Featured Insights

Ideas and perspectives from our Private Client and portfolio management Teams on a broad range of investment and advice-related topics.
  • Episode 57: Markets Under the Surface: Interest Rates, AI and Narrowing Market Breadth (October 2026)

    Sarah Bull and Andrew Csumrik discuss the continued influence of rising interest rates, how a narrow group of AI-related companies is driving index returns, weakening market breadth and opportunities in fixed income amid higher bond yields.
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  • Episode 56 – A Busy Summer for Markets: What Changed and What Matters (September 2026)

    Sarah Bull and Andrew Csumrik take stock of a busy summer in the markets and examine what it means for investors heading into the fall. From the rapidly evolving AI cycle and rising bond yields to higher oil prices, inflation concerns and renewed Canada-U.S. trade tensions, investors have had plenty to digest.
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  • KJH Semester Series – Investing with Confidence

    The KJH Semester Series is a virtual webinar series offering clear, practical perspectives on investing, markets and portfolio construction. Designed for investors of all experience levels, this series explores the fundamental concepts that shape how we think about investing.
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  • Episode 55 – The Mid-Year Market Outlook: Earnings, AI and Canada’s Opportunity (July 2026)

    In this mid-year episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik take stock of the first half of 2026, reflecting on the key market developments that have shaped the year so far and what they could mean for investors in the months ahead.
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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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