Our People

Kai Lam

Chief Investment Officer

With over 27 years of experience steering high-conviction portfolios, Kai leads JCIC's investment strategy and global asset allocation.

CFA CFP

Investment Experience

Decades of of experience at leading insitutions shaping investment outcomes for discerning clients.

Global Perspective

A forward-looking view across markets and economies to identify durable opportunities.

Process Evolution

Continuous refinement of our investment processes to adapt, innovate, and create long-term value.


Institutional
Leadership

Kai's career spans senior investment roles at CIBC World Markets and Gluskin Sheff, where he built a reputation for disciplined research, thoughtful asset allocation and client-focused outcomes.

Since joining JCIC in 2017, he has led the investment team in broadening our international equity focus and enhancing our asset allocation capabilities—delivering consistent results through market cycles.

Philosophy of
Learning

Kai believes that great investing is rooted in continuous learning and humility.

He is committed to refining our processes, integrating new global insights, and encouraging self-reflection within the team—so we can adapt, improve and compound value over the long term.

"We don't predict the future—we prepare for it."

Education &
Credentials

  • Bachelor of Commerce
    (First Class Hons)
    Queen's University

  • CFA® Charterholder

  • CERTIFIED FINANCIAL
    PLANNER® (CFP®)

Personal
Interests

  • Automotive enthusiast

  • Travel & exploring
    new cultures

  • Golf

Let's start a conversation.

We'd welcome the opportunity to learn more about your goals and explore how we can help you achieve them.

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