Insights
Ideas and perspectives from our Private Client and Portfolio Management Teams on a broad range of investment and advice-related topics.
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.
Climbing the CN Tower for the WWF Climb for Nature
This spring, we sponsored a team of 10, including members of the KJH Team, to climb the 1,776 steps of the CN Tower in support of WWF’s mission to protect wildlife and their habitats.
KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)
Sarah Bull and guests explore how women are earning, inheriting, and managing more wealth—and what that means for families.
Episode 44 – Decoding Trump’s Economic Moves: What’s Behind the Chaos? (March 2025)
Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. Sarah Bull and Joel Clark analyze the potential motives behind his strategy and his real endgame.
Episode 43 – Cutting Through the Noise – Staying Focused in a Volatile Environment (February, 2025)
Sarah Bull and Joel Clark discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets.
“Clients don’t ‘need’ a product, they need advice.” – HNW specialist
Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, challenges the idea that high-net-worth clients must allocate a set percentage to alternatives like private equity, real estate, and hedge funds. She advocates for a tailored approach based on each client’s financial goals and risk profile.
What to Expect Financially When Your Spouse Passes
Preparing in advance can ease the financial challenges that arise after the loss of a spouse. Our guide offers practical tips on what to do in the event of a death, helping you navigate taxes, asset transfers, and other complexities with less stress.
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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. -
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.
