It all starts with you
Your goals are the anchor of our focus. At JCIC, we’ve simplified the complexities of wealth management into a straightforward, personal journey. From day one, you’ll work directly with a dedicated Client Relationship Manager who serves as your expert guide and primary advocate for all your financial planning needs.
As a JCIC client, you’ll be assigned a personal Client Relationship Manager who will be your main point of contact for all your investment and financial planning needs.
A client experience built around you.
JCIC is designed to make your experience easy and straightforward, customised to your specific needs — with your goals and objectives at the centre of our focus.
Personal
Assigned Client
Relationship Manager
Responsive
Phone, email, video,
or in-person support
Straightforward
Clear guidance through
every step
We're just a phone call,
email, or click away.
Our size and structure allow us to be highly customer-centric and responsive. Whether it's a phone call, an email, or a face-to-face meeting, your Client Relationship Manager will be focused on providing the right information, insights, and context, helping you make the best decisions.
video meeting
Hands on leadership
Unlike many other investment firms, our senior leadership team have every day, client-facing responsibilities, from investment meetings to hands-on daily portfolio management. And, with our investments in the same portfolios as our clients, we are as focused on performance as you are.
involved
management
our clients
Employee owned.
It makes a difference.
Say 'good-bye' to unnecessary bureaucracy. An important underpinning of our company's 25-year success is the fact we are owned by employees. We are deeply invested in the business, its successes, and its on-going reputation.
We've designed every step of your on-boarding to be easy and straightforward, taking the burden and complexity out of the process. We start with getting to know you and finish with a detailed, personalised plan of action.
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.
Start with a no-commitment conversation.
It is easy to book your first, no-commitment conversation with a financial planner. This is your opportunity to ask questions and collect information relevant to your specific situation.
We can talk on the phone or via video chat, whichever you prefer.