You may be concerned about market ups and downs, how you will find the time to properly manage your assets, or where to find the right person who is free from obligations to anyone except you.
We can help.
As a fiduciary, we will become your outsourced personal Chief Investment Officer (CIO).
Our role includes:
HighView designs, implements, and manages tailored investment portfolios for affluent Canadian families and foundations. Our sole focus is to build sustainable assets that meet their evolving needs.
The HighView Asset Sustainability Process is our tried and true portfolio construction method that we customize and implement to help our clients meet their unique goals.