What is a trusted contact person, and do you really need one? Learn how this simple, confidential account safeguard acts as a vital layer of defense protecting your retirement portfolio against modern threats like online scams, identity theft, and cognitive decline.Explaining JCIC’s ‘Trusted Person’ initiative.

Summer is a time to unwind, but there is still lots going on at the JCIC office!

Markets prove to be resilient despite the headlines.

JCIC Portfolio Manager Kai Lam reacted to the latest trade proclamations from American President Donald Trump.

A performance report as we approach the summer months.

The five-week campaign gave us plenty to consider. But what happens next?

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.

Time in the Market vs Timing the Market

2025 has barely begun, but there is already a lot to report on.

A brief update on the tariff situation and its impact on your investments.

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.

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.