JCIC Asset Management Inc.

08/19/2026

Statement by Prime Minister Carney on ongoing Canada-U.S. trade negotiations: https://www.pm.gc.ca/en/news/statements/2026/08/18/statement-prime-minister-carney-ongoing-canada-us-trade-negotiations

07/21/2026

Frauds are back in the news (did they ever go away?)... At JCIC one of our client protection initiatives is the "Trusted Contact Person" program.

Its a simple, and very human, way for us to make sure that everything is OK.

What is a trusted contact person, and who can be one? Discover how naming a trusted person helps JCIC safeguard your investments and financial legacy.

07/16/2026

The second quarter of 2026 was dominated by news about oil prices. But the market has many sectors. Kai Lam digs into what he saw over the past 3 months and what it means moving forward.

Q2 2026 Quarterly Investment Report For the Quarter Ended June 30, 2026. Prepared by the Chief Investment Officer

07/08/2026

Pre-budget consultations have launched!

From now until September 8, all Canadians are invited to share their ideas and priorities for how the government should invest in the upcoming federal budget.

Participate online here: https://ow.ly/S9vo50ZkLAA

07/03/2026

Individual Pension Plans are getting a lot of buzz right now. They are an effective retirement planning tool, but only for certain situations. Godfrey Yu explains:

Learn how an individual pension plan can reduce taxable corporate income and help business owners save more for retirement as we answer clients’ most frequently asked questions.

06/25/2026

Did you have dishes like this in your house growing up?

CorningWare casserole dishes were extremely popular for decades. But what is the company up to now?

Well, the company is now 160 years old. In the 1950's they made a material called Pyroceram that was so heat resistant it was used for the nose cone of missiles. Then they used that to make baking dishes.

In 2026, they are still an innovative and successful company producing high tech glass products. In fact, the glass screen on your Samsung Galaxy or iPhone is made by Corning.

Cameron Scrivens was on BNN Bloomberg recently talking about their outlook as an investment opportunity.

https://www.bnnbloomberg.ca/video/shows/trading-day/2026/06/23/corning-signs-multi-billion-dollar-deal-with-amazon/

06/24/2026

The dust has settled on the SpaceX IPO. What did we see? Did it play out as expected? And how should you approach the next two big IPOs ... Anthropic and OpenAI ... which are coming later this year?
Cameron Scrivens was on BNN to explain:

The SpaceX IPO sparked huge demand and major volatility. JCIC’s Cameron Scrivens explains what investors can learn before OpenAI and Anthropic go public.

06/11/2026

Big news in the Canadian asset management world. Harbourfront buying up Cumberland.
Is it good for the industry? Is it good for their clients?

Some industry news to consider.

06/02/2026

At JCIC we are constantly looking for new investment opportunities, and evaluating the outlook of our current holdings. This is done with the aim of growing our client's assets at an industry leading pace.

We have another side to our business. We also work daily with clients to keep them informed and answer their questions. But what should we do when clients aren't even sure where to start? What should we do when people don't know what questions to ask?

To solve that conundrum we started combing through AI and Google searches to find out "What are people asking about?" And there were some surprising results. For example, one of the most frequently asked questions was "What is sequencing of returns risk?"

It's a very specific question and not something we expected to find in a survey of online queries. But there it was, so a lot of people must be wondering about it.

Our Relationship Manager Godfrey Yu, CPA, CGA, CFP, CIM, CIWM, TEP wrote an answer to it and we shared it to the "insights" page on our website. Within days it was was one of our most read columns.

https://www.jcic.ca/insights/sequencing-of-returns-risk

It shows that in any business, understanding what your customers really want, is a crucial first step.

Understanding ‘ sequencing of returns risk ,’ can help retirees and near-retirees make smarter, calmer financial decisions.

05/26/2026

When markets feel uncertain, investors often gravitate toward headlines, short-term volatility, and the temptation to react emotionally. But experienced investors know that long-term opportunities are often created precisely during periods of uncertainty.

That was the focus of a recent appearance by Kai Lam on BNN Bloomberg, where he discussed three stocks he believes are well-positioned for the future and explained why disciplined investors should continue looking beyond the next quarter.

You can watch the full interview here: BNN Interview with Kai Lam

Rather than chasing momentum or reacting to daily market noise, Kai’s approach emphasizes identifying companies with durable competitive advantages, strong management teams, and long-term growth potential. These are the kinds of businesses that can continue creating shareholder value even when the broader market environment becomes more challenging.

One of the key themes from the discussion was the importance of focusing on fundamentals. While headlines often dominate investor attention, long-term returns are typically driven by earnings growth, cash flow generation, innovation, and the ability of companies to adapt to changing economic conditions.

Kai also highlighted the value of maintaining perspective. Markets regularly move through cycles of optimism and pessimism, but successful investing often comes down to remaining disciplined when others become reactive. For investors building wealth over years or decades—not days or weeks—that mindset can make a significant difference.

Another important takeaway from the interview is that opportunities still exist across sectors and industries, even after periods of strong market performance. Selectivity matters. Not every company will benefit equally from economic trends, technological change, or shifts in consumer behaviour. Careful research and active portfolio management remain essential.

At JCIC Asset Management, our investment philosophy is rooted in long-term thinking, disciplined risk management, and helping clients navigate both opportunities and uncertainty with confidence. Media appearances like this provide an opportunity to share insights into how we evaluate markets and position portfolios in an evolving investment landscape.

As always, investors should remember that no single stock or sector should define an entire portfolio. Diversification, risk tolerance, time horizon, and personal financial goals all remain critical components of a successful investment strategy.

If you would like to learn more about our approach to portfolio management and long-term wealth planning, we invite you to connect with the team at JCIC Asset Management.