provide clear and concise explanations and readily answer your questions.
Contact us today to schedule a complimentary consultation and discuss how we can help you achieve your financial goals.
Positive Experience with CIC
Consultation and Expertise
The reviewer, Mike Mrksic, had a positive experience with CIC, stating that they felt convicted about the services offered after a consultation. The reviewer was impressed with the company's knowledge of financial needs, including investments and retirement planning.
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