Using Wealth Wisely: Control the Things You Can Control
As seen in the September 2015 edition of Canadian MoneySaver magazine. Investors can enjoy above-average performance over the long-term by…
10 years ago
HighView Blog
Mystery Shoppers Reveal Challenges of Comparing Investment Advisor Fees in Ontario
A recent article in Investment Executive highlights the results of a mystery shopping exercise wherein investment advisors were secretly evaluated…
10 years ago
Management Expense Ratio: True Disclosure from CRM Phase 2
On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose…
10 years ago
6 Considerations for Affluent Families Forming a Family Foundation
Many high net worth families we have worked with are grateful for the people in their lives and the opportunities…
10 years ago
Canada Is Not Alone in Demanding Investing Transparency: Comparable CRM Global Regulations
On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose…
10 years ago
Getting Value from the Investment Management Fees You Pay
A question more and more investors are asking is: “Am I getting value for the fees that I pay my…
10 years ago
Regulatory Changes Driving Changes in Custodial Preferences for Affluent Families and Institutions
In our previous article, 'Keeping Investor Assets Safe: The Custodians Role', we outlined the importance of having an independent custodian…
10 years ago
Get the Truth about Costs: Top 5 Questions for Investors to Ask Investment Advisors
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full…
10 years ago
Investors Need More Meaningful Risk Measures
The measurement and communication of risk for investment funds is high on securities regulators’ radar. They continue to review this…
10 years ago
What Is the Impact of CRM Phase 2? [Video]
What Is CRM Phase 2? On July 15th, 2016, investment advisors and firms will be required to disclose an annual…
10 years ago