Brad Jardine of CIC Financial Group is rank 22 in Wealth Professional Canada's 2019 Top 50 Advisors
CIC Financial Group
Aligned Capital Partners
A regular on the Top 50 Advisors list and also one of Wealth Professional Canada’s Top Independent Offices, Brad Jardine has moved up the list from number 32 to number 22 in 2018. Jardine has seen his AUM grow 21% over the past year to $181 million.
Jardine credits his entrepreneurial spirit for originally pushing him towards the industry and now has his sights on maintaining steady income for his existing clients. “In 2019, I would like to grow my assets by $25 to $35 million, reduce costs and finalize my CIM,” he says.
As a 32-year veteran of the industry, Jardine recognizes that there are several obstacles for today’s advisors to overcome. “I think succession planning, compliance and media noise that causes client distraction from long-term goals are all challenges today,” he says.
