Toronto Wealth Management

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  • JCIC retired couple reviewing their portfolio remotely while vacationing in a quaint European town

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  • JCIC adult son and his father share advice during a jog

    Hands on leadership

    Unlike many other investment firms, our senior leadership team have every day, client-facing responsibilities, from investment meetings to hands-on daily portfolio management. And, with our investments in the same portfolios as our clients, we are as focused on performance as you are.

  • JCIC adult couple kayaking

    Employee owned. It makes a difference.

    Say ‘good-bye’ to unnecessary bureaucracy. An important underpinning of our company’s 25-year success is the fact we are owned by employees. We are deeply invested in the business, its successes, and its on-going reputation.

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1

It starts with
your dream 

Meeting with your
Financial Planner and Client
Relationship Manager, your
initial consultations focus on
understanding your current
financial position, exploring
where you want to go,
and determining the right
path for getting there. 

2

A plan made
just for you  

With a strong understanding
of your financial situation,
we present customised financial
planning recommendations
that include perspectives on
cash flow management,
tax strategies, estate planning,
and savings goals. 

3

Your investment
proposal

A core output of the
financial planning exercise is an
in-depth investment proposal,
outlining a personalised
investment strategy and
identifying the best
JCIC Portfolios to help you
achieve your goals.

4

Living your
dream

We take care of all details
setting up your account.
From co-ordinating the transfer
of assets to setting up your
investments, we look after the
paperwork so you can
focus on what’s important:
living a good life. 

It is easy to book your first, no-commitment conversation with a financial planner. This is your opportunity to ask questions and collect information relevant to your specific situation.

We can talk on the phone or via video chat, whichever you prefer.

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