HighView Blog

Pros and Cons of Robo-Advisors: Are They Here to Stay?

By Dan Hallett on June 29th, 2015

Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits but also faces many headwinds. Potential Benefits....

Debunking the Investment Industry: Relative Benchmarking

By Gary Brent on June 18th, 2015

How is your investment manager benchmarking the success of your portfolio? This is a very important question, made all the more crucial because how your portfolio’s performance is judged – the benchmark against which it is being measured –....

The History and Background of CRM Phase 2

By Adam Laird on June 11th, 2015

On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the implementation of the Client Relationship Model (Phase....

Be Clear On Your Goals, Avoid Wasting Capital, and Have Fun with Your Money

By Warren Mackenzie on June 4th, 2015

As seen in the May 2015 edition of Canadian MoneySaver magazine. You may have heard the story of the elderly gentleman on his deathbed looking back over his life. He’d spent about 80% of a large inheritance on liquor, women and the racetrack,....

Welcoming Adam Laird to the HighView Team!

By Mark Barnicutt on May 27th, 2015

We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth management. Adam has a proven background in....

A New Solution for Wealth: The Virtual Family Office

By Mark Barnicutt on May 22nd, 2015

You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it....

Focus on meeting your goals not on investment debates

By Dan Hallett on May 4th, 2015

ETFs vs. mutual funds.  Indexing vs. active management.  Industry professionals and investors alike have staked their respective turfs on each of these issues with a level of passion usually reserved for religious or political debates.  Yet....

How to Build Sustainable Family Wealth for Future Generations (and Why It’s So Difficult to Do)

By Mark Barnicutt on April 10th, 2015

You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving....

Some Advisors Behaving Badly with CRM2 on the Horizon

By Dan Hallett on March 16th, 2015

After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client.  To their credit, many dealers are now providing performance reports. But two disturbing trends are....

Performance Fee Implications for Investment Fiduciaries

By Mark Barnicutt on February 18th, 2015

Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe performance fees are a structural issue, as they tend to: Incentivize risk seeking instead of risk....

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