Insights
Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
Featured Insights
Nearly a decade after Canada legalized Medical Assistance in Dying (MAID), the program has become a well-established end-of-life option for thousands of Canadians — yet it remains deeply personal and often misunderstood.
As November arrives and Q4 gets underway, Canadian families face a pivotal moment. The recent federal budget announcement has sparked conversations across kitchen tables and boardrooms alike—discussions about capital gains changes, business succession, and what wealth preservation truly means for the next generation.
Estate planning is one of the most important steps families can take to ensure assets and legacies endure for generations. But what happens if you pass away, and your surviving spouse finds a new partner? In other words, how do you protect your legacy from the Lasagna Ladies?
Joel Clark and Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a “Goldilocks” environment, supportive of risk assets.
In this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares how the fund’s 19.95% year-to-date performance reflects its strategic evolution beyond infrastructure players like NVIDIA toward companies driving practical AI applications — positioning families to benefit from emerging opportunities before they become mainstream.
From founders to grandchildren, each generation views money through a different lens. A strong strategic wealth plan accounts for those shifting needs and opportunities.
Sarah Bull speaks with estate lawyer Lori Duffy about the so-called “Lasagna Ladies,” using this lighthearted phrase to explore how thoughtful estate planning can safeguard your assets, preserve your values, and protect your legacy.
Late-life divorce—often called “grey divorce”—can be emotionally and financially challenging, but it also presents an opportunity for reinvention, especially for women. With proactive planning and the right support, this major life change can become the start of a more independent and fulfilling chapter.
Most family business owners dream of passing their legacy to the next generation. But without a plan, that dream is at risk. Discover why succession planning is essential, the common roadblocks, and how to prepare before life forces your hand.
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.
