Author Archive

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....

F-Class Funds: Trick or Treat [Video]

By Adam Laird on September 27th, 2016

In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which most investors are familiar with the A-Class fund predominately used by financial advisors or mutual fund....

Join Us for Warren MacKenzie’s Session at The MoneyShow Toronto!

By Adam Laird on August 30th, 2016

We are pleased to announce that Warren MacKenzie, Stewardship Counsellor at HighView, will be presenting a session at the upcoming MoneyShow Toronto! Warren’s Session: Practical Advice for Long-term Investing Focusing on practical advice for....

5 Important Steps for Downsizing Your Family Home [Video]

By Adam Laird on April 8th, 2016

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset.When downsizing their homes, many....

What the 2016 Federal Budget Means for High Net Worth Canadians [Video]

By Adam Laird on March 25th, 2016

On Tuesday March 22nd, the Federal government released its much-anticipated 2016 Federal Budget. On the heels of a Justin Trudeau and Liberal government victory, high net worth Canadians have been wondering how this government’s budget and future....

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....

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....

Management Expense Ratio: True Disclosure from CRM Phase 2

By Adam Laird on September 11th, 2015

On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by....

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