Insights
Ideas and perspectives from our Private Client and Portfolio Management Teams on a broad range of investment and advice-related topics.
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.
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.
-
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. -
Helping local kids start the school year off right
Each year, for the Start2Finish Backpack Program, our team comes together to purchase school supplies and pack… -
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. -
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. -
Episode 54: Exploring Mega-IPOs and the Changing Face of the S&P 500 (June 2026)
Joel Clark and Andrew Csumrik examine how inflation, interest rates and geopolitical tensions in the Middle East are shaping investor sentiment. They also explore the impact of recent and potential mega-IPOs and what these unprecedented valuations could mean for capital markets and investors. -
Episode 53: Inside the Market’s Rapid Recovery (May 2026)
With ongoing geopolitical uncertainty, many investors are asking: how can markets be hitting record highs right now? In this episode, we break down the shift away from oil-driven market movements, why volatility has settled, and how forward-looking markets process uncertainty. -
Supporting St. Michael’s Hospital and bringing home the win at the 4th Annual Care Cup
Connor Byrne and Niko Markakis recently took to the court and brought home the win at the 4th Annual Care Cup in support of St. Michael’s Hospital. -
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.
