Wealth, Health & Kids

Ideas and perspectives from our Private Client and portfolio management Teams on a broad range of investment and advice-related topics.
  • 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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  • Autumn Conversations: Navigating Growth and Legacy Together (September 2025)

    In this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares how the fund’s 19.95% year-to-date performance reflects its strategic evolution beyond infrastructure players like NVIDIA toward companies driving practical AI applications — positioning families to benefit from emerging opportunities before they become mainstream.
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  • TECHNOLOGY & THE FUTURE OF WEALTH (May 2025)

    In this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares insights on navigating today’s complex investment environment — particularly relevant for families aiming to preserve and grow substantial wealth across generations.
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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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  • 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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  • KJH Insights: Estate Planning Essentials for Women & Families (July 2025)

    Estate planning is often complex and uncomfortable, but it’s a conversation worth having. In this episode, Sarah Bull and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of planning for their family’s financial future.
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  • Hard, Necessary Legacy Planning Conversations—and How to Have Them

    Initiating conversations about money and legacy can be uncomfortable, but they’re essential for protecting your family’s future. Learn more about practical, compassionate strategies for navigating estate and wealth discussions with clarity and care.
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  • The Great Wealth Transfer: Preparing Your Family for the Future

    Canada is on the brink of a $1 trillion wealth transfer. Are you and your family prepared for what comes next?
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  • Time to Spring-Clean Your Finances

    Spring is the perfect time to tidy up—not just your home, but your finances too. This article explores why the season of renewal is an ideal moment to refresh your wealth plan and reset your financial goals.
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