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.
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.
Benefits of International Equity Investing
Canada accounts for less than 3% of global market capitalization. Explore the strategic benefits of international equity investing, uncover historical market cycles, and learn why true portfolio diversification requires looking beyond North American borders.
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.
BNN Bloomberg: Cam Scrivens on Finding Value in Lagging Mega-Caps and Global Aviation
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.
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
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.
BNN Bloomberg: Uber’s Autonomous Future & Asset-Light Growth Strategy
JCIC is a regular contributor to Canada’s leading business television channel.
What is a Trusted Contact Person? How to Protect Your Financial Legacy
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.
Mid-Summer Update from JCIC
Summer is a time to unwind, but there is still lots going on at the JCIC office!