Insights

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

Wealth, Health & Kids

Investing in the Senior Loans Market

Canadians are grossly underinvested in senior loans and Jeff Sujitno, Senior Portfolio Manager at Wellington Square Capital Partners, says it’s a missed opportunity. For context, this huge US$1.3 trillion market is equivalent to about 70% of the entire Canadian stock universe. Jeff explains this key advantage of the KJH Senior Loan Fund.

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. That changed last year. In 2020, more than 200 SPACs listed on U.S. exchanges, representing a market value of over US$60 billion. KJH's Philip Lieberman provides some clarity on SPACs amidst the buzz.

Financial Literacy for Teens & Young Adults

KJ Harrison is committed to helping the next generation of investors, and supporting their parents and grandparents in the quest to see their offspring financially secure as they enter adulthood and beyond. Here, Portfolio Managers Philip Lieberman and Mike Jaczko provide some helpful advice to teens and young adults to set them up for a prosperous future, including tips on setting viable financial goals, making plans to achieve those goals and the best ways to budget, save and start investing.

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.

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 […]

Black Swan Events

KJ Harrison’s Chief Investment Officer, Peter Barlas, explains the importance of a ‘barbell’ approach to investing when faced with unpredictable ‘black swan events’.

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 Many investment firms offer services to high-net-worth clients, but few take the holistic approach […]

Helping your child purchase a home? Know your options

By Sarah Bull, Partner & Portfolio Manager at KJ Harrison & Philip Lieberman, Partner & Portfolio Manager at KJ Harrison As a financial management adviser to high-net-worth individuals and families, we see more and more […]

Protecting Yourself From Cyber Crime

Crime is a lot like a beach-ball in a swimming pool. You can push it down to the bottom, but it will slip through your hands and resurface somewhere else. Street crime is falling – […]

What a Trojan Horse Can Teach us About Planning and Strategy

Working with several high net worth individuals across the country, we at KJ Harrison Investors have come to understand and appreciate the many complexities associated with wealth, and the important role that having a solid […]

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 […]

Navigating Today’s Technological Landscape

ʺAs we look ahead into the next century, leaders will be those who empower others.ʺ  – Bill Gates  Tech Trends are Shaping Everything Not so long ago, much of the excitement that came along with travelling […]

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 […]

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. […]

Strategic Use of Trusts

Trusts are a valuable planning tool that can be a very important part of wealth management planning for high net worth families.  A well structured trust can be very effective, allowing for a number of […]

Unlocking the Value in Your Business – Preparing an Exit Strategy

“The whole purpose of places like Starbucks is for people … to make six decisions just to buy one cup of coffee. Short, tall, light, dark, caf, decaf, low-fat, non-fat, etc. So people who don’t […]

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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