HighView Blog

Why Portfolio Monitoring Creates Sustainable Wealth

By Adam Laird on November 28th, 2018

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial....

Cannabis Stocks: Worth the Hype or Likely to Send Your Wealth Up in Smoke?

By Dan Hallett on October 23rd, 2018

I can’t recall the last time I discussed investments without “pot stocks” entering the conversation – whether at the gym, at lunch, and at the barber (not sure if he’s wealthy or not). The infatuation doesn’t match the insanity of the....

Ontario Government’s Opposition to Client-Friendly Proposals Leaves Many Questions

By Dan Hallett on October 2nd, 2018

Ontario’s Minister of Finance Vic Fedeli recently issued a statement stating that his government does not support the Canadian Securities Administrators’ (CSA) proposals published on June 21, 2018. The proposals recommend – in a nutshell –....

HighView Family Story: Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind

By Loren Francis on September 26th, 2018

This family story is the third of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore what can happen when one member of an affluent family assumes....

The 5 Elements That Determine Whether a Financial Advisor Is a True Fiduciary (According to Canadian Courts)

By Mark Barnicutt on September 18th, 2018

“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it.So what makes a....

HighView’s Focus on ESG Integration and Social Impact Investing

By Loren Francis on August 15th, 2018

In 2017, HighView proudly became a member of the Responsible Investment Association (RIA). HighView believes there is a fiduciary duty to invest prudently without taking undue risk. Incorporating Environmental, Social and Governance (ESG) standards....

HighView Family Story: Retirement Plans Uncover Unclear Fee Disclosure by Investment Advisor

By Mark Barnicutt on August 3rd, 2018

This family story is the second of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore the topic of fee transparency. Although recent regulatory changes....

HighView Family Story: Former Entrepreneur with Multiple Advisors in Need of Integrated Family Wealth and Succession Plan

By Adam Laird on July 10th, 2018

This family story is the first of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore the topic of families who have built their wealth through....

Mitigating Volatility to Create Sustainable Family Wealth

By Adam Laird on May 18th, 2018

For families who have built their wealth over a lifetime or have experienced a liquidity event such as the sale of a business after decades of hard work, the prospect of being held hostage to the whims of the market can be frightening.The....

Due Diligence Can Distinguish Good from Bad Money Managers

By Dan Hallett on April 25th, 2018

Securities regulators have recently sanctioned a few mutual fund companies for spending excessively on promotional events and gifts to financial advisors who sell their funds. This is harmful to investors since it really treats the advisor – not....

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