Our Team

Jean-Marc is the senior advisor and President of C.I. Financial Ltd. He has been in the industry since 1988 and has created a well-respected, leading financial services organization. He attributes his success by creating simple concepts of mastering the basics and teaching it to others.

Jean-Marc believes in giving back to the community. He has served on numerous committees and boards including the Manulife Securities Advisory board, and Manulife Bank Advisory board. To this day Jean-Marc still serves on numerous boards within the community.

He believes in living a balanced life and therefore is active in his local church, enjoys travelling, music, shows, golf, and plays Badminton regularly.

He has mentored many individuals as they came into the industry that now have experienced success of their own.
Jean-Marc’s experience and ideas have been instrumental in the development of guidelines and practices that have been implemented by associations, financial organizations and independent advisors throughout Canada.

Jean-Marc and his wife Josée have been married since 1984.

Josée is the Managing Partner and administrator of the office’s finances including accounts payable, accounts receivable and payroll.

As we all know, Josée is married to Jean-Marc.

Joshua Hamilton is a driven and accomplished individual with a strong academic background and a passion for finance. He obtained his Bachelor of Commerce degree from The Kings University in Edmonton, Alberta, where he honed his skills in various business disciplines. With a keen interest in investment strategies and financial planning, Joshua has exceled in his role as an Advisor. His expertise and commitment to delivering exceptional results make him a trusted partner for individuals seeking sound financial advice. Beyond his professional pursuits, Joshua is no stranger to the world of athletics. Having played university basketball for an impressive five years, he exemplifies discipline, teamwork, and a competitive spirit. Joshua is dedicated to helping clients achieve their financial goals while maintaining a balanced and fulfilling lifestyle.

Yannick L’Abbe is a dynamic and ambitious individual with a strong background in sports management. Having completed his diploma of Business majoring in Sports Management at Olds College in Olds, Alberta, Yannick possesses a solid foundation in the intricacies of the sports industry. As an Advisor, he brings his unique perspective and knowledge to help clients navigate the financial landscape. Yannick’s passion for sports extends beyond the professional realm, with football being one of his favorite hobbies. His experience on the field has instilled in him valuable qualities such as teamwork, dedication, and a drive for success. Notably, Yannick is also the son of President Jean-Marc L’Abbe, reflecting a lineage of leadership and an ingrained understanding of the importance of sound decision-making. With a commitment to delivering exceptional service and a deep understanding of both sports and finance, Yannick is a trusted advisor for individuals looking to secure their financial future.

Lisa Vanstone is our Investment Service Coordinator. Lisa provides the administrative support for the wealth management side of CI Financial. Lisa is originally from Vancouver Island, BC where she worked for a local Credit Union. Lisa has been with C. I. Financial since 2014.

Brandy Lukas is our Client Service Coordinator. Brandy provides the administrative support for the client service side of our company. Brandy is originally from Edmonton, Alberta. Known for her exceptional ability to connect with clients, Brandy ensures that everyone feels valued and heard. Brandy has been with our company since 2023.