Understand
We start by learning about your goals, current financial picture, risk tolerance and what you want your wealth to accomplish.
Wealth Management
Private Wealth Management In Toronto
JCIC provides independent private wealth management in Toronto for high-net-worth individuals, families and business owners who want disciplined portfolio management, direct access to experienced professionals and a long-term strategy built around preserving, growing and transferring wealth.
Private Wealth Management For Toronto Families, Professionals And Business Owners
As wealth becomes more complex, many high-net-worth investors in Toronto need more than a standard investment account. Business success, retirement, corporate wealth, inheritance, tax considerations and family priorities all require greater structure and oversight.
JCIC provides disciplined portfolio management, direct access to experienced professionals and a long-term strategy built around preserving, growing and transferring wealth.
When Toronto Clients Come to JCIC
People often come to JCIC when their financial lives have become more connected and they want a clearer, more personal approach.
- Preparing for retirement or a business transition
- Managing corporate or personal investment assets
- Consolidating wealth after inheritance, sale or liquidity event
- Moving from a bank-led wealth management relationship
- Planning income, tax efficiency and family wealth transfer
- Seeking direct access to experienced portfolio managers
Why High-Net-Worth Clients
Choose JCIC
For many clients, the appeal of JCIC is not having more investment products. It is having an experienced team that understands what they have built, what their family needs and what they want the next chapter to look like.
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 Toronto entrepreneur may be turning years of business growth into personal financial security. A family may want fewer financial institutions and a clearer path forward. A retired executive may be coordinating corporate holdings, personal portfolios and registered assets 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 Toronto
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 wealth strategy and portfolio plan tailored to your needs, priorities and long-term objectives.
03
Implement
Whether you are transferring assets, investing new capital or consolidating accounts, we put the strategy in place carefully and efficiently.
04
Manage
We actively oversee your portfolio, communicate with you regularly and adjust the strategy as markets and your life evolve.
Wealth Management In Toronto FAQs
What is private wealth management?
Private wealth management is a more personalized approach to managing significant wealth. It may include portfolio management, retirement income planning, tax-aware investment decisions, estate and legacy planning support, corporate investing, and ongoing advice as your needs change.
At JCIC, private wealth management is built around your goals, risk tolerance, income needs and long-term priorities — not a standard investment product.
Who does JCIC work with in Toronto?
JCIC works with high-net-worth individuals, families, business owners, executives, incorporated professionals, retirees and people going through major financial transitions in Toronto.
Many investors come to JCIC when their wealth has become more complex and they want a more disciplined, personal and independent wealth management relationship.
What makes JCIC different from a bank-owned wealth management firm?
JCIC is independent. We are not required to recommend bank-owned funds, proprietary products or third-party investment solutions.
Our focus is on managing your wealth through a disciplined investment process, direct access to experienced professionals and clear advice built around your goals.
Does JCIC provide portfolio management?
Yes. Portfolio management is central to JCIC’s wealth management approach.
We build and manage portfolios using publicly traded investments, with a focus on quality, liquidity, diversification, capital preservation and long-term growth. Your portfolio is built around your personal circumstances, goals and risk profile.
Can JCIC help if I am preparing for retirement or already retired?
Yes. JCIC helps clients plan and manage retirement income, including how their portfolio can support lifestyle needs, cash flow, tax efficiency and long-term capital preservation.
For many clients, the goal is not just reaching retirement — it is managing wealth carefully throughout retirement.
Can JCIC help business owners or incorporated professionals?
Yes. JCIC works with business owners and incorporated professionals who need help managing personal, corporate or post-sale investment assets.
This may include managing corporate cash, investing proceeds from a business sale, creating retirement income, or coordinating investment decisions with broader tax and estate planning priorities.
How does JCIC charge fees?
JCIC’s fees are transparent and based on the assets we manage for you.
We do not receive commissions or trailer fees for recommending third-party products. Fees are generally structured as a percentage of assets under management, with tiered pricing that can become more cost-effective as assets grow.
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