Brad Jardine of CIC Financial Group is part of this year's WP Top 50 Advisors.
47 Brad Jardine
CIC Financial Group
Aligned Capital Partners
Ancaster, Ont.
AUM GROWTH: $11,000,000
AUM PER CLIENT: $214,286
REVENUE PER CLIENT: $2,245
CLIENTS AT END OCT 2015: 490
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 20
Even with $105 million AUM and nearly 500 clients, Brad Jardine is getting things done. And his clients are noticing – Jardine boasts a 100% client retention rate. He offers a full-service package to his clients that goes beyond investing and into different elements of a client’s financial life, including debt management, saving for retirement, large expenditures, tax planning and estate planning.
CIC Financial Group
Aligned Capital Partners
Ancaster, Ont.
AUM GROWTH: $11,000,000
AUM PER CLIENT: $214,286
REVENUE PER CLIENT: $2,245
CLIENTS AT END OCT 2015: 490
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 20
Even with $105 million AUM and nearly 500 clients, Brad Jardine is getting things done. And his clients are noticing – Jardine boasts a 100% client retention rate. He offers a full-service package to his clients that goes beyond investing and into different elements of a client’s financial life, including debt management, saving for retirement, large expenditures, tax planning and estate planning.
