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.

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.

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