Company Summary

KJ Harrison is an independent investment firm located in Toronto which manages the assets of a select group of individuals and families. The firm has a proven record of intelligent investment strategies, dependable results and outstanding client service. KJ Harrison currently manages over $1 billion on behalf of 300 clients.

A Strategic Approach to Wealth:
We help our clients establish and execute their long-term financial objectives as a strategic partner. We are committed to enhancing the well-being of our clients by providing proactive advice, customized solutions and comprehensive capital allocation strategies.

Dynamic Capital Allocation Strategies:
We allocate client capital across our core and focused strategies, each with its own distinct risk and return profile. Once we determine the long-term financial objectives and risk profile of a client, we assume responsibility for allocating their capital across the appropriate core and focused strategies.

A Disciplined and Opportunistic Investment Approach:
We believe that successful long-term investment results are the outcome of a disciplined and opportunistic investment approach. A focus on risk management, independent research and exhaustive due diligence are the hallmarks of our work.

Source: KJ Harrison & Partners Inc.

Unique Value Proposition

All of our efforts are directed towards two core objectives:

Producing outstanding long-term, risk-adjusted investment returns that exceed our clients’ objectives

Helping our clients define success and develop a strategic plan to meet their long-term financial and wealth objectives

We deliver on these objectives with:

A strategic approach to wealth. 
We help our clients establish and execute their long-term financial objectives as a strategic partner rather than through a product-oriented relationship. We are committed to enhancing our clients’ financial well-being by providing proactive, customized solutions and comprehensive capital allocation strategies.

Dynamic capital allocation strategies
. We allocate client capital across our core and focused strategies, each with its own distinct risk and return profile. Once we determine the long-term financial objectives and risk profile of a client, we assume responsibility for allocating their capital across the appropriate core and focused strategies.

A disciplined and opportunistic investment approach
. We believe that dependable and successful long-term investment results are the outcome of a disciplined and opportunistic investment approach. Attention to risk, independent research and exhaustive due diligence are the hallmark of our work.

Co-investing with our clients
. The partners and their families are the largest clients of the firm and therefore we are driven to generate a superior risk-adjusted rate of return on our own money. We believe co-investing with those clients who share our investment sensibilities to be the cornerstone of proper alignment.

Personalized client service. 
We offer our clients the highest standard of personalized service which we believe is critical in helping our clients achieve their long-term objectives. We communicate efficiently, effectively and transparently.

Nimble by design. 
Our size ensures we remain nimble in the market, particularly when investing in small and mid-cap securities. Equally important, our size allows us to maintain a direct and personal relationship with each of our clients.

Source: KJ Harrison & Partners Inc.

AUM ($Bil)

1

Year Founded

2001

Key Personnel

Joel Clark, CFA - CEO & Portfolio Manager
K. James Harrison, CFA, BA, MBA, LLB - Chairman and Chief Investment Officer
Sarah Bull, CIM - Partner and Portfolio Manager
Philip Lieberman, LLB, MBA, CIM – Partner and Portfolio Manager
Philip J. Olsson – Director and Portfolio Manager
Mike Jaczko – Partner and Portfolio Manager
Robert Ogilvie, MBA – Associate Principal
Christine Fulsang, CPA, CA – Partner, CFO and COO

Address

60 Bedford Road
Toronto, Ontario
M5R 2K2

Start your best financial future today.

Start your search