Insights
Ideas and perspectives from our Private Client and Portfolio Management Teams on a broad range of investment and advice-related topics.
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.
Episode 48 – Inside a Complex Investment Climate (September 2025)
Sarah Bull and Andrew Csumrik explore the many crosscurrents shaping today’s investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI.
Walking to Conquer Cancer with the Princess Margaret Cancer Foundation
To support life-saving cancer research, Sarah Bull once again took part in the Princess Margaret Cancer Foundation’s Walk to Conquer Cancer.
Supporting the Start2Finish Backpack Program
KJH Cares continued its support of the Start2Finish Backpack Program, which equips children with essential school supplies and promotes equal access to education.
The Realities—and Opportunities—of ‘Grey Divorce’
Late-life divorce—often called “grey divorce”—can be emotionally and financially challenging, but it also presents an opportunity for reinvention, especially for women. With proactive planning and the right support, this major life change can become the start of a more independent and fulfilling chapter.
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.
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.
Episode 47 – From Recession Risk to Rebound: What’s Driving Markets Now (June 2025)
Joel Clark and Sarah Bull reflect on the market’s rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.













