HighView Blog

How We Measure Investment Performance for Transparency and Consistency

By Greg Rodger on May 2nd, 2017

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive....

Think Twice before Replacing Your “Risky” Bonds with “Safe” Stocks

By Dan Hallett on April 11th, 2017

For virtually my entire career, bond yields have been characterized as "historically low" – yet have fallen with few interruptions. Since the Financial Crisis, however, yields have been super skinny and have continued falling. Razor thin yields....

What the 2017 Federal Budget Means for High Net Worth Canadians

By Mark Barnicutt on March 28th, 2017

On March 22nd, 2017 the Trudeau Liberal Government presented their second Federal Budget. Compared to their first budget, which included significant increases in taxation and program stimulus, this budget provided relatively small changes to certain....

What Is Wealth Stewardship?

By Mark Barnicutt on March 15th, 2017

Prudent Principles to Live By “Looking back, it feels like we made endless sacrifices for 30 years to create our wealth, and now we worry about preserving what we’ve built for ourselves, our children & our grandchildren.”Family....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 5 – A Different Approach

By Mark Barnicutt on February 21st, 2017

This is my final blog in this series, wherein I will present a solution to the problems presented in the previous posts.I encourage you to read the entire series to get a full understanding of the challenges facing affluent families seeking....

Loren Francis Appointed to HighView Portfolio Strategy Committee

By Mark Barnicutt on February 10th, 2017

HighView is pleased to announce that Stewardship Counsellor and Principal Loren Francis has now been appointed to our Portfolio Strategy Committee.The HighView Portfolio Strategy Committee leads the way to ensure we make the right investment....

Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!

By Mark Barnicutt on January 31st, 2017

  The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes.Gary BrentAt HighView, we have....

Understanding Pool Funds [Video]

By Adam Laird on January 27th, 2017

As HighView believes in education and transparency, we feel it is important that investors understand how they are invested. Today’s topic is: Understanding Pool Funds.So let’s review. Watch this video or read below for a better....

CRM2 Update – 2017 Is the Year for Positive Change

By Mark Barnicutt on January 20th, 2017

At last, the year 2017 marks a great step forward for our country with regards to transparency and disclosure in the financial services industry.The long anticipated regulation, that will impact Canadian investors, will be on display in many....

Concerns with “Fund Facts” and “ETF Facts” Risk Ratings

By Dan Hallett on January 6th, 2017

“Fund Facts” is a 2 to 4 page regulatory summary document designed to inform investors on a mutual fund’s salient features. A version for exchange-traded funds – i.e. ETF Facts – will be required starting next September. One of the most....

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