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 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.
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 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.
Services
We have been clients for 9 years or so, on a recommendation from a Dofasco co-worker. We couldn't be more happy. We really love that personal feeling when we come in and you greet us by name and with a hug too! We are at an age where conversations are all about your aches and pains and your retirement investments, and your name comes up frequently.
CIC Financial Group is well-known for their specialized knowledge, expertise and more than 28 years experience with assisting more than 550 Dofasco retirees through the retirement process. We help make the "complex simple to understand" and pair it with practical advice and information regarding all the complexities of retirement planning, timing, income, tax, estate and more.
Reviews (1)
Mike Mrksic
Nov 05, 2020
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