K.J. Harrison & Partners Inc.
K.J. Harrison & Partners Inc. is an independent investment firm headquartered in Toronto, Ontario, Canada, specializing in wealth management solutions for high net worth families. Founded in 2001 by K. James Harrison, it employs around 30 people and is dedicated to providing disciplined investment strategies focused on protecting and growing wealth for private clients. The firm is known for its fiduciary approach, client partnership values, and emphasis on strategic, objective-driven financial advice.
Investment Strategy
K.J. Harrison & Partners emphasizes achieving outstanding long-term, risk-adjusted returns over full market cycles by carefully managing portfolio volatility and focusing on capital preservation during negative market periods. Their disciplined investment philosophy centers on acquiring securities with a significant margin of safety—paying less than intrinsic value—which helps minimize downside risk and bolster client confidence during challenging markets. They serve individual and family clients with highly tailored advice, focusing on strategic wealth planning, not product sales, and build strategies meant to thrive in all economic environments.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.68% | $34.3M | 167,032 | $69.75 | $205.17 | -$3.1M |
M MSFT | MICROSOFT CORP | 4.54% | $27.4M | 55,044 | $291.10 | $497.41 | +$10.1M |
A AMZN | AMAZON COM INC | 3.74% | $22.6M | 102,996 | $138.10 | $219.39 | +$4.5M |
R RY | ROYAL BK CDA | 3.40% | $20.5M | 155,965 | $99.90 | $131.55 | +$6.2M |
M META | META PLATFORMS INC | 3.28% | $19.8M | 26,830 | $392.79 | $738.09 | +$4.2M |