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Strategic Affiliates
HighView Financial Group has carefully selected a specialized group of companies who provide us with integral support in the servicing of our Canadian wealth management clients. We refer to these companies as our Strategic Affiliates.
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Raymond James Streamline, a division of Raymond James Ltd., is a provider of custody and business solutions to Canadian wealth management firms. Streamline serves as the primary custodian for investment counsel/portfolio management firms, as well as independent IDA registrant firms. The primary objective of Streamline is to provide simple, integrated business solutions that streamline the business processes of Canadian private client wealth management firms. Raymond James Ltd. is the Canadian arm of Raymond James Financial, Inc. one of North America's leading full service investment dealers. |
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Quantum Wealth Management Inc. is a service provider of portfolio and practice management productivity solutions. Quantum provides one of the most comprehensive technology platforms in the industry, enabling financial dealers and advisors to take their businesses to the next level of profitability and growth. The platform also enhances client relationship management and business development. Quantum, founded in 2006, combines the skills and experience of wealth management and technology professionals to produce a feature-rich and scalable web-based system. Quantum is initially delivering its solution to the Canadian marketplace. |
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Pinnacle, through its leverage of Canaccord Capital Corporation's investment in infrastructure and technology, provides leading edge support solutions to Canada's wealth management industry. From custodial to the administration of separately managed account programs and full correspondent services, Pinnacle employs the expertise of approximately 500 operations staff from offices in major centres across Canada and internationally to bring superior, flexible solutions to its clients. |
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With increased regulatory pressure for corporate governance, today’s corporate secretaries need powerful tools to effectively capture and accurately report on their entity data, as well as their director and officer information, to meet the demands for stricter controls.
Computershare Governance Services delivers advanced technology through its Global Entity Management System (GEMS), geared for international companies, and Corporate Manager (CM), targeted for companies with a North American focus. The solutions help companies manage corporate data to ensure compliance with domestic and global tax, legal, finance and regulatory filings.
BoardWorks Meeting Management System
Our BoardWorks® solutions is an easy-to-use Web-based application to manage the communication and materials leading up to board meetings. This electronic portal gives executives real-time access to documents prior to the event so they are prepared for upcoming meetings.
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Fi360® promotes a culture of fiduciary responsibility and improves the decision making processes of investment fiduciaries. With defined Practices as our foundation, we offer training, tools, and resources in support of that mission.
We are recognized industry experts on “investment fiduciary responsibility,” a subject which has become a primary focus for Wall Street and Washington. As the exclusive licensors from the Foundation for Fiduciary Studies of the only defined and substantiated investment fiduciary practices that are applicable to all fiduciaries (investment stewards, advisors, and managers; managers in conjunction with CEFEX), we provide investment education and training programs that award the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional designations, as well as sophisticated Web-based tools for trustees and investment professionals.
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Dan Hallett and Associates Inc. (DH&A) is a licensed investment counsellor and a leading provider of research on money managers and investment products serving individual investors, financial advisors, and financial institutions. With a specialty in managed money, DH&A's research blends both qualitative and quantitative factors in producing its unique brand of candid, opinionated research on money managers and a broad array of investment products. DH&A's ongoing research efforts include in-depth interviews with Canada's top money managers, research on investment strategies and products, and providing tools to help advisors better serve their clients. |
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Meadwell is a results-driven, full service marketing, branding and
communication company that understands the importance of building strong,
powerful and well-differentiated brands. Brands that are highly relevant and capable of influencing the choices that people make. |
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The Centre for Fiduciary Excellence (“CEFEX”) was formed in 2006 as a certifying body in the investment management industry. Leveraging over 40 years collective experience from its founding members, CEFEX is a global independent certifying body, whose mission is to deliver a new standard for establishing trustworthiness of fiduciaries and service providers. The CEFEX founders are led by the CSA Group, a non-profit standards development organization with North American offices in Toronto, Canada and Cleveland OH, as well as around the world. The other members include SAI Global, another global standards developer and certification body based in Sydney, Australia; Fiduciary360 based in Pittsburgh, PA and RCP Partners based in Geneva, Switzerland. |
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