HighView Blog

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....

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....

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