Disciplined Investing,
Dependable Results

We are completely
committed to your success

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Investment Philosophy

Protecting and building your wealth by achieving outstanding long-term, risk-adjusted investment returns.

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Investment Strategies

Carefully designed to thrive in all types of economic and market environments that meet our disciplined investment criteria.

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Private Client Services

Dedicated to enhancing your financial well-being and navigating the associated complexities of wealth for your peace of mind.

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Personal Approach

Working together to define your vision of financial success leading to a strategic wealth plan that meets your objectives today and in the future.

Plan, Protect and
Grow Your Wealth

With our fiduciary mindset, we protect and build your wealth by generating solid, long-term returns to help you meet your financial goals.

Insights

buying real estate

WEALTH, HEALTH AND KIDS

With interest rates rising, the direction of housing prices – up, down or sideways – is a hot topic of conversation around dinner tables and office watercoolers, which is hardly surprising given how much wealth Canadians’ have tied up in their homes.

MARKETS AND ECONOMY

In this month’s podcast, we discuss soaring inflation and the Fed’s response, bear market volatility, and the risk of an earnings recession.

RETIREMENT PLANNING

The KJH investment team explains the risk reflation poses to traditional bond allocations, the adverse impact of rising interest rates and alternative assets to generate income in this environment.