HighView Blog

Investment Industry Participants Finding a Chair before the Music Stops

By Adam Laird on December 2nd, 2016

Friday December 30th, 2016 is a date that many Canadian wealth management industry participants will remember. It is the last business day in a calendar year where investment dealer fees and their applicable investment performance will be....

Making an Impact: Aligning Values with Investment

By Loren Francis on November 25th, 2016

“We will be known forever by the tracks we leave.” – Dakota ProverbOn September 25th 2015, the United Nations (UN) with countries around the world adopted a set of goals to end poverty, protect the planet, and ensure prosperity for....

Regulations Will Create Scalability Challenges for Canadian Robo-advisors

By Dan Hallett on November 18th, 2016

Robo-advisors offer investment advice through websites and mobile applications. In the U.S. this segment – which was born after the Financial Crisis – manages tens of billions of dollars for clients. American robo-advisors can provide investment....

How Donald Trump’s Victory May Affect Your Investments

By Greg Rodger on November 11th, 2016

We wouldn’t want to be shareholders of any of the polling companies this morning as, once again, the pollsters were proved to be completely wrong.Donald Trump’s victory has certainly taken many by surprise. The more that the election results....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 4 – The 5 Costs of One-Stop-Shop Wealth Advice

By Mark Barnicutt on October 12th, 2016

In my previous post in this series, I discussed the trade-off high net worth families face between convenience and competency in seeking wealth management advice. Today’s article will delve into this subject to explore the top five potential costs....

F-Class Funds: Trick or Treat [Video]

By Adam Laird on September 27th, 2016

In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which most investors are familiar with the A-Class fund predominately used by financial advisors or mutual fund....

Making Sense of Your New CRM2 Performance Report

By Dan Hallett on September 14th, 2016

On July 15, 2016 the second phase of Client Relationship Management (CRM2) became official. CRM2 is a new set of rules requiring most “financial advisors” to provide two new annual reports to each client – one detailing amounts paid to....

Join Us for Warren MacKenzie’s Session at The MoneyShow Toronto!

By Adam Laird on August 30th, 2016

We are pleased to announce that Warren MacKenzie, Stewardship Counsellor at HighView, will be presenting a session at the upcoming MoneyShow Toronto! Warren’s Session: Practical Advice for Long-term Investing Focusing on practical advice for....

Welcoming Loren Francis to the HighView Team!

By Mark Barnicutt on August 2nd, 2016

We’re happy to announce that Loren Francis has joined HighView Financial Group as a Stewardship Counsellor and Principal. Loren will be playing a leadership role in crafting the HighView client experience as well as practice management.She was....

Self-Inflicted Problems: Mutual Fund Industry Has Fought Investor-Friendly Reforms

By Dan Hallett on July 21st, 2016

As seen in the May 2016 edition of Investment Executive.Recently published research on mutual fund commissions' influence on fund flows led by Douglas Cumming, finance professor at the Schulich School of Business at York University in Toronto -....

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