Company Summary

JCIC Asset Management Inc. is a 26-year-old employee-owned firm whose investment approach and target clientele have remained unchanged since the firm was founded.     With 14 employees, JCIC provides investment management to individual families, trust, foundations and companies.

JCIC is comprised of seven officers supported by a dedicated staff of client service managers, investment professionals, and operations managers. A dedicated team approach is taken to managing portfolios and, separately, to providing communication and service to clients.

Source: JCIC Asset Management Inc.

 

Unique Value Proposition

JCIC provides family wealth management to high net worth individuals. As an independent firm, we provide our clients with objective investment management that is free of the conflicts of interest present in large financial conglomerates.  We put your personal investment goals and objectives first.

We offer segregated and pooled fund management to our clients. Our pooled fund offerings currently consist of the JCIC Balanced Fund and the JCIC Equity Fund. Our two funds respond to the varying needs and goals of our clients while acting as a complement to our segregated investment services.

Our size and dedication to service allow us to take an individualized and responsive approach to investments. Through a distinct separation of the investment management function our portfolio managers are able to focus full time on finding the best investment opportunities, wherever in the world they may be, and constantly monitor your portfolio’s performance.

Source: JCIC Asset Management Inc.

 

AUM ($Bil)

.247

Year Founded

1993

Key Personnel

Douglas Jones, CFA
Chairman

Cameron Scrivens
President & Portfolio Manager

Address

JCIC Asset Management Inc.
77 King Street West, TD North Tower Suite 4210
Toronto, Ontario M5K 1J3

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