Business Details
35 Years
experience
Your Trusted Financial Partner in Ancaster, ON
Since 1986, CIC Financial Group has been dedicated to providing comprehensive financial solutions tailored to individual and family needs. Our team of seasoned professionals brings decades of combined experience in investment management, tax planning, retirement strategies, and estate preservation. We prioritize personalized service, ensuring clients receive knowledgeable guidance through every stage of life. With a focus on long-term relationships, we help clients navigate complex financial landscapes with confidence. Our expertise extends to specialized services for Dofasco employees and retirees, offering tailored pension planning support.By maintaining transparency and accessibility, we foster trust and empower clients to achieve their financial goals. Our commitment to continuous education ensures our advisors stay at the forefront of industry developments. Clients consistently highlight our approachable demeanor, prompt communication, and holistic planning approach. We operate with integrity, placing client interests at the core of every decision. Through strategic partnerships and rigorous compliance standards, we deliver reliable, client-centric financial solutions.
Services
Financial Planning
Retirement Planning
Insurance Protection
Estate Planning
Tax Preparation
Investment Management
Pension Plan Advisory
Wealth Preservation
Details
- Year established: 1991
Highlights and features
- We offer over 30 years of combined experience in comprehensive financial planning.
- Our team holds multiple professional designations including CFP, CIM, and CLU.
- We provide specialized pension planning expertise for Dofasco employees and retirees.
- Our holistic approach integrates investment, tax, insurance, and estate planning services.
- Clients consistently praise our personalized service and prompt communication.
What people say
Personal feeling
Confident in investments
Holistic approach
Prompt answers
Family-like service
Services
Financial Planning
We create customized financial roadmaps addressing investment strategies, risk management, and long-term wealth accumulation. Our planners analyze current financial status to develop actionable plans for future goals. Services include cash flow analysis, debt management, and financial goal setting tailored to individual circumstances.
Retirement Planning
Our specialists design comprehensive retirement plans considering pension options, income requirements, and tax implications. We help clients optimize Dofasco pension benefits while coordinating other retirement savings vehicles. The process includes retirement timing analysis and sustainable income planning strategies.
Estate Planning
We develop strategies to preserve wealth across generations while minimizing tax liabilities. Services include will reviews, power of attorney preparation, and trust establishment. Our approach ensures clients' wishes are documented and legally protected through coordinated estate documentation.
Investment Management
Through our partnership with Aligned Capital Partners, we offer diversified investment solutions tailored to risk tolerance and financial objectives. Our team monitors market trends to optimize portfolio performance while maintaining regular client communication and transparent reporting.
Tax Preparation
We provide comprehensive tax filing services with strategic planning to minimize liabilities. Our experts analyze investment-related tax implications and identify opportunities for tax-efficient savings strategies. Services include income tax reviews for potential retroactive refunds.
People
Brad Jardine
Founder and President
With over 35 years in financial services, Brad established CIC Financial Group in 1991. He holds CFP, CIM, CLU, and ChFC designations. His expertise spans investment strategy, estate planning, and retirement solutions for Dofasco employees.
Bryan Figueroa
Vice President
Bryan brings 14 years of financial advisory experience, joining CIC in 2019. He holds CFP and CIM designations, specializing in retirement planning and investment management. He graduated with a Commerce & Economics degree.
Spencer Jardine
Vice President
Spencer has 14 years of experience, joining CIC in 2010. He completed Mohawk College's Financial Services diploma and specializes in administrative financial planning solutions for complex client needs.
Joe Modica
Associate Vice President
Joe joined CIC in 2025 with 12 years of investment counseling experience. He holds CFP and CIM designations from McMaster University's Finance & Economics program, focusing on comprehensive wealth management strategies.
Questions
What financial services do you specialize in?
We specialize in retirement planning, investment management, estate planning, tax preparation, and pension advisory services for Dofasco employees and retirees.
Do you offer free initial consultations?
Yes, we provide complimentary no-obligation consultations to discuss your financial goals and assess how we can help you achieve them.
Are you qualified to handle complex pension plans?
Our team has specialized expertise in Dofasco pension plans, with over 30 years of experience helping employees transition into retirement.
How do you stay accessible to clients?
We maintain open communication channels, offering prompt responses, home visits, and regular portfolio updates to ensure continuous support.
What makes your firm different from other advisors?
We combine technical expertise with personalized service, taking a holistic approach that coordinates all aspects of your financial life.
Reviews (1)
Mike Mrksic
Nov 05, 2020
Report
Went to cic for consultation about my financial needs and came away very convicted about what they have to offer . They seem very knowledgeable about all of financial needs. So i would recommend there service for future investments and retirement needs.
