Insights
Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
Retirement Planning
The Canada Pension Plan is an important consideration for anyone planning for retirement, regardless of their wealth. For high-net-worth individuals, while the CPP might seem small compared to other income sources, it offers stability and inflation-indexed benefits.
In our view, the process of retirement planning should involve a greater depth of thought and breadth of preparation than simply asking “When?” and “How much?”. This guide distills our thinking about how best to prepare for a sound financial future in later life.
Often individuals focus on the numbers when planning for retirement, but there are other aspects that need to be considered when thinking about that next stage.
We all want our retirement to embody positive change, of course. Yet, to make our retirement dreams come true, we need to understand how retirement itself is changing – and how our financial planning must adapt as a result.
KJ Harrison Investors over the years has refined its views on financial and investment planning—views that it believes to be straightforward, actionable and measurable. In this paper, we discuss these philosophies and beliefs. Many people […]
COVID-19 has had a profound impact on our daily lives for over a year. For many people approaching or in retirement, the pandemic has prompted a significant rethinking of their future lifestyle and finances. As part of our Wealth, Health & Kids series, the KJH team has outlined six considerations relevant to retirement planning in the post-COVID world.
Learn more about the risk reflation poses to traditional bond allocations, the adverse impact of rising interest rates and alternative assets to generate income in this environment.
Many investors rely on the traditional 60% equities / 40% bonds model for a balanced portfolio which, for decades, has been a recipe for success. But in today's low rate environment, the 40% is no longer generating a reliable income and someinvestors are losing capital.
Canadians are grossly underinvested in senior loans and Jeff Sujitno, Senior Portfolio Manager at Wellington Square Capital Partners, says it’s a missed opportunity. For context, this huge US$1.3 trillion market is equivalent to about 70% of the entire Canadian stock universe. Jeff explains this key advantage of the KJH Senior Loan Fund.
KJH CEO, Joel Clark, and Wellington Square Portfolio Manager, Jeff Sujitno, outline the investment case for Senior Loans 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 low-yield environment.
A unique approach to strategic wealth management: a conversation with KJ Harrison CEO Joel Clark and Chief Investment Officer Peter Barlas.
After a 30-year bull market in bonds and a strong, multi-year recovery in equities following the global Great Recession of 2008-09, investors wonder what lies ahead for financial markets.
