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 Vancouver
JCIC provides independent private wealth management for high-net-worth individuals, families, business owners and incorporated professionals in Vancouver who want thoughtful portfolio management, direct access to experienced professionals and a long-term strategy shaped around their lives.
Private Wealth Management For Vancouver Families, Professionals And Business Owners
Many Vancouver families have built wealth through business ownership, technology, film and media, professional careers, real estate or years of careful investing.
Over time, that wealth can become spread across personal portfolios, corporate assets, registered savings, property and family interests—sometimes in more than one country.
JCIC helps bring the investment side into one clear strategy, with thoughtful portfolio management and advice shaped around your life. The goal is to protect what you have built, create flexibility for the years ahead and prepare your wealth for the people and priorities that matter most.
When Vancouver Clients Come To JCIC
People often come to JCIC when their wealth has grown more complex and they want a clearer, more personal approach.
- Managing investments after a successful business or professional career
- Preparing for retirement while coordinating personal, corporate and investment assets
- Investing proceeds from a business sale, property sale or other major liquidity event
- Diversifying wealth concentrated in a business, company shares or other major asset
- Consolidating accounts while planning for children, legacy and future generations
Why High-Net-Worth Clients
Choose JCIC
Good wealth management should make your financial life feel calmer. The strategy should be clear, the communication personal and every decision connected to what matters beyond the portfolio.
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 Vancouver family preparing to transfer wealth may need something very different from a technology executive managing company shares or a professional approaching retirement.
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 Vancouver
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 Vancouver 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 Vancouver?
JCIC works with high-net-worth families, business owners, executives, incorporated professionals and retirees across Vancouver.
Can JCIC help if my wealth is connected to a family business?
Yes. We can build a diversified investment portfolio that considers the important role your business plays in your broader financial life.
Can JCIC help Vancouver business owners manage corporate or post-sale wealth?
Yes. We help business owners manage retained earnings, corporate investments 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