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 Edmonton
JCIC provides independent private wealth management for high-net-worth individuals, families, business owners and incorporated professionals in Edmonton who want thoughtful portfolio management, direct access to experienced professionals and a long-term strategy shaped around their lives.
Private Wealth Management For Edmonton Families, Professionals And Business Owners
Edmonton wealth is often built steadily—through a professional career, public-sector leadership, an incorporated practice, a family enterprise or years of disciplined investing.
As life changes, pensions, personal portfolios, corporate assets, registered savings and family priorities can become increasingly connected.
JCIC brings those pieces into one clear investment strategy, with thoughtful portfolio management and advice shaped around your goals. The aim is to preserve what you have built, support the life ahead and give your family greater confidence about the future.
When Edmonton Clients Come To JCIC
People often reach out when they want to simplify important financial decisions and bring greater purpose to their investments.
- Coordinating personal investments with pension income
- Preparing to retire from a senior professional or public-sector role
- Managing retained earnings inside a medical or professional corporation
- Diversifying wealth connected to an energy or industrial business
- Investing proceeds from a company sale or family business transition
- Consolidating investments held across several institutions
- Creating a strategy for children and future generations
- Working directly with the professionals managing their portfolio
Why High-Net-Worth Clients
Choose JCIC
For many clients, good wealth management is not about adding more complexity. It is about having a clear strategy, thoughtful guidance and people who understand what their wealth needs to accomplish.
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
An Edmonton couple bringing pension income and personal investments together may need a different approach from a physician managing corporate assets or a family moving beyond the day-to-day demands of its business.
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 Edmonton
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 Edmonton FAQs
What is private wealth management?
Private wealth management is a personalized approach to managing investments, retirement income, corporate assets and long-term priorities.
Who does JCIC work with in Edmonton?
JCIC works with high-net-worth families, professionals, executives, business owners, incorporated professionals and retirees in Edmonton.
Can JCIC coordinate my portfolio with a pension?
Yes. We can build a strategy that considers your pension income, registered savings, personal investments and retirement needs.
Can JCIC manage investments inside a professional corporation?
Yes. We help incorporated professionals manage retained earnings and corporate investments as part of a broader portfolio strategy.
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 based on the assets we manage and clearly disclosed, 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