Insights
Ideas and perspectives from our Private Client and Portfolio Management Teams on a broad range of investment and advice-related topics.
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.
Strengthening Our Commitment to You
We are sharing some exciting news about the next chapter in the growth of KJ Harrison Investors. We have joined forces with Harbourfront Wealth—an opportunity that enhances our technological capabilities and the resources we provide to you.
Episode 45 – Tariffs. Tumbling Bond Yields. Gold at Record Highs. What’s Really Going On? (April 2025)
Joel Clark and Sarah Bull dig into the market fallout from “Demolition Day” and why the real story is about debt, recession risk, and policy missteps.
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?
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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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. -
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.
