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.
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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.
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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.
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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?
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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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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.
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“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.
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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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“The industry doesn’t have an entry problem, it has a mid-career retention problem”
In a recent Wealth Professional article, Sarah Bull, Managing Partner & Portfolio Manager, explains why the financial advice industry doesn’t have an entry problem for women – it has a mid-career retention problem.
