HighView Blog

Finding a professional financial advisor: a process-driven approach

By Dan Hallett on October 13th, 2021

How can you find a great financial advisor – a true professional? This age-old question has long been answered with suggestions of requesting referrals from friends, doing internet searches, and asking standard questions of prospective advisors....

Planning is not Selling

By Ian Calvert on September 23rd, 2021

Having an up-to-date financial plan is perhaps the most powerful and useful document a family can have. An effective financial plan should be a comprehensive, forward-looking document, that examines items such as the family’s cash flow, balance...

Reaching Your Investment Goals

By Mark Barnicutt on September 9th, 2021

This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management...

When to Change Your Investment Advisor: The Red Flags

By Mark Barnicutt on September 3rd, 2021

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...

Safeguarding Accumulated Wealth

By Mark Barnicutt on August 14th, 2021

OVERVIEW For affluent family investors who have accumulated large sums of hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing...

Protecting Capital in Down Markets

By Greg Rodger on July 30th, 2021

When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken.  With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult...

Risk Management Controls for Affluent Family Portfolios

By Mark Barnicutt on July 23rd, 2021

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. Given...

Downsizing the Family Home – 5 Crucial Steps [Video]

By Adam Laird on July 14th, 2021

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...

Foundations and Proper Asset Management: The problems and the solution

By Mark Barnicutt on June 30th, 2021

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...

Entrepreneurs Could Teach the Wealth Management Industry a Few Things

By Mark Barnicutt on June 18th, 2021

As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to effectively leverage their current assets and resources....

See Beyond

Receive Market Commentary + Stewardship Insights.