HighView Blog

When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken.  With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult...

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. Given...

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many...

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...

As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to effectively leverage their current assets and resources....

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 previous post, family wealth is not self-perpetuating. Without proper planning, it...

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...

“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a...

Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future.  At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment...

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...