Since 1986, we have been helping our clients with complex areas of investment, tax, retirement & estate planning and insurance. We’ve brought together a team of people to ensure that our clients receive knowledgeable, professional, and friendly service. Our company has over 30 years combined experience and we all answer the phone.

We have NEW team members! Here we grow again to ensure that we will be here to support our clients now and in the future.

Brad Jardine, CFP, CLU, Ch.F.C
CIC Financial Group, President & Sr. Financial Advisor    –    Aligned Capital Partners, Financial Advisor          bjardine@cicfinancial.ca                                                                bjardine@alignedcapitalpartners.com
(905) 304-8342 ext. 106

Brad is a lifelong resident of the greater Hamilton area. In 1980, he was an Honours Graduate from Delta High School. From there he went on to become an Honours Graduate from Hamilton Collegiate Institute followed by McMaster University until 1984. He began his career in 1986 as an Insurance and Financial Services Representative for a major Canadian insurer. In 1991, Brad established Creative Insurance Concepts Ltd., known today as CIC Financial Group.

Spencer Jardine
CIC Financial Group, Vice-President & Associate    –    Aligned Capital Partners, Associate                                       sjardine@cicfinancial.ca                                                      sjardine@alignedcapitalpartners.com
(905) 304-8342 ext. 104

Spencer is a lifelong resident of the greater Hamilton area and currently calls Ancaster home. Spencer joined CIC Financial Group in 2010 and since joining has become Mutual Funds and Life Insurance licensed. In 2014 he graduated from Mohawk College with a diploma in Financial Services. Spencer is an avid sports fan, and manages to keep pace with his girlfriend Stephanie and dog Trinity.

Bryan Figueroa, CFP
CIC Financial Group, Investment Advisor    –    Aligned Capital Partners, Financial Advisor      bfigueroa@alignedcapitalpartners.com
(905) 304-8342 ext. 111

Bryan, a longtime resident of the Burlington area alongside his wife Anna and 3 young children entered the industry in 2006. He brings with him extensive industry experience including a long-term tenure with a mutual fund organization which managed more than $2 billion of investable assets. In 2010, Bryan joined Lehigh, MacDonald Financial as Financial Advisor to later become President and Co-Owner (2013).

Jordan LeHigh, CIF, LLQ 
CIC Financial Group, Vice-President & Associate    –    Aligned Capital Partners, Associate                           jlehigh@alignedcapitalpartners.com
(905) 304-8342 ext. 123

Jordan joined CIC Financial Group in 2020 and brings more than 21 years experience to our organization, he is a seasoned Licensed Assistant and Branch Manager who currently supports Lehigh, MacDonald Financial clients, a joint venture for him and Bryan. Jordan is a dedicated professional who ensures that he is always there to answer the call.

Tanya Atkinson
CIC Financial Group, VP Marketing/Communications/Client Services    –    Aligned Capital Partners   tatkinson@cicfinancial.ca                                                                   tatkinson@alignedcapitalpartners.com         (905) 304-8342 ext. 109

Tanya joined CIC Financial Group in 2018.  She brings more than 24 years financial services experience in both the Canadian and US markets and has held senior level management roles in Project & Product Management, Marketing/Communications/Digital Marketing and Creative Production. She studied Business Administration, is a Certified AchieveGlobal Trainer (Leadership & Service Excellence) and is a strong supporter of continued career training. She is a member of the American Marketing Association (AMA),  Life Office Management Association (LOMA) and Life Insurance Market Research Association (LIMRA).

Jacquie Murray
CIC Financial Group, Manager, Client Services             –          Aligned Capital Partners                                              jacquiemurray@cicfinancial.ca                                      jacquiemurray@alignedcapitalpartners.com
(905) 304-8342 ext. 103

Jacquie has lived in various areas throughout Ontario and currently calls Ancaster home.  She has been in the Financial Services Industry since 1988 supporting many aspects of the business from project management, compliance, strategic planning, business analysis and office management.

Angela Laguerre
CIC Financial Group,  Associate, Client Services       –     Aligned Capital Partners                                                 alaguerre@cicfinancial.ca                                      alaguerre@alignedcapitalpartners.com                                                 
(905) 304-8342 ext. 102

Angela Laguerre joined CIC Financial Group in 2019. She brings more than 22 years  Financial Services experience to our team supporting many aspects of office administration including Branch Management. She is a long time resident of Hamilton where she enjoys spending quality time with her husband and daughter.

Caeleigh Davenport
CIC Financial Group,  Administrative Assistant and Tax Preparer       –       Aligned Capital Partners        cdavenport@cicfinancial.ca                                    CDavenport@alignedcapitalpartners.com     
                                                               
(905) 304-8342 ext. 112

Caeleigh Davenport joined CIC Financial Group in 2020. She joined our organization after completing her Accounting and Advanced Degree Certification at Mohawk College.  Caeleigh was a long term resident of Dundas and is now a proud Hamilton home owner where she enjoys spending quality time with her husband and 2 dogs.

Kim Gater
CIC Financial Group,  Associate, Client Services       –       Aligned Capital Partners                                                                     
(905) 304-8342 ext. 101

Kim Gater joined CIC Financial Group in 2021. She brings more than 20 years office administration and management to our team. Kim’s a long term resident of Dundas and now Ancaster where she enjoys spending quality time with her husband and 3 children while trying to keep up with her 2 dogs.