Business Details
32 Years
experience
Your Trusted Partner for Investment Strategies in Toronto
At JCIC Asset Management, we are dedicated to helping clients achieve their financial goals through personalized investment strategies and exceptional client service. Since 1994, our team of experienced portfolio managers and financial planners has provided objective investment management, free from conflicts of interest common in large financial institutions. Our approach combines a global perspective with a focus on risk-adjusted returns, ensuring portfolios are tailored to individual client needs.We prioritize transparency, offering competitive fees with no hidden charges, and maintain a client-centric culture where dedicated Relationship Managers provide ongoing support. With a proven track record of adapting to changing market dynamics, we empower clients to build and preserve wealth while maintaining a strong commitment to ethical practices and community engagement.
Services
Balanced Portfolio
Growth Portfolio
Income Portfolio
Equity Portfolio
Details
- Year established: 1994
Highlights and features
- We offer personalized investment strategies tailored to individual financial goals
- Our team includes award-winning portfolio managers with decades of industry experience
- We maintain transparent fee structures with no hidden charges
- Our global investment perspective combines top-down economic analysis with bottom-up stock selection
- We provide dedicated Client Relationship Managers for ongoing personalized service
Services
Balanced Portfolio
Our Balanced Portfolio combines Canadian, U.S., and international equities with fixed income and cash components. This diversified approach provides strong risk-adjusted returns for long-term investors. The portfolio maintains flexibility to adapt to changing market conditions while preserving capital through strategic asset allocation.
Growth Portfolio
The Growth Portfolio emphasizes equities and growth companies across global markets. Designed for investors seeking enhanced long-term returns, this strategy maintains a disciplined approach to stock selection while maintaining diversification across sectors and geographic regions to manage risk effectively.
Income Portfolio
Our Income Portfolio prioritizes capital preservation through fixed income securities and dividend-yielding equities. This low-risk strategy provides regular income streams while maintaining principal stability, making it ideal for retirees or conservative investors seeking reliable returns.
Equity Portfolio
The Equity Portfolio combines long-term growth potential with dividend income through global stock selection. This adaptive strategy focuses on mid- to large-cap companies with strong fundamentals, balancing defensive and cyclical holdings to optimize performance across market cycles.
People
Cameron Scrivens
President and Portfolio Manager
Award-winning portfolio manager with 30 years of experience, previously at RBC Global Asset Management. Holds MBA from Rotman School of Management. Active community leader serving Dixon Hall Neighbourhood Services.
Kai Lam
Chief Investment Officer
25+ years in Canadian investment industry with expertise in international equities. CFA charterholder and Certified Financial Planner. Joined JCIC Asset Management in 2017 to expand global investment capabilities and asset allocation strategies.
Michelle Chen
Relationship Manager
Wealth management professional with 25+ years experience. Holds Canadian Investment Manager designation. Specializes in personalized financial guidance and client relationship management, previously at RBC Wealth Management and UBS.
Stephen Newton
Director and Shareholder
25-year JCIC Asset Management veteran with legal background in taxation law. Former founder of Newton House Investments. Holds BA from University of Toronto and LLB from York University. Active in Toronto arts and healthcare charities.
Godfrey Patel
Wealth Planner
Certified Financial Planner with 25+ years serving high-net-worth clients. Holds multiple designations including CPA, CGA, and Trust and Estate Practitioner. Focuses on holistic financial planning and long-term investment strategies.
Questions
What investment strategies does JCIC use?
We combine top-down economic analysis with bottom-up stock selection, focusing on global market trends and fundamental analysis of mid- to large-cap companies.
What portfolio options are available?
We offer four core portfolios: Balanced, Growth, Income, and Equity, each tailored to different risk tolerances and investment objectives.
How are fees structured?
Our transparent fee structure scales based on total assets managed, with no hidden charges or additional fees for standard services.
What services do Relationship Managers provide?
Dedicated Relationship Managers offer personalized investment guidance, portfolio performance reviews, and ongoing financial planning support tailored to individual client needs.
How does JCIC manage risk?
We employ diversified portfolios, regular risk assessments, and adaptive asset allocation strategies to mitigate market volatility while preserving capital.
