Private Wealth Management Built Around Your Life
Your wealth should have a clear strategy.
JCIC provides independent wealth management for high-net-worth individuals, families, business owners and organizations who want disciplined portfolio management, tax-aware decision-making and direct access to experienced professionals.
A Clear Strategy For Every Part Of Your Wealth
As wealth grows, financial decisions often become more connected. Your portfolio, retirement income, corporate assets, tax considerations, family priorities and long-term goals all need to work together.
JCIC helps bring those pieces into one disciplined wealth management strategy — built around capital preservation, long-term growth, liquidity, income needs and the role your wealth should play in your life.
The goal is not simply to manage investments. It is to give your wealth a clear structure, a long-term purpose and a strategy that can evolve as your life, family and priorities change.
What Wealth Management Can Bring Together
Clients often come to JCIC when they want a more organized, personal and disciplined way to manage significant wealth.
- Personal investment portfolios
- Retirement income planning
- Corporate investment accounts
- Tax-aware investment decisions
- Family wealth transfer and legacy priorities
- Liquidity for changing needs
Wealth Management Services
Portfolio
Management
Disciplined, globally diversified portfolios built around your goals, risk profile, income needs and long-term priorities.
Retirement
Income
Planning for reliable retirement income, tax efficiency, capital preservation and flexibility through every stage of retirement.
Corporate
Investing
Investment management for business owners, incorporated professionals, holding companies and corporate investment assets.
Tax
Planning
Tax-aware investment decisions coordinated with your broader financial, accounting, retirement and estate planning priorities.
Wealth Management For Different Financial Lives
Clients come to JCIC with different priorities. Some are managing significant personal wealth. Others are preparing for retirement, building corporate assets, planning across generations or navigating a major financial transition.
Wealth Management Across Canada
Based in Toronto, JCIC works with high-net-worth individuals, families, business owners, incorporated professionals and organizations across Canada. Explore private wealth management in your city or region.
Protect The Downside.
Preserve The Ability To Compound.
JCIC builds resilient portfolios focused on quality, liquidity and disciplined decision-making, so your wealth can support your goals through changing markets.
Preserve Capital
Quality investments, purposeful diversification and thoughtful risk management help create a more resilient foundation.
Maintain Flexibility
Public-market liquidity helps your capital stay flexible as income needs, opportunities and life circumstances change.
Focus Long-Term
We stay focused on durable opportunities and portfolio discipline rather than short-term noise, market fads or product trends.
A Wealth Management Relationship Built Around You
JCIC takes the time to understand your goals, family priorities and long-term plans, so your portfolio can be managed with the full picture in mind.
Michelle Burandt explains why understanding each client’s circumstances is central to building the right wealth management relationship.
Frequently Asked Wealth Management Questions
What is wealth management?
Wealth management is the process of managing your investment portfolio, income needs, tax considerations, family priorities and long-term financial goals through one coordinated strategy.
What wealth management services does JCIC provide?
JCIC provides portfolio management, retirement income planning, corporate investing and tax-aware investment guidance for high-net-worth individuals, families, business owners, incorporated professionals and organizations.
Who does JCIC provide wealth management for?
JCIC works with high-net-worth individuals, families, business owners, corporate executives, incorporated professionals, retirees, institutions and endowments who want a disciplined and personal approach to managing significant wealth.
What is private wealth management?
Private wealth management is a more personal approach to managing significant wealth. It usually involves customized portfolio management, direct access to experienced professionals and advice built around your full financial picture.
How is JCIC different from a bank-owned wealth management firm?
JCIC is independently owned. We are not required to recommend bank-owned funds, proprietary products or third-party solutions. Our advice is built around your goals, with clear fees and no commissions or trailer fees.
Does JCIC provide portfolio management?
Yes. Portfolio management is central to JCIC’s wealth management approach. We build and manage portfolios around your goals, risk profile, income needs, time horizon and long-term priorities.
Can JCIC help with retirement income or corporate investment assets?
Yes. JCIC helps clients plan for retirement income and manage corporate investment assets, including assets held inside corporations or holding companies. These decisions can be coordinated with your broader portfolio and tax-aware planning needs.
Does JCIC work with clients outside Toronto?
Yes. JCIC is based in Toronto and works with clients across Canada, including individuals, families, business owners, incorporated professionals and organizations in many cities and regions.
Let’s Build What Matters. Together.
If you have $500,000+ to invest and are considering a more personal, disciplined approach to wealth management, we invite you to start a private conversation with our team.
Request a Private Portfolio Review