Company Summary

Established in 1993, JCIC Asset Management is an employee-owned boutique firm providing investment management services to individuals, families, estates, trusts, personal corporations and private foundations. Strong client relationships are the focal point around which all activities take place.  JCIC believes that only by knowing clients well can they truly appreciate client needs, concerns and aspirations. This understanding forms the foundation of a long-term relationship based on trust.  To build further alignment on this foundation of trust, employees and partners invest their own money in the same portfolio models as their clients.

JCIC offers both balanced and equity portfolios with an emphasis on protecting and growing wealth to help its clients achieve their goals.  As an independent firm, JCIC offers objectivity and the ability to deliver customized service to its clients.

Unique Value Proposition

Boutique Investment Firm: JCIC’s boutique size allows for tailored service and assessment of a client’s unique investment objectives and goals. Every relationship is important to the firm. Clients can expect a high level of service from dedicated relationship managers.

Global Perspective: JCIC complements its personalized service with a global investment reach. Its experienced portfolio management team has specialists in Canadian, U.S. and International Equities which lets it invest in the best regional opportunities from around the globe. JCIC’s investment professionals take a holistic view of the entire portfolio to deliver strategic exposure to different industry sectors and global regions, providing diversification that helps its clients grow and protect their wealth.

Research-Focused with Active Asset Allocation: JCIC pairs the best qualities of top-down and bottom-up investment approaches by combining deep individual company research with active asset allocation. The firm believes that capital preservation and strong risk-adjusted returns are generated by managing asset allocation and choosing high quality securities at attractive valuation. JCIC’s core objective is to deliver superior results for clients by holding high quality securities over the long term and creating well-balanced portfolios that can help build and preserve wealth throughout different market cycles.

AUM ($Bil)

$0.7

Year Founded

1993

Key Personnel

Doug Jones, CFA, Chairman
Stephen MacCulloch, President & CEO

Address

77 King Street West
TD North Tower,
Suite 4210
P.O. Box 213
Toronto, Ontario
M5K 1J3

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