HighView Blog

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 -....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 3 – Convenience vs. Competency

By Mark Barnicutt on June 23rd, 2016

Welcome back to my ongoing series about the pursuit of integrated wealth management advice for high net worth families (families with investable assets > $1 Million).Catch up on the past two articles:Part 1: A brief history of wealth....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 2 – Are the Needs of High Net Worth Clients Met?

By Mark Barnicutt on June 9th, 2016

In part 1 of this series, I explored a brief history of wealth advice integration in Canada, up to the present day when large organizations continue to increase their dominance in the family wealth management industry.So, we know that this....

Beware of Advertisements for F-series Investment Funds

By Dan Hallett on May 27th, 2016

Marketing is a critical component of every business, and the investment industry is no different.  But an industry trusted with the management of individuals’ life savings should be held to a higher standard.To an extent, it is.  Regulators....

New Rules Will Affect the Taxation of Canadian Life Insurance Policies

By Tim Haunn on May 13th, 2016

It will be almost three years in the making but Bill C-43 effective January 2017 will update 1982 tax laws. One of the benefits of permanent life insurance is that the money, while inside a policy, grows exempt from taxes. To remain exempt from....

Challenges Facing Foundations Seeking Effective Asset Management (And the Solution!)

By Mark Barnicutt on April 26th, 2016

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available....

5 Important Steps for Downsizing Your Family Home [Video]

By Adam Laird on April 8th, 2016

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset.When downsizing their homes, many....

Does Hoarding Cash Protect Investors from the Bear?

By Dan Hallett on March 31st, 2016

Over the past several years, I met many investors who pulled money out of the market prior to the 2007-09 Financial Crisis. Their reasons for pulling out sounded logical.  Their profits were big while the market was low.  But these investors and....

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