Warm Holiday Wishes from JCIC
This is the season to celebrate all the best from the past 12 months.
The year that was…
As we approach the end of another year, all of us at JCIC want to say thank you, and express our sincere gratitude for the trust and confidence you’ve placed in us. Your continued partnership is an essential part of our journey, and we are truly thankful to have you as a valued member of the JCIC family.
This year has brought investors a variety of challenges and triumphs, both here in Canada and internationally. Interest rates and inflation have dominated the headlines. Meanwhile, we have continued our work of finding companies with solid fundamentals that are positioned to succeed moving forward.
What will 2025 hold?
Looking ahead to the new year, we are closely monitoring all the activity south of the border. It is undeniable that political changes in the US will impact the Canadian financial landscape. We are working daily to protect your capital and to make sure your investments are positioned to take advantage of any major market shifts.
In January, Kai Lam, JCIC’s Chief Investment Officer, will provide a very detailed breakdown of the 2024 performance of all our portfolios. It was a very good year across all our investment groups. We recorded gains above market averages in all four principal portfolios.
New Home in the New Year!
Also in the new year, we will be moving into our new office space on Bay Street.
“We are very excited about our new location,” says Cameron Scrivens, JCIC’s President and Portfolio Manager. “It promises to be a fun and engaging environment to work in, and also a place where clients will enjoy coming to visit. We recognize that with the advances in video conferencing and such, we have less in-person meetings than we used to, but we still enjoy those interactions when we have them.”
So, whether you want to come in for a visit, or just hop on a phone call, don’t hesitate to reach out to any of us.
Quality Time with Family
This holiday season you will hopefully be enjoying some time with your extended family. With that in mind, we wanted to let you know that in January we will be open to adding a limited number of new clients. So, if you have someone in your family that you feel could benefit from our services, please do let them know that we are available to have a conversation with them and discuss options.
Once again, thank you for your trust, support, and partnership. We look forward to a bright future with you. Have a wonderful holiday season, and we can’t wait to continue working with you in the year ahead.
Upcoming dates to remember
Thursday, December 19th - Last valuation for withdrawals from fund accounts in 2024
Wednesday, December 25th – Christmas & First Night of Hanukkah
Thursday, December 26th – Boxing Day
Wednesday, January 1st - TFSA contributions can be made for 2025
Thursday, January 2nd – Last Night of Hanukkah
Monday, January 20th - US Presidential Inauguration Day
Wednesday, January 25th - Lunar New Year (Year of the Snake)
Monday, February 17th - Family Day (in some provinces)
Disclosure:
Although we obtain information contained in our newsletter from sources we believe to be reliable, we cannot guarantee its accuracy. The opinions expressed in the newsletter are those of JCIC Asset Management, its editors and contributors, and may change without notice. Any views or opinions expressed in the newsletter may not reflect those of the firm as a whole. The information in our newsletter may become outdated and we have no obligation to update it. The information in our newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. We strongly advise you to discuss your investment options with your Relationship Manager prior to making any investments, including whether any investment is suitable for your specific needs.
The information provided in our newsletter is private, privileged, and confidential information, licensed for your sole individual use as a subscriber. JCIC Asset Management reserves all rights to the content of this newsletter.