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Sarah works closely with clients as a Senior Portfolio Manager, managing discretionary investment portfolios for high-net-worth and ultra-high-net-worth individuals and families across Canada. She focuses on developing customized investment solutions that address short-term, long-term, and legacy goals, bringing a holistic approach that extends beyond investing to encompass family, retirement planning, philanthropy, and the financial complexities that accompany significant life events — including divorce, loss of a spouse, retirement, and the sale of a business. Earlier in her career, Sarah served as a Principal at Connor Clark Ltd., where she managed investment portfolios for a select group of private families. She went on to become one of the founding individuals and then Managing Partner at KJ Harrison Investors, where over more than two decades she played a key role in building the firm to $2.3 billion in assets under management. Following the firm’s sale to Harbourfront Wealth, she is energized further […]

“It is remarkable how much long-term advantage [can be garnered] by trying to be consistently not stupid, instead of trying to be very intelligent.” — Charlie Munger, Berkshire Hathaway As a Portfolio Manager, Rob works closely with young individuals who have experienced financial success, including professional athletes. Rob joined KJ Harrison Investors after a five-year stint in Singapore, where, in his role as the Finance Director for a start-up firm, he helped to raise over US$4 million in start-up capital. Rob has served as the head coach of the Men’s National Hockey Team, representing the country at the Asia Winter Games in 2017, the Southeast Asian Games in 2017 and 2019, and at the IIHF Division IV World Hockey Championships in 2022. Rob is a CFA® charterholder and he was recognized as the top economics student in his graduating class at Niagara University, where he also played NCAA Division 1 […]