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.
In 2010, Spencer Jardine, Brad’s son, joined the CIC Financial Group team, ensuring that the CIC family 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 firstname.lastname@example.org email@example.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.
CIC Financial Group, Vice-President & Associate – Aligned Capital Partners, Associate firstname.lastname@example.org email@example.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.
CIC Financial Group, AVP Marketing/Communications/Client Services – Aligned Capital Partners firstname.lastname@example.org email@example.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 Manager, Client Services
CIC Financial Group – Aligned Capital Partners firstname.lastname@example.org email@example.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.
Nada Jensen Receptionist & Administrative Assistant
CIC Financial Group – Aligned Capital Partners firstname.lastname@example.org NJensen@alignedcapitalpartners.com
(905) 304-8342 ext. 101
Nada Jensen joined CIC Financial Group in 2018. She brings more than 10 years financial services experience in Canadian Banking. She has held senior roles in customer relations and services supporting many aspects of the business from project and process management, event management, business analysis and client services.