Practice: CIC Financial Group
Firm: Aligned Capital Partners
Location: Ancaster, ON
Brad Jardine is one of the longest-serving advisors on this year’s Top 50 Advisors list, with 35 years of experience in the industry. He had another solid year in 2020, growing both his AUM and client base. “Although for many at this juncture, retirement may be likely, I still enjoy the challenges of helping others realize their financial goals,” Jardine says. “Each client is unique, and I have yet to run out of steam.”
While Jardine says the pandemic was different than any other crisis he’s seen before, managing clients through market volatility has been part of his role for many years. “We found the key for managing client portfolios and expectations is to help them filter through the noise and remind them that, for the most part, these are not 30-day or 30-week funds, but 30 years,” he says. “There will be peaks and valleys, but through the years, patience has typically prevailed, and we are in it together.”
