Talk
Discuss your goals, current investments and the questions you want answered.
Independent. Employee owned. Toronto based.
Private Wealth Management in Toronto
JCIC helps individuals, families and business owners manage their investments with a clear strategy, experienced portfolio managers and personal attention.
For investors with $500,000+ in investable assetsPrefer to call? 416-366-1122
- 30+ Years Investment Experience
- $750M + Assets Under Management
- 100% Employee Owned
- Fee-Only No Commissions or Trailer Fees
Your Next Step
Let’s talk about what you want your wealth to do.
Tell us a little about yourself. A relationship manager will connect with you to discuss your goals and whether JCIC is the right fit.
We can talk through your current investments, what you would like to change, and how our services and fees work.
For investors with $500,000+ in investable assets. This means money and investments available for management, rather than the value of your home.
Prefer to call? 416-366-1122
Read our privacy policyWhen your wealth needs a clearer direction
Retirement, a business sale or an inheritance can change what you need from your investments. You may also want to bring accounts together or take a fresh look at your current wealth manager.
Our Toronto team helps connect your investment decisions with your income needs, family priorities and long-term goals.
When clients come to JCIC
You may be looking for help with:
- Preparing for retirement or drawing income from investments
- Investing personal, corporate or business-sale proceeds
- Managing an inheritance or family wealth transition
- Bringing investment accounts into a coordinated strategy
- Finding an independent alternative to your current firm
Independent thinking.
A personal relationship.
Choosing a wealth manager means choosing the people and approach behind your investment decisions. JCIC brings together independent ownership, disciplined portfolio management and a team that understands what matters to you.
Independent Advice
JCIC is independent and employee owned. Your goals, circumstances and investment needs guide our recommendations.
Disciplined Portfolio Management
Our investment process focuses on quality, diversification and liquidity, with portfolios built around your goals and tolerance for risk.
Direct Access to Our Team
Work with experienced professionals who understand your priorities, with access to the team managing your portfolio.
Clearly Explained Fees
Our management fee is based on the assets we manage. We explain applicable costs and receive no commissions or trailer fees.
Wealth Management Services In Toronto
Portfolio
Management
Investment portfolios built around your goals, income needs and risk tolerance, using publicly traded investments.
Retirement
Income
A coordinated approach to investing and drawing income from your portfolio throughout retirement.
Corporate
Investing
Investment management for corporate assets, business owners and incorporated professionals.
Tax-aware
Planning
Investment decisions considered alongside your broader tax and estate priorities, in coordination with your professional advisers.
Get to know the team behind your investments
Cameron Scrivens
President & Portfolio Manager
Meet Cameron
Kai Lam
Chief Investment Officer
CFA, CFP
Michelle Burandt
Relationship Manager
Meet MichelleA relationship built on understanding
Michelle Burandt explains how listening, care and an understanding of each client’s life shape the JCIC relationship.
From a first conversation to ongoing care
01
02
Plan
Explore a portfolio strategy suited to your needs, risk tolerance and priorities.
03
Put it in place
If you choose to proceed, our team guides the account-opening and transfer process.
04
Review
We manage your portfolio and review the strategy as markets and your life change.
Toronto Wealth Management FAQs
What is private wealth management?
Private wealth management connects investment management with your income needs, family priorities and long-term goals. At JCIC, portfolio management is central, supported by retirement-income and tax-aware planning considerations.
How much do I need to invest with JCIC?
JCIC invites investors with $500,000 or more to invest to start a conversation. If your assets are spread across personal, corporate or family accounts, speak with our team about your circumstances and whether our approach is a good fit.
Can my family’s investments be considered together?
Eligible assets can be considered at the family level when determining the applicable fee tier. Our team can explain which accounts qualify and how this applies to your family.
How does JCIC charge fees?
JCIC charges a management fee based on the assets we manage, with tiered pricing. We do not receive commissions or trailer fees. Custody fees and certain investment-related expenses may also apply. See how our fees work.
Who holds my investments?
Your assets are held separately through RBC Investor Services, while JCIC manages your portfolio and makes investment decisions.
How is JCIC different from a bank-owned firm?
JCIC is independent and employee owned. Our approach combines direct access to experienced professionals, an asset-based management fee and a disciplined investment process. Compare firms on the service, total costs and investment approach that suit your needs.
Can I move investments from my current firm?
JCIC can guide you through transferring or consolidating investment accounts. The steps depend on the accounts and investments involved. Discuss possible costs, tax considerations and timing with our team before making changes.
Where is JCIC’s Toronto office?
Our office is at 320 Bay Street, Suite 500, Toronto, ON M5H 4A6. Contact us at 416-366-1122 to discuss your needs and arrange a conversation with the team.
What happens when I contact JCIC?
A relationship manager will connect with you to understand your goals and determine whether our approach is a good fit. You can ask about our services, fees and next steps before deciding whether to proceed. Start a private conversation.
A local team. A conversation about your future.
If you have $500,000+ to invest, let's discuss what you want from your wealth management relationship.
Start a Private Conversation