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From barriers to breakthroughs: Women influencing the future
The research is clear: Women in executive leadership bring and foster diversity of thought, improve employee engagement, boost innovation, performance and profitability, and they achieve all this through collaborative and inclusive leadership. -
Estate Planning & Women: How to Protect Your Legacy from Lasagna Ladies
Estate planning is one of the most important steps families can take to ensure assets and legacies endure for generations. But what happens if you pass away, and your surviving spouse finds a new partner? In other words, how do you protect your legacy from the Lasagna Ladies? -
“Clients don’t ‘need’ a product, they need advice.” – HNW specialist
Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, challenges the idea that high-net-worth clients must allocate a set percentage to alternatives like private equity, real estate, and hedge funds. She advocates for a tailored approach based on each client’s financial goals and risk profile. -
“The industry doesn’t have an entry problem, it has a mid-career retention problem”
In a recent Wealth Professional article, Sarah Bull, Managing Partner & Portfolio Manager, explains why the financial advice industry doesn’t have an entry problem for women – it has a mid-career retention problem. -
As Climate Risk Mounts, Is It Time for Canadian Snowbirds To Pick a New Roost?
Published in Canadian Family Offices – Sarah Bull, Partner & Portfolio Manager, examines how hurricanes are leading many Canadians to reconsider their investment in Florida, a long-time favourite winter retreat.
