Insights
Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
Women & Wealth
Sarah Bull and guests explore how women are earning, inheriting, and managing more wealth—and what that means for families.
Preparing in advance can ease the financial challenges that arise after the loss of a spouse. Our guide offers practical tips on what to do in the event of a death, helping you navigate taxes, asset transfers, and other complexities with less stress.
Despite strides in financial empowerment, a persistent gender gap remains, with many women deferring financial decisions to their spouses—a dynamic that Financial Literacy Month seeks to address by encouraging informed conversations to secure long-term financial health.
'Dying digitally' can become extremely complicated for your loved ones if you do not account for it in your estate 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.
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.
When the voices of women go unheard, the result can be a wealth plan that is simply not as effective or relevant as it should be.
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.
Sarah Bull discusses gender equality in the world of money and how, while change is still necessary, it should not blind us to the reality that change is taking place.
Of all our financial affairs, planning for when we are not around is probably the most tempting one to put off. But it is also one of the most important. Setting aside a day or two every spring to do a “clean-up” of your estate planning documents will ensure they accurately reflect your goals.
Love is always better the second time around, as the old song goes. Yet the reality is that new relationships later in life can be fraught with peril, especially from a financial perspective.
While divorce isn’t easy for anyone, it can be particularly complex for wealthy families. Dividing more assets means couples face more legal complexities, and sometimes more heartaches.
Divorce hurts. And it can be hardest on those who experience it later in life. Sarah Bull, Partner & Portfolio Manager, speaks to Advisor.ca about supporting clients through late-life divorce.
Published by Sarah Bull, Partner and Portfolio Manager at KJ Harrison Investors - The drive towards gender equality in business is far from finished but growth in female entrepreneurship is strong.
Published in the Divorce Magazine - Sarah Bull, Partner & Portfolio Manager, writes that no one goes into a relationship planning for it to end. But in many ways, the stakes are higher the second (or third) time around.
Investing is not a gender-based activity but women do approach wealth differently. Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks about how she supports her women clients and the 4 D’s they […]
Sarah Bull, Partner & Portfolio Manager, spoke with Bay Street Bull about the Women Impact Network, a giving circle that unites women to learn about key issues and pool resources for a greater impact.
Not enough of us give our finances as much attention as we give our health. Yet, your financial wellbeing requires the same regular attention, particularly when it comes to preparing for life’s detours. Let’s call them the three Ds – death, divorce and disability.
