Bespoke Wealth Management for High-Net-Worth Families in Toronto
Tailored investment and estate strategies for portfolios of $2M or more. Escape cookie-cutter institutional models with a dedicated, fiduciary private wealth team.
Years Expertise
Fiduciary Standard
Structure
Complexity Requires a Different Caliber of Management
As your wealth grows beyond $2 million, standard asset allocation is no longer sufficient. Your focus shifts from simple accumulation to tax mitigation, corporate structuring, and generational wealth transfer.
JCIC Asset Management provides the sophisticated, team-based architecture that institutional bank branches simply cannot offer.
Bespoke Portfolios
We avoid generic products. Your portfolio is directly held and tailored precisely to your tax and corporate reality.
Absolute Objectivity
We operate to a fiduciary standard. With no proprietary products to push, our only loyalty is to your balance sheet.
A Dedicated Wealth Team
You are supported by a dedicated Relationship Manager working in tandem with your Portfolio Manager to coordinate your entire financial life.
The Architecture of Complex Wealth
Tailored frameworks designed specifically for the preservation and transition of portfolios exceeding $2M.
Advanced Tax & Corporate Structuring
Integrating your holding companies, trusts, and personal accounts to minimize tax drag and maximize after-tax yield in Canada's shifting tax landscape.
Institutional-Grade Asset Management
Protecting your capital against volatility through disciplined, risk-adjusted portfolio construction designed for longevity and capital preservation.
Generational Wealth Transfer
Seamlessly coordinating with your legal and accounting teams to ensure your wealth transitions to the next generation privately, smoothly, and efficiently.
Guided by Decades of Fiduciary Expertise
Our partners invest alongside our clients. By aligning our capital with yours, we share a singular focus:
disciplined growth and absolute preservation.
Cameron Scrivens
President and Portfolio Manager
Stephen Smith
Director
Kai Lam
Chief Investment Officer
Is Your Current Portfolio Working Hard Enough?
Many high-net-worth investors outgrow their advisors without realizing it. We offer a complimentary, strictly confidential review of your current holdings to identify hidden fees, tax inefficiencies, and unnecessary risk exposure.
- Strictly Confidential
- No Proprietary Products
- Dedicated Wealth Team