HighView logo with tagline  
   
Highview Financial Group - Events
 
 

HighView Financial Group has carefully selected a specialized group of companies who provide us with integral support in the servicing of our Canadian wealth management clients. We refer to these companies as our Strategic Affiliates.


  www.acquaintfinancial.com
 

Acquaint Financial specializes in independent financial education and counselling for employees across Canada. The sole mandate is to help your employees achieve their financial dreams for today and in retirement.

Acquaint does this through sustainable programs that help employees make informed investment decisions and financially appropriate lifestyle choices. The holistic approach to financial planning teaches employees how to determine where they are today, outline financial goals for their future, and then helps them develop a plan to achieve those goals.

     
  www.bbh.com
  Founded in 1818, Brown Brothers Harriman & Co. (BBH) is a privately-held financial services firm serving clients globally in three main businesses: Investor Services, Investment & Wealth Management and Banking & Advisory. Organized as a partnership, BBH has approximately 4,000 professionals in sixteen offices throughout North America, Europe and Asia. 

Canadian Western Trust   www.canadagives.ca/
 

Canada Gives is a charitable foundation designed to make it easier and less costly for donors to build ongoing foundations that serve their philanthropic goals and have maximum impact on the charities of their choice.

Canada Gives sets up and manages personalized Donor Advised Funds (DAFs) for individual and corporate donors, an emerging donation vehicle for the committed philanthropist.

A Canada Gives donor advised fund account is a turnkey option for managing donations and developing a charitable giving strategy that meets the funding needs for the charities of the donor’s choice. Their administrative platform was designed to maximize the financial impact of donors’ charitable gifts. Donations can meet both the immediate and long-term funding needs of the charities donors wish to support, by allocating a portion of each gift between one-time gifts and endowment gifts.

Canada Gives is a public foundation registered as a charity with the Canada Revenue Agency and the Quebec Ministry of Revenue.


Canadian Western Trust   www.cwt.ca 
  Canadian Western Trust ("CWT") provides retirement, trustee and custodial solutions to financial advisors, corporations and individuals across Canada. CWT has been offering exceptional service since 1987, and has become a highly trusted name for a growing base of clients by offering a conservative, secure and stable environment to conduct business. At CWT, Service you can trust® is the philosophy we live by. 


Concord Canada Logo   www.concordwealthmanagement.com
  Concord’s singular focus is to enable its clients to compete vigorously in the wealth management business with a comprehensive investment platform that is fully customized while being delivered at a reasonable cost. Concord supports investment professionals in trust companies, banks, broker/dealers, family offices, insurance companies, and independent advisory firms.

Global Group Services Inc     www.ggsi.ca   
                

Global Group Services Inc.'s experience in record keeping services began in 1986. Since then GGSI has established a solid reputation as a global record keeper servicing Fortune 500 companies.

Their system supports over 500,000 plan members in the Americas, the Caribbean, Europe, Africa and the Middle East. Global Group Services Inc. is a privately held Canadian registered company located in the IT capital of Canada, Markham, Ontario.


Pinnacle Correspondent Services www.pcsc.ca      
                 Pinnacle is an innovative and sophisticated provider of state of the art solutions to the wealth management industry. It is a division of Canaccord Financial Ltd. a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Developed as an extension and application of Canaccord’s substantial investment in its information technology and operating infrastructure, Pinnacle initially provided: execution, clearing, settlement, custody, and front and back-office services to introducing brokerage firms. Over time the offering has expanded through strategic relationships for wealth management solutions such as separately managed account administration and investment counselor services, as well as the development of leading edge integration to support automated execution for stock-based incentive plans.

ScotiaTrust Custody Services

www.scotiabank.com      
                

Scotiatrust, a subsidiary of The Bank of Nova Scotia, is proud to be one of Canada’s leading providers of Personal Trust Services and Personal and Institutional Custodial Services through its Canada-wide branch network.

As an independent safeguarding custodian of assets, Scotiatrust delivers centralized services for transaction settlement, entitlement collection and consolidated recordkeeping and reporting.



© Copyright 2010 HighView Financial Group, All rights reserved. | Legal