Insights
Ideas and perspectives from our Private Client and Portfolio Management Teams on a broad range of investment and advice-related topics.
Strategic Conversations: A Q3 2025 Dialogue with Peter Barlas
As November arrives and Q4 gets underway, Canadian families face a pivotal moment. The recent federal budget announcement has sparked conversations across kitchen tables and boardrooms alike—discussions about capital gains changes, business succession, and what wealth preservation truly means for the next generation.
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?
Championing Women’s Voices at The ROM
Sarah Bull continues her work as a founding member of ROM Women, which champions women curators and promotes the inclusion of women’s stories throughout the Museum.
Episode 49: A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
Joel Clark and Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a “Goldilocks” environment, supportive of risk assets.
KJH Cares Supports the Stop Community Food Centre
This Thanksgiving, KJH Cares contributed to The Stop Community Food Centre to provide nutritious meals and essential resources to families facing financial hardship during the holiday season.
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.
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.
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.
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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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. -
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. -
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. -
Episode 51 – 2025 Market Crosscurrents and the Outlook for 2026 (February 2026)
Despite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. Sarah Bull and Andrew Csumrik review the forces that shaped markets in 2025 and considers the outlook for 2026. -
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. -
Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)
Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors in 2026. -
KJH Cares Joins the 7th Annual Weston Downs Food Drive
Once again, Christine Fulsang and her family organized the Annual Weston Downs Food Drive in their neighbourhood, collecting food and donations for the Vaughan Food Bank. -
Episode 50 — What’s Really Driving This Market (November 2025)
In this episode of KJH Insights, we take you inside the forces shaping today’s market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface. -
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.
