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.

In a recent appearance on BNN Bloomberg, JCIC President Cameron Scrivens highlighted a valuation disconnect in select mega-caps like Amazon, and broke down General Electric’s aviation business.

A holiday message from JCIC’s President and Portfolio Manager.

Helpful tax information for 2025.

A brief summary and analysis of the federal budget by Kai Lam.

In the third quarter of 2025, global markets navigated a complex landscape of unresolved trade negotiations, tariff uncertainties, and shifting interest rate policies. Despite soft macroeconomic indicators, disciplined portfolio positioning allowed JCIC's mandates to deliver exceptionally strong returns, demonstrating the power of active stewardship when market performance diverges from economic headlines.

JCIC is a regular contributor to Canada’s leading business television channel.

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.