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.
What does the election result mean for your investments?
The five-week campaign gave us plenty to consider. But what happens next?
Q1 2025 Investment Report: A Strong Start Amid Trade War Volatility
The purpose of this report is to provide a review of our investment performance over the first three months of this year. Given the dramatic nature of the market activity in the first week of April, we will also include that.
Family Day, Office Move, and Tariffs
2025 has barely begun, but there is already a lot to report on.
Tariff Update and Impact Assessment
A brief update on the tariff situation and its impact on your investments.
Q3 2024 Investment Report: 2024 Performance
We are pleased to announce that JCIC achieved strong returns for our clients in 2024. Kai Lam, our Chief Investment Officer provides this detailed report.
2025 Tax-Filing Season Guide: Planning Your 2024 Taxes
With significant shifts to the capital gains inclusion rate and AMT rules now in effect, proactive planning is essential for high-net-worth families. This guide provides a strategic checklist of critical deadlines and optimization opportunities — from RRSP transitions to new trust reporting reliefs — to secure your tax position for the year ahead.
Are GICs Worth It? What Falling Interest Rates Mean for Your Portfolio
With falling rates, are GICs still worth it? Uncover the hidden tax and inflation costs eroding your returns, and discover active alternatives before your bank automatically rolls over your capital.
Q3 2024 Investment Report: Shifting Leadership in a Changing Global Market
The third quarter of this year (July, August, and September 2024) provided a powerful reminder that all markets are international: Actions by governments and companies on the other side of the world directly impact our strategy and our results.
What do Interest Rate Changes Mean for Your Portfolio? – September 2024
The seasons are changing, and so is the prime lending rate.