Insights

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

Women & Wealth

Financial Planning for Women Entrepreneurs – Is your personal wealth and income tied up in your business?

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.

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: Why you need a co-habitation or marriage contract the second time around When Rose met […]

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, Partner & Portfolio Manager at KJ Harrison, talks about how she supports her women clients […]

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 business world by storm and leaving their mark. Sarah Bull’s Women Impact Network is getting […]

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 early, so you and your doctor can figure out how to ward them off and […]

Understanding Indexing

Indexing, or passive investment management, is one of the more prominent investment strategies. In this paper, we discuss why indexing has become so popular, the challenges of indexing, and when indexing is useful (and not […]

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