HighView Blog

An Investment Fiduciary – The Integrity of Your Portfolio

By Mark Barnicutt on January 24th, 2024

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...

Ensuring Financial Peace of Mind: A HighView Family Story

By Loren Francis on January 17th, 2024

This family story is the third of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore what can happen when one member of an affluent family assumes...

Generating Sustainable Wealth through Portfolio Monitoring

By Adam Laird on November 30th, 2023

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

Lessening Volatility to Build Sustained Family Wealth

By Adam Laird on November 14th, 2023

For families who have built their wealth over a lifetime or have experienced a liquidity event such as the sale of a business after decades of hard work, the prospect of being held hostage to the whims of the market can be frightening. The reality...

Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on October 25th, 2023

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

Goals-based Investing: A Client-First Approach

By Loren Francis on September 13th, 2023

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the...

Financial Planning Should Be Priority Before Investing

By Ian Calvert on September 13th, 2023

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

Future of Family Wealth Preservation: Virtual Family Offices

By Mark Barnicutt on September 13th, 2023

You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a past post, family wealth is not self-perpetuating. Without proper planning, it often...

7 Reasons for Changing Your Investment Advisor

By Mark Barnicutt on September 8th, 2023

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...

Comprehensive Portfolio Design Makes the Difference

By Adam Laird on August 30th, 2023

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right fit...

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