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