Our advisors
The people you will actually work with
Three advisors, one shared commitment: your goals, treated like our own.
Jean-Marc L'Abbé
President & Advisor
As President of C.I. Financial, Jean-Marc has guided the practice and its clients for decades. His steady, relationship-first approach is at the heart of the trust the firm has earned across Sherwood Park and Edmonton.
Leadership / Planning / Retirement
Joshua Hamilton
Partner & Advisor
Joshua works with individuals, families, and business owners across their entire financial landscape, from retirement and investments to estate and tax strategy. He builds clear, personalized plans that help clients feel confident about their future.
Planning / Retirement / Investments
Yannick L'Abbé
Partner & Advisor
Yannick works hands-on with clients and families to build plans and keep them on track through every stage of life. As a partner in the practice, he carries forward the same personal, attentive service that has defined C.I. Financial for generations.
Planning / Advice / Reviews
One team, one office
Support that never leaves you on hold
Behind our advisors is a dedicated support team handling compliance, administration, and investment processing, so your paperwork moves quickly and your questions get real answers.
When you call C.I. Financial, you reach people who know your name and your file.