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| At a glance |
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Our Services
HighView Wealth Planning provides Canadian wealth management firms with a focused suite of wealth planning design, implementation and support services and solutions for their advisors in the areas of financial analysis, risk assessment, tax & business planning and estate & succession planning.
HighView Wealth Planning is a division of HighView Financial Group, a professional services firm that provides managed asset solutions to Canadian wealth management firms. The mission of HighView Financial Group is to facilitate independence in the Canadian Wealth Management industry through the integration of strategy, support and capital for managed asset firms and offerings.
Our Clients & Our Purpose
Our Clients are Financial Advisory firms who seek to grow and enhance their business through an integrated approach to wealth management that involves wealth planning. They understand the importance of addressing all aspects of a client’s affairs that can have a financial impact. Their clients seek this and value it. It is an important factor in their firm’s continued growth and success.
Our mission is to assist our Clients in growing and enhancing their business by helping them to provide wealth planning services to their clients and to support their advisors in the provision of those services.
Our Measures Of Success
Our success will be measured by the ability of our Client firms to transform their businesses to integrated, client-centric, solution-based organizations that capture a significant share of their clients’ wealth and earn the trust and loyalty that allows them to build a vibrant, sustainable growth business that is differentiated in a crowded marketplace.
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