Podcast
KJ Harrison Insights –
Managing Risk & Returns
In this final Women & Wealth episode of the year, 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 for 2026.
They discuss AI’s growing market influence, the widening wealth divide in the U.S., and the policy forces to watch in the year ahead – along with the value of diversification and a steady long-term approach.
Sarah Bull, FCSI®, CIM®
With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high-net-worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.
Theresa Shutt, MBA, CFA®
In her role as Chief Investment Officer, Theresa Shutt leads the Portfolio Management Team and is responsible for the overall investment platform at Harbourfront Wealth. Theresa is a key member of the executive team, contributing to the leadership and strategic vision of the firm with a focus on growth and development of innovative investment strategies to support Harbourfront advisors and their clients.
Episode 50 –– What’s Really Driving This Market (November 2025)
In this episode, we take you inside the forces shaping today’s market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface.
Women & Wealth – Protecting Your Legacy from “Lasagna Ladies”
In this episode, we use a light-hearted phrase to take a very real look at estate planning through the lens of the “Lasagna Ladies” — a shorthand for what can happen if you pass away before your husband and a new casserole-baring suitor comes in and suddenly has access to the family estate.
