HighView Blog

Debunking the Investment Industry: Is Your Investment Portfolio Structured for Relative or Absolute Benchmarking? [Video]

By Adam Laird on February 4th, 2016

It is our goal to debunk myths found within the investment industry. One of the most persistent myths perpetuated by investment managers is that investors’ portfolios’ performance should be measured compared to a relative, market-based....

Debunking Myths of the Investment Industry in Canada Video Series

By Adam Laird on February 2nd, 2016

As independent stewards of wealth for affluent Canadian families and foundations, it is our passion to inform and educate investors.To that end, we have created a new video series called “Debunking Myths of the Investment Industry in....

Why Hire a Professional Chief Investment Officer when You Can Just “Do It Yourself”?

By Adam Laird on January 28th, 2016

Dear “do-it-yourselfers”:We all have our own definition of “expensive.” In my role as a Stewardship Counsellor, I have the opportunity to learn what expensive means to investors – and their definition is usually as unique as the....

How To Be Both Rich And Happy!

By Warren Mackenzie on January 12th, 2016

As seen in the November 2015 edition of Canadian MoneySaver magazine.You can be both rich and happy, but (1) you need to understand that an investment portfolio is simply a tool or a utility to achieve your goals, (2) you need performance....

HighView’s 8 Founding Principles for Wealth Management [Video]

By Adam Laird on January 8th, 2016

As 2016 begins, HighView enters its second decade of operation. At this critical moment in our firm’s history, we feel it’s important to reiterate our founding principles.Our work as an outsourced Chief Investment Officer for affluent....

Happy Holidays to Our Valued Investors and Their Families

By Mark Barnicutt on December 20th, 2015

As the year 2015 marked the 10th anniversary of HighView, the past few days have been a time for us to pause and reflect.First, we’re very grateful for our clients, and the opportunity we’ve been provided over the past decade to service....

Reduced Fund Payout Is Good But Beware of Unsavoury Sales Pitch

By Dan Hallett on December 16th, 2015

I recently wrote about how high-payout monthly income funds are being mis-sold to investors and how some fund companies had provided false and misleading information to at least one end investor.  I always take notice of fund distribution cuts so a....

7 Warning Signs It’s Time to Change Your Investment Advisor

By Mark Barnicutt on December 7th, 2015

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors.Here are seven....

High-payout Funds Are a Cash Flow Mirage

By Dan Hallett on November 27th, 2015

In the world of investing, nothing turns my stomach more than when a member of the investment industry misleads investors and then directly benefits from said misinformation.  Usually only subtle trickery is at play.  And most often I have seen....

Do You View Your Invested Assets as a ‘Piggy Bank’ or a ‘Pay Cheque’?

By Mark Barnicutt on November 12th, 2015

Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial structures like holding companies and family....

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