Featured Insights

Ideas and perspectives from our Private Client and portfolio management Teams on a broad range of investment and advice-related topics.
  • Podcast: Episode 52 – What Oil Is Telling Us About Markets (April 2026)

    Sarah Bull and Andrew Csumrik examine what oil is signalling about today’s market environment and the broader forces driving ongoing volatility.
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  • A Look Back on the Great Female Investors

    For International Women’s Day, there’s another story to tell about the history of investing — one that highlights early women investors and pioneers who built fortunes, founded firms, and challenged discrimination at a time when business was largely controlled by men. Their contributions helped shape the financial industry and opened doors for future generations of women in investing.
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  • More Senior Women Are Living Together. Is This ‘Golden Girls’ Arrangement Right for You?

    As growing numbers of older single women choose to share homes for financial stability and companionship, this article examines whether a “Golden Girls” living arrangement is a practical solution or a complex commitment requiring careful planning.
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  • MAID, End-of-Life-Planning and Choice. Is Your Family Ready?

    Nearly a decade after Canada legalized Medical Assistance in Dying (MAID), the program has become a well-established end-of-life option for thousands of Canadians — yet it remains deeply personal and often misunderstood.
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  • Navigating Generational Wealth

    From founders to grandchildren, each generation views money through a different lens. A strong strategic wealth plan accounts for those shifting needs and opportunities.
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  • Women & Wealth – Protecting Your Legacy from “Lasagna Ladies”

    Sarah Bull speaks with estate lawyer Lori Duffy about the so-called “Lasagna Ladies,” using this lighthearted phrase to explore how thoughtful estate planning can safeguard your assets, preserve your values, and protect your legacy.
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  • Succession Planning: Preparing Your Family Enterprise for the Future

    Most family business owners dream of passing their legacy to the next generation. But without a plan, that dream is at risk. Discover why succession planning is essential, the common roadblocks, and how to prepare before life forces your hand.
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  • Strengthening Our Commitment to You

    We are sharing some exciting news about the next chapter in the growth of KJ Harrison Investors. We have joined forces with Harbourfront Wealth—an opportunity that enhances our technological capabilities and the resources we provide to you.
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