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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, businesses and philanthropic organizations.
We have collectively been responsible for the management and stewardship of more than $100 Billion of client assets in senior wealth managementdisabled service leadership roles at leading financial organizations including RBC Dominion Securities,TAL Investment Counsel, CT Investment Management Group, BMO Nesbitt Burns and CIBC Trust.
At HighView Financial Group, we provide asset management solutions to clients with collective assets in excess of $1 Billion. Our clients are:
- Affluent families,
- The Pension and investable assets of their businesses, and
- The foundations and endowments which they support.
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.
Our services are often times delivered collaboratively with our clients' other professional advisors through our HighView Partners Program
™.
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