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 Fredericton
JCIC provides independent private wealth management for high-net-worth individuals, families, business owners and incorporated professionals in Fredericton who want disciplined portfolio management, clear advice and a long-term strategy shaped around what matters most.
Private Wealth Management For Fredericton Families, Professionals And Business Owners
Fredericton is home to public-sector leaders, university and research professionals, technology entrepreneurs, incorporated professionals and families who have built wealth steadily over time.
As that wealth grows, pensions, personal investments, corporate assets, registered savings and family priorities can become increasingly connected.
JCIC brings those pieces into one thoughtful investment strategy—designed to protect what you have built, support the life ahead and give you greater confidence about the future.
When Fredericton Clients Come To JCIC
Clients often reach out when they want their wealth to feel more organized, purposeful and easier to understand.
- Coordinating pension income with personal and registered investments
- Preparing for retirement after a senior professional or public-sector career
- Managing retained earnings and investments inside a professional corporation
- Diversifying wealth after business growth, a company sale or liquidity event
- Consolidating accounts, planning for future generations and working directly with the people managing their portfolio
Why High-Net-Worth Clients
Choose JCIC
Wealth management should not feel distant or overly complicated.
It should give you a clearer sense of where you stand, what comes next and who is looking after the details.
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
A technology founder may be turning years of company growth into personal financial security. A family may simply want fewer accounts and a clearer plan for the years ahead. A longtime public-sector leader may be bringing pension income and personal investments together for the first time.
Each situation calls for a different conversation.
Michelle Burandt explains how JCIC builds lasting relationships through time, care and a strategy shaped around each client’s life.
Wealth Management Services In Fredericton
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 Fredericton FAQs
What is private wealth management?
Private wealth management is a personal approach to managing investments, retirement income, corporate assets and long-term priorities.
Who does JCIC work with in Fredericton?
JCIC works with high-net-worth families, senior professionals, executives, business owners, incorporated professionals and retirees in Fredericton and the Capital Region.
Can JCIC coordinate my investments with a pension?
Yes. We can build a strategy that considers your pension income, personal investments, registered savings and retirement needs.
Can JCIC manage investments inside a professional corporation?
Yes. We help incorporated professionals manage retained earnings and corporate investments within 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 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