Author Archive

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....

Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!

By Mark Barnicutt on January 31st, 2017

  The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes.Gary BrentAt HighView, we have....

CRM2 Update – 2017 Is the Year for Positive Change

By Mark Barnicutt on January 20th, 2017

At last, the year 2017 marks a great step forward for our country with regards to transparency and disclosure in the financial services industry.The long anticipated regulation, that will impact Canadian investors, will be on display in many....

Season’s Greetings to Our Valued Investors and Their Families

By Mark Barnicutt on December 16th, 2016

As the holiday season approaches, we want to thank our clients and their other professionals for their continued support of HighView Financial Group over the past year.2016 was not only the 11th anniversary of HighView, but also a year of....

True Portfolio Transparency: The Complete Unbundling of Service Providers and Their Fees

By Mark Barnicutt on December 9th, 2016

Fee Disclosure Should Just be the StartCanadian securities regulators are currently forcing fee transparency for client accounts in the investment industry. This change is known as CRM2 (Client Relationship Model, Phase 2). HighView Financial....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 4 – The 5 Costs of One-Stop-Shop Wealth Advice

By Mark Barnicutt on October 12th, 2016

In my previous post in this series, I discussed the trade-off high net worth families face between convenience and competency in seeking wealth management advice. Today’s article will delve into this subject to explore the top five potential costs....

Welcoming Loren Francis to the HighView Team!

By Mark Barnicutt on August 2nd, 2016

We’re happy to announce that Loren Francis has joined HighView Financial Group as a Stewardship Counsellor and Principal. Loren will be playing a leadership role in crafting the HighView client experience as well as practice management.She was....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 3 – Convenience vs. Competency

By Mark Barnicutt on June 23rd, 2016

Welcome back to my ongoing series about the pursuit of integrated wealth management advice for high net worth families (families with investable assets > $1 Million).Catch up on the past two articles:Part 1: A brief history of wealth....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 2 – Are the Needs of High Net Worth Clients Met?

By Mark Barnicutt on June 9th, 2016

In part 1 of this series, I explored a brief history of wealth advice integration in Canada, up to the present day when large organizations continue to increase their dominance in the family wealth management industry.So, we know that this....

See Beyond

Receive Market Commentary + Stewardship Insights.