HighView Blog

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....

The Client Dangers of Proprietary Investment Product Overload

By Mark Barnicutt on March 28th, 2018

Absolute Objectivity Is Key When Advising Clients One of the Founding Principles of HighView Financial Group is ‘objectivity’, which from a portfolio construction perspective means that we don’t believe that advisors should be conflicted in....

7 Common Hurdles in Creating Sustainable Wealth

By Mark Barnicutt on February 28th, 2018

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice!The global marketplace is currently....

Understanding Your Family Office Options

By Mark Barnicutt on January 23rd, 2018

Affluent families often face a myriad of challenges that come with wealth, including:Wealth management Tax and estate planning Business succession issues Setting and funding philanthropic goals Finding the time to manage these....

Happy Holidays to Our Valued Clients and Their Families

By Mark Barnicutt on December 17th, 2017

As the holiday season approaches, we want to thank our clients and their other professionals for their continued support of HighView Financial Group over the past year.2017 was not only the 12th anniversary of HighView, but also a year of....

Artificial Intelligence: Embracing Disruptive Change for Business and Beyond

By Loren Francis on November 24th, 2017

HighView recently had two educational seminars, one in Oakville and one in Toronto, on the fascinating subject of Artificial Intelligence (AI). A Primer on Artificial Intelligence Human progress moves ever more quickly as time marches on. More....

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....

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