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 Ottawa
JCIC provides independent private wealth management for high-net-worth individuals, families, business owners and incorporated professionals in Ottawa who want thoughtful portfolio management, direct access to experienced professionals and a long-term strategy shaped around their lives.
Private Wealth Management For Ottawa Families, Professionals And Business Owners
Wealth in Ottawa is built in many ways—from technology and entrepreneurship to public service, healthcare, professional practices, real estate and decades of careful investing.
For families across Ottawa, including Kanata, Rockcliffe Park, Westboro, Manotick and Orléans, that wealth may be spread across personal portfolios, pensions, corporate assets, registered accounts, property and family interests.
JCIC brings those pieces into a thoughtful investment strategy. We provide disciplined portfolio management, clear advice and a personal relationship with professionals who take the time to understand what matters to you. The goal is to protect what you have built, support the life ahead and prepare your wealth for the people and priorities that matter most.
When Ottawa Clients Come To JCIC
People often come to JCIC when their financial decisions have become more connected and they want a clearer, more personal approach.
- Preparing for retirement after a successful professional or public-sector career
- Managing investments alongside a pension or other retirement income
- Investing corporate assets or retained earnings
- Planning the sale or succession of an Ottawa business
- Managing equity or proceeds connected to a technology company
- Consolidating investments held across several institutions
- Coordinating portfolio decisions with tax, estate and family priorities
- Seeking direct access to the people managing their wealth
Why High-Net-Worth Clients
Choose JCIC
At JCIC, it’s not about complex products. It's about a team that understands what you’ve built and how your wealth should power your next chapter.
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 Ottawa technology executive may need something very different from a physician nearing retirement or a family managing wealth alongside a public-sector pension.
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 Ottawa
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 Ottawa 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 Ottawa?
JCIC works with high-net-worth families, business owners, executives, incorporated professionals and retirees across Ottawa.
Can JCIC coordinate investments with a pension?
Yes. We can build a portfolio strategy that considers your pension income, personal investments, registered savings and long-term needs.
Can JCIC help Ottawa business owners manage corporate or post-sale wealth?
Yes. We help business owners manage corporate investments, retained earnings 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