Invest in a Good Life - February 2024
We are pleased to share with you our latest insights and updates.
Cameron Scrivens
Portfolio Manager and President
Kai Lam
Chief Investment Officer
Strong Performance Noted
We are pleased to report that our investment portfolios maintained robust and positive performance throughout the month of January. Taking a long-term perspective on portfolio positioning, across most portfolios our approach places the emphasis on holding great stocks while maintaining the asset allocation appropriate to client’s objectives. On another positive note our balanced and equity pooled funds have reached all-time highs.
As the financial landscape is constantly changing, we encourage you to consider a comprehensive periodic review of your portfolio with our Relationship Team, including exploring the following considerations with us:
Reviewing Goals and Objectives
Take the time to revisit your financial goals and objectives to ensure alignment with your current life stage and aspirations.
Planning for Upcoming Liquidity Requirements
Anticipate future liquidity needs such as gifts, travel, or other financial commitments.
Moving Excess Cash or underperforming assets to JCIC
Review your options and the possibility of reallocating excess Cash, GIC’s or underutilized assets to optimize your portfolio.
Planning for the Future
Engage in strategic planning for the future, considering long-term financial objectives and potential opportunities.
As tax season approaches, we would like to remind you to take advantage of opportunities to optimize your financial situation. Click here to read about our tax suggestions.
Additionally, we appreciate your trust in our services, and if you have friends or family members who could benefit from our expertise, we encourage you to refer them to us.
Thank you for entrusting us with your financial well-being. We remain committed to providing you with exceptional service and ensuring the continued success of your investment portfolios.
As your portfolio managers, our goal is to make investing easier for you. Whether you have questions, need assistance, or simply want to discuss the financial markets, please feel free to reach out to us. We're glad to help and engage in conversations about your investment journey or market trends.
NEWSLETTER
Disclosure:
Although we obtain information contained in our newsletter from sources we believe to be reliable, we cannot guarantee its accuracy. The opinions expressed in the newsletter are those of JCIC Asset Management, its editors and contributors, and may change without notice. Any views or opinions expressed in the newsletter may not reflect those of the firm as a whole. The information in our newsletter may become outdated and we have no obligation to update it. The information in our newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. We strongly advise you to discuss your investment options with your Relationship Manager prior to making any investments, including whether any investment is suitable for your specific needs.
The information provided in our newsletter is private, privileged, and confidential information, licensed for your sole individual use as a subscriber. JCIC Asset Management reserves all rights to the content of this newsletter.