Pros and Cons of Robo-Advisors: Are They Here to Stay?
Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed…
10 years ago
HighView Blog
Debunking the Investment Industry: Relative Benchmarking
How is your investment manager benchmarking the success of your portfolio? This is a very important question, made all the…
10 years ago
The History and Background of CRM Phase 2 [Video]
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape…
10 years ago
Be Clear On Your Goals, Avoid Wasting Capital, and Have Fun with Your Money
As seen in the May 2015 edition of Canadian MoneySaver magazine. You may have heard the story of the elderly…
10 years ago
Welcoming Adam Laird to the HighView Team!
We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role,…
10 years ago
A New Solution for Wealth: The Virtual Family Office
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations.…
10 years ago
Focus on meeting your goals not on investment debates
ETFs vs. mutual funds. Indexing vs. active management. Industry professionals and investors alike have staked their respective turfs on each…
10 years ago
How to Build Sustainable Family Wealth for Future Generations (and Why It’s So Difficult to Do)
You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure…
10 years ago
Some Advisors Behaving Badly with CRM2 on the Horizon
After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client. To…
10 years ago
Performance Fee Implications for Investment Fiduciaries
Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe…
11 years ago