Insights

Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics.

Eight Lessons for Investors — From the COVID-19 Shock

Eight Lessons for Investors — From the COVID-19 Shock

Ontario Dental Association, October 2020 - by Sarah Bull, Partner & Portfolio Manager, & Philip Lieberman, Partner & Portfolio Manager...
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Preparing for a Career in Professional Hockey

Preparing for a Career in Professional Hockey

From empty stadiums and playoff “bubbles” to COVID-depleted lineups, the year in professional sports has been unusual, to say the...
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Senior Loans – The Search for Income in a Low Yield Environment

Senior Loans – The Search for Income in a Low Yield Environment

KJH CEO, Joel Clark, and Wellington Square Portfolio Manager, Jeff Sujitno, outline the investment case for Senior Loans in a...
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The game of life: How KJ Harrison is helping professional athletes and their families

The game of life: How KJ Harrison is helping professional athletes and their families

Q&A with Mike Jaczko, Partner & Portfolio Manager, and Rob Martini, Private Client Advisor Many young players dream of a...
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Pharmacy Owners – With Challenges Come Opportunities

Pharmacy Owners – With Challenges Come Opportunities

Ontario Pharmacy Association, June 2020 - by Mike Jaczko, Partner & Portfolio Manager at KJ Harrison, and Max Beairsto, Pharmacist...
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Strategic Financial Advice for Law Firms

Strategic Financial Advice for Law Firms

With his 40 years advising the legal industry on financial and strategic matters, Stephen Binder, Partner & Senior Private Client Business...
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Family Business Succession

Family Business Succession

Philip Lieberman, Partner & Portfolio Manager at KJ Harrison, draws on over 25 years of experience advising family enterprises to...
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Why you need a co-habitation or marriage contract the second-time around

Why you need a co-habitation or marriage contract the second-time around

Divorce Magazine, March 3, 2020 - by Sarah Bull, Partner & Portfolio Manager at KJ Harrison. Second times a charm:...
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Planning for the 4 D’s – Death of a Spouse, Divorce, Disability & Dementia

Planning for the 4 D’s – Death of a Spouse, Divorce, Disability & Dementia

Investing is not a gender-based activity but women do approach wealth differently. Leading up to International Women's Day, Sarah Bull,...
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Black Swan Events

Black Swan Events

KJ Harrison's Chief Investment Officer, Peter Barlas, explains the importance of a 'barbell' approach to investing when faced with unpredictable...
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KJH 2020 Investment Outlook: In-Depth Read

KJH 2020 Investment Outlook: In-Depth Read

KJ Harrison's Investment Outlook for 2020 Investors entered 2020 riding a wave of relief. The concerns that garnered headlines through...
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KJH 2020 Investment Outlook: The Short View

KJH 2020 Investment Outlook: The Short View

Chief Investment Officer, Peter Barlas, and Portfolio Manager, Philip Lieberman, provide a 2-minute overview of KJH's 2020 Investment Outlook. https://vimeo.com/390881980
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Q&A with CEO, Joel Clark, and Chief Investment Officer, Peter Barlas

Q&A with CEO, Joel Clark, and Chief Investment Officer, Peter Barlas

A unique approach to strategic wealth management: a conversation with KJ Harrison CEO Joel Clark and Chief Investment Officer Peter...
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Helping your child purchase a home? Know your options

Helping your child purchase a home? Know your options

By Sarah Bull, Partner & Portfolio Manager at KJ Harrison & Philip Lieberman, Partner & Portfolio Manager at KJ Harrison...
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Protecting Yourself From Cyber Crime

Protecting Yourself From Cyber Crime

Crime is a lot like a beach-ball in a swimming pool. You can push it down to the bottom, but...
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Succession Planning: The Elephant in the Law Firm

Succession Planning: The Elephant in the Law Firm

The Lawyer's Daily, October 4, 2019 - by Stephen R. Binder, Senior Private Client Business Advisor at KJ Harrison. I...
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The Rise of Giving Circles – Canadians Pooling Funds for Greater Impact

The Rise of Giving Circles – Canadians Pooling Funds for Greater Impact

Bay Street Bull, September 2019 - by Amanda Desouza. From startups to restaurants to high-tech corporations, women are taking the...
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Maximum Defence in the Markets

Maximum Defence in the Markets

BNN Bloomberg, June 30, 2019 - Joel Clark, CEO and Portfolio Manager at KJ Harrison Investors, was interviewed by BNN...
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What wealth advisors are telling their clients in preparation for 2019

The Globe & Mail, December 31, 2018 - by Kira Vermond. Red might be associated with the holiday season, but...
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What a Trojan Horse Can Teach us About Planning and Strategy

What a Trojan Horse Can Teach us About Planning and Strategy

Working with several high net worth individuals across the country, we at KJ Harrison Investors have come to understand and...
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How to Prepare your Finances for the Three D’s – Death, Divorce and Disability

How to Prepare your Finances for the Three D’s – Death, Divorce and Disability

Each year, we head to the doctor for our annual check-up. That appointment is a chance to catch potential problems...
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The New Alternative Investing

The New Alternative Investing

The Globe and Mail, November 8, 2017 - by Joel Schlesinger. It's not about earning a return. It's the journey....
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Navigating Today’s Technological Landscape

Navigating Today’s Technological Landscape

ʺAs we look ahead into the next century, leaders will be those who empower others.ʺ  - Bill Gates  Tech Trends are...
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KJH Managing Risk: Cyber Security and Technology Panel

KJH Managing Risk: Cyber Security and Technology Panel

On May 31, 2017, KJH hosted our KJH Managing Risk: Cyber Security and Technology Panel with several cyber security experts from...
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Financial Literacy and the Next Generation

Financial Literacy and the Next Generation

No matter the size of the portfolio or the age of their children, many of our clients are wondering how...
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Alternative Asset Investment Strategies – An Important Source of Diversification in an Evolving Market

Alternative Asset Investment Strategies – An Important Source of Diversification in an Evolving Market

Introduction After a 30-year bull market in bonds and a strong, multi-year recovery in equities following the global Great Recession...
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Strategic Use of Trusts

Strategic Use of Trusts

Trusts are a valuable planning tool that can be a very important part of wealth management planning for high net...
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Rate Hike Could be Boon for Buying U.S. Bank Stocks; Investment CEO Feels Loan Growth Will Also Improve

Rate Hike Could be Boon for Buying U.S. Bank Stocks; Investment CEO Feels Loan Growth Will Also Improve

Financial Post, June 3, 2015 - by David Pett. U.S. bank stocks have already climbed more than 300 per cent...
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Unlocking the Value in Your Business – Preparing an Exit Strategy

Unlocking the Value in Your Business – Preparing an Exit Strategy

“The whole purpose of places like Starbucks is for people … to make six decisions just to buy one cup...
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Why a Strong U.S. Dollar Benefits Small Caps

Why a Strong U.S. Dollar Benefits Small Caps

Financial Post, January 29, 2015 - By David Pett. The strengthening U.S. Dollar is starting to take a toll on...
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Understanding Indexing

Understanding Indexing

Indexing, or passive investment management, is one of the more prominent investment strategies. In this paper, we discuss why indexing...
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Strategic Financial Management

Strategic Financial Management

KJ Harrison over the years has refined its views on financial and investment planning—views that it believes to be straightforward,...
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