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

Family Office

Changes to the Alternative Minimum Tax are coming. Are you ready?

If, like many high-net-worth individuals, you are committed to supporting your community through philanthropic donations, then you might want to pay attention to upcoming changes to the federal government’s Alternative Minimum Tax program.

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 to raise their kids with the skills and knowledge they need to be financially competent.

The Facts about SPACs

Since the first one launched in the early 2000s, special purpose acquisition companies – SPACs, for short – have largely occupied a small niche of the financial world.

Family Business Succession

Philip Lieberman, Partner & Portfolio Manager at KJ Harrison, draws on over 25 years of experience advising family enterprises to outline his top tips for creating a realistic and workable family business succession plan.

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 Barlas.


KJ Harrison worked with Canada’s foremost financial services research provider, Strategic Insight (formerly Investor Economics), to publish a white paper on, The New Attitudes and Expectations Among High Net Worth Canadians.

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 the legal, technical and law-enforcement worlds.  Offering an overview of the cyber security landscape and […]

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