Understand
We take the time to learn about your goals, priorities and what you want your wealth to make possible.
Wealth Management
Private Wealth Management In Calgary
JCIC provides independent private wealth management for high-net-worth individuals, families, business owners and incorporated professionals in Calgary who want thoughtful portfolio management, direct access to experienced professionals and a long-term strategy shaped around their lives.
Private Wealth Management For Calgary Families, Executives And Business Owners
Many Calgary families have built wealth through energy, technology, finance, entrepreneurship, professional careers and years of careful investing.
As that wealth grows, personal portfolios, corporate assets, company shares, registered savings and family priorities may all need to work together.
JCIC helps bring those pieces into one clear strategy, with thoughtful portfolio management and advice shaped around your life. The goal is to protect what you have built, create flexibility for the future and prepare your wealth for the people and priorities that matter most.
When Calgary Clients Come To JCIC
People often come to JCIC when their wealth has become more complex and they want a clearer, more personal approach.
- Preparing for retirement after an executive or professional career
- Managing investments or retained earnings inside a corporation
- Diversifying wealth concentrated in company shares
- Planning the sale or succession of a Calgary business
- Investing proceeds from a business sale or other liquidity event
- Bringing personal, corporate and registered accounts together
- Preparing wealth for children and future generations
- Seeking direct access to the people managing their portfolio
Why High-Net-Worth Clients
Choose JCIC
At JCIC, it’s not about complex products—it's about a team that truly listens. We understand what you’ve built, what matters today, and what you want your wealth to make possible.
Independent Advice
JCIC is independent, so our advice is built around your goals—not proprietary products or sales targets.
Disciplined Portfolio Management
We follow a clear investment process focused on quality, liquidity, diversification and long-term capital preservation.
Direct Access To Experienced Professionals
You work directly with professionals who understand your portfolio, priorities and long-term strategy.
Transparent Fee Alignment
Our fees are clearly disclosed and based on the assets we manage, with no commissions or trailer fees.
A Wealth Management Relationship Built Around You
In Calgary, wealth is often closely tied to a company, an industry or years of entrepreneurial work. An energy executive diversifying company shares may need a very different strategy from a founder investing sale proceeds or a couple turning accumulated wealth into retirement income.
That is why the relationship matters.
Michelle Burandt explains how JCIC builds long-term relationships through time, care and a strategy shaped around each client’s life.
Wealth Management Services In Calgary
Portfolio
Management
Disciplined, globally diversified portfolios built around your goals, risk profile and long-term priorities.
Retirement
Income
Planning for reliable income, tax efficiency and long-term capital preservation throughout retirement.
Corporate
Investing
Investment management for business owners, incorporated professionals and corporate assets.
Tax
Planning
Tax-aware investment decisions coordinated with your broader financial, accounting and estate planning priorities.
From First Conversation to Ongoing Management
01
02
Design
We build a clear strategy around your needs, rather than placing you into a standard model.
03
Implement
We put the plan in place carefully, whether you are transferring, consolidating or investing new assets.
04
Manage
We oversee your portfolio, keep you informed and adjust the strategy as life and markets change.
Wealth Management In Calgary FAQs
What is private wealth management?
Private wealth management is a personalized approach to managing investments, retirement income, corporate assets and long-term financial priorities.
Who does JCIC work with in Calgary?
JCIC works with high-net-worth families, business owners, executives, incorporated professionals and retirees across Calgary.
Can JCIC help if much of my wealth is held in company shares?
Yes. We can build a diversified portfolio strategy that considers concentrated company shares and your broader financial goals.
Can JCIC help Calgary business owners manage corporate or post-sale wealth?
Yes. We help business owners manage retained earnings, corporate investments and proceeds from the sale of a business.
What makes JCIC different from a bank-owned wealth management firm?
JCIC is independent and employee owned. Our advice is built around your goals—not bank-owned products or sales targets.
How does JCIC charge fees?
Our fees are clearly disclosed and based on the assets we manage, with no commissions or trailer fees.
Let's Build What Matters. Together.
If you have $500,000+ to invest and are considering a more personal approach to managing your wealth, we invite you to start a private conversation with our team.
Request a Private Portfolio Review