Independent Wealth Management Toronto

Confidential Consultation

Professional wealth management for portfolios of $500,000+. Experience the boutique difference that earns JCIC a regular seat on BNN Bloomberg.

Book Your Portfolio Review

Cameron Scrivens

President

Kai Lam

CIO

Stephen Smith

Director

30+ YearsExpertise

$250M+Assets

FiduciaryStandard

Featured OnBNN Bloomberg

Specialized Expertise for Complex Wealth

Providing independent, fiduciary guidance for Toronto families and individuals managing portfolios of $500,000 or more.

Corporate Executives

Managing the complexities of concentrated stock positions and deferred compensation with tax-efficient diversification.

Stock Options Tax Strategy

Business Owners

Strategic guidance for liquidity events and transitioning corporate surplus into personal family wealth.

Liquidity Events Succession

Retiring Families

Prioritizing capital preservation and consistent, risk-adjusted income to protect your lifestyle and legacy.

Preservation Legacy

The Fiduciary Standard

Fiduciary Wealth Management: No Conflicts

Other Institutional Advisors

Product-Driven

Advice often shaped by proprietary bank products or internal sales incentives.

Hidden Complexity

Layered fee structures that can make it difficult to determine the true cost of management.

Institutional Noise

Portfolios that often react to short-term headlines rather than long-term objectives.

The JCIC Approach

Objective Guidance

Advice shaped exclusively by your specific goals—never by third-party incentives.

Straightforward Fees

Transparent, competitive fees that scale in your favour as your portfolio grows.

Disciplined Consistency

A rigorous global perspective that prioritizes capital preservation over market volatility.

Performance History

The Growth of Discipline

$500,000

0% Total Growth Since 1994 with $500,000 investment

* The JCIC Balanced Composite returns represent the gross of fee total returns of Canadian dollar denominated accounts of all fee-paying portfolios with a JCIC Balanced mandate. The composite includes clients who are fully discretionary. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance of the future performance of any specific investment or investment strategy.

Disciplined Wealth Management

Tailored investment structures designed to produce consistent, risk-adjusted results for high-net-worth families.

Objective Asset Management

Entirely objective philosophy, independent of bank-owned products, focused solely on your financial legacy.

Independent Wealth Advisors

Expert fiduciary guidance for liquidity events, business transitions, and retirement from our Toronto office.

Expert Insights & Philosophy

Firm Philosophy

30 Years of Disciplined Investing

President Cameron Scrivens discusses JCIC’s commitment to capital preservation and a 30-year independent perspective.

As Seen On BNN Bloomberg

Navigating Market Volatility

CIO Kai Lam joins BNN Bloomberg to analyze market shifts amid geopolitical uncertainty and global energy sectors.

Transparent & Structured

Your Path to Financial Clarity

01

Introductory Briefing

An alignment check to understand your goals and ensure our boutique model is the right fit for you.

02

Portfolio Audit

A comprehensive review of your existing holdings to identify hidden costs and unmanaged risks.

03

Strategic Roadmap

A bespoke investment strategy designed to protect your lifestyle and secure your legacy.

Confidential Strategy Consultation

Qualified investors with portfolios of $500,000+ are invited to request a private briefing to discuss transition management and legacy preservation.

No-Obligation Review
Fiduciary Conflict-Check
Tax-Efficiency Analysis