Balanced

Our core product is the Balanced portfolio, comprising Canadian, U.S., and International equities in addition to containing fixed income and cash assets. The objective is to provide strong, risk-adjusted, long-term returns with an emphasis on capital preservation. We also apply a tactical asset allocation approach to optimize the mix between equities, fixed income, and cash. 

JCIC BALANCED PORTFOLIO
REPRESENTATIVE ASSET ALLOCATION

 
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  • Cash
  • Fixed
    Income
  • Canadian
    Equities
  • United States
    Equities
  • International
    Equities
 

We have a straightforward policy when it comes to fees: keep them simple and make them transparent. As a JCIC client, you start investing at a very attractive and competitive rate, a rate that improves as you invest more. You will also enjoy the peace of mind that comes from knowing you are paying no undisclosed fees or costs.

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