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Ensuring Financial Peace of Mind: A HighView Family Story

By Loren Francis on January 17th, 2024

This family story is the third 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 what can happen when one member of an affluent family assumes...

Goals-based Investing: A Client-First Approach

By Loren Francis on September 13th, 2023

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...

Strategic Philanthropy: Many Paths to Choose Part 2: Philanthropic Ways to Give

By Loren Francis on November 12th, 2020

What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...

Strategic Philanthropy: Many Paths to Choose Part 1: Designing A Philanthropy Strategy

By Loren Francis on October 15th, 2020

What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...

HighView Family Story: Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind

By Loren Francis on September 26th, 2018

This family story is the third 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 what can happen when one member of an affluent family assumes...

Artificial Intelligence: Embracing Disruptive Change for Business and Beyond

By Loren Francis on November 24th, 2017

HighView recently had two educational seminars, one in Oakville and one in Toronto, on the fascinating subject of Artificial Intelligence (AI). A Primer on Artificial Intelligence Human progress moves ever more quickly as time marches on. More...

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...

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