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Jim Harrison founded KJH Investors as K.J. Harrison & Partners Inc. in 2001. Jim manages the KJH Founders Fund (formerly KJH Sweet Sixteen Fund) and The KJH Energy Partners Fund. Prior to founding KJH Investors, Jim was the Chief Executive Officer at Connor Clark Ltd., a publicly traded financial services company. In 1999, Jim led the sale of the firm to Royal Bank of Canada. Jim was a gold medalist graduate in the LL.B., M.B.A. program at the University of Western Ontario. In his leisure time, Jim is dedicated to maintaining his low golf handicap and enjoys spending time with his wife and three adult children.

“Planning is everything. Most people aim at nothing and hit that target with tremendous accuracy.” As a Senior Wealth Advisor, Stephen’s areas of expertise include strategic business advisory services, including liquidation and exit strategies, private enterprise planning, family business and succession planning, and retirement planning. Over a 41-year career in public accounting, he provided clients with pragmatic advice and thoughtful business insight and is a valued advisor to KJH Investors in supporting wealth management strategies for high-net-worth individuals. Prior to joining KJ Harrison Investors in 2016, Stephen spent his final six years in public accounting at Grant Thornton LLP, including serving as Partner and National Leader, Privately Held Business from 2013 to 2016. His practice focused extensively on professional service firms, advising legal, medical, architectural, and consulting practices on strategic and operational matters. Stephen is a sought-after speaker on strategic and business-related topics and has presented to organizations including the […]

Niko Markakis is a Portfolio Manager on the KJH Investors team at Harbourfront Wealth. He was part of the KJ Harrison team, joining the firm full-time in January 2023 after completing his final co-op term with the team as a research analyst as part of his university program. Through his co-op experience, Niko developed a broad foundation across the financial industry, including roles as an M&A and Strategy Analyst at George Weston Limited, an Investment Analyst at Cannect Inc., and in Sales Advisory at Fidelity Investments. He also served as the Laurier Head of Investa Insights, an intercollegiate investment club with chapters at leading business schools. Niko is passionate about advising high-net-worth and multi-generational families on the strategic allocation of their capital, with a focus on compounding returns while thoughtfully managing risk.

“An investment in knowledge pays the best interest.” — Benjamin Franklin As a Portfolio Manager, Connor collaborates with members of the KJH Investors team to deliver exceptional service to clients and advance firm-wide initiatives designed to better serve evolving client needs. Prior to joining KJ Harrison Investors in 2020, Connor worked at RBC Global Asset Management. In his role, he supported both fixed income and equity trading desks, developing a strong foundation in portfolio construction, market dynamics, and the broader investment management landscape. As part of the KJH Investors team at Harbourfront Wealth, he is focused on helping clients achieve their version of financial success through thoughtful, disciplined investment management. Connor is a CFA® charterholder. Outside of the office, he serves as President of the Royal St. George’s College Alumni Association, where he leads initiatives to engage and support the alumni community. He is also a member of the St. […]

Philip Olsson is a Senior Portfolio Manager with over 30 years of experience in the financial industry, not only as an investor but also as an investment banker—including his role as Vice Chairman of RBC Dominion Securities—as well as a commercial banker and private equity principal. Over the course of his career, Philip has developed strong convictions about how value is created and destroyed in the capital markets. As a founding partner at KJ Harrison Investors, he has applied those insights on behalf of clients, and his experience and wisdom continue to be an asset to all stakeholders at KJH Investors. Philip is active in civic and government affairs and has served as Chair of the Liquor Control Board of Ontario, as well as Chair of the Ontario Lottery and Gaming Corporation from November 2013 to November 2016. When Philip is not in the office, he is often traveling or […]

Drawing on more than 30 years of experience across wealth management, capital markets and the law, Philip Lieberman brings a disciplined, risk-first approach to advising high-net-worth and ultra-high-net-worth individuals and families throughout Canada. As a Senior Portfolio Manager, Philip works closely with clients to develop bespoke financial plans and manages discretionary investment portfolios on their behalf, including their trusts, estates, holding companies and foundations. Philip works with multiple generations of families, guiding clients through complex transitions such as liquidity events, succession planning, significant life events and intergenerational wealth transfer. Over nearly two decades as a Managing Partner at KJ Harrison Investors, Philip played a key role in building the firm and its legacy, contributing to its growth to over $2.3 billion in assets under management. He was a key participant in the strategic decision to partner with Harbourfront Wealth and in the successful execution of the firm’s sale. In this […]

“It’s all about stewardship and preparation, whether for a family business owner transitioning into retirement, or for the next generation who need to prepare and enlighten themselves for the future. With the benefits of wealth comes responsibility.” Mike has more than 20 years of experience in the Canadian wealth management industry, backed by 35 years of mergers and acquisitions experience with Canadian retail stores. As a Senior Portfolio Manager, Mike acts as a trusted advisor on matters associated with succession planning and business transition, and he regularly advises on the broader issues of wealth management pertaining to estate, corporate structure, tax planning and family business valuation. Drawing on his extensive business and technical knowledge, Mike offers a holistic and multi-disciplinary approach to advising wealthy individuals and families. With a range of specialties, including advising pharmacy owners, family enterprises and more recently professional athletes, he uses his vast experience to identify […]

Joel works closely with clients as a Senior Portfolio Manager, managing discretionary investment portfolios for a significant base of high-net-worth and ultra-high-net-worth individuals and families across Canada. Earlier in his career, Joel was an Analyst at Canadian Mortgage Capital Corporation, where he underwrote commercial real estate financing opportunities and arranged placements with third-party Canadian financial institutions. He joined KJ Harrison Investors at its inception in 2002 and, over more than two decades, played a key role in building the firm from $80 million to $2.3 billion in assets under management. Appointed Chief Executive Officer in 2014, Joel led the firm through a period of sustained growth, culminating in its sale to Harbourfront Wealth. He also helped lead the strategic combination, advancing the vision of building one of Canada’s most relevant private client teams. Joel serves on the Board of Whitehall Apartments Incorporated and GraceMed. In the community, he is a […]