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As wealth architects, we take a broad approach to the stewardship of our client’s assets. Every HighView Partner has over 20 years of experience in managing client’s wealth. We have earned the trust and loyalty of families, institutions, and the advisor community.
We have collectively been responsible for the management and stewardship of more than $100 Billion of client assets in senior wealth management leadership roles at leading financial organizations including RBC Dominion Securities, CT Investment Management Group, BMO Nesbitt Burns, CIBC Trust, Maritime Life Insurance Company and Laketon Investment Management (owned by Canada Life).
At HighView Financial Group, we provide asset management solutions to clients with collective assets in excess of $1 Billion. Our clients are:
- Brand name Investment and Financial Advisory firms with individual assets.
- Families and family offices with individual assets.
- Institutions such as pension plans, foundations and endowments with individual assets.
- The Canadian wealth management industry seeking objective investment research
Our client testimonials attest to the fact that we take a “back to basics” prudent approach to wealth management. Our sound, long-term strategies (“hitting a series of singles” rather than “hitting one ball out of the park”) has been proven to be a key differentiator in our clients’ success.
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