Insights
Ideas and perspectives from our Private Client and Portfolio Management Teams on a broad range of investment and advice-related topics.
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.
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.
Episode 46 – Staying Steady in Unpredictable Markets (May 2025)
Joel Clark and Sarah Bull discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields.
Playing in the Care Cup Pickleball Fundraiser for St. Michael’s Hospital
The KJH Team had fun taking part in the Care Cup Pickleball Fundraiser, a lively event organized by St. Michael’s Young Leaders.
Supporting Swim, Drink, Fish for Clean Water Across Canada
This spring, we supported Swim Drink Fish in their mission to ensure swimmable, drinkable, fishable water for all Canadians and attended the Artists for Water fundraiser.
-
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.
