Sharing Our Expertise
JCIC has been playing a leading role on Canada’s top business news program.
Bloomberg News Network is Canada’s leading source of business news on television. Recently, JCIC’s Cameron Scrivens and Kai Lam have been making appearances on their afternoon market review show called “The Close.”
Here is an excerpt from Cameron’s most recent appearance, talking about Uber as an investment opportunity.
These appearances are a great opportunity for us to share the unique approach that JCIC uses to manage our portfolios. If you would like to see highlights of other recent TV appearances, you can find them on our YouTube channel.
Our YouTube channel is also a great place to point friends and family if they have questions about their own investment options. In fact, JCIC is currently open to taking on new investors who are referred to us by existing clients.
We can even offer them a complimentary ‘portfolio review’ if they just want someone to take an honest, objective look at their current investment approach. Please reach out to your Relationship Manager to set that up.
Keeping Your Assets Protected
JCIC Asset Management is in the process of asking all our clients to add or confirm the name of a ‘Trusted Person’ for their file. This helps us to keep you, your investments, and your legacy safe.
A Trusted Person is exactly what it sounds like: a person in your close circle who has your best interests at heart. They should be someone with a general awareness of your financial situation but not directly involved in it. Often that is a sibling or best friend. We do not recommend you use your adult children, business partner, or spouse as they are directly impacted by your financial decisions, and it is difficult for them to have an objective perspective.
We will only contact your Trusted Person if we have reason to believe that something is amiss. They don’t have the authority to overrule your instructions, but they give us someone to talk to in case of suspected online scams, identity theft, cognitive decline, or other health issues.
For full details about the Trusted Person program please check out this information sheet.
If you have any questions about your own investments, or those of a friend or family member, don’t hesitate to reach out to our relationship managers.
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.