Insights

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

Strategic Use of Trusts

Trusts are a valuable planning tool that can be a very important part of wealth management planning for high net worth families.  A well structured trust can be very effective, allowing for a number of

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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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