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.
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Managing investments after a successful business or professional career
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Preparing for retirement while holding significant real estate or corporate assets
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Investing proceeds from the sale of a company or property
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Managing retained earnings or investments inside a corporation
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Diversifying wealth concentrated in a business, company shares or real estate
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Consolidating accounts held across several institutions
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Preparing wealth for children and future generations
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Seeking direct access to the people managing their portfolio
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 matters now and what they want their wealth to make possible.
Why High-Net-Worth Clients Choose JCIC
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.
The Difference In The Details
What Are You Really Paying For?
Investment costs are not always as straightforward as they appear.
At many large institutions, the stated management fee may be only one part of the total cost. Additional expenses can be embedded inside mutual funds, investment products or sales compensation arrangements.
JCIC uses a simpler model: one clearly disclosed management fee, with no commissions or trailer fees.
Common bank and product-based model
JCIC’s independent fee model
Common Bank and
Product-Based Model
Product-Based Model
JCIC’s
Independent Fee Model
Independent Fee Model
Management fees may be only one part of total cost
One clearly disclosed management fee
Embedded fund costs can apply inside investment products
No trailer fees
Commission or sales compensation may exist in some models
No third-party sales commissions
More layers can make costs harder to see
Fewer layers. Clearer costs.
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 much of my wealth is tied to real estate or a business?
Yes. We can build a diversified investment strategy around assets held outside your portfolio and the role they play in your broader financial picture.
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