HighView Blog

Valentine’s Day is a day to celebrate love.  But on February 14, 2011, I wasn’t feeling the love from the mutual fund industry.  On that day, the Investment Funds Institute of Canada announced that it would cease reporting...

I was recently asked to comment on Labour Sponsored Investment Funds (LSIFs) by the Canadian Press.  The words attributed to me in this article may give readers the wrong impression.  The article says, in part: Hallett said these funds are most...

In Tuesday’s Globe & Mail, I shared a couple of suggestions that investors should consider for their RRSPs.  My suggestions covered two themes you’d have read here over the past several months.  One is that bonds remain a vital,...

In meetings with prospective clients, I frequently get the question: “Where’s the best place to invest?” Given that the investment management industry is so “product” and “return” focused, I think investors...

The group retirement plan landscape internationally is dominated by trustee arrangements. In these arrangements, a trustee is appointed to bear the responsibility of ensuring the safety of the assets entrusted to this legal entity. Normally, in...

Investment Executive today reported that the North American Securities Administrators Association recently unveiled its U.S. legislative agenda, which was highlighed by a call to impose a fiduciary duty on everyone providing investment advice. The...

In a Financial Post interview with Andrew Allentuck, Dan Hallett (VP & Director, HighView Financial Group), provides an overview of the pros and cons of investing in Sector Funds. At HighView Financial Group, we’re against buying sector...

I had received a couple of calls this week telling me that Peter Cundill had passed away.  This was confirmed today when another contact today sent me his online obituary.  Peter suffered from a debilitating disease called Fragile X, the symptoms...

Many Canadians own assets, especially real estate, that are located in the United States. There have been recent changes to the U.S. Estate Tax Laws that will have signficant impacts on Canadians with US assets. To educate investors, two law firms...

In a much-anticipated report, the SEC (Securities & Exchange Commission) in the United States late Friday night recommended to Congress that broker-dealers be subject to the same fiduciary standard that applies to investment advisers. This issue...