HighView Blog

Do Covered Call Strategies Shine In “Flat Markets”?

By Dan Hallett on June 26th, 2025

As a child, I sat too close to the TV, cracked my knuckles, and swallowed more than a few pieces of gum. If all of the legends I heard in childhood were true, I would now be a visually-impaired, middle-aged man with arthritis and tummy full of...

Your Portfolio and Life Goals Should Always be Inline

By Greg Rodger on June 11th, 2025

An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function).  And the process of designing an investment portfolio should be...

HighView’s Transparency and Consistency in Measuring Investment Performance

By Greg Rodger on May 14th, 2025

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....

Creating Sustainable Wealth through Portfolio Monitoring

By Adam Laird on April 23rd, 2025

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...

An Investment Fiduciary: The Services and Why it Matters

By Greg Rodger on April 9th, 2025

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...

Investment Fiduciary and The Integrity of Your Portfolio

By Greg Rodger on March 26th, 2025

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...

Financial Planning: So Important, It cannot be Ignored

By Ian Calvert on March 12th, 2025

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...

Lifestyle Goals-based Investing: A Client Tailored Approach

By Loren Francis on February 26th, 2025

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...

Portfolio Monitoring and Sustainable Wealth Generation

By Adam Laird on February 13th, 2025

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...

Smart Portfolio Design Matters and Here’s Why

By Adam Laird on January 29th, 2025

Creating portfolios centered around your goals will help you and your family stay committed to your investment strategy and build long-term, sustainable...

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