HighView Blog

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....

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....

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