Balanced portfolios for long-term growth and preservation.
The JCIC Balanced portfolio is our core offering — designed to provide strong, risk-adjusted long-term returns with an emphasis on capital preservation.
Our core portfolio, built for balance.
The Balanced portfolio combines Canadian, U.S., and International equities with fixed income and cash.
It is designed for investors seeking a disciplined mix of growth potential, diversification, and capital preservation.
Diversified by design
Exposure across Canadian, U.S., and International equities, fixed income, and cash.
Tactical asset allocation
We actively adjust the mix between asset classes as market conditions and opportunities evolve.
Capital preservation focus
Designed to deliver strong, risk-adjusted long-term returns while managing downside risk.
Representative asset allocation
The Balanced portfolio is structured to blend growth-oriented equities with stabilizing fixed income and liquidity through cash. The goal is not simply to maximize return, but to build a portfolio that can participate in long-term growth while helping manage downside risk.
Allocation ranges are subject to change as part of our ongoing tactical asset allocation process.
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- Cash
- Fixed Income
- Canadian Equities
- United States Equities
- International Equities
* Percentages are illustrative and may vary.
Why balanced investing works
Diversification
By combining multiple asset classes and regions, the portfolio is designed to reduce concentration risk.
Capital preservation
Fixed income and cash help provide stability and resilience during changing market conditions.
Tactical flexibility
JCIC actively manages the balance between asset classes to optimize the portfolio mix over time.
Long-term discipline
We focus on strong risk-adjusted returns and avoid short-term market noise.
No hidden fees. It's that simple.
We have a straightforward policy when it comes to fees: keep them simple and make them transparent. As a JCIC client, you start investing at a very attractive and competitive rate, a rate that improves as you invest more. You will also enjoy the peace of mind that comes from knowing you are paying no undisclosed fees or costs.
Your Client Relationship Manager is available to review all disclosures at any time.
Let's find the right fit for you.
A balanced portfolio can be a strong foundation, but the right approach depends on your goals, time horizon, and overall wealth plan.
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