Insights

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

Featured Insights

Autumn Conversations: Navigating Growth and Legacy Together (September 2025)

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.

Navigating Generational Wealth

From founders to grandchildren, each generation views money through a different lens. A strong strategic wealth plan accounts for those shifting needs and opportunities.

The Realities—and Opportunities—of ‘Grey Divorce’

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.

Succession Planning: Preparing Your Family Enterprise for the Future

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.

Strengthening Our Commitment to You

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.

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