HighView Blog

Affluent families often find themselves seeking and needing guidance from a network of professional advisors—accountants, lawyers, and others. With advice coming from a variety of sources, how do you make sure it’s being put to use in ways that....

Building and maintaining wealth is a journey. You start by taking the time to understand your needs and goals, and develop a plan and a portfolio that will help you realize them. But how do you make sure you stay on track?Ongoing reviews are key....

The final month of 2018 brought some wild swings to global equity markets, leading to headlines such as “Markets plunge with Dow posting worst Christmas Eve session on record”, followed one (trading) day later by “Dow soars more than 1,050....

This Holiday season, we want to thank our clients and their other professional advisors for their continued support of HighView Financial Group over the past year.At HighView, we believe in the importance of family and of philanthropic....

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....

I can’t recall the last time I discussed investments without “pot stocks” entering the conversation – whether at the gym, at lunch, and at the barber (not sure if he’s wealthy or not). The infatuation doesn’t match the insanity of the....

Ontario’s Minister of Finance Vic Fedeli recently issued a statement stating that his government does not support the Canadian Securities Administrators’ (CSA) proposals published on June 21, 2018. The proposals recommend – in a nutshell –....

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....

“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....

In 2017, HighView proudly became a member of the Responsible Investment Association (RIA). HighView believes there is a fiduciary duty to invest prudently without taking undue risk. Incorporating Environmental, Social and Governance (ESG) standards....