We share the same dream.
This is how we make it real.
No matter what your individual goals may be, JCIC works with you to help you achieve them. Our dedicated Client Relationship Managers, in partnership with our Financial Planners and Portfolio Managers, will guide you and advise you on every step of your investment journey — including clients seeking wealth management.
A coordinated approach to wealth
JCIC brings together relationship management, financial planning, and portfolio management to help clients move forward with clarity, confidence, and a long-term plan.
Understand
your goals
Build
the right plan
Manage with
discipline
How JCIC supports your investment journey
Financial Planning
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.
Portfolio Management
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.
Client Service
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.
Detailed Reporting
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.
No Hidden Fees
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.
Independent guidance,
built around you.
We act in your best interest—always. Our independence allows us to focus on what matters most: helping you build, protect, and transition wealth on your terms.
your goals
with your mandate
relationship manager
transparent fees
A proven framework for your wealth
Discover
We discuss your goals, resources, obligations, and objectives.
Plan
We determine whether your needs call for an investment mandate, a detailed financial plan, or both.
Manage
JCIC selects suitable bonds, stocks, and cash investments according to your selected mandate.
Support
Your Client Relationship Manager remains available to guide, explain, and support you over time.
Transparent fees. No surprises.
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.
Your Client Relationship Manager is available to review all disclosures at any time.
Let's start a conversation.
We'd welcome the opportunity to learn more about your goals and explore how we can help you achieve them.
Start the Conversation