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 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.
Bryan Figueroa, CFP
CIC Financial Group, Investment Advisor – Aligned Capital Partners, Financial Advisor firstname.lastname@example.org
(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 email@example.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.
CIC Financial Group, VP 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).
CIC Financial Group, Manager, Client Services – 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.
CIC Financial Group, Associate, Client Services – Aligned Capital Partners firstname.lastname@example.org email@example.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.
CIC Financial Group, Associate, Client Services & Tax Preparer – Aligned Capital Partners firstname.lastname@example.org 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.
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.