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.
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.
Q4 2025 Investment Report: A Banner Year and the 2026 Outlook
Q4 2025 Investment Report: JCIC reviews a banner year and our 13.4% Balanced Fund return. CIO Kai Lam breaks down the 2026 outlook, AI productivity, and why earnings will drive the year ahead.
2025 Year-End Message: A Letter on Growth and Community from Cameron Scrivens
A holiday message from JCIC’s President and Portfolio Manager.
“Canada Strong” budget features increased investment in infrastructure
A brief summary and analysis of the federal budget by Kai Lam.
Q3 2025 Investment Report: Resilience Amid Interest Rate Volatility
Extremely strong performance in Q3 of 2025.