Archive for the ‘Family Wealth Management’ Category

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....

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....

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....

New Rules Will Affect the Taxation of Canadian Life Insurance Policies

By Tim Haunn on May 13th, 2016

It will be almost three years in the making but Bill C-43 effective January 2017 will update 1982 tax laws. One of the benefits of permanent life insurance is that the money, while inside a policy, grows exempt from taxes. To remain exempt from....

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....

Integrated Wealth Management Advice for Affluent Canadian Families: Part 1 – A Brief History

By Mark Barnicutt on March 22nd, 2016

The combination of Canadian aging demographics and rising affluence for certain wealth segments is causing the delivery of integrated wealth management advice – across financial disciplines – to quickly become a major concern for investors, and....

What Does “Family Wealth Stewardship” Mean?

By Mark Barnicutt on March 8th, 2016

We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that?At HighView, the word “stewardship” refers to how we oversee and govern the management of client wealth: as an investment fiduciary....

6 Considerations for Affluent Families Forming a Family Foundation

By Mark Barnicutt on August 28th, 2015

Many high net worth families we have worked with are grateful for the people in their lives and the opportunities they’ve been given; along with their hard work and persistence, these people and opportunities have helped shape their lives and....

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