HighView Blog

Welcoming Adam Laird to the HighView Team!

By Mark Barnicutt on May 27th, 2015

We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth management. Adam has a proven background in....

A New Solution for Wealth: The Virtual Family Office

By Mark Barnicutt on May 22nd, 2015

You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it....

Focus on meeting your goals not on investment debates

By Dan Hallett on May 4th, 2015

ETFs vs. mutual funds.  Indexing vs. active management.  Industry professionals and investors alike have staked their respective turfs on each of these issues with a level of passion usually reserved for religious or political debates.  Yet....

How to Build Sustainable Family Wealth for Future Generations (and Why It’s So Difficult to Do)

By Mark Barnicutt on April 10th, 2015

You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving....

Some Advisors Behaving Badly with CRM2 on the Horizon

By Dan Hallett on March 16th, 2015

After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client.  To their credit, many dealers are now providing performance reports. But two disturbing trends are....

Performance Fee Implications for Investment Fiduciaries

By Mark Barnicutt on February 18th, 2015

Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe performance fees are a structural issue, as they tend to: Incentivize risk seeking instead of risk....

HighView Strategic Capital Partner: Radar Capital Inc.

By Mark Barnicutt on January 9th, 2015

January 5th, 2015 HighView Financial Group (“HighView”) is pleased to announce that investment funds managed by Radar Capital Inc. (“Radar”) have recently completed their capital investment in HighView. Gary Brent, Chairman, Chief....

Go global instead of slicing & dicing your stocks by region

By Dan Hallett on December 23rd, 2014

In a recent article, Globe and Mail columnist Rob Carrick tackled the important issue of global stock diversification.  He surveyed several investment advisors and portfolio managers for their recommended allocations between Canadian and....

Why Engage The Services Of An Investment Fiduciary?

By Mark Barnicutt on November 30th, 2014

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view....

It is time to prepare for the bear

By Dan Hallett on November 26th, 2014

All year I've been wanting to write an article urging advisors and individual investors to prepare for the next bear market.  When stock markets hit a pothole in late summer and early fall, it struck me as an opportune time to refresh this idea. ....

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