Insights
Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
Featured Insights
In this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares how the fund’s 19.95% year-to-date performance reflects its strategic evolution beyond infrastructure players like NVIDIA toward companies driving practical AI applications — positioning families to benefit from emerging opportunities before they become mainstream.
From founders to grandchildren, each generation views money through a different lens. A strong strategic wealth plan accounts for those shifting needs and opportunities.
Sarah Bull speaks with estate lawyer Lori Duffy about the so-called “Lasagna Ladies,” using this lighthearted phrase to explore how thoughtful estate planning can safeguard your assets, preserve your values, and protect your legacy.
Sarah Bull and Andrew Csumrik explore the many crosscurrents shaping today’s investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI.
Late-life divorce—often called “grey divorce”—can be emotionally and financially challenging, but it also presents an opportunity for reinvention, especially for women. With proactive planning and the right support, this major life change can become the start of a more independent and fulfilling chapter.
Most family business owners dream of passing their legacy to the next generation. But without a plan, that dream is at risk. Discover why succession planning is essential, the common roadblocks, and how to prepare before life forces your hand.
We are sharing some exciting news about the next chapter in the growth of KJ Harrison Investors. We have joined forces with Harbourfront Wealth—an opportunity that enhances our technological capabilities and the resources we provide to you.
