Our approach begins with you, our client. We first discuss your financial goals, resources, and obligations, to gain a thorough understanding of your goals and objectives. This may lead directly to a suitable investment mandate, or it may involve one of our highly qualified Financial Planners drafting a detailed financial plan for you. We’ll help you build a plan that meets your investment objectives.

It is important for prospective clients to understand that as independent portfolio managers, we provide an investment management service. We are not dealers in investment products, but rather we select from the market suitable bonds, stocks, and cash investments, in accordance with the investment mandate you have selected.

At JCIC we value our clients above all. We strive to provide each and every one with exceptional service led by a Client Relationship Manager who is dedicated and focused on the client’s needs and backed by our Client Service team.

Providing clear, concise, and timely reporting is a priority at JCIC. Your relationship manager is readily available to augment or explain our reports at any time.

Our fees are transparent, competitive, and cover all of our services with no extra fees. They are based on an agreed fee schedule, which scales according to the aggregate amount managed for each client or family. Any fees or charges related to our clients’ investment accounts are always fully disclosed, discussed, and explained as soon as new investors join JCIC. And our Client Relationship Managers are available to review the disclosures at any time.