Thoughtful commentary in a complex world.
Explore market perspectives, tax and estate guidance, firm news, media appearances, and investment strategy insights from the JCIC team.
Sequence of Returns Risk: Why Order of Investment Returns Matters
Understanding ‘sequencing of returns risk,’ can help retirees and near-retirees make smarter, calmer financial decisions.
BNN Bloomberg: Kai Lam on Ways to Gain From the AI Boom
JCIC Chief Investment Officer Kai Lam joined BNN Bloomberg on May 26th to highlight three stocks he is bullish on right now, starting with a company that tests microchips.
BNN Bloomberg: Cam Scrivens on Commodities, Alphabet, and the AI Infrastructure Crossover
JCIC President Cameron Scrivens explored the direct intersection between physical commodities and digital innovation, touching on Freeport-McMoRan and Alphabet.
Individual Pension Plans (IPP): The Ultimate Guide for Canadian Business Owners
Learn how an individual pension plan can reduce taxable corporate income and help business owners save more for retirement as we answer clients’ most frequently asked questions.
Q1 2026 Investment Report: Navigating Geopolitical Energy Shifts
Navigate the complexities of Q1 2026 with JCIC. CIO Kai Lam analyzes how geopolitical tensions and the AI rotation are reshaping global markets. Discover our strategy for managing energy volatility and finding growth in fixed income and selective equities.
How to Spot Hidden Investment Fees
Do you know how much you are paying for investment fees? If you don’t—or you’re not confident that you do—you’re not alone.
BNN Bloomberg: Kai Lam on Navigating Iran Conflict Volatility & Portfolio Resilience
JCIC Chief Investment Officer Kai Lam joined BNN Bloomberg to analyze the market volatility stemming from the Iran conflict. Discover why Canada’s strong energy and gold sectors provide a strategic hedge and how a patient approach to wealth management can turn global uncertainty into long-term investment opportunities.
BNN Bloomberg: Kai Lam on Strategic AI Investing and Market Resilience
JCIC Chief Investment Officer Kai Lam discusses the AI investment landscape on BNN Bloomberg. Learn about the "two-pronged" approach to AI growth—balancing high-performing tech like Nvidia and Celestica with defensive hedges like Dollarama to manage volatility in a shifting market.
Benefits of International Equity Investing
Canada accounts for less than 3% of global market capitalization. Explore the strategic benefits of international equity investing, uncover historical market cycles, and learn why true portfolio diversification requires looking beyond North American borders.