JCIC Asset Management Inc.

04/21/2026

Do you hold stock in Rogers? JCIC sold off their holdings in March. Kai Lam explains why.

https://www.bloomberg.com/news/articles/2026-04-21/canadian-telco-rogers-shares-in-a-tailspin-as-price-war-heats-up?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3Njc5MTA1NCwiZXhwIjoxNzc3Mzk1ODU0LCJhcnRpY2xlSWQiOiJUREZUS1JLR1pBTk8wMCIsImJjb25uZWN0SWQiOiIxOTlCNjA3RUFBODQ0MkU0OUU0RjBDMzJEMTQ3ODE3OCJ9.bHJ1h6JBVeFURXnrtUwRJXIPM8U8EZVxJsOsiDsET4U

Rogers Communications Inc. has gone from the top performer among Canada’s three big telecommunications companies to the sector’s biggest drag, as a wireless price war threatens its premium valuation.

04/21/2026

Canada has more graduates than ever — but fewer entry-level jobs to match, and it’s creating a growing gap for young workers trying to break into the workforce. Job postings requiring a degree and less than three years of experience have dropped by more than half between 2022 and 2025, while about 40% of graduates are now underemployed.

The issue isn’t just skills — it’s what experts are calling a “conversion gap,” where education isn’t translating into real-world work experience. Traditional pathways like training programs and employer-led development have shrunk, replaced by contract and gig work that offers less stability and fewer growth opportunities.

At the same time, companies are asking for more experience upfront, leaving many young Canadians stuck without a way to prove their skills. For cities like Toronto, where competition is high and industries are shifting fast, the disconnect is becoming more visible among recent grads trying to land their first roles.

04/21/2026

Delivered from local wineries.

04/21/2026

📊JUST IN: Results from the latest Business Outlook Survey

Our survey found that business sentiment improved slightly from last quarter, similar to levels seen before the US trade conflict.

Firms expect stronger sales, with investment and hiring picking up, though many remain cautious.

And some are expecting or already seeing higher input costs linked to the war in the Middle East.

👉Read the full survey: https://bit.ly/4cC2LSq

04/16/2026

🗎 Done your taxes and have an amount owing?

Payments are easier and more manageable with flexibility to pay over time. https://www.canada.ca/en/revenue-agency/services/payments/payments-cra/payment-arrangements.html?utm_content=2026-03-25_1937

[Image description: A person looks at their laptop.]

04/16/2026

04/16/2026

04/13/2026

How are your investments doing?
The first quarter of 2026 is complete making this a great time to review your portfolio's performance.
Kai Lam explains the factors powering a very strong Q1 for JCIC's funds.

Geo-Politics, Market Trends, and Opportunities

04/09/2026

Today, our country remembers the Battle of Vimy Ridge that began on April 9, 1917.

The Canadian National Vimy Memorial will appear on the vertical $20 bill coming out in early 2027 as a tribute to Canada’s contributions and sacrifices in military conflicts throughout its history.

04/06/2026

Warren Buffett’s quote is a reminder that in the market, your biggest enemy isn't the economy, it’s often your own urge to "do something" when things get shaky. As we head into this first full week of April 2026, we’re seeing a lot of noise around interest rates and shifting sectors. It’s easy to feel like you’re falling behind if you aren't constantly making moves.

​But professional investing is more about having a thick skin than having a fast finger. When the headlines get loud and prices jump around, the natural instinct is to react, but that’s exactly how people end up selling at the bottom and buying back in when it’s too late.

​The goal this week is to stay focused on the actual value of what you own, not just the daily ticker price. Treat the market "dips" as a transfer of wealth from those who panic to those who have a plan. Keep your head down, stick to the fundamentals, and let the noise settle.



www.FiregroundFinancial.com

04/06/2026

Big projects like this change more than a skyline or a region’s grid.

They build local supply chains, long term jobs, and the quiet kind of confidence that comes from making something real.

Quebec has been a clean power giant for a long time, and wind is slowly becoming another chapter in that story.

What stands out with Des Neiges is the scale.

It says Canada is still willing to think in big pieces when it comes to energy.



(Source: Hydro-Québec, CBC News)

04/06/2026

Canada pitched expanding its financial services presence in the Chinese market as the northern nation aims to increase exports to its second-largest trading partner in a push to diversify from the U.S.