HighView Blog

Designing Investment Policy for ESG and Impact Investing

By Loren Francis on October 24th, 2017

 “We believe that considering material ESG factors as part of our investment decision-making process, with respect to both direct and indirect investments, along with other material investment factors is consistent with our fiduciary duty”.....

Why Do I Need an Investment “Fiduciary”?

By Mark Barnicutt on October 17th, 2017

A true investment fiduciary is all about putting the client’s interests first.Too many investment advisors only pay lip service to the idea of “putting the investor first”; a true fiduciary has a legal and ethical responsibility to live....

Recap of the OSC Roundtable Discussion on Discontinuing Embedded Commissions

By Dan Hallett on October 4th, 2017

I recently participated in a roundtable discussion hosted by the Ontario Securities Commission (OSC). The purpose was to delve more deeply into the industry’s response to regulators’ proposal to eliminate commissions embedded in investment....

Finances and Friendship

By Warren Mackenzie on September 7th, 2017

As seen in the July/August 2017 edition of Canadian MoneySaver magazine.Kelly Osbourne has it right when she says: “I guess I have friends around me but when you’re paying them, can they ever really be true friends?” Lawyers, accountants,....

Dan Hallett of HighView to Be a Panelist in OSC Roundtable on Discontinuing Embedded Commissions

By Mark Barnicutt on August 24th, 2017

On September 18, 2017, Dan Hallett, Vice-President and Principal of HighView, will be participating in a roundtable discussion of Canadian Securities Administrators (CSA) Consultation Paper 81-408 Consultation on the Option of Discontinuing Embedded....

The Investment Industry Owes Its Clients Better Treatment

By Dan Hallett on July 28th, 2017

The Canadian Securities Administrators launched a lengthy consultation period in January on their proposal to eliminate embedded commissions – i.e. commissions paid to those selling investment products that are built into the product’s price or....

Firing Your Underperforming Money Manager

By Dan Hallett on July 5th, 2017

Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for "something that's doing better". But an understanding of market cycles and a review of....

Affluent Families Need an Integrated Family Wealth Plan

By Ian Calvert on June 23rd, 2017

At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’.In other words, their investable asset base is of a sufficiently....

Thinking Client-First: Goals-based Investing

By Loren Francis on June 6th, 2017

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the....

HighView Financial Group Joins the Responsible Investment Association

By Loren Francis on May 29th, 2017

The Responsible Investment Association (“RIA”) and HighView Financial Group announced today that HighView has joined the RIA as an Associate Member.“We are very pleased to welcome HighView Financial Group as an Associate Member of the....

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